Theodore Wesley Brooks
Directeur en chef des Investissements chez Nordwand Advisors LLC
Profil
Theodore Wesley Brooks is currently the Chief Investment Officer at Nordwand Advisors LLC since 2022.
Prior to this, he worked as the Portfolio Manager of Infrastructure Securities at CenterSquare Investment Management LLC from 2018 to 2021, and as the Portfolio Manager of Global Listed Infrastructure at CenterSquare Investment Management, Inc. from 2014 to 2018.
He also worked as the Director of Equity Research at Barclays Capital, Inc. from 2011 to 2013, as a Research Analyst at Lehman Brothers, Inc. from 2005 to 2007, and as an Investment Banking Analyst at Credit Suisse First Boston Corp.
in 2004.
Brooks received his MBA from The Leonard N Stern School of Business in 2005 and his undergraduate degree from the College of the Holy Cross (Massachusetts) in 1996.
Postes actifs de Theodore Wesley Brooks
| Sociétés | Poste | Début |
|---|---|---|
Nordwand Advisors LLC
 Nordwand Advisors LLC Investment ManagersFinance Nordwand Advisors LLC is a SEC-registered investment advisor and multi-family office headquartered in Radnor, Pennsylvania. The firm was founded in 2022 and is owned by Nordwand Capital LLC. Nordwand Advisors provides custom advisory services that range from investment management to trust and estate planning to philanthropic strategies to a select group of ultra-high-net worth families. | Directeur en chef des Investissements | 01/11/2022 |
Anciens postes connus de Theodore Wesley Brooks
| Sociétés | Poste | Fin |
|---|---|---|
CenterSquare Investment Management LLC
 CenterSquare Investment Management LLC Investment ManagersFinance CenterSquare Investment Management LLC (CenterSquare) is a SEC-registered investment advisor headquartered in Plymouth Meeting, Pennsylvania. The firm was founded in 2017 and is wholly owned by CenterSquare Investment Management Holdings LLC. CenterSquare provides discretionary and non-discretionary investment advisory services to institutional and high net worth investors in the form of separate accounts and pooled investment vehicles. | Gestionnaire de Portefeuille-Actions | 01/06/2021 |
CenterSquare Investment Management, Inc.
 CenterSquare Investment Management, Inc. Investment ManagersFinance Founded in 1987, CenterSquare Investment Management, Inc. is a registered investment advisor located in Plymouth Meeting, Pennsylvania. The firm was formerly known as Urdang Securities Management, Inc. They are a wholly-owned subsidiary of CenterSquare Investment Management Holdings, Inc., itself a wholly-owned subsidiary of The Bank of New York Mellon Corp. (NYSE: BK). | Gestionnaire de Portefeuille-Actions | 05/01/2018 |
Barclays Capital, Inc.
 Barclays Capital, Inc. Investment Banks/BrokersFinance Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team. | Analyst-Equity | 12/07/2011 |
Lehman Brothers, Inc.
 Lehman Brothers, Inc. Investment Banks/BrokersFinance A subsidiary of Lehman Brothers Holdings, Inc., Lehman Brothers, Inc. is a broker/dealer headquartered in New York City. They provide global equity and fixed research. The equity research department covers more than 100 sectors. They use a fundamental, quantitative, strategic and tactical research approach. In addition to these Lehman has also developed special products, such as 10 uncommon values and 10 uncommon eurovalues. | Analyst-Equity | 31/08/2007 |
| Credit Suisse First Boston Corp. | Corporate Officer/Principal | 31/12/2004 |
Formation de Theodore Wesley Brooks
| College of the Holy Cross (Massachusetts) | Undergraduate Degree |
| The Leonard N Stern School of Business | Masters Business Admin |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 6 |
|---|---|
Lehman Brothers, Inc.
Lehman Brothers, Inc. Investment Banks/BrokersFinance A subsidiary of Lehman Brothers Holdings, Inc., Lehman Brothers, Inc. is a broker/dealer headquartered in New York City. They provide global equity and fixed research. The equity research department covers more than 100 sectors. They use a fundamental, quantitative, strategic and tactical research approach. In addition to these Lehman has also developed special products, such as 10 uncommon values and 10 uncommon eurovalues. | Finance |
| Credit Suisse First Boston Corp. | Finance |
Barclays Capital, Inc.
Barclays Capital, Inc. Investment Banks/BrokersFinance Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team. | Finance |
CenterSquare Investment Management LLC
CenterSquare Investment Management LLC Investment ManagersFinance CenterSquare Investment Management LLC (CenterSquare) is a SEC-registered investment advisor headquartered in Plymouth Meeting, Pennsylvania. The firm was founded in 2017 and is wholly owned by CenterSquare Investment Management Holdings LLC. CenterSquare provides discretionary and non-discretionary investment advisory services to institutional and high net worth investors in the form of separate accounts and pooled investment vehicles. | Finance |
Nordwand Advisors LLC
Nordwand Advisors LLC Investment ManagersFinance Nordwand Advisors LLC is a SEC-registered investment advisor and multi-family office headquartered in Radnor, Pennsylvania. The firm was founded in 2022 and is owned by Nordwand Capital LLC. Nordwand Advisors provides custom advisory services that range from investment management to trust and estate planning to philanthropic strategies to a select group of ultra-high-net worth families. | Finance |
CenterSquare Investment Management, Inc.
CenterSquare Investment Management, Inc. Investment ManagersFinance Founded in 1987, CenterSquare Investment Management, Inc. is a registered investment advisor located in Plymouth Meeting, Pennsylvania. The firm was formerly known as Urdang Securities Management, Inc. They are a wholly-owned subsidiary of CenterSquare Investment Management Holdings, Inc., itself a wholly-owned subsidiary of The Bank of New York Mellon Corp. (NYSE: BK). | Finance |