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Perfil
In addition to his experience at North American Management, Mr. Treible's investment industry experience includes Bridgewater Advisors, a small independent wealth management firm in NYC where he held several positions relating to managing client portfolios.
He also spent time with Advent Software, Inc. where he worked as a Senior Consultant, advising financial service firms on operations and workflow efficiencies with a focus on portfolio management and back office operations.
Mr. Treible has a BS from the City University of New York and an MBA from Pace University.
Antiguos cargos conocidos de Roy D. Treible.
| Empresas | Cargo | Fin |
|---|---|---|
| ADVENT SOFTWARE, INC. | Corporate Officer/Principal | - |
Bridgewater Advisors, Inc.
 Bridgewater Advisors, Inc. Investment ManagersFinance Bridgewater determines the appropriate mix of strategies within each asset class to ensure proper diversification using both actively managed and index related styles, also considering any investment preferences the clients may have. | Corporate Officer/Principal | - |
North American Management Corp.
 North American Management Corp. Investment ManagersFinance NAM seeks to allocate among asset classes, individual securities and outside managers to optimize risk and return in their investment portfolios. The firm’s asset allocation, security selection, and portfolio construction process is rigorous, independent, disciplined, and proactive. Their method of analysis combines top-down and bottom-up investment approaches. NAM invests in a number of different types of investments. For individual security selection within equities, they seek to identify and invest in a select number of high quality, attractively priced US stocks that they believe have the potential to deliver solid returns. | Oficial de Cumplimiento | - |
Formación de Roy D. Treible.
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
64
Relaciones de 1er grado
5
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
| Empresas privadas | 5 |
|---|---|
Advent Software, Inc.
 Advent Software, Inc. Packaged SoftwareTechnology Services Develops AI platform for financial technology, asset, wealth management and alternative investment | Technology Services |
North American Management Corp.
North American Management Corp. Investment ManagersFinance NAM seeks to allocate among asset classes, individual securities and outside managers to optimize risk and return in their investment portfolios. The firm’s asset allocation, security selection, and portfolio construction process is rigorous, independent, disciplined, and proactive. Their method of analysis combines top-down and bottom-up investment approaches. NAM invests in a number of different types of investments. For individual security selection within equities, they seek to identify and invest in a select number of high quality, attractively priced US stocks that they believe have the potential to deliver solid returns. | Finance |
New York University
 New York University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Pace University
 Pace University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Bridgewater Advisors, Inc.
Bridgewater Advisors, Inc. Investment ManagersFinance Bridgewater determines the appropriate mix of strategies within each asset class to ensure proper diversification using both actively managed and index related styles, also considering any investment preferences the clients may have. | Finance |
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