Profiel
Mr. Bryan Minogue, CFA, is a Vice President, Portfolio Manager & Director of Investment Research at First Business Bank.
He has been with First Business since 2012 and has more than eight years of investment experience.
He is responsible for developing and monitoring the investment strategy of the Trust & Investments department.
Prior to joining First Business Trust & Investments, he worked as an investment analyst at Rocaton Investment Advisors in Norwalk, CT.
He is a graduate of Providence College, where he earned a degree in Finance and minored in Economics.
He holds the Chartered Financial Analyst designation and earned the Certified Financial Planner designation in 2019.
Eerdere bekende functies van Bryan Minogue
| Bedrijven | Functie | Einde |
|---|---|---|
First Business Bank (Investment Management)
 First Business Bank (Investment Management) Investment ManagersFinance First Business Bank (Investment Management) (FBB-IM) is the investment management division of First Business Bank, a state-chartered, commercial bank headquartered in Madison, Wisconsin. The firm was founded in 1909 and is a wholly-owned subsidiary of First Business Financial Services, Inc. (NASDAQ: FBIZ). FBB-IM offers a full line of financial services for businesses and business owners, such as Business Banking, Private Wealth (Financial Planning, Investment Management, Trust & Estate Administration, and Private Banking) and Bank Consulting (Investment Portfolio Services, Asset Liability Management, ALM Process Validation) solutions. | Directeur van Onderzoek - Eigen Vermogen | 01-09-2021 |
Rocaton Investment Advisors LLC
 Rocaton Investment Advisors LLC Investment ManagersFinance Rocaton Investment Advisors LLC (Rocaton) is a registered investment advisor headquartered in Norwalk, Connecticut. The firm was founded in 2002 and was acquired in 2019 by GSAM Holdings LLC, which is ultimately owned by Goldman Sachs Group, Inc. (NYSE: GS). Rocaton provides investment advisory and retirement plan consulting services, on a discretionary or nondiscretionary basis to corporate, nonprofit, public, healthcare, insurance and wealth management organizations and high net worth individuals. | Corporate Officer/Principal | 31-03-2012 |
Opleiding van Bryan Minogue
| Providence College | Undergraduate Degree |
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| Bedrijven in privébezit | 2 |
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Rocaton Investment Advisors LLC
Rocaton Investment Advisors LLC Investment ManagersFinance Rocaton Investment Advisors LLC (Rocaton) is a registered investment advisor headquartered in Norwalk, Connecticut. The firm was founded in 2002 and was acquired in 2019 by GSAM Holdings LLC, which is ultimately owned by Goldman Sachs Group, Inc. (NYSE: GS). Rocaton provides investment advisory and retirement plan consulting services, on a discretionary or nondiscretionary basis to corporate, nonprofit, public, healthcare, insurance and wealth management organizations and high net worth individuals. | Finance |
First Business Bank (Investment Management)
First Business Bank (Investment Management) Investment ManagersFinance First Business Bank (Investment Management) (FBB-IM) is the investment management division of First Business Bank, a state-chartered, commercial bank headquartered in Madison, Wisconsin. The firm was founded in 1909 and is a wholly-owned subsidiary of First Business Financial Services, Inc. (NASDAQ: FBIZ). FBB-IM offers a full line of financial services for businesses and business owners, such as Business Banking, Private Wealth (Financial Planning, Investment Management, Trust & Estate Administration, and Private Banking) and Bank Consulting (Investment Portfolio Services, Asset Liability Management, ALM Process Validation) solutions. | Finance |
