Jeffrey Eric Brothers
Chief Investment Officer bei R Squared BM LLC
Profil
Mr. Jeffrey E.
Brothers, CFA MBA, is a Chief Investment Officer at R Squared BM LLC.
He also serves as Co-Head of Fixed Income and is a Senior Portfolio Manager.
He is also a member of the Investment Policy and Strategy Committee and the Executive Committee of the firm.
He has over 32 years of investment industry experience.
Mr. Brothers was previously employed as a Director & Senior Portfolio Manager by Tortoise Credit Strategies LLC, a Senior Portfolio Manager by Bradford & Marzec LLC, a Principal by Merrill Lynch Capital Markets, and a Principal by Wilshire Advisors LLC.
He earned a Bachelor of Arts degree in economics from the University of California at Los Angeles and Master of Business Administration degree with an emphasis in investments from the University of Southern California.
He is a CFA charterholder.
Aktive Positionen von Jeffrey Eric Brothers
| Unternehmen | Position | Beginn |
|---|---|---|
R Squared BM LLC
 R Squared BM LLC Investment ManagersFinance R Squared BM LLC, do-business-as Ducenta Squared Asset Management (Ducenta), is a registered investment advisor headquartered in Los Angeles, California. The firm was founded in 2020 and is wholly owned by RSMD Investco LLC. Ducenta provides investment management services to individual and institutional investors, trusts, charitable corporations, pension plans, investment companies and pooled investment vehicles. | Chief Investment Officer | 01.07.2020 |
Ehemalige bekannte Positionen von Jeffrey Eric Brothers
| Unternehmen | Position | Ende |
|---|---|---|
Tortoise Credit Strategies LLC
 Tortoise Credit Strategies LLC Investment ManagersFinance Tortoise Credit Strategies LLC is an investment advisor headquartered in Leawood, Kansas. It was founded by Bradley Beman and H. Kevin Birzer in 2015. The firm is wholly-owned by Tortoise Borrower LLC, ultimately held by Tortoise Investments LLC. Tortoise Credit Strategies provides investment advice to individuals, high net-worth individuals, pension and profit-sharing plans, Taft-Hartley and other ERISA plans, state or municipal government entities, financial intermediaries, insurance companies, charitable organizations, foundations, endowments, other investment advisers, pooled investment vehicles, trust programs, registered mutual funds, corporations, and other businesses and entities. | Analyst-Festverzinsliche Wertpapiere | 21.07.2020 |
Bradford & Marzec LLC
 Bradford & Marzec LLC Investment ManagersFinance Founded in 1984, Bradford & Marzec LLC is a registered investment advisor located in Los Angeles, California. In 2016, Tortoise Credit Strategies, LLC, part of the Tortoise Investments family, acquired Bradford & Marzec LLC, along with key Bradford & Marzec employees through a Tortoise-supported management buy-out. | Analyst-Festverzinsliche Wertpapiere | 20.06.2016 |
| Merrill Lynch Capital Markets | Corporate Officer/Principal | - |
Wilshire Advisors LLC
 Wilshire Advisors LLC Investment ManagersFinance Wilshire Advisors LLC (Wilshire) is a privately-held investment technology and advisory firm headquartered in Santa Monica, California. The firm was founded by Dennis Tito in 1972 as Wilshire Associates, Inc. Wilshire provides innovative investment solutions, consulting services and multi-asset analytics to institutional and intermediary clients worldwide. | Corporate Officer/Principal | - |
Ausbildung von Jeffrey Eric Brothers
| University of Southern California | Masters Business Admin |
| University of California, Los Angeles | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 5 |
|---|---|
Bradford & Marzec LLC
Bradford & Marzec LLC Investment ManagersFinance Founded in 1984, Bradford & Marzec LLC is a registered investment advisor located in Los Angeles, California. In 2016, Tortoise Credit Strategies, LLC, part of the Tortoise Investments family, acquired Bradford & Marzec LLC, along with key Bradford & Marzec employees through a Tortoise-supported management buy-out. | Finance |
Wilshire Advisors LLC
Wilshire Advisors LLC Investment ManagersFinance Wilshire Advisors LLC (Wilshire) is a privately-held investment technology and advisory firm headquartered in Santa Monica, California. The firm was founded by Dennis Tito in 1972 as Wilshire Associates, Inc. Wilshire provides innovative investment solutions, consulting services and multi-asset analytics to institutional and intermediary clients worldwide. | Finance |
| Merrill Lynch Capital Markets | Finance |
Tortoise Credit Strategies LLC
Tortoise Credit Strategies LLC Investment ManagersFinance Tortoise Credit Strategies LLC is an investment advisor headquartered in Leawood, Kansas. It was founded by Bradley Beman and H. Kevin Birzer in 2015. The firm is wholly-owned by Tortoise Borrower LLC, ultimately held by Tortoise Investments LLC. Tortoise Credit Strategies provides investment advice to individuals, high net-worth individuals, pension and profit-sharing plans, Taft-Hartley and other ERISA plans, state or municipal government entities, financial intermediaries, insurance companies, charitable organizations, foundations, endowments, other investment advisers, pooled investment vehicles, trust programs, registered mutual funds, corporations, and other businesses and entities. | Finance |
R Squared BM LLC
R Squared BM LLC Investment ManagersFinance R Squared BM LLC, do-business-as Ducenta Squared Asset Management (Ducenta), is a registered investment advisor headquartered in Los Angeles, California. The firm was founded in 2020 and is wholly owned by RSMD Investco LLC. Ducenta provides investment management services to individual and institutional investors, trusts, charitable corporations, pension plans, investment companies and pooled investment vehicles. | Finance |
