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Profil
Bryan Joseph Luebbert formerly worked at A.G.
Edwards & Sons, Inc., as Analyst in 2007, Edward D.
Jones & Co. LP, as Principal of Investment Advisory from 2017 to 2021, Trusco Capital Management, Inc., as Vice President in 2007, and Olive Street Investment Advisers LLC, as Vice President.
Mr. Luebbert received his undergraduate degree in 1998 from Westminster College (Missouri).
Anciens postes connus de Bryan Luebbert
| Sociétés | Poste | Fin |
|---|---|---|
Edward D. Jones & Co. LP
 Edward D. Jones & Co. LP Investment ManagersFinance Provides financial, wealth and retirement advisory services | Analyst-Equity | 01/06/2021 |
Trusco Capital Management, Inc.
 Trusco Capital Management, Inc. Investment ManagersFinance Ridgeworth employs a comprehensive allocation process that enables them to develop an efficient and appropriate asset allocation for each client. The process incorporates an objective analytical framework that three distinct activities: efficient frontier modeling, plus tactical overlay and asset allocation. Through efficient frontier modeling they derive long-term strategic investment solutions using expected returns, standard deviations and cross-correlation matrix analysis. Their plus tactical overlay evaluates asset class performance and looks for extremes and absolute and relative performance. Riverfront's portfolio maintenance strategy maintains the optimal allocation through systematic and unemotional rebalancing. | Analyst-Equity | 31/10/2007 |
A.G. Edwards & Sons, Inc.
 A.G. Edwards & Sons, Inc. Investment Banks/BrokersFinance Provides brokerage dealing services | Analyst-Equity | 30/04/2007 |
Olive Street Investment Advisers LLC
 Olive Street Investment Advisers LLC Investment ManagersFinance Profile Unavailable. | Gestionnaire de Portefeuille-Actions | - |
Formation de Bryan Luebbert
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
91
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
A.G. Edwards & Sons, Inc.
A.G. Edwards & Sons, Inc. Investment Banks/BrokersFinance Provides brokerage dealing services | Finance |
Edward D. Jones & Co. LP
Edward D. Jones & Co. LP Investment ManagersFinance Provides financial, wealth and retirement advisory services | Finance |
Olive Street Investment Advisers LLC
Olive Street Investment Advisers LLC Investment ManagersFinance Profile Unavailable. | Finance |
Trusco Capital Management, Inc.
Trusco Capital Management, Inc. Investment ManagersFinance Ridgeworth employs a comprehensive allocation process that enables them to develop an efficient and appropriate asset allocation for each client. The process incorporates an objective analytical framework that three distinct activities: efficient frontier modeling, plus tactical overlay and asset allocation. Through efficient frontier modeling they derive long-term strategic investment solutions using expected returns, standard deviations and cross-correlation matrix analysis. Their plus tactical overlay evaluates asset class performance and looks for extremes and absolute and relative performance. Riverfront's portfolio maintenance strategy maintains the optimal allocation through systematic and unemotional rebalancing. | Finance |
Westminster College (Missouri)
 Westminster College (Missouri) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
