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Profil
Dr. Kevin Bernzott is a Chairman & Founder at Bernzott Capital Advisors.
He has 34 years of investment experience.
Previously, he was CEO of McGaelic Group, a family office.
He received his doctorate degree from the University of West Los Angeles.
Postes actifs de Kevin Bernzott
| Sociétés | Poste | Début |
|---|---|---|
Bernzott Capital Advisors
 Bernzott Capital Advisors Investment ManagersFinance Bernzott is a classic value investor who takes a focused approach to constructing client portfolios and invests with a long-term mindset. The firm utilizes a bottom-up investment process and applies a quality-first approach to value investing. Bernzott builds portfolios of companies that they believe exhibit high-quality characteristics, as they believe these companies can compound investment returns over long periods and prove resilient in downturns. Portfolios are constructed without regard to the sector and industry weighting of their benchmarks. | Fondateur | 01/01/1994 |
Anciens postes connus de Kevin Bernzott
| Sociétés | Poste | Fin |
|---|---|---|
| WCB HOLDINGS, INC. | Directeur/Membre du Conseil | - |
Pacific Capital Bancorp. (Invt Mgmt)
 Pacific Capital Bancorp. (Invt Mgmt) Investment ManagersFinance Pacific Capital Wealth Management Services invests primarily in the stocks of US large-cap companies in the finance, consumer non-durables, energy minerals, electronic technology, healthcare technology and technology services sectors. The firm maintains a very low turnover rate | Directeur/Membre du Conseil | - |
Formation de Kevin Bernzott
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
9
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Pacific Capital Bancorp. (Invt Mgmt)
Pacific Capital Bancorp. (Invt Mgmt) Investment ManagersFinance Pacific Capital Wealth Management Services invests primarily in the stocks of US large-cap companies in the finance, consumer non-durables, energy minerals, electronic technology, healthcare technology and technology services sectors. The firm maintains a very low turnover rate | Finance |
Bernzott Capital Advisors
Bernzott Capital Advisors Investment ManagersFinance Bernzott is a classic value investor who takes a focused approach to constructing client portfolios and invests with a long-term mindset. The firm utilizes a bottom-up investment process and applies a quality-first approach to value investing. Bernzott builds portfolios of companies that they believe exhibit high-quality characteristics, as they believe these companies can compound investment returns over long periods and prove resilient in downturns. Portfolios are constructed without regard to the sector and industry weighting of their benchmarks. | Finance |
University of West Los Angeles
 University of West Los Angeles Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
WCB Holdings, Inc.
 WCB Holdings, Inc. Major BanksFinance Provides commercial banking services | Finance |
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