John Palmer
Portefeuillebeheerder-Aandelen bij Westwood Management Corp. (Texas)
Profiel
John Palmer is currently a Senior Vice President & Portfolio Manager at Westwood Management Corp.
(Texas).
Prior to this, he worked as an Associate Portfolio Manager at Forward Management LLC from 2013 to 2022, a Vice President at Focus Financial Partners LLC from 2010 to 2013, an Associate at Belvedere Capital LLC from 2008 to 2009, an Account Executive at Fisher Asset Management LLC in 2002-2003, and an Analyst at RBC Capital Markets, Inc. from 2003 to 2006.
Mr. Palmer received his undergraduate degree from St. Olaf College in 2002 and his MBA from Kellogg School of Management in 2008.
Actieve functies van John Palmer
Bedrijven | Functie | Begin |
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Westwood Management Corp. (Texas)
Westwood Management Corp. (Texas) Investment ManagersFinance Westwood Management Corp. (Westwood) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by Susan Byrne in 1983 and is a wholly-owned subsidiary of Westwood Holdings Group, Inc. (NYSE: WHG). Westwood provides portfolio management services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, state and municipal government entities, and pooled investment vehicles. | Portefeuillebeheerder-Aandelen | 01-11-2022 |
Eerdere bekende functies van John Palmer
Bedrijven | Functie | Einde |
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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. | Analyst-Equity | 01-11-2022 |
Focus Financial Partners LLC
Focus Financial Partners LLC Investment ManagersFinance Focus Financial Partners LLC operates a partnership of independent fiduciary wealth management firms. It provides access to best practices, resources, and continuity planning for its partner firms who serve individuals, families, employers and institutions with comprehensive wealth management services. The company was founded by Ruediger Adolf, Leonard Chang, and Rajini Sundar Kodialam in 2004 and is headquartered in New York, NY. | Corporate Officer/Principal | 31-08-2013 |
Belvedere Capital LLC
Belvedere Capital LLC Investment ManagersFinance Founded in 1994, Belvedere Capital Partners LLC is a San Francisco-based private equity firm | Private Equity Analist | 31-12-2009 |
RBC Capital Markets, Inc.
RBC Capital Markets, Inc. Investment ManagersFinance Part of Royal Bank of Canada, RBC Capital Markets, Inc. provides investment advice. The company is based in Albany, NY. | Corporate Officer/Principal | - |
Fisher Asset Management LLC
Fisher Asset Management LLC Investment ManagersFinance Fisher Asset Management LLC, dba Fisher Investments (FI), is a SEC-registered investment advisor headquartered in Plano, Texas. The firm was founded in 1979 by Ken Fisher and is a subsidiary of Fisher Investments, Inc. FI manages the assets of a diverse global client base which includes corporations, public and multi-employer pension funds, foundations and endowments, insurance companies, health-care organizations, governments and high net worth families. | Corporate Officer/Principal | - |
Opleiding van John Palmer
St. Olaf College | Undergraduate Degree |
Kellogg School of Management | Masters Business Admin |
Ervaring
Beklede functies
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Beursgenoteerde bedrijven
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Verwante bedrijven
Bedrijven in privébezit | 6 |
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Belvedere Capital LLC
Belvedere Capital LLC Investment ManagersFinance Founded in 1994, Belvedere Capital Partners LLC is a San Francisco-based private equity firm | Finance |
Focus Financial Partners LLC
Focus Financial Partners LLC Investment ManagersFinance Focus Financial Partners LLC operates a partnership of independent fiduciary wealth management firms. It provides access to best practices, resources, and continuity planning for its partner firms who serve individuals, families, employers and institutions with comprehensive wealth management services. The company was founded by Ruediger Adolf, Leonard Chang, and Rajini Sundar Kodialam in 2004 and is headquartered in New York, NY. | Finance |
RBC Capital Markets, Inc.
RBC Capital Markets, Inc. Investment ManagersFinance Part of Royal Bank of Canada, RBC Capital Markets, Inc. provides investment advice. The company is based in Albany, NY. | Finance |
Fisher Asset Management LLC
Fisher Asset Management LLC Investment ManagersFinance Fisher Asset Management LLC, dba Fisher Investments (FI), is a SEC-registered investment advisor headquartered in Plano, Texas. The firm was founded in 1979 by Ken Fisher and is a subsidiary of Fisher Investments, Inc. FI manages the assets of a diverse global client base which includes corporations, public and multi-employer pension funds, foundations and endowments, insurance companies, health-care organizations, governments and high net worth families. | 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 |
Westwood Management Corp. (Texas)
Westwood Management Corp. (Texas) Investment ManagersFinance Westwood Management Corp. (Westwood) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by Susan Byrne in 1983 and is a wholly-owned subsidiary of Westwood Holdings Group, Inc. (NYSE: WHG). Westwood provides portfolio management services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, state and municipal government entities, and pooled investment vehicles. | Finance |