Profil
Patrick Thomas Brennan currently works at Brennan Asset Management, as Portfolio Manager from 2015.
Mr. Brennan also formerly worked at Emergent Capital, Inc., as Independent Director from 2018 to 2021, Boyar Asset Management, Inc., as Senior Analyst in 2009, Hutchinson Capital Management, as Vice President & Portfolio Manager from 2013 to 2015, Deutsche Bank Investment Management, Inc., as Associate in 2002, RBO & Co. LLC, as Portfolio Manager in 2012, Mark Boyar & Co., Inc., as Portfolio Manager, William Blair & Co. LLC, as Analyst, CIBC World Markets, Inc., as Principal, and CIBC World Markets Corp., as Associate in 2003.
Mr. Brennan received his undergraduate degree in 1998 from the University of Notre Dame.
Postes actifs de Patrick Thomas Brennan
| Sociétés | Poste | Début |
|---|---|---|
Brennan Asset Management
Brennan Asset Management Investment ManagersFinance Provides wealth management and advisory services | Corporate Officer/Principal | 01/01/2015 |
Anciens postes connus de Patrick Thomas Brennan
| Sociétés | Poste | Fin |
|---|---|---|
| EMERGENT CAPITAL, INC. | Directeur/Membre du Conseil | 07/03/2021 |
Hutchinson Capital Management
Hutchinson Capital Management Investment ManagersFinance HCM’s investment philosophy emphasizes capital preservation while providing competitive risk-adjusted returns. Their investment approach is characterized as a value style in that they source investment candidates among companies with stocks trading at a discount to intrinsic value. The firm typically invests in individual equity, fixed-income and cash equivalent marketable securities for separately managed accounts. Additionally, for certain accounts and at its discretion the firm also invests in exchange traded funds and mutual funds. Their decision to sell a portfolio holding generally occurs for several reasons; if the stock reaches their intrinsic value, they may sell all or a portion of it; if the position grows to become larger than 10% of their equity portfolio, they typically will reduce it. If conditions change, and the firm’s investment thesis proves invalid or impractical, they may sell it. | Analyst-Equity | 01/01/2013 |
RBO & Co. LLC
RBO & Co. LLC Investment ManagersFinance RBO implements its investment philosophy and independent research process in determining appropriate positions for individual client portfolios. The firm follows a bottom-up, security by security analysis process rather than relying on top-down macro analysis. They are free to look for investment ideas across market capitalizations, industries, and countries. | Corporate Officer/Principal | 01/01/2012 |
Boyar Asset Management, Inc.
Boyar Asset Management, Inc. Investment ManagersFinance Boyar primarily utilizes a fundamental approach to security analysis and portfolio management. The firm also considers current yield, price, earnings and dividend growth potential, and economic, political and sociological factors in its analysis. They seek to invest in companies that are generally trading below their intrinsic worth, which is defined as the estimated current worth of a company that would accrue to its stockholders in the event of either (i) the liquidation of the company's assets upon the termination of operations or (ii) the merger, consolidation or sale of the company. | Corporate Officer/Principal | 01/01/2009 |
William Blair & Co. LLC
William Blair & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 31/12/2003 |
Formation de Patrick Thomas Brennan
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
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Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 11 |
|---|---|
Boyar Asset Management, Inc.
Boyar Asset Management, Inc. Investment ManagersFinance Boyar primarily utilizes a fundamental approach to security analysis and portfolio management. The firm also considers current yield, price, earnings and dividend growth potential, and economic, political and sociological factors in its analysis. They seek to invest in companies that are generally trading below their intrinsic worth, which is defined as the estimated current worth of a company that would accrue to its stockholders in the event of either (i) the liquidation of the company's assets upon the termination of operations or (ii) the merger, consolidation or sale of the company. | Finance |
Hutchinson Capital Management
Hutchinson Capital Management Investment ManagersFinance HCM’s investment philosophy emphasizes capital preservation while providing competitive risk-adjusted returns. Their investment approach is characterized as a value style in that they source investment candidates among companies with stocks trading at a discount to intrinsic value. The firm typically invests in individual equity, fixed-income and cash equivalent marketable securities for separately managed accounts. Additionally, for certain accounts and at its discretion the firm also invests in exchange traded funds and mutual funds. Their decision to sell a portfolio holding generally occurs for several reasons; if the stock reaches their intrinsic value, they may sell all or a portion of it; if the position grows to become larger than 10% of their equity portfolio, they typically will reduce it. If conditions change, and the firm’s investment thesis proves invalid or impractical, they may sell it. | Finance |
Deutsche Bank Investment Management, Inc.
Deutsche Bank Investment Management, Inc. Investment ManagersFinance Deutsche Bank Investment Management (DBIM) offers a broad range of investment products that span the risk/return spectrum. The firm's primary investment strategies and products include equity, fixed-income, alternatives, private equity, cash management and multi-asset. Within each investment strategy, there is a team that manages and specializes in the particular asset category being employed. The team may use a variety of quantitative and qualitative techniques in trying to meet clients' investment objectives. DBIM may use bottom-up research that focuses on companies they believe have a history of above average growth, strong competitive positioning, attractive prices relative to potential growth, sound financial strength and effective management, among other factors. The firm may also use top-down research to identify investments that may benefit from changes in the overall business environment. | Finance |
RBO & Co. LLC
RBO & Co. LLC Investment ManagersFinance RBO implements its investment philosophy and independent research process in determining appropriate positions for individual client portfolios. The firm follows a bottom-up, security by security analysis process rather than relying on top-down macro analysis. They are free to look for investment ideas across market capitalizations, industries, and countries. | Finance |
Mark Boyar & Co., Inc.
Mark Boyar & Co., Inc. Investment Banks/BrokersFinance Mark Boyar & Co., Inc. is a private company based in New York, NY. | Finance |
University of Notre Dame
University of Notre Dame Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Emergent Capital, Inc.
Emergent Capital, Inc. Life/Health InsuranceFinance Provides life insurance services | Finance |
William Blair & Co. LLC
William Blair & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
CIBC World Markets, Inc.
CIBC World Markets, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
CIBC World Markets Corp.
CIBC World Markets Corp. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Brennan Asset Management
Brennan Asset Management Investment ManagersFinance Provides wealth management and advisory services | Finance |
















