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Portfolio Managers in Pennsylvania

Portfolio Managers in Berwyn, PA

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18 results found

Errol Thurton Philadelphia, PA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Examiner • Inspector • Financial Manager • Managers • Custodial Worker • Cleaners • Management Team Executive • Operations Manager • Community Service Manager • Bachelor of Business Administration • Government Administration Professional • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sales Representative

Experience & Education

Position:
Tax Examiner at United States Department of Treasury
Location:
Greater Philadelphia Area
Industry:
Investment Management
Work history:
United States Department of Treasury Tax Examinersince Mar 2013State Street Bank and Trust Company - Berwyn, PAPortfolio AccountantJul 2012 - Jan 2013
Full Profile

Michael Jones Philadelphia, PA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Position:
Portfolio Manager at Chartwell Investment Partners
Location:
Greater Philadelphia Area
Industry:
Investment Management
Work history:
Chartwell Investment Partners - Berwyn PAPortfolio Managersince Nov 1998Pilgrim Baxter & Associates - Wayne, PAPortfolio ManagerFeb 1995 - Oct 1998
Full Profile

David Chu Berwyn, PA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Financial Manager • Operations Manager • Bachelor of Science • Analysts

Experience & Education

Work

Company:
Emerald advisers - Lancaster, PA
Portfolio manager, emerald midcap growth fund
Company:
Amvescap, invesco funds group - Denver, CO
Assistant portfolio manager, invesco small company growth fund
Full Profile

Dan Eye Philadelphia, PA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Position:
Client Portfolio Manager at Zeke Capital Advisors
Location:
Greater Philadelphia Area
Industry:
Investment Management
Work history:
Zeke Capital Advisors - Berwyn, PAClient Portfolio Managersince Nov 2009
Full Profile

Michael Carter Philadelphia, PA

Professions & Specialties

Portfolio Manager • Trader • Investment Analyst • Puchasing and Estimating Manager • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Registered Client Service Associate at J.P. Morgan
Title:
FINRA Series 7 and 63 - Graduate of The Pennsylvania State University
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
J.P. Morgan - Newark, DERegistered Client Service Associatesince May 2010Turner Investment Partners - Berwyn, PAOperations Co-opMay 2008 - Jan 2009
Languages:
Spanish
Full Profile

Chris Leonard Philadelphia, PA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Analyst • Analysts • Vice President • Financial Manager • Chief Executive • Team Member • Biologist • Biological Scientist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Portfolio Manager/Investment Analyst at Coho Partners, Ltd.
Location:
Greater Philadelphia Area
Industry:
Investment Management
Work history:
Coho Partners, Ltd. - Berwyn, PAPortfolio Manager/Investment Analystsince 2012Santa Barbara Asset Management Vice President2005 - 2010
Skills:
Equities, Asset Management, Portfolio Management, Investments, Mutual Funds, Financial Modeling,...
Full Profile

Joenuel Ortiz Philadelphia, PA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Supporting Member • Management Analyst • Team Member • Analysts • Financial Manager • Advisor • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Lawyers

Experience & Education

Position:
Associate Portfolio Manager at The Stanley Laman Group, Ltd.
Location:
Greater Philadelphia Area
Industry:
Investment Management
Work history:
The Stanley Laman Group, Ltd. - Berwyn, PAAssociate Portfolio Managersince Jul 2013JPMorgan Chase Wealth Management AnalystJul 2011 - Jun 2013
Full Profile

Steve Norcini Berwyn, PA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Manager • Financial Manager • Operations Manager • Senior Advisor • Advisor

Experience & Education

Work

Company:
Stevens capital management - Radnor, PA
Portfolio manager
Company:
Ernst & young llp - New York, NY
Manager / senior consultant
Full Profile

Nick Boccella Philadelphia, PA

Professions & Specialties

Senior Analyst • Project Manager • Construction • Analyst • Analysts • Market Analyst • Market Research Analyst • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Financial Director • Project Managers • Financial Officer • Financial Manager

Experience & Education

Position:
Senior Analyst at Longview Management LP
Title:
Senior Analyst at Longview Investments
Location:
Greater Philadelphia Area
Industry:
Real Estate
Work history:
Longview Management LP - Berwyn, PASenior Analystsince Nov 2011Exeter Property Group - Plymouth Meeting, PAAnalyst/AccountantSep 2007 - Nov 2011
Skills:
Accounting, Cash Flow Forecasting, Investments, Analysis, Acquisitions, Project Management
Residential Real Estate Portfolio Manager at Franklin Investment Realty
Full Profile

Sherene Douglas Philadelphia, PA

Professions & Specialties

Investment Analyst • Puchasing and Estimating Manager • Accounting Bookkeeper • Accounting Analyst • Bookkeeper • Financial Analyst • School Principal • School Administrator • Educational Manager • Analyst • Analysts • Financial Manager • Finance and Accounting Specialist • Operations Manager • Hunter • Data Entry Specialist • Data Scientist

Experience & Education

Title:
Accounting Professional
Location:
Greater Philadelphia Area
Industry:
Accounting
Work history:
State Street - Berwyn, PAPortfolio AccountantJul 2011 - Aug 2012JPMorgan Chase - Newark,DETrade AnalystOct 2010 - Jul 2011
Skills:
Bloomberg, Analysis, Accounting, Account Reconciliation, Financial Analysis, Microsoft Excel, Asset ...
Investment Portfolio Manager at GMAC Mortgage
Full Profile

Tom Bosack Philadelphia, PA

Professions & Specialties

Investment Analyst • Puchasing and Estimating Manager • Vice President • Director • Chief Executive • Operations Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Financial Manager

Experience & Education

Position:
VP, Asset Management & Sourcing at ModSpace
Location:
Greater Philadelphia Area
Industry:
Commercial Real Estate
Work history:
ModSpace - Berwyn, PAVP, Asset Management & Sourcingsince Sep 2011Modular Space Corporation Director, Asset Management & SourcingNov 2009 - Oct 2011
Skills:
Contract Negotiation, Forecasting, Management, Contract Management, Six Sigma, Construction,...
Asset Portfolio Manager at Modular Space Corporation
Full Profile

Kevin Baker Philadelphia, PA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Marketing Director • Chief Executive • Analyst • Analysts • Corporate Executive • Financial Manager • Master of Business Administration • Bachelor of Arts • Psychologist • Psychology Specialist

Experience & Education

Position:
Director of Marketing at McCloskey Financial Group
Location:
Greater Philadelphia Area
Industry:
Investment Management
Work history:
McCloskey Financial Group - Radnor, PADirector of Marketingsince Nov 2012Baker Research Group, Inc. - Berwyn, PAEquity AnalystDec 2011 - Nov 2012
Full Profile

Richard Gould Philadelphia, PA

Professions & Specialties

Investment Analyst • Puchasing and Estimating Manager • Managing Partner • Chief Executive Officer • Partner • Chief Executive • Corporate Executive • Co-Founder • Operations Manager • Financial Manager • Project Managers • Founder • Founding Member • Analyst • Project Manager • Technician • Analysts • Technical Specialist • Technical Support Specialists • Master of Business Administration • Financial Analyst • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Managing Partner at Gould Investment & Research
Location:
Greater Philadelphia Area
Industry:
Investment Management
Work history:
Gould Investment & Research Managing Partnersince 2009Gould Investment Partners - Berwyn, PACEOMar 2004 - Mar 2010
Languages:
French
Sr Portfolio Manager at Greenville Capital Management
Full Profile

Richard K Berwyn, PA

Professions & Specialties

Investment Analyst • Puchasing and Estimating Manager • Chief Operating Officer • Program Director • Senior Project Manager • General and Operations Manager • Director of Operations • Operations Manager • Senior Manager • Manager • Financial Manager • School Principal • School Administrator • Educational Manager • Master of Business Administration • Bachelor of Science • Senior Customer Service Representative • Client Service Officer • Customer Service

Experience & Education

Work

Company:
Xerox
Program executive (coo) for the state of texas data center services program
Company:
Magic hat consulting - Fort Washington, PA
Program manager (sr project manager)
Full Profile

Kevin Baker Berwyn, PA

Professions & Specialties

Investment Analyst • Puchasing and Estimating Manager • Chief Executive Officer • Corporate Executive • Chief Executive • Baker • Vice President • Founder • Financial Manager • Founding Member • Counselor • Advisor • Master of Business Administration • Bachelor of Arts • Psychologist • School Administrator • Educational Manager • Psychology Specialist

Experience & Education

Work

Company:
Baker research group, inc
Managing director
Company:
Cottonwood research group, llc - Berwyn, PA
Managing director
Full Profile

Anthony Carrelli Berwyn, PA

Professions & Specialties

Investment Analyst • Puchasing and Estimating Manager • Vice President • Chief Executive • Financial Manager • Project Managers • Research Assistant • Researcher • Survey Researcher • Project Manager • School Principal • School Administrator • Educational Manager

Experience & Education

Work

Company:
The killen group, inc
Vice president of equity and fixed income research
Company:
The killen group, inc - Berwyn, PA
I managed a department and major jobs as lead engineer
Full Profile

Paige Durivage Wilmington, DE

Professions & Specialties

Investment Analyst • Puchasing and Estimating Manager • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Business Analyst • Analyst • Analysts • Data Analyst • Data Entry Specialist • Data Scientist • Investor • Security • Agent • Sales Representative • Partner • Customer Relations • Founder • Founding Member • Chief Executive • Financial Manager • Bachelor of Science

Experience & Education

Position:
MIS & Resource Analytics Lead at Barclaycard
Title:
MIS & Resource Analytics Lead, Barclays
Location:
Wilmington, Delaware
Industry:
Financial Services
Work history:
Barclaycard - Wilmington, DelawareMIS & Resource Analytics Leadsince 2012State Street - Berwyn, PABusiness/Data Analyst; Business Process ImprovementDec 2010 - May 2012
Assist Portfolio Manager and Trader with equity research
Full Profile

Jp Kril New York, NY

Professions & Specialties

Investment Analyst • Puchasing and Estimating Manager • Management Analyst • Apprentice • Analysts • Student Worker • Analyst • Counselor • Organization Management • Advisor • Chairperson • Financial Manager • Chief Executive • Operations Manager • Support Specialist • Client Service Officer • Cashier • Bachelor of Business Administration • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service

Experience & Education

Position:
Portfolio Management Analyst at Barclays
Location:
New York, New York
Industry:
Investment Management
Work history:
Barclays Portfolio Management Analystsince May 2013Good Wealth Management - Harrisonburg, VaInternSep 2012 - May 2013
President and Finance Sector Portfolio Manager at Madison Investment Fund
Full Profile

Portfolio Managers near Berwyn, PA02875748611,1481,435PhiladelphiaWayneWest ChesterConshohockenMediaBlue BellNorristownPlymouth MeetingExtonArdmore


Portfolio Managers around Berwyn, PA

Ardmore  (6)
Blue Bell  (13)
Collegeville  (6)
Concordville  (1)
Conshohocken  (15)
Devon  (5)
Edgemont  (3)
Exton  (8)
Gladwyne  (2)
Glen Mills  (4)
Haverford  (2)
Media  (13)
Miquon  (1)
Norristown  (11)
Oaks  (5)
Paoli  (3)
Philadelphia  (1,434)
Phoenixville  (4)
Thornton  (3)
Valley Forge  (2)
Wayne  (36)
West Chester  (20)

Portfolio Managers in Pennsylvania

Sub-specializations

Portfolio Manager  (18)