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Al Freeman
Director de Investigación - Acciones en
Azimuth Capital Investment Management LLC
.
Perfil
Alan Lynn Freeman is currently Managing Director & Director of Research at Azimuth Capital Investment Management LLC since 2022.
Formerly, Mr. Freeman was Managing Director & Director of Research at Azimuth Capital Management LLC from 2005 to 2022.
Prior roles include Principal at Citigroup, Inc., Senior Portfolio Manager at Diamond Capital Management, Inc. (Delaware) from 2003 to 2005, Portfolio Manager at Feldman Securities Group LLC, and Financial Consultant at Morgan Stanley Smith Barney Private Management LLC.
Education includes an undergraduate degree from the University of Nebraska and an MBA from Kellogg School of Management.
Cargos activos de Al Freeman
| Empresas | Cargo | Inicio |
|---|---|---|
Azimuth Capital Investment Management LLC
 Azimuth Capital Investment Management LLC Investment ManagersFinance Azimuth develops a comprehensive investment strategy, considering the client’s overall net worth. Each portfolio is constructed and managed based on client’s parameters regarding total return, income, liquidity, and risk. The firm’s primary objective is one of capital preservation and long-term growth with risk managed through a diversified investment portfolio. For taxable accounts, they proactively manage the tax efficiency of investments and transactions. In volatile market environments, their investment philosophy permits the flexibility to shift the equity and fixed-income allocations to maintain value. | Director de Investigación - Acciones | 01/04/2022 |
Antiguos cargos conocidos de Al Freeman.
| Empresas | Cargo | Fin |
|---|---|---|
Azimuth Capital Management LLC
 Azimuth Capital Management LLC Investment ManagersFinance ACM seeks to achieve capital preservation and long-term growth with risk managed through a diversified investment portfolio. Each portfolio is constructed and managed based on client’s parameters regarding total return, income, liquidity, and risk. | Director de Investigación - Acciones | 01/04/2022 |
Diamond Capital Management, Inc. (Delaware)
 Diamond Capital Management, Inc. (Delaware) Investment ManagersFinance DCM develops an investment strategy for their clients based on each client's financial goals, time horizon and risk tolerance. | Analyst-Equity | 14/10/2005 |
Morgan Stanley Smith Barney Private Management LLC
 Morgan Stanley Smith Barney Private Management LLC Investment ManagersFinance Morgan Stanley Smith Barney Private Management serves as the investment advisor to funds designed to offer qualified investors the opportunity to invest in private equity investment funds-of-funds. The firm does not provide investment advice directly to investors in the funds. | Corporate Officer/Principal | - |
Feldman Securities Group LLC
 Feldman Securities Group LLC Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | - |
| CITIGROUP INC. | Corporate Officer/Principal | - |
Formación de Al Freeman.
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
12
Relaciones de 1er grado
8
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
| Empresas privadas | 8 |
|---|---|
University of Nebraska
 University of Nebraska Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Citigroup, Inc.
 Citigroup, Inc. Major BanksFinance Provides retail, investment, commercial banking, brand cards, securities sale & exchanges services | Finance |
Diamond Capital Management, Inc. (Delaware)
Diamond Capital Management, Inc. (Delaware) Investment ManagersFinance DCM develops an investment strategy for their clients based on each client's financial goals, time horizon and risk tolerance. | Finance |
Feldman Securities Group LLC
Feldman Securities Group LLC Investment ManagersFinance Provides investment advice | Finance |
Azimuth Capital Management LLC
Azimuth Capital Management LLC Investment ManagersFinance ACM seeks to achieve capital preservation and long-term growth with risk managed through a diversified investment portfolio. Each portfolio is constructed and managed based on client’s parameters regarding total return, income, liquidity, and risk. | Finance |
Morgan Stanley Smith Barney Private Management LLC
Morgan Stanley Smith Barney Private Management LLC Investment ManagersFinance Morgan Stanley Smith Barney Private Management serves as the investment advisor to funds designed to offer qualified investors the opportunity to invest in private equity investment funds-of-funds. The firm does not provide investment advice directly to investors in the funds. | Finance |
Kellogg School of Management
 Kellogg School of Management Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Azimuth Capital Investment Management LLC
Azimuth Capital Investment Management LLC Investment ManagersFinance Azimuth develops a comprehensive investment strategy, considering the client’s overall net worth. Each portfolio is constructed and managed based on client’s parameters regarding total return, income, liquidity, and risk. The firm’s primary objective is one of capital preservation and long-term growth with risk managed through a diversified investment portfolio. For taxable accounts, they proactively manage the tax efficiency of investments and transactions. In volatile market environments, their investment philosophy permits the flexibility to shift the equity and fixed-income allocations to maintain value. | Finance |
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