Profil
Thomas Kirkham Barneby currently works at Heartwood Funds LLC, as Investment Director of Fixed Income.
Mr. Barneby also formerly worked at Princeton Capital Management LLC, as Senior Managing Director & Portfolio Manager from 2012 to 2014, Merrill Lynch & Co., Inc., as Principal, Citibank NA (New York), as Principal, UBS AG (New York), as Principal, American Independence Financial Services LLC, as Chief Strategist from 2008 to 2011, and Franklin Holdings, Inc., as Principal.
Mr. Barneby received his undergraduate degree from Missouri State University.
Postes actifs de T. Kirkham Barneby
| Sociétés | Poste | Début |
|---|---|---|
Centre Asset Management LLC
Centre Asset Management LLC Investment ManagersFinance Heartwood is a fundamentally-driven specialist active asset manager which aims to deliver strong, long-term performance results for investors through an exceptional focus on producing returns and managing risk and downside volatility in select investment strategies within truly active, high conviction, disciplined, and research intensive processes. The firm’s approach to fundamental stock selection is rooted in their differentiated Economic Value Added (EVA) based investment analysis which is the competitive edge that yields a more accurate picture of intrinsic value; what they call “Investment Research through a Different Prism”. | Director of Investments | - |
Anciens postes connus de T. Kirkham Barneby
| Sociétés | Poste | Fin |
|---|---|---|
Princeton Capital Management LLC
Princeton Capital Management LLC Investment ManagersFinance PrinCap seeks to deliver performance returns for their clients while managing the risks associated with the process. The firm conducts in-depth research on capital markets and individual securities to build a portfolio that meets each client’s specific goals. | Gestionnaire de Portefeuille-Actions | 01/01/2014 |
American Independence Financial Services LLC
American Independence Financial Services LLC Investment ManagersFinance American Independence offers the following investment strategies through their SMA platform: Large-Cap Value, Risk Managed Allocation, and Macroeconomic Assessment of Risk (MAR) Tactical Strategies (Tactical Conservative, Tactical Moderate Growth, Tactical Growth and Tactical Aggressive Growth). American Independence launches and manages a variety of funds including the MAR Tactical Funds, the American Independence Stock Fund, the Laffer Dividend Growth Fund, the manage the Risk-Managed Allocation Fund, the Kansas Tax-Exempt Bond Fund, the American Independence International Alpha Strategies Fund, the US Inflation-Indexed Fund, the Boyd Watterson Core Plus Fund, and the Boyd Watterson Short-Term Enhanced Bond Fund. | Gestionnaire de Portefeuille-Actions | - |
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Corporate Officer/Principal | - |
Citibank NA (New York)
Citibank NA (New York) Major BanksFinance Provides national commercial banking services | Corporate Officer/Principal | - |
Franklin Holdings, Inc.
Franklin Holdings, Inc. Containers/PackagingProcess Industries Manufactures metal cans, plastic containers, and films and packaging equipment | Corporate Officer/Principal | - |
Formation de T. Kirkham Barneby
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 8 |
|---|---|
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Finance |
Citibank NA (New York)
Citibank NA (New York) Major BanksFinance Provides national commercial banking services | Finance |
UBS AG (New York)
UBS AG (New York) Investment ManagersFinance UBS Private Banking employs asset allocation methods to manage separate portfolios based on each client's investment objectives and risk tolerance. | Finance |
Princeton Capital Management LLC
Princeton Capital Management LLC Investment ManagersFinance PrinCap seeks to deliver performance returns for their clients while managing the risks associated with the process. The firm conducts in-depth research on capital markets and individual securities to build a portfolio that meets each client’s specific goals. | Finance |
American Independence Financial Services LLC
American Independence Financial Services LLC Investment ManagersFinance American Independence offers the following investment strategies through their SMA platform: Large-Cap Value, Risk Managed Allocation, and Macroeconomic Assessment of Risk (MAR) Tactical Strategies (Tactical Conservative, Tactical Moderate Growth, Tactical Growth and Tactical Aggressive Growth). American Independence launches and manages a variety of funds including the MAR Tactical Funds, the American Independence Stock Fund, the Laffer Dividend Growth Fund, the manage the Risk-Managed Allocation Fund, the Kansas Tax-Exempt Bond Fund, the American Independence International Alpha Strategies Fund, the US Inflation-Indexed Fund, the Boyd Watterson Core Plus Fund, and the Boyd Watterson Short-Term Enhanced Bond Fund. | Finance |
Franklin Holdings, Inc.
Franklin Holdings, Inc. Containers/PackagingProcess Industries Manufactures metal cans, plastic containers, and films and packaging equipment | Process Industries |
Missouri State University
Missouri State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Centre Asset Management LLC
Centre Asset Management LLC Investment ManagersFinance Heartwood is a fundamentally-driven specialist active asset manager which aims to deliver strong, long-term performance results for investors through an exceptional focus on producing returns and managing risk and downside volatility in select investment strategies within truly active, high conviction, disciplined, and research intensive processes. The firm’s approach to fundamental stock selection is rooted in their differentiated Economic Value Added (EVA) based investment analysis which is the competitive edge that yields a more accurate picture of intrinsic value; what they call “Investment Research through a Different Prism”. | Finance |
















