Albert Joseph Gutierrez
Compliance Officer bij Atlas Capital Advisors LLC
Profiel
Mr. Albert J.
Gutierrez, CFA, is a Partner & Portfolio Manager at Atlas Capital Advisors LLC.
Mr. Gutierrez has been at Atlas since 2010 and has over 35 years of extensive capital markets experience including several executive positions at multi-billion dollar institutional investment advisers.
He was Chief Investment Officer at SCM Advisors, EVP of Portfoio Management and Trading at American General Investment Management and SVP responsible for research, trading and isurance asset management at Conseco Capital Management.
He holds a BS in Economics, The Wharton School, University of Pennsylvania and a Chartered Financial Analyst designation.
Actieve functies van Albert Joseph Gutierrez
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Atlas Capital Advisors LLC
Atlas Capital Advisors LLC Investment ManagersFinance Atlas Capital Advisors LLC (Atlas) is an independent, privately owned wealth management firm and SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by Jonathan Tunney in 2003. Atlas provides investment advice to individuals and family offices; pension and profit-sharing plans; trusts, estates, foundations and charitable organizations; and corporations or other business entities. | Compliance Officer | 01-01-2010 |
Eerdere bekende functies van Albert Joseph Gutierrez
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Newfleet Asset Management LLC
Newfleet Asset Management LLC Investment ManagersFinance Newfleet Asset Management LLC is a SEC-registered investment advisor headquartered in Hartford, Connecticut. They are a wholly-owned subsidiary of Virtus Partners, Inc., which is owned by Virtus Investment Partners, Inc. (NASDAQ: VRTS). The firm was founded in 1989 by Gail Seneca and they were formerly known as SCM Advisors LLC and as Seneca Capital Management LLC. Newfleet Asset Management provides investment management services to foundations, endowments, trusts, pension and profit-sharing plans, corporations, public funds, multi-employer plans, open-end investment companies, closed-end funds, Exchanged Traded Funds, UCITS, registered investment advisers, a CDO and a CLO which are considered private clients. | Chief Investment Officer | 30-04-2008 |
Conseco Capital Partners LP
Conseco Capital Partners LP Insurance Brokers/ServicesFinance Part of CNO Financial Group, Inc., Conseco Capital Partners LP is an insurance holding company. The company is based in Carmel, IN. | Portefeuillebeheerder-Aandelen | 01-01-1996 |
Luminent Mortgage Capital, Inc.
Luminent Mortgage Capital, Inc. Real Estate Investment TrustsFinance Luminent Mortgage Capital, Inc. is a real estate investment trust, invests primarily in US agency and other highly-rated, single-family, adjustable-rate, hybrid adjustable-rate and fixed-rate mortgage-backed securities. Luminent Mortgage Capital was incorporated in April 2003 and is headquartered in San Francisco, CA. | President | - |
Opleiding van Albert Joseph Gutierrez
University of Pennsylvania | Undergraduate Degree |
Ervaring
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Bedrijven in privébezit | 4 |
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Newfleet Asset Management LLC
Newfleet Asset Management LLC Investment ManagersFinance Newfleet Asset Management LLC is a SEC-registered investment advisor headquartered in Hartford, Connecticut. They are a wholly-owned subsidiary of Virtus Partners, Inc., which is owned by Virtus Investment Partners, Inc. (NASDAQ: VRTS). The firm was founded in 1989 by Gail Seneca and they were formerly known as SCM Advisors LLC and as Seneca Capital Management LLC. Newfleet Asset Management provides investment management services to foundations, endowments, trusts, pension and profit-sharing plans, corporations, public funds, multi-employer plans, open-end investment companies, closed-end funds, Exchanged Traded Funds, UCITS, registered investment advisers, a CDO and a CLO which are considered private clients. | Finance |
Luminent Mortgage Capital, Inc.
Luminent Mortgage Capital, Inc. Real Estate Investment TrustsFinance Luminent Mortgage Capital, Inc. is a real estate investment trust, invests primarily in US agency and other highly-rated, single-family, adjustable-rate, hybrid adjustable-rate and fixed-rate mortgage-backed securities. Luminent Mortgage Capital was incorporated in April 2003 and is headquartered in San Francisco, CA. | Finance |
Atlas Capital Advisors LLC
Atlas Capital Advisors LLC Investment ManagersFinance Atlas Capital Advisors LLC (Atlas) is an independent, privately owned wealth management firm and SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by Jonathan Tunney in 2003. Atlas provides investment advice to individuals and family offices; pension and profit-sharing plans; trusts, estates, foundations and charitable organizations; and corporations or other business entities. | Finance |
Conseco Capital Partners LP
Conseco Capital Partners LP Insurance Brokers/ServicesFinance Part of CNO Financial Group, Inc., Conseco Capital Partners LP is an insurance holding company. The company is based in Carmel, IN. | Finance |