Profil
Mr. Todd R.
Ball, CFA, is a Research Analyst at Lesa Sroufe & Co. He joined the firm in 2010.
Mr. Ball was employed by Brown Brothers Harriman & Co. (BBH) as Client Account Manager from 2008 - 2009.
In this role, he primarily focused on the reconciliation and reporting of mutual fund assets between various investment advisors and custody clients of BBH.
He was also responsible for conducting monthly performance analysis and ensuring accurate valuations in all client mutual funds.
Prior to his employment at BBH, he served as Account Controller from 2007 - 2008 for State Street Corporation.
He was responsible for completing the settlement of security transactions, calculating fair valuations, and other general accounting and performance presentation duties for client mutual funds.
Mr. Ball holds a BS Mechanical Engineering from the University of California, Berkeley in 2003.
He also holds a Chartered Financial Analyst.
Anciens postes connus de Todd R. Ball
| Sociétés | Poste | Fin |
|---|---|---|
Brown Brothers Harriman & Co. (Investment Management)
 Brown Brothers Harriman & Co. (Investment Management) Investment ManagersFinance Brown Brothers Harriman & Co. (Investment Management) (BBH-IM) is the investment management division of Brown Brothers Harriman & Co., a registered broker/dealer headquartered in New York City. The firm was founded in 1931 and do-business-as Brown Brothers Harriman Mutual Fund Advisory Department. BBH-IM advises or sub-advises Mutual Funds, an ETF, and UCITS Funds. | Corporate Officer/Principal | 01/01/2009 |
| STATE STREET CORPORATION | Corporate Officer/Principal | 31/12/2008 |
Lesa Sroufe & Co., Inc.
 Lesa Sroufe & Co., Inc. Investment ManagersFinance Founded by Lesa Sroufe in 2004, Lesa Sroufe & Co. is a registered investment advisor located in Seattle, Washington. The firm provides portfolio management services to individuals, high net-worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, trusts and other U.S. institutions. | Analyst-Equity | - |
Formation de Todd R. Ball
| University of California, Berkeley | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Exécutifs
Sociétés liées
| Sociétés cotées | 1 |
|---|---|
| STATE STREET CORPORATION | Finance |
| Entreprise privées | 2 |
|---|---|
Lesa Sroufe & Co., Inc.
Lesa Sroufe & Co., Inc. Investment ManagersFinance Founded by Lesa Sroufe in 2004, Lesa Sroufe & Co. is a registered investment advisor located in Seattle, Washington. The firm provides portfolio management services to individuals, high net-worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, trusts and other U.S. institutions. | Finance |
Brown Brothers Harriman & Co. (Investment Management)
Brown Brothers Harriman & Co. (Investment Management) Investment ManagersFinance Brown Brothers Harriman & Co. (Investment Management) (BBH-IM) is the investment management division of Brown Brothers Harriman & Co., a registered broker/dealer headquartered in New York City. The firm was founded in 1931 and do-business-as Brown Brothers Harriman Mutual Fund Advisory Department. BBH-IM advises or sub-advises Mutual Funds, an ETF, and UCITS Funds. | Finance |
