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Bruce E. Beerbower
Directeur/Membre du Conseil chez
Schwab Compliance Technologies, Inc.
Profil
Bruce E.
Beerbower currently works at Schwab Compliance Technologies, Inc., as Director.
Mr. Beerbower also formerly worked at The Bank of New York Mellon Corp.
(Wealth Management), as Senior Director of Wealth Management from 2011 to 2023, Spyglass, Inc., as Manager-Investor Relations from 1998 to 1999, WMS Industries, Inc., as Finance Manager from 1995 to 1997, Talon Asset Management, Inc., as Chief Financial Officer from 2004 to 2011, Arthur Andersen LLP, as Principal from 1990 to 1994, and Kettle Partners, as Chief Financial Officer from 2000 to 2003.
Mr. Beerbower received his undergraduate degree in 1989 and Masters Business Admin degree in 1989 from Indiana University.
Postes actifs de Bruce E. Beerbower
| Sociétés | Poste | Début |
|---|---|---|
Schwab Compliance Technologies, Inc.
 Schwab Compliance Technologies, Inc. Packaged SoftwareTechnology Services Provides packaged software solutions for the compliance industry | Directeur/Membre du Conseil | - |
Anciens postes connus de Bruce E. Beerbower
| Sociétés | Poste | Fin |
|---|---|---|
The Bank of New York Mellon Corp. (Wealth Management)
 The Bank of New York Mellon Corp. (Wealth Management) Investment ManagersFinance BNY Mellon Wealth Management believes that consistently superior returns can be achieved through a focus on superior stock selection. The firm combines asset classes that unite long-term views, short-term insights and a robust design to help clients successfully achieve their goals in a variety of market environments. | Gestionnaire de Portefeuille-Actions | 01/09/2023 |
Talon Asset Management, Inc.
 Talon Asset Management, Inc. Investment ManagersFinance Talon Asset Management (TAM) seeks to deliver superior risk-adjusted returns through fundamental, bottom-up security selection and a focus on capital preservation. TAM's equity strategies invest in small, mid- and large-cap companies with quality management teams and sound business fundamentals. The firm invests in companies whose stock's valuation is supported by the company's current cash flows, asset value and future growth potential. The firm adheres to a value-orientated approach that avoids overpaying for growth. TAM employs a bottom-up fundamental research process that reviews a company's industry, competitive position, financial strength, earnings history and earnings outlook. The firm also considers management's track record, ownership position and incentives. Capital preservation is also a critical component of TAM's stock selection process. They do not invest in a company unless they can understand the potential downside to the investment. Once the downside risk is calculated, they evaluate that risk against the upside opportunity. TAM invests in a company only when there is adequate upside opportunity, given the downside risk. In addition, the firm bases investment decisions on absolute return expectations, rather than on benchmarks against market indices. Though not limited by sector, TAM tends to invest in the stocks of companies in the finance, health technology and industrial services sectors. The firm invests globally, across all market-caps. They maintain a low turnover rate. TAM's fixed-income and balanced accounts invest in high quality bonds to generate income and/or reduce overall portfolio volatility. In their balanced portfolios, the firm avoids duplicating the risks inherent in the portfolio's equity exposure. They actively manage bond portfolios to maximize total return. TAM utilizes a sophisticated methodology for bond management which measures and controls a variety of portfolio attributes. Bonds are combined in a way to achieve efficiency and to meet each client's objectives. TAM's tactical bond decisions are influenced by two proprietary quantitative models. The first model forecasts changes in the shape or slope of the yield curve. The second model monitors and evaluates credit quality, relative to current and historical yield spread levels in the market. This model utilizes market data to highlight dislocations in the risk/reward ratios of individual credits. | Directeur Financier/CFO | 30/06/2011 |
Kettle Partners
 Kettle Partners Investment ManagersFinance Kettle Partners focuses on investments in companies in the telecommunications, media, and internet. The firm invests in early and later stage capital requirements. | Directeur Financier/CFO | 31/12/2003 |
Spyglass, Inc.
 Spyglass, Inc. Internet Software/ServicesTechnology Services Provides world wide web technologies | Public Communications Contact | 31/12/1999 |
| WMS INDUSTRIES INC. | Corporate Officer/Principal | 31/12/1997 |
Formation de Bruce E. Beerbower
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
97
Relations au 1er degré
8
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 8 |
|---|---|
Spyglass, Inc.
Spyglass, Inc. Internet Software/ServicesTechnology Services Provides world wide web technologies | Technology Services |
WMS Industries, Inc.
 WMS Industries, Inc. Casinos/GamingConsumer Services Designs, manufactures, sells and leases gaming machines and video lottery terminals | Consumer Services |
Talon Asset Management, Inc.
Talon Asset Management, Inc. Investment ManagersFinance Talon Asset Management (TAM) seeks to deliver superior risk-adjusted returns through fundamental, bottom-up security selection and a focus on capital preservation. TAM's equity strategies invest in small, mid- and large-cap companies with quality management teams and sound business fundamentals. The firm invests in companies whose stock's valuation is supported by the company's current cash flows, asset value and future growth potential. The firm adheres to a value-orientated approach that avoids overpaying for growth. TAM employs a bottom-up fundamental research process that reviews a company's industry, competitive position, financial strength, earnings history and earnings outlook. The firm also considers management's track record, ownership position and incentives. Capital preservation is also a critical component of TAM's stock selection process. They do not invest in a company unless they can understand the potential downside to the investment. Once the downside risk is calculated, they evaluate that risk against the upside opportunity. TAM invests in a company only when there is adequate upside opportunity, given the downside risk. In addition, the firm bases investment decisions on absolute return expectations, rather than on benchmarks against market indices. Though not limited by sector, TAM tends to invest in the stocks of companies in the finance, health technology and industrial services sectors. The firm invests globally, across all market-caps. They maintain a low turnover rate. TAM's fixed-income and balanced accounts invest in high quality bonds to generate income and/or reduce overall portfolio volatility. In their balanced portfolios, the firm avoids duplicating the risks inherent in the portfolio's equity exposure. They actively manage bond portfolios to maximize total return. TAM utilizes a sophisticated methodology for bond management which measures and controls a variety of portfolio attributes. Bonds are combined in a way to achieve efficiency and to meet each client's objectives. TAM's tactical bond decisions are influenced by two proprietary quantitative models. The first model forecasts changes in the shape or slope of the yield curve. The second model monitors and evaluates credit quality, relative to current and historical yield spread levels in the market. This model utilizes market data to highlight dislocations in the risk/reward ratios of individual credits. | Finance |
The Bank of New York Mellon Corp. (Wealth Management)
The Bank of New York Mellon Corp. (Wealth Management) Investment ManagersFinance BNY Mellon Wealth Management believes that consistently superior returns can be achieved through a focus on superior stock selection. The firm combines asset classes that unite long-term views, short-term insights and a robust design to help clients successfully achieve their goals in a variety of market environments. | Finance |
Schwab Compliance Technologies, Inc.
Schwab Compliance Technologies, Inc. Packaged SoftwareTechnology Services Provides packaged software solutions for the compliance industry | Technology Services |
Arthur Andersen LLP
 Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Provides accounting services | Commercial Services |
Kettle Partners
Kettle Partners Investment ManagersFinance Kettle Partners focuses on investments in companies in the telecommunications, media, and internet. The firm invests in early and later stage capital requirements. | Finance |
Indiana University
 Indiana University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
