John Charles Forelli

John Charles Forelli

Director de Investigación - Acciones en Boston Partners Global Investors, Inc. .

Finance
Consumer Services

Perfil

Mr. John C.
Forelli, CFA MBA, is a Director of Portfolio Research at Boston Partners Global Investors, Inc. He directs our team of investment professionals in formulating, developing, and communicating the investment narrative for Boston Partners.
Prior to this role, he was a senior portfolio analyst and has extensive experience with all of the firm’s strategies.
Mr. Forelli has 12 years of experience as a portfolio manager focused on large cap equities and has 38 years of industry experience.
He joined the firm from Independence Investments where he was large cap core portfolio manager, senior partner and member of the investment committee.
Mr. Forelli was also a Research Analyst specializing in health care, chemical, capital goods and industrial companies.
He began his career as an investment banker with Prudential Securities focusing on raising capital for emerging growth companies and merger and acquisition transactions.
Mr. Forelli holds a B.A.
degree in Economics from Dartmouth College and an MBA degree from the Tuck School of Business at Dartmouth College.
He holds the Chartered Financial Analyst designation and FINRA licenses 7 and 66.

Cargos activos de John Charles Forelli

EmpresasCargoInicio
Director de Investigación - Acciones 01/05/2010
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Antiguos cargos conocidos de John Charles Forelli.

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Miembro del Comité de Inversión 29/07/2009
Corporate Officer/Principal -
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Formación de John Charles Forelli.

Dartmouth College Undergraduate Degree
Tuck School of Business at Dartmouth Masters Business Admin

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