![Bernie Kavanag](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Bernie Kavanag
Gestionnaire de Portefeuille-Actions chez
EquityCompass Investment Management LLC
Profil
Mr. Bernard J.
Kavanag is a Portfolio Manager at EquityCompass Investment Management LLC.
He is a senior member of the investment management team that is responsible for developing and researching EquityCompass’ quantitative portfolio strategies.
Prior to joining Choice Financial Partners in May 2011, Mr. Kavanag was a member of Stifel’s Institutional Equity Sales group from the time Stifel acquired Legg Mason's Capital Markets Group in December of 2005.
At Legg Mason, he began his career in May 2000 as an associate in the Equity Marketing and Strategy Group.
Prior to Legg Mason, he was an associate at T.
Rowe Price beginning in 1997.
Mr. Kavanag has an M.B.A. from Loyola College in Maryland and a B.A. from Rutgers University.
He holds the Chartered Market Technician designation.
Postes actifs de Bernie Kavanag
| Sociétés | Poste | Début |
|---|---|---|
EquityCompass Investment Management LLC
 EquityCompass Investment Management LLC Investment ManagersFinance EquityCompass provides investment solutions that seek to address the needs of clients in accumulating, preserving, and decumulating wealth. Their portfolio strategies are focused, diversified, and generally hold equal-weighted positions and are based on an investment approach that seeks to establish a consistent and repeatable methodology in meeting the strategy objectives. | Gestionnaire de Portefeuille-Actions | 01/05/2011 |
Anciens postes connus de Bernie Kavanag
| Sociétés | Poste | Fin |
|---|---|---|
T. Rowe Price Associates, Inc. (IM)
 T. Rowe Price Associates, Inc. (IM) Investment ManagersFinance Price Associates uses a complex and multifaceted approach to investment analysis and asset management decisions. They integrate ESG factors into their investment research process. The firm focuses on the ESG factors they consider most likely to have a material impact on the performance of securities in client accounts. Price Associates also focuses on their analytical process on three areas of research: the industry, the contracts issued, and the creditworthiness of each individual issuer. | Corporate Officer/Principal | - |
Stifel, Nicolaus & Co., Inc.
 Stifel, Nicolaus & Co., Inc. Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
Legg Mason & Co. LLC (New York)
 Legg Mason & Co. LLC (New York) Investment Trusts/Mutual FundsMiscellaneous Operates as a trustee | Corporate Officer/Principal | - |
Formation de Bernie Kavanag
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
5
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
T. Rowe Price Associates, Inc. (IM)
T. Rowe Price Associates, Inc. (IM) Investment ManagersFinance Price Associates uses a complex and multifaceted approach to investment analysis and asset management decisions. They integrate ESG factors into their investment research process. The firm focuses on the ESG factors they consider most likely to have a material impact on the performance of securities in client accounts. Price Associates also focuses on their analytical process on three areas of research: the industry, the contracts issued, and the creditworthiness of each individual issuer. | Finance |
EquityCompass Investment Management LLC
EquityCompass Investment Management LLC Investment ManagersFinance EquityCompass provides investment solutions that seek to address the needs of clients in accumulating, preserving, and decumulating wealth. Their portfolio strategies are focused, diversified, and generally hold equal-weighted positions and are based on an investment approach that seeks to establish a consistent and repeatable methodology in meeting the strategy objectives. | Finance |
Stifel, Nicolaus & Co., Inc.
Stifel, Nicolaus & Co., Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Rutgers State University of New Jersey
 Rutgers State University of New Jersey Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Loyola University Maryland, Inc.
 Loyola University Maryland, Inc. Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Legg Mason & Co. LLC (New York)
Legg Mason & Co. LLC (New York) Investment Trusts/Mutual FundsMiscellaneous Operates as a trustee | Miscellaneous |
