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Joe Farley
Analyst-Equity bei Champlain Investment Partners LLC
Aktive Positionen von Joe Farley
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
Champlain Investment Partners LLC
![]() Champlain Investment Partners LLC Investment ManagersFinance Champlain Investment Partners LLC (CIP) is a SEC-registered investment advisor headquartered in Burlington, Vermont. The firm was founded by Scott Brayman, Judith O’Connell, Wendy Nunez, and Mary Michel in 2004. They are a subsidiary of CIP Management Holdings LP. CIP provides investment advice to investment companies, pooled investment vehicles, corporate and public pension plans, health care and religious organizations, endowments and foundations, Taft-Harley plans, colleges and universities, family offices, private banks and corporations and other businesses. | Analyst-Equity | 01.08.2014 | - |
Portfolio Manager-Aktien | 01.08.2014 | - |
Karriereverlauf von Joe Farley
Ehemalige bekannte Positionen von Joe Farley
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
Kelvingrove Partners LLC
![]() Kelvingrove Partners LLC Investment ManagersFinance Kelvingrove Partners LLC is an independent hedge fund manager headquartered in New York City. The firm was founded by Mike Wallace and Michael Wright in 2008. They manage assets of high net-worth clients. | Chief Investment Officer | 01.06.2008 | 01.05.2013 |
Gründer | 28.03.2012 | 01.05.2013 | |
Portfolio Manager-Aktien | 01.06.2008 | 01.05.2013 | |
Private Capital Management LLC
![]() Private Capital Management LLC Investment ManagersFinance Private Capital Management LLC (PCM) is a SEC-registered investment and wealth advisory firm headquartered in Naples, Florida. The firm was founded in 1986 as an extension of a family office and operated as Private Capital Management LP until 2013. They are a subsidiary of Private Capital Management Holdings LP. PCM discretionary investment management services to individual and institutional investors through separately managed portfolios. | Direktor der Forschung - Eigenkapital | 01.01.2002 | - |
Portfolio Manager-Aktien | 01.01.2002 | 01.04.2009 | |
Morgan Stanley & Co. LLC
![]() Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Analyst-Equity | 05.02.2002 | 05.02.2002 |
Donaldson, Lufkin & Jenrette Securities Corp. | Analyst-Equity | - | 31.12.2001 |
UBS Securities LLC
![]() UBS Securities LLC Investment ManagersFinance UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients. | Analyst-Equity | - | 31.12.2001 |
Ausbildung von Joe Farley
State University of New York at Albany | Graduate Degree |
Statistik
International
Vereinigte Staaten | 8 |
Operativ
Analyst-Equity | 4 |
Portfolio Manager-Equities | 3 |
Director of Research - Equity | 1 |
Sektoral
Finance | 7 |
Consumer Services | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 6 |
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Private Capital Management LLC
![]() Private Capital Management LLC Investment ManagersFinance Private Capital Management LLC (PCM) is a SEC-registered investment and wealth advisory firm headquartered in Naples, Florida. The firm was founded in 1986 as an extension of a family office and operated as Private Capital Management LP until 2013. They are a subsidiary of Private Capital Management Holdings LP. PCM discretionary investment management services to individual and institutional investors through separately managed portfolios. | Finance |
Donaldson, Lufkin & Jenrette Securities Corp. | Finance |
UBS Securities LLC
![]() UBS Securities LLC Investment ManagersFinance UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients. | Finance |
Kelvingrove Partners LLC
![]() Kelvingrove Partners LLC Investment ManagersFinance Kelvingrove Partners LLC is an independent hedge fund manager headquartered in New York City. The firm was founded by Mike Wallace and Michael Wright in 2008. They manage assets of high net-worth clients. | Finance |
Morgan Stanley & Co. LLC
![]() Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Finance |
Champlain Investment Partners LLC
![]() Champlain Investment Partners LLC Investment ManagersFinance Champlain Investment Partners LLC (CIP) is a SEC-registered investment advisor headquartered in Burlington, Vermont. The firm was founded by Scott Brayman, Judith O’Connell, Wendy Nunez, and Mary Michel in 2004. They are a subsidiary of CIP Management Holdings LP. CIP provides investment advice to investment companies, pooled investment vehicles, corporate and public pension plans, health care and religious organizations, endowments and foundations, Taft-Harley plans, colleges and universities, family offices, private banks and corporations and other businesses. | Finance |
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