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Berk Nowak
Portefeuillebeheerder-Aandelen bij Brown Advisory LLC
Profiel
Mr. Bernard K.
Nowak is a Portfolio Manager at Brown Advisory LLC.
He joined the firm since Highmount Capital joined forces with the firm in June 2015.
Mr. Nowak was a founding partner of Highmount, a global wealth management firm established in 2002.
Prior to Highmount he was a vice president at Trainer Wortham & Company, where he established the Family Wealth Management Group.
He began his career at Bankers Trust Private Bank, where he managed portfolios for high net worth individuals and served on the Domestic Investment Strategy Committee.
Mr. Nowak received his undergraduate degree from Bucknell University.
He is a CFA charter holder.
Actieve functies van Berk Nowak
Bedrijven | Functie | Begin |
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Brown Advisory LLC
![]() Brown Advisory LLC Investment ManagersFinance Brown Advisory LLC is a SEC-registered investment advisor headquartered in Baltimore, Maryland. The firm is a subsidiary of Brown Advisory Management LLC and their ultimate parent is Brown Advisory, Inc. The firm was founded and launched in 1993 as an investment management division of Alex. Brown & Sons, a Baltimore-based investment bank founded in 1800. In 1998, they became independently owned through an employee-led buyout. Brown Advisory provides investment management services to individuals and institutions. | Portefeuillebeheerder-Aandelen | 21-06-2015 |
Eerdere bekende functies van Berk Nowak
Bedrijven | Functie | Einde |
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Highmount Capital LLC
![]() Highmount Capital LLC Investment ManagersFinance Founded in 2002 by Steven Hoch and Maarten van Hengel, Highmount Capital LLC is a registered investment advisor headquartered in New York City. The firm is a subsidiary of Brown Advisory Management LLC. Highmount Capital provides investment advice to high net-worth families and/or related parties. | Oprichter | 05-03-2013 |
Trainer Wortham & Co., Inc.
![]() Trainer Wortham & Co., Inc. Investment ManagersFinance Established in 1924, Trainer Wortham & Company, Inc. (TWC) manages equity, fixed-income and balanced portfolios for high net worth individuals, foundations, endowments, corporate pension funds and institutions. The firm is based in New York City and is a subsidiary of First Republic Bank Inc. (NYSE: FRC) | Portefeuillebeheerder-Aandelen | - |
Bankers Trust & Co.
![]() Bankers Trust & Co. Investment Trusts/Mutual FundsMiscellaneous Part of Deutsche Bank AG, Bankers Trust & Co. is a company that provides trust services. The company is based in New York, NY. | Corporate Officer/Principal | - |
Opleiding van Berk Nowak
Bucknell University | Undergraduate Degree |
Ervaring
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Bedrijven in privébezit | 4 |
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Highmount Capital LLC
![]() Highmount Capital LLC Investment ManagersFinance Founded in 2002 by Steven Hoch and Maarten van Hengel, Highmount Capital LLC is a registered investment advisor headquartered in New York City. The firm is a subsidiary of Brown Advisory Management LLC. Highmount Capital provides investment advice to high net-worth families and/or related parties. | Finance |
Trainer Wortham & Co., Inc.
![]() Trainer Wortham & Co., Inc. Investment ManagersFinance Established in 1924, Trainer Wortham & Company, Inc. (TWC) manages equity, fixed-income and balanced portfolios for high net worth individuals, foundations, endowments, corporate pension funds and institutions. The firm is based in New York City and is a subsidiary of First Republic Bank Inc. (NYSE: FRC) | Finance |
Bankers Trust & Co.
![]() Bankers Trust & Co. Investment Trusts/Mutual FundsMiscellaneous Part of Deutsche Bank AG, Bankers Trust & Co. is a company that provides trust services. The company is based in New York, NY. | Miscellaneous |
Brown Advisory LLC
![]() Brown Advisory LLC Investment ManagersFinance Brown Advisory LLC is a SEC-registered investment advisor headquartered in Baltimore, Maryland. The firm is a subsidiary of Brown Advisory Management LLC and their ultimate parent is Brown Advisory, Inc. The firm was founded and launched in 1993 as an investment management division of Alex. Brown & Sons, a Baltimore-based investment bank founded in 1800. In 1998, they became independently owned through an employee-led buyout. Brown Advisory provides investment management services to individuals and institutions. | Finance |