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 Advisors, Inc. (Bridgewater) is an independent, SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Milton Stern and Leo Marzen in 1992. Bridgewater provides advisory services to high net-worth individuals, families and not-for-profit organizations around the world. | Corporate Officer/Principal | - |
North American Management Corp.
 North American Management Corp. Investment ManagersFinance North American Management Corp. (NAM) is a privately-held, SEC-registered investment advisor headquartered in Boston, Massachusetts. Founded in 1928, NAM provides investment services to individuals, families, trusts, estates, charitable organizations, limited liability partnerships, pensions and profit -haring plans, corporations, and single family offices. | Oficial de Cumplimiento | - |
Formación de Roy D. Treible.
| New York University | Undergraduate Degree |
| Pace University | Masters Business Admin |
Experiencias
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Relaciones de 1er grado
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Empresas relacionadas
| Empresas privadas | 3 |
|---|---|
North American Management Corp.
North American Management Corp. Investment ManagersFinance North American Management Corp. (NAM) is a privately-held, SEC-registered investment advisor headquartered in Boston, Massachusetts. Founded in 1928, NAM provides investment services to individuals, families, trusts, estates, charitable organizations, limited liability partnerships, pensions and profit -haring plans, corporations, and single family offices. | Finance |
Bridgewater Advisors, Inc.
Bridgewater Advisors, Inc. Investment ManagersFinance Bridgewater Advisors, Inc. (Bridgewater) is an independent, SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Milton Stern and Leo Marzen in 1992. Bridgewater provides advisory services to high net-worth individuals, families and not-for-profit organizations around the world. | Finance |
Advent Software, Inc.
 Advent Software, Inc. Information Technology ServicesTechnology Services Advent Software, Inc. offers software and services that automate work flows and data across investment management organizations. It develops, markets, and sells software products, Software-as-a-Service, hosting services, and data interfaces. The company was founded by Stephanie G. DiMarco in 1983 and is headquartered in San Francisco, CA. | Technology Services |
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