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Profil
Mr. Nick A. Bartolo, CFA MBA, is a Founder & Managing Partner at Essential Partners LLC.
He has over 20 years of investment experience.
Mr. Bartolo was previously a Senior Vice President at Trust Company of the West (TCW) where he invested in domestic equities.
Prior to TCW, he was in a management development program at the Capital Group, who owns and manages the American Funds.
Collectively, IVA, TCW and the Capital Group invest over $2.5 trillion on behalf of individuals, financial advisors and some of the largest institutions globally including pension and endowment funds.
Mr. Bartolo is also a managing member of Rational Capital, an early-stage venture capital partnership.
He received his Master of Business Administration and a Bachelor of Science in Accounting from the University of Southern California (USC).
Postes actifs de Nick Bartolo
| Sociétés | Poste | Début |
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Anciens postes connus de Nick Bartolo
| Sociétés | Poste | Fin |
|---|---|---|
International Value Advisers LLC
 International Value Advisers LLC Investment ManagersFinance IVA seeks to deliver absolute returns for their clients while at the same time preserving their capital. The firm employs a fundamental, bottom-up approach and seeks investments in mostly quality businesses with securities trading at what they believe to be a meaningful discount on their intrinsic value estimate. | Analyst-Equity | 01/01/2020 |
TCW Asset Management Co. LLC
 TCW Asset Management Co. LLC Investment ManagersFinance TCW maintains a value-oriented investment approach and their investment process focuses on preserving capital for their clients. The firm’s integrated top-down and bottom-up investment process emphasizes global and multi-sector diversification to generate attractive risk-adjusted returns from income and capital appreciation. They offer a range of investment strategies across fixed income, equities, and emerging markets. | Corporate Officer/Principal | 30/09/2009 |
The Capital Group Cos., Inc.
 The Capital Group Cos., Inc. Investment ManagersFinance Provides investment management services | Corporate Officer/Principal | 31/12/2003 |
Arthur Andersen LLP
 Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Provides accounting services | Comptroller/Controller/Auditor | - |
Formation de Nick Bartolo
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
83
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
TCW Asset Management Co. LLC
TCW Asset Management Co. LLC Investment ManagersFinance TCW maintains a value-oriented investment approach and their investment process focuses on preserving capital for their clients. The firm’s integrated top-down and bottom-up investment process emphasizes global and multi-sector diversification to generate attractive risk-adjusted returns from income and capital appreciation. They offer a range of investment strategies across fixed income, equities, and emerging markets. | Finance |
The Capital Group Cos., Inc.
The Capital Group Cos., Inc. Investment ManagersFinance Provides investment management services | Finance |
Arthur Andersen LLP
Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Provides accounting services | Commercial Services |
University of Southern California
 University of Southern California Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
International Value Advisers LLC
International Value Advisers LLC Investment ManagersFinance IVA seeks to deliver absolute returns for their clients while at the same time preserving their capital. The firm employs a fundamental, bottom-up approach and seeks investments in mostly quality businesses with securities trading at what they believe to be a meaningful discount on their intrinsic value estimate. | Finance |
