Profil
Mr. Kevin P.
Tanner is a Chairman, Chief Executive & Investment Officer at Saratoga Research & Investment Management.
He founded the firm in 1995, establishing its foundational investment philosophy.
Since then he has developed and implemented the firm’s research and investment process while simultaneously recruiting and developing the team that has worked with him to generate one of the finest long-term investment records in the industry.
He has final say on all significant firm matters and investment decisions.
Prior to establishing the firm, he was a senior portfolio manager and a senior vice president with Prudential Securities and Smith Barney.
He is the leader of the firm and has final say on all managerial and investment decisions.
Mr. Tanner received his BS in Economics from Santa Clara University.
He is actively involved in the Saratoga Community.
Postes actifs de Kevin Peter Tanner
| Sociétés | Poste | Début |
|---|---|---|
Saratoga Research & Investment Management
Saratoga Research & Investment Management Investment ManagersFinance SaratogaRIM specializes in the construction and management of equity portfolios composed of high caliber businesses utilizing common sense investment principles. The firm’s differentiation stems from the disciplined execution of a rigorous, well defined investment process that strictly limits their investable universe to high-quality businesses characterized by strong balance sheets and non-capital-intensive business models. | Directeur Général | 01/05/1995 |
Anciens postes connus de Kevin Peter Tanner
| Sociétés | Poste | Fin |
|---|---|---|
Smith Barney & Co., Inc.
Smith Barney & Co., Inc. Investment Banks/BrokersFinance Provides securities brokerage services | Corporate Officer/Principal | - |
Prudential Securities
Prudential Securities Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
Shearson Lehman Bros., Inc.
Shearson Lehman Bros., Inc. Investment Banks/BrokersFinance Provides Security Broker services | Corporate Officer/Principal | - |
Formation de Kevin Peter Tanner
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
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Sociétés liées
| Entreprise privées | 5 |
|---|---|
Shearson Lehman Bros., Inc.
Shearson Lehman Bros., Inc. Investment Banks/BrokersFinance Provides Security Broker services | Finance |
Prudential Securities
Prudential Securities Investment Banks/BrokersFinance Provides brokerage services | Finance |
Saratoga Research & Investment Management
Saratoga Research & Investment Management Investment ManagersFinance SaratogaRIM specializes in the construction and management of equity portfolios composed of high caliber businesses utilizing common sense investment principles. The firm’s differentiation stems from the disciplined execution of a rigorous, well defined investment process that strictly limits their investable universe to high-quality businesses characterized by strong balance sheets and non-capital-intensive business models. | Finance |
Santa Clara University
Santa Clara University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Smith Barney & Co., Inc.
Smith Barney & Co., Inc. Investment Banks/BrokersFinance Provides securities brokerage services | Finance |
















