Profiel
Mr. Bradley R.
Olsen is a Co-Founder & Portfolio Manager at Recurrent Investment Advisors LLC.
Mr. Olsen was most recently the lead MLP portfolio manager for BP Capital Fund Advisors.
Under his leadership, MLP AUM more than doubled (excluding the impact of appreciation).
From 2011 to 2015, he led Midstream Research for Tudor, Pickering, Holt & Co. (TPH & Co.), where he was recognized as the top all-around stock picker in the US by the Financial Times in 2013, and the top energy stock picker in the US by Starmine in 2014.
Under his leadership, the TPH & Co. He also has experience as an investment analyst at Eagle Global Advisors in Houston, where he was part of a 3-person team that grew midstream/MLP AUM from $300mm to over $1bn from 2008 through 2011.
He has also worked in investment roles at Millennium International, a large global hedge fund, and Strome Investment Management, an energy-focused hedge fund based in Santa Monica, CA.
He began his career in the UBS Investment Banking Global Energy Group in Houston.
He earned a BA in Philosophy, Political Science, and Slavic Studies from Rice University in Houston.
Actieve functies van Brad Olsen
| Bedrijven | Functie | Begin |
|---|---|---|
Recurrent Investment Advisors LLC
 Recurrent Investment Advisors LLC Investment ManagersFinance Recurrent Investment Advisors LLC (Recurrent) is an independent registered investment adviser headquartered in Houston, Texas. The firm was founded by Mark Laskin and Bradley Olsen in 2017. Recurrent provides discretionary investment advisory services to registered US open-end investment companies and to separately managed accounts whose investors include large institutions and high net worth individuals, including but not limited to, state and local pensions, corporate pensions, endowments and foundations, regional banks, and family offices. | Oprichter | 19-04-2017 |
Eerdere bekende functies van Brad Olsen
| Bedrijven | Functie | Einde |
|---|---|---|
Avik Capital Management LLC
 Avik Capital Management LLC Investment ManagersFinance Avik Capital Management LLC provides investment advice. The private company is based in Austin, TX. | Analyst-Equity | 01-01-2016 |
Tudor, Pickering, Holt & Co. Securities LLC
 Tudor, Pickering, Holt & Co. Securities LLC Investment Banks/BrokersFinance Tudor, Pickering, Holt & Co. Securities LLC (TPH) is a broker/dealer headquartered in Houston, Texas. The firm was founded in 2007 by Robert Tudor III. They are a subsidiary of Perella Weinberg Partners Group LP, which is ultimately owned by Perella Weinberg Partners (NASDAQ: PWP). TPH provides a full array of trading and execution services for their institutional and corporate clients in the energy sector. They focus on the upstream, midstream and oilfield service sectors. | Analyst-Equity | 01-03-2015 |
Eagle Global Advisors LLC
 Eagle Global Advisors LLC Investment ManagersFinance Eagle Global Advisors LLC (Eagle Global) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Houston, Texas. The firm was founded in 1996 and is principally owned by Edward Allen and Steven Russo. Eagle Global provides investment advice to high-net-worth individuals, retirement plans for corporations and unions, financial institutions, trusts, endowments, foundations, and registered and unregistered investment companies. | Analyst-Equity | 01-01-2011 |
BP Capital Fund Advisors LLC
 BP Capital Fund Advisors LLC Investment ManagersFinance BP Capital Fund Advisors LLC (BPFCA) is an independent registered investment advisor headquartered in Dallas, Texas. The firm was founded in 2013 to provide discretionary and non-discretionary portfolio management and investment advisory services to registered investment vehicles and separately managed accounts. | Lid van de Investeringscommissie | - |
UBS Investment Bank (US)
 UBS Investment Bank (US) Investment Banks/BrokersFinance UBS Investment Bank provides investment banking and securities brokerage services. Its clients include institutional and corporate clients, intermediaries, governments, and hedge funds. The firm also provides merger and acquisition advisory, private placement, investment research, foreign exchange, equity, and leverage finance advisory services. The firm is headquartered in San Francisco, CA. | Corporate Officer/Principal | - |
Opleiding van Brad Olsen
| Rice University | Undergraduate Degree |
Ervaring
Beklede functies
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Verwante bedrijven
| Bedrijven in privébezit | 6 |
|---|---|
Tudor, Pickering, Holt & Co. Securities LLC
Tudor, Pickering, Holt & Co. Securities LLC Investment Banks/BrokersFinance Tudor, Pickering, Holt & Co. Securities LLC (TPH) is a broker/dealer headquartered in Houston, Texas. The firm was founded in 2007 by Robert Tudor III. They are a subsidiary of Perella Weinberg Partners Group LP, which is ultimately owned by Perella Weinberg Partners (NASDAQ: PWP). TPH provides a full array of trading and execution services for their institutional and corporate clients in the energy sector. They focus on the upstream, midstream and oilfield service sectors. | Finance |
Eagle Global Advisors LLC
Eagle Global Advisors LLC Investment ManagersFinance Eagle Global Advisors LLC (Eagle Global) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Houston, Texas. The firm was founded in 1996 and is principally owned by Edward Allen and Steven Russo. Eagle Global provides investment advice to high-net-worth individuals, retirement plans for corporations and unions, financial institutions, trusts, endowments, foundations, and registered and unregistered investment companies. | Finance |
UBS Investment Bank (US)
UBS Investment Bank (US) Investment Banks/BrokersFinance UBS Investment Bank provides investment banking and securities brokerage services. Its clients include institutional and corporate clients, intermediaries, governments, and hedge funds. The firm also provides merger and acquisition advisory, private placement, investment research, foreign exchange, equity, and leverage finance advisory services. The firm is headquartered in San Francisco, CA. | Finance |
Avik Capital Management LLC
Avik Capital Management LLC Investment ManagersFinance Avik Capital Management LLC provides investment advice. The private company is based in Austin, TX. | Finance |
BP Capital Fund Advisors LLC
BP Capital Fund Advisors LLC Investment ManagersFinance BP Capital Fund Advisors LLC (BPFCA) is an independent registered investment advisor headquartered in Dallas, Texas. The firm was founded in 2013 to provide discretionary and non-discretionary portfolio management and investment advisory services to registered investment vehicles and separately managed accounts. | Finance |
Recurrent Investment Advisors LLC
Recurrent Investment Advisors LLC Investment ManagersFinance Recurrent Investment Advisors LLC (Recurrent) is an independent registered investment adviser headquartered in Houston, Texas. The firm was founded by Mark Laskin and Bradley Olsen in 2017. Recurrent provides discretionary investment advisory services to registered US open-end investment companies and to separately managed accounts whose investors include large institutions and high net worth individuals, including but not limited to, state and local pensions, corporate pensions, endowments and foundations, regional banks, and family offices. | Finance |