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Profil
Mr. Bryan C.
Applequist is Second Vice President & Analyst at Cornerstone Capital Management LLC.
He is responsible for coverage of the Industrial and Transportation sectors and for supporting research coverage across other industries.
Prior to joining Cornerstone as an Analyst in January 2014, he was a Senior Analyst at Platte River Capital LLC where he was responsible for the Consumer Discretionary sector of the portfolio.
Before joining Platte, he worked in equity research at Marsico Capital Management where he was first a small and mid cap generalist and later co-led the coverage of the technology sector on a global basis.
He began his investment career at Bel Air Investment Advisors where he focused on the Technology sector.
He earned a BS in Economics with a minor in mathematics at the University of Wisconsin at Madison.
He earned an MBA in Finance from UCLA Anderson School of Management.
Anciens postes connus de Bryan C. Applequist
| Sociétés | Poste | Fin |
|---|---|---|
Platte River Capital LLC
 Platte River Capital LLC Investment ManagersFinance Platte River Capital's investment style involves purchasing common stocks of all sizes. The firm combines analysis of macro economic factors and larger investment themes with individual stock selection, seeking companies that they believe are attractively valued and have the potential for improved cash flow and earnings. This is an active strategy with emphasis on risk management. Platte River typically invests client assets in publicly traded equities. To a lesser extent, they will employ the use of ETFs; fixed income instruments issued by corporations, government entities and agencies; and mutual funds. Platte River may recommend certain partnerships to clients, if appropriate for their specific investment goals. | Analyst-Equity | - |
Marsico Capital Management LLC
 Marsico Capital Management LLC Investment ManagersFinance MCM seeks to combine the early identification of long-term secular themes with rigorous fundamental research to identify high-quality companies with exceptional long-term growth potential. The firm blends top-down macroeconomic analysis and theme development with bottom-up stock selection. | Analyst-Equity | 28/02/2011 |
Bel Air Investment Advisors LLC
 Bel Air Investment Advisors LLC Investment ManagersFinance Bel Air employs a longer-term investment approach that seeks to achieve consistent, risk-adjusted after-tax returns over time. The firm allocates assets across four major categories: equities, fixed-income, alternative investments and cash. | Corporate Officer/Principal | 01/01/2006 |
Cornerstone Capital Management LLC
 Cornerstone Capital Management LLC Investment ManagersFinance Cornerstone Capital Management (CCM) is a large-cap growth investment manager. The firm's services include the management of US equity, US fixed-income and US balanced portfolios. CCM's selection of fixed-income investments is based on each client's investment objectives and risk tolerance and may include tax-exempt and/or taxable securities. CCM seeks to achieve long-term investment success for their clients by identifying underappreciated opportunities. The firm looks for high-quality, fundamentally strong companies with significant growth opportunities that are undervalued in the market. Stock selection is also based on the fundamentals of revenue, earnings, cash flow and the quality of management. Sector allocation is a by-product of individual stock selection. CCM invests mainly in stocks that are traded on the US exchanges or markets. The firm focuses on investments in the following sectors: (1) consumer (2) energy (3) financials (4) healthcare (5) industrials and (6) information technology. | Analyst-Equity | - |
Formation de Bryan C. Applequist
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
85
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 6 |
|---|---|
Bel Air Investment Advisors LLC
Bel Air Investment Advisors LLC Investment ManagersFinance Bel Air employs a longer-term investment approach that seeks to achieve consistent, risk-adjusted after-tax returns over time. The firm allocates assets across four major categories: equities, fixed-income, alternative investments and cash. | Finance |
Marsico Capital Management LLC
Marsico Capital Management LLC Investment ManagersFinance MCM seeks to combine the early identification of long-term secular themes with rigorous fundamental research to identify high-quality companies with exceptional long-term growth potential. The firm blends top-down macroeconomic analysis and theme development with bottom-up stock selection. | Finance |
Cornerstone Capital Management LLC
Cornerstone Capital Management LLC Investment ManagersFinance Cornerstone Capital Management (CCM) is a large-cap growth investment manager. The firm's services include the management of US equity, US fixed-income and US balanced portfolios. CCM's selection of fixed-income investments is based on each client's investment objectives and risk tolerance and may include tax-exempt and/or taxable securities. CCM seeks to achieve long-term investment success for their clients by identifying underappreciated opportunities. The firm looks for high-quality, fundamentally strong companies with significant growth opportunities that are undervalued in the market. Stock selection is also based on the fundamentals of revenue, earnings, cash flow and the quality of management. Sector allocation is a by-product of individual stock selection. CCM invests mainly in stocks that are traded on the US exchanges or markets. The firm focuses on investments in the following sectors: (1) consumer (2) energy (3) financials (4) healthcare (5) industrials and (6) information technology. | Finance |
Platte River Capital LLC
Platte River Capital LLC Investment ManagersFinance Platte River Capital's investment style involves purchasing common stocks of all sizes. The firm combines analysis of macro economic factors and larger investment themes with individual stock selection, seeking companies that they believe are attractively valued and have the potential for improved cash flow and earnings. This is an active strategy with emphasis on risk management. Platte River typically invests client assets in publicly traded equities. To a lesser extent, they will employ the use of ETFs; fixed income instruments issued by corporations, government entities and agencies; and mutual funds. Platte River may recommend certain partnerships to clients, if appropriate for their specific investment goals. | Finance |
University of Wisconsin
 University of Wisconsin Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of California
 University of California Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
