Profiel
Mr. Aaron H.
Visse, CFA, is a Portfolio Manager at Salient Advisors LP and at Forward Management LLC.
He focuses on the global infrastructure market and specializes in the energy, utilities and transportation equity sectors as well as companies based in South America.
Previously, Mr. Visse was a portfolio manager and researched global infrastructure and REITs at Kensington Investment Group, Inc. In 2009, Kensington was acquired by Forward Management, and subsequently in 2015, Salient acquired Forward.
Before joining Kensington in 2002, he worked as a senior research analyst at Linsco/Private Ledger Financial Services where he followed REITs and financial services companies.
He holds a Bachelor of Science in business from the University of Colorado Boulder and Master of Science in business administration from San Diego State University.
He is a CFA charterholder and member of CFA Society of San Francisco.
Eerdere bekende functies van Aaron H. Visse
| Bedrijven | Functie | Einde |
|---|---|---|
Kensington Investment Group, Inc.
 Kensington Investment Group, Inc. Investment ManagersFinance Kensington Investment Group, Inc. (KIG) is a registered investment advisor that specializes in real estate securities portfolio management. The firm was founded in 1993 and provides discretionary investment management services on behalf of registered investment company clients, separate accounts and private limited partnerships. KIG is located in Orinda, California. | Portefeuillebeheerder-Aandelen | 31-05-2009 |
Salient Advisors LP
 Salient Advisors LP Investment ManagersFinance Salient Advisors LP is an independent, SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded in 2020 and provides investment advisory services to Investment Funds, which includes the Westwood Broadmark Tactical Plus Fund. | Portefeuillebeheerder-Aandelen | - |
LPL Financial LLC
 LPL Financial LLC Investment ManagersFinance LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients. | Corporate Officer/Principal | 31-12-2001 |
Forward Management LLC
 Forward Management LLC Investment ManagersFinance Founded in 1998 by Alan Reid, Forward Management LLC is a registered investment advisor located in San Francisco, California. The firm is a subsidiary of Salient Partners LP. | Portefeuillebeheerder-Aandelen | - |
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| Bedrijven in privébezit | 4 |
|---|---|
Kensington Investment Group, Inc.
Kensington Investment Group, Inc. Investment ManagersFinance Kensington Investment Group, Inc. (KIG) is a registered investment advisor that specializes in real estate securities portfolio management. The firm was founded in 1993 and provides discretionary investment management services on behalf of registered investment company clients, separate accounts and private limited partnerships. KIG is located in Orinda, California. | Finance |
Forward Management LLC
Forward Management LLC Investment ManagersFinance Founded in 1998 by Alan Reid, Forward Management LLC is a registered investment advisor located in San Francisco, California. The firm is a subsidiary of Salient Partners LP. | Finance |
LPL Financial LLC
LPL Financial LLC Investment ManagersFinance LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients. | Finance |
Salient Advisors LP
Salient Advisors LP Investment ManagersFinance Salient Advisors LP is an independent, SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded in 2020 and provides investment advisory services to Investment Funds, which includes the Westwood Broadmark Tactical Plus Fund. | Finance |
