Marc D. Roberts
Analyst-Equity en Fenimore Asset Management, Inc. .
Cargos activos de Marc D. Roberts
Empresas | Cargo | Inicio | Fin |
---|---|---|---|
Fenimore Asset Management, Inc.
Fenimore Asset Management, Inc. Investment ManagersFinance Fenimore Asset Management, Inc. (Fenimore) is an independent, SEC-registered investment advisor headquartered in Cobleskill, New York. The firm was founded by Thomas O. Putnam in 1974. Fenimore provides investment advisory services on a discretionary basis to (1) registered investment companies; (2) separately managed investment advisory accounts for individuals, corporations, trusts, pension and profit-sharing plans and non-profit organizations, engaged directly or through certain wrap fee programs; and (3) a privately placed pooled investment vehicle. Investors in the Private Fund include a variety of high-net-worth individuals and institutional investors. | Analyst-Equity | 01/03/2020 | - |
Gestor de Cartera-Acciones | 01/10/2021 | - |
Historial de carrera de Marc D. Roberts
Antiguos cargos conocidos de Marc D. Roberts.
Empresas | Cargo | Inicio | Fin |
---|---|---|---|
Port Capital LLC
Port Capital LLC Investment ManagersFinance Port Capital LLC (PCL) is a registered investment advisor headquartered in Chicago, Illinois and was founded in 2015. PCL provides advisory services to individuals and high-net worth individuals, pension and profit sharing plans; charitable organizations; and corporations or other businesses. They also serve as investment advisor to and general partner of certain private investment funds. | Gestor de Cartera-Acciones | 01/01/2016 | 01/01/2020 |
Fenimore Asset Management, Inc.
Fenimore Asset Management, Inc. Investment ManagersFinance Fenimore Asset Management, Inc. (Fenimore) is an independent, SEC-registered investment advisor headquartered in Cobleskill, New York. The firm was founded by Thomas O. Putnam in 1974. Fenimore provides investment advisory services on a discretionary basis to (1) registered investment companies; (2) separately managed investment advisory accounts for individuals, corporations, trusts, pension and profit-sharing plans and non-profit organizations, engaged directly or through certain wrap fee programs; and (3) a privately placed pooled investment vehicle. Investors in the Private Fund include a variety of high-net-worth individuals and institutional investors. | Analyst-Equity | 01/06/2007 | 01/12/2015 |
Gestor de Cartera-Acciones | 01/06/2007 | 01/12/2015 | |
Wachovia Securities, Inc. | Corporate Officer/Principal | - | - |
Formación de Marc D. Roberts.
Siena College | Undergraduate Degree |
Estadísticas
Internacional
Estados Unidos | 5 |
Operativa
Portfolio Manager-Equities | 3 |
Analyst-Equity | 2 |
Undergraduate Degree | 1 |
Sectorial
Finance | 4 |
Consumer Services | 2 |
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Empresas relacionadas
Empresas privadas | 3 |
---|---|
Fenimore Asset Management, Inc.
Fenimore Asset Management, Inc. Investment ManagersFinance Fenimore Asset Management, Inc. (Fenimore) is an independent, SEC-registered investment advisor headquartered in Cobleskill, New York. The firm was founded by Thomas O. Putnam in 1974. Fenimore provides investment advisory services on a discretionary basis to (1) registered investment companies; (2) separately managed investment advisory accounts for individuals, corporations, trusts, pension and profit-sharing plans and non-profit organizations, engaged directly or through certain wrap fee programs; and (3) a privately placed pooled investment vehicle. Investors in the Private Fund include a variety of high-net-worth individuals and institutional investors. | Finance |
Wachovia Securities, Inc. | Finance |
Port Capital LLC
Port Capital LLC Investment ManagersFinance Port Capital LLC (PCL) is a registered investment advisor headquartered in Chicago, Illinois and was founded in 2015. PCL provides advisory services to individuals and high-net worth individuals, pension and profit sharing plans; charitable organizations; and corporations or other businesses. They also serve as investment advisor to and general partner of certain private investment funds. | Finance |
- Bolsa de valores
- Insiders
- Marc D. Roberts
- Experiencia