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Kevin Broglio
Analyst-Equity chez
Thrivent Asset Management LLC
Profil
Kevin Noell Broglio is currently Senior Equity Research Analyst at Thrivent Asset Management LLC since 2024.
Formerly, Mr. Broglio was Senior Research Analyst at First Light Asset Management LLC from 2020 to 2024, Portfolio Manager at Thrivent Investment Management, Inc. from 2019 to 2020, Research Analyst at Geneva Advisors LLC from 2007 to 2012, Research Analyst at Wasatch Advisors LP from 2005 to 2007, and Investment Analyst at Cambridge Associates LLC from 2000 to 2003.
Mr. Broglio earned an MBA from The University of Chicago in 2005 and an undergraduate degree from Virginia Polytechnic Institute & State University in 2000.
Postes actifs de Kevin Broglio
| Sociétés | Poste | Début |
|---|---|---|
Thrivent Asset Management LLC
 Thrivent Asset Management LLC Investment ManagersFinance TAM provides investment advisory services in the broad categories of equities, fixed income, and asset allocation/mixed assets strategies which are designed to meet with clients' Christian values. The firm invests in various securities and other investments, including derivatives, in its investment strategies. They also utilize various investment techniques, including fundamental, quantitative and technical methods to determine which investments to buy and sell. | Analyst-Equity | 01/09/2024 |
Anciens postes connus de Kevin Broglio
| Sociétés | Poste | Fin |
|---|---|---|
First Light Asset Management LLC
 First Light Asset Management LLC Investment ManagersFinance First Light manages a long-only health care equity investment strategy (the Genesis Strategy) for separate account clients. The Genesis Strategy utilizes a fundamental, bottom-up approach to stock selection to primarily seek out high quality, reasonably priced, growth-equity opportunities among publicly traded micro to small/mid-cap health care and life sciences companies. | Analyst-Equity | 01/08/2024 |
Thrivent Investment Management, Inc.
 Thrivent Investment Management, Inc. Investment ManagersFinance Thrivent utilizes certain general assumptions relating to the market and interest and other rates including, but not limited to, rates of investment performance, inflation rates and tax rates. The firm invests client assets in a variety of securities, including but not limited to, listed and unlisted stocks, ETF, ETNs, bonds, certain open-end mutual funds (load-waived and no-load), closed-end funds, certain options positions (excluding those that involve the use of margin), commercial paper, certificates of deposit, and municipal securities. | Analyst-Equity | 01/11/2020 |
Geneva Advisors LLC
 Geneva Advisors LLC Investment ManagersFinance Geneva Advisors utilizes a proprietary valuation model that they have developed over the years and that they combine with their own analysts and portfolio managers input to arrive at a basket of equities for each of their investment strategies. The valuation model closely tracks the financial performance of more than 10,000 companies. Geneva monitors each company using a detailed computer analysis of fundamentals, such as earning per share, cash flow, future earnings estimates, quarterly growth comparisons and return on invested capital. The firm's portfolio managers use the model to screen for fundamental changes in a company’s operations. The model examines company valuations relative to company fundamentals, comparable companies, historic levels, and overall market. Geneva's equity strategies include: All Cap Growth, Large Cap Growth, Mid Cap Growth, Small-Mid Cap Growth, Small Cap Opportunities, Equity Income, Emerging Markets Equity Composite, Emerging Markets Equity Composite-ADRs, Emerging Markets Equity Wrap Composite, Equity Income/Tax Easy Strategy, International Equity Income, International Growth, International Small Cap Equity Composite, MLPs, Natural Resources, Geneva Focused Growth & Income, and Global Equity Income. Their fixed income strategies include: Tax-Exempt Municipal Bond, Intermediate Bond, and Total Return Fixed Income.^ | Analyst-Equity | 01/12/2012 |
Wasatch Advisors LP
 Wasatch Advisors LP Investment ManagersFinance Wasatch develops a fundamental, bottom-up research method that focuses on the long-term growth potential of companies and finding market inefficiencies. The firm initially focused on investing in the stocks of companies with small market capitalizations, and over time has organically evolved into additional asset classes. They select investments for clients based solely on investment considerations, including whether the investments are suitable for the client and consistent with the client’s investment objectives and guidelines. | Analyst-Equity | - |
Cambridge Associates LLC
 Cambridge Associates LLC Investment ManagersFinance Cambridge Associates typically works with their clients to identify and refine their investment objectives, risk parameters and spending needs to determine an appropriate asset allocation and manager structure designed to achieve financial goals. The firm builds custom portfolios that aim to outperform over the long-term. | Corporate Officer/Principal | - |
Formation de Kevin Broglio
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
89
Relations au 1er degré
8
Entreprises liées au 1er degré
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Femme
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Sociétés liées
| Entreprise privées | 8 |
|---|---|
Wasatch Advisors LP
Wasatch Advisors LP Investment ManagersFinance Wasatch develops a fundamental, bottom-up research method that focuses on the long-term growth potential of companies and finding market inefficiencies. The firm initially focused on investing in the stocks of companies with small market capitalizations, and over time has organically evolved into additional asset classes. They select investments for clients based solely on investment considerations, including whether the investments are suitable for the client and consistent with the client’s investment objectives and guidelines. | Finance |
Thrivent Investment Management, Inc.
Thrivent Investment Management, Inc. Investment ManagersFinance Thrivent utilizes certain general assumptions relating to the market and interest and other rates including, but not limited to, rates of investment performance, inflation rates and tax rates. The firm invests client assets in a variety of securities, including but not limited to, listed and unlisted stocks, ETF, ETNs, bonds, certain open-end mutual funds (load-waived and no-load), closed-end funds, certain options positions (excluding those that involve the use of margin), commercial paper, certificates of deposit, and municipal securities. | Finance |
Geneva Advisors LLC
Geneva Advisors LLC Investment ManagersFinance Geneva Advisors utilizes a proprietary valuation model that they have developed over the years and that they combine with their own analysts and portfolio managers input to arrive at a basket of equities for each of their investment strategies. The valuation model closely tracks the financial performance of more than 10,000 companies. Geneva monitors each company using a detailed computer analysis of fundamentals, such as earning per share, cash flow, future earnings estimates, quarterly growth comparisons and return on invested capital. The firm's portfolio managers use the model to screen for fundamental changes in a company’s operations. The model examines company valuations relative to company fundamentals, comparable companies, historic levels, and overall market. Geneva's equity strategies include: All Cap Growth, Large Cap Growth, Mid Cap Growth, Small-Mid Cap Growth, Small Cap Opportunities, Equity Income, Emerging Markets Equity Composite, Emerging Markets Equity Composite-ADRs, Emerging Markets Equity Wrap Composite, Equity Income/Tax Easy Strategy, International Equity Income, International Growth, International Small Cap Equity Composite, MLPs, Natural Resources, Geneva Focused Growth & Income, and Global Equity Income. Their fixed income strategies include: Tax-Exempt Municipal Bond, Intermediate Bond, and Total Return Fixed Income.^ | Finance |
The University of Chicago
 The University of Chicago Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Virginia Polytechnic Institute & State University
 Virginia Polytechnic Institute & State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Cambridge Associates LLC
Cambridge Associates LLC Investment ManagersFinance Cambridge Associates typically works with their clients to identify and refine their investment objectives, risk parameters and spending needs to determine an appropriate asset allocation and manager structure designed to achieve financial goals. The firm builds custom portfolios that aim to outperform over the long-term. | Finance |
Thrivent Asset Management LLC
Thrivent Asset Management LLC Investment ManagersFinance TAM provides investment advisory services in the broad categories of equities, fixed income, and asset allocation/mixed assets strategies which are designed to meet with clients' Christian values. The firm invests in various securities and other investments, including derivatives, in its investment strategies. They also utilize various investment techniques, including fundamental, quantitative and technical methods to determine which investments to buy and sell. | Finance |
First Light Asset Management LLC
First Light Asset Management LLC Investment ManagersFinance First Light manages a long-only health care equity investment strategy (the Genesis Strategy) for separate account clients. The Genesis Strategy utilizes a fundamental, bottom-up approach to stock selection to primarily seek out high quality, reasonably priced, growth-equity opportunities among publicly traded micro to small/mid-cap health care and life sciences companies. | Finance |
