Perfil
Mr. Erik A.
Olson is a Managing Director, Fixed Income Portfolio Manager & Analyst at Barrow, Hanley, Mewhinney & Strauss LLC.
He joined the firm in 2001 and has over 23 years of industry experience.
He serves as a portfolio manager for the firm's investment grade and high yield strategies.
He also serves as an Analyst for investment grade and high yield corporate bonds, both U.S.
and non-U.S.
His career includes work as a research analyst for Sanders Morris Harris.
He has also worked at Merrill Lynch and as the legislative assistant for the Interstate Natural Gas Association in Washington, D.C.
Mr. Olson received an MBA from Texas Christian University, where he served as a portfolio manager for the William C.
Conner Foundation Educational Investment Fund.
He earned a BA from Emory University.
Antiguos cargos conocidos de Erik Alexander Olson.
Empresas | Cargo | Fin |
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Barrow, Hanley, Mewhinney & Strauss LLC
Barrow, Hanley, Mewhinney & Strauss LLC Investment ManagersFinance Barrow, Hanley, Mewhinney & Strauss LLC, dba Barrow Hanley Global Investors (Barrow Hanley), is a registered investment advisor headquartered in Dallas, Texas. The firm was founded by Michael C. Mewhinney in 1979. They are a subsidiary of Perpetual US Holding Co., Inc., ultimately held by Perpetual Ltd. (ASX: PPT) in Australia. The firm provides investment management services to separately managed US and global equity and fixed income portfolios for large institutional clients, mutual funds, employee benefit plans, endowments, foundations, limited liability companies and other institutions and individuals. Barrow Hanley is a signatory to the United Nations' Principles for Responsible Investment (UN PRI). | Analista-Renta Fija | 01/03/2023 |
Sanders Morris Harris LLC
Sanders Morris Harris LLC Investment Banks/BrokersFinance Sanders Morris Harris LLC (SMH) is an SEC-registered broker-dealer and member FINRA, SIPC, located in Houston, Texas. The firm is also an SEC-registered investment advisor. SMH was formed in January 2000 as the result of a merger between Sanders Morris Mundy, Inc. and Harris Webb & Garrison, Inc. The firm is now wholly-owned by Summer Wealth Management LLC. The ultimate principal owners of Summer Wealth Management, LLC are Lee Equity Partners LLC and The Edelman Financial Center, Inc. through intermediaries. SMH provides provides brokerage, asset management and similar services to individuals, high net-worth individuals, pension and profit sharing plans, trusts, estates, and corporations and other business entities. | Corporate Officer/Principal | - |
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | Corporate Officer/Principal | - |
Formación de Erik Alexander Olson.
Texas Christian University | Masters Business Admin |
Emory University | Undergraduate Degree |
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Barrow, Hanley, Mewhinney & Strauss LLC
Barrow, Hanley, Mewhinney & Strauss LLC Investment ManagersFinance Barrow, Hanley, Mewhinney & Strauss LLC, dba Barrow Hanley Global Investors (Barrow Hanley), is a registered investment advisor headquartered in Dallas, Texas. The firm was founded by Michael C. Mewhinney in 1979. They are a subsidiary of Perpetual US Holding Co., Inc., ultimately held by Perpetual Ltd. (ASX: PPT) in Australia. The firm provides investment management services to separately managed US and global equity and fixed income portfolios for large institutional clients, mutual funds, employee benefit plans, endowments, foundations, limited liability companies and other institutions and individuals. Barrow Hanley is a signatory to the United Nations' Principles for Responsible Investment (UN PRI). | Finance |
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | Finance |
Sanders Morris Harris LLC
Sanders Morris Harris LLC Investment Banks/BrokersFinance Sanders Morris Harris LLC (SMH) is an SEC-registered broker-dealer and member FINRA, SIPC, located in Houston, Texas. The firm is also an SEC-registered investment advisor. SMH was formed in January 2000 as the result of a merger between Sanders Morris Mundy, Inc. and Harris Webb & Garrison, Inc. The firm is now wholly-owned by Summer Wealth Management LLC. The ultimate principal owners of Summer Wealth Management, LLC are Lee Equity Partners LLC and The Edelman Financial Center, Inc. through intermediaries. SMH provides provides brokerage, asset management and similar services to individuals, high net-worth individuals, pension and profit sharing plans, trusts, estates, and corporations and other business entities. | Finance |
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