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Trevor Lee Moreno
Head-Equity Investments chez
Neuberger Berman Investment Advisers LLC
Profil
Mr. Trevor L.
Moreno, CFA MBA, is an Associate Portfolio Manager & Managing Director at Neuberger Berman Investment Advisers LLC.
He joined the firm in May of 2014.
He is a Co-Head of the Growth Equity Team and a Senior Co- Portfolio Manager on our Small Cap Growth and Mid Cap Growth strategies.
In addition, he has Team research responsibility for the Information Technology and Communication Services sectors.
He has over 26 years of industry experience.
Prior to joining the firm, Mr. Moreno held assistant portfolio manager and analyst positions at Wells Capital Management and Strong Capital Management before that.
He began his career at Parker Hannifin Corporation as a staff accountant and a financial analyst.
He earned a BS in Accounting and Finance from the Kelley School of Business at Indiana University, as well as an MBA from the Kelley School of Business at Indiana University.
He has been awarded the Chartered Financial Analyst designation.
Postes actifs de Trevor Lee Moreno
| Sociétés | Poste | Début |
|---|---|---|
Neuberger Berman Investment Advisers LLC
 Neuberger Berman Investment Advisers LLC Investment ManagersFinance NBIA offers investment solutions across asset classes, styles, capitalizations and geographies in both public and private markets, as well as multi-asset class solutions. The firm’s investment teams employ distinct investment processes that incorporate various methods of securities analysis. | Head-Equity Investments | 01/05/2014 |
Anciens postes connus de Trevor Lee Moreno
| Sociétés | Poste | Fin |
|---|---|---|
Strong Capital Management, Inc.
 Strong Capital Management, Inc. Financial ConglomeratesFinance The firm's portfolio managers, research specialists and traders are organized into teams by asset class. SCM provides several different investment approaches to both its international and domestic equity portfolios. For its capital appreciation equity management, the firm emphasizes current economic environment and secular themes. In particular, long-term economic trends, Federal Reserve policy and market liquidity serve as a macroeconomic backdrop to the overall direction of the markets. For equity stock selection, disciplined, fundamental research with emphasis on the following characteristics are practiced: strong fundamentals, accelerating earnings and sales, accelerating return on equity, expanding market share, low cost producers, quality management and positive earnings surprises. Its bottom-up security analysis emphasizes management, cash flow, earnings growth, balance sheet strength, competitive position, discounted cash flow and relative p/e ratio. | Analyst-Equity | 26/01/2005 |
| PARKER-HANNIFIN CORPORATION | Corporate Officer/Principal | 01/09/2001 |
Allspring Global Investments LLC
 Allspring Global Investments LLC Investment ManagersFinance Allspring utilizes proprietary investment allocation systems in conjunction with the securities selection services provided by their portfolio managers to create and maintain actively managed investment portfolios intended to meet the requirements of its clients’ investment needs. The firm offers a variety of equity, multi-asset, and fixed income investment strategies. These investment strategies (collectively) may invest in a wide variety of financial instruments. Allspring employs bottom-up company specific analysis to find securities with under-appreciated prospects. | Analyst-Equity | - |
Formation de Trevor Lee Moreno
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
84
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Parker-Hannifin Corp.
 Parker-Hannifin Corp. Industrial MachineryProducer Manufacturing Manufactures motion and control technologies systems for industrial and aerospace industry | Producer Manufacturing |
Strong Capital Management, Inc.
Strong Capital Management, Inc. Financial ConglomeratesFinance The firm's portfolio managers, research specialists and traders are organized into teams by asset class. SCM provides several different investment approaches to both its international and domestic equity portfolios. For its capital appreciation equity management, the firm emphasizes current economic environment and secular themes. In particular, long-term economic trends, Federal Reserve policy and market liquidity serve as a macroeconomic backdrop to the overall direction of the markets. For equity stock selection, disciplined, fundamental research with emphasis on the following characteristics are practiced: strong fundamentals, accelerating earnings and sales, accelerating return on equity, expanding market share, low cost producers, quality management and positive earnings surprises. Its bottom-up security analysis emphasizes management, cash flow, earnings growth, balance sheet strength, competitive position, discounted cash flow and relative p/e ratio. | Finance |
Allspring Global Investments LLC
Allspring Global Investments LLC Investment ManagersFinance Allspring utilizes proprietary investment allocation systems in conjunction with the securities selection services provided by their portfolio managers to create and maintain actively managed investment portfolios intended to meet the requirements of its clients’ investment needs. The firm offers a variety of equity, multi-asset, and fixed income investment strategies. These investment strategies (collectively) may invest in a wide variety of financial instruments. Allspring employs bottom-up company specific analysis to find securities with under-appreciated prospects. | Finance |
Indiana University
 Indiana University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Neuberger Berman Investment Advisers LLC
Neuberger Berman Investment Advisers LLC Investment ManagersFinance NBIA offers investment solutions across asset classes, styles, capitalizations and geographies in both public and private markets, as well as multi-asset class solutions. The firm’s investment teams employ distinct investment processes that incorporate various methods of securities analysis. | Finance |
