Profil
Ms. Susan K.
Berry-Gorelli is a Chief Executive Officer at Baldwin Investment Management LLC.
She is also the Director of Research and a Portfolio Manager of Baldwin Investment Management.
She has over 30 years of individual and institutional investment and risk management experience in the financial services industry.
Ms. Berry-Gorelli was previously employed as a Principal by Bryn Mawr Capital Management, Inc.
She attended The College of William and Mary and the University of Delaware, earning a B.A. in Economics and History, Summa Cum Laude and Phi Beta Kappa.
Postes actifs de Susan Kohlhas Berry-Gorelli
| Sociétés | Poste | Début |
|---|---|---|
Baldwin Investment Management LLC
Baldwin Investment Management LLC Investment ManagersFinance Baldwin uses state-of-the-art technology to follow an equity philosophy of investing in US and foreign-based companies whose market capitalization exceeds $2.5 billion. The firm’s fixed income strategy for their clientele includes both tax-exempt and taxable securities. Portfolios are individually structured to meet the growth and income needs of each client. | Directeur Général | - |
Anciens postes connus de Susan Kohlhas Berry-Gorelli
| Sociétés | Poste | Fin |
|---|---|---|
Bryn Mawr Capital Management, Inc.
Bryn Mawr Capital Management, Inc. Investment ManagersFinance Bryn Mawr Capital Management employs the same market-neutral, roughly sector-neutral long/short global equity strategy with respect to all their funds except the Wynnewood Fund. The strategy mainly utilizes a combination of proprietary mathematical models that generate recommended long and short positions; as well as fundamental analysis. The Wynnewood Fund employs a similar market-neutral long/short global equity strategy, but it is more heavily model-driven and diversified, and invests only in non-financial companies. The other funds invest in both financial and non-financial companies. | Gestionnaire de Portefeuille-Actions | - |
Formation de Susan Kohlhas Berry-Gorelli
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
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Relations au 1er degré
Entreprises liées au 1er degré
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Femme
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
Bryn Mawr Capital Management, Inc.
Bryn Mawr Capital Management, Inc. Investment ManagersFinance Bryn Mawr Capital Management employs the same market-neutral, roughly sector-neutral long/short global equity strategy with respect to all their funds except the Wynnewood Fund. The strategy mainly utilizes a combination of proprietary mathematical models that generate recommended long and short positions; as well as fundamental analysis. The Wynnewood Fund employs a similar market-neutral long/short global equity strategy, but it is more heavily model-driven and diversified, and invests only in non-financial companies. The other funds invest in both financial and non-financial companies. | Finance |
Baldwin Investment Management LLC
Baldwin Investment Management LLC Investment ManagersFinance Baldwin uses state-of-the-art technology to follow an equity philosophy of investing in US and foreign-based companies whose market capitalization exceeds $2.5 billion. The firm’s fixed income strategy for their clientele includes both tax-exempt and taxable securities. Portfolios are individually structured to meet the growth and income needs of each client. | Finance |
University of Delaware
University of Delaware Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















