Brian Robert Popiel
Financieel Directeur/CFO bij Trellis Software, Inc.
Profiel
Mr. Brian R.
Popiel is Vice President & Senior Fundamental Equity Analyst at Amundi Pioneer Asset Management, Inc. He is responsible for the U.S.
Diversified Financial group within the Financials sector.
He is also a co-Portfolio Manager of the Pioneer U.S.
Disciplined Value strategy.
He joined the firm in 2011.
Mr. Popiel joined Pioneer Investments from Craig-Hallum Capital, where he was a sell-side equity analyst covering the financial services sector.
He previously spent three years with Westfield Capital Management as a buy-side equity analyst covering global financials.
He spent four years with Independence Investments as a buy-side equity analyst covering small and mid-cap financials and large cap insurance and as an Assistant Portfolio Manager in their SMID Cap Core product.
Brian began his career in 1999
as Director at SOFTBANK Capital Partners, a venture capital firm, investing in late stage U.S.
internet-related technology companies and early stage international
technology companies.
He holds a JD from Boston College Law School (1995) and an AB from Harvard University (1990).
Actieve functies van Brian Robert Popiel
| Bedrijven | Functie | Begin |
|---|---|---|
Trellis Software, Inc.
 Trellis Software, Inc. Packaged SoftwareTechnology Services Trellis Software, Inc. is a digital investment platform that provides solutions for all participants in private investments, including issuers, intermediaries, and investors. The company is based in Boston, MA. The company's software platform streamlines the middle office by making increasing demands easier to manage. Trellis facilitates transaction-ready deal flow for easy review, diligence, comparison, and presentation, resulting in more opportunities for investors. The CEO of the company is Timothy Adam Krochuk. | Financieel Directeur/CFO | - |
Eerdere bekende functies van Brian Robert Popiel
| Bedrijven | Functie | Einde |
|---|---|---|
Craig-Hallum Capital Group LLC
 Craig-Hallum Capital Group LLC Investment Banks/BrokersFinance Craig-Hallum Capital Group LLC (Craig-Hallum) is an employee-owned, idea-driven research, trading and investment banking firm headquartered in Minneapolis, Minnesota. The firm was founded by Bradley Baker and Kevin Harris in 1997. Craig-Hallum provides research, institutional sales and trading and investment banking services to institutional investors and growth companies. | Analyst-Equity | 02-02-2011 |
Westfield Capital Management Co. LP
 Westfield Capital Management Co. LP Investment ManagersFinance Westfield Capital Management Co. LP (Westfield) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1989 and is majority-owned by WMS Management LLC. Westfield provides quality investment management services to institutions and wealthy individuals. | Analyst-Equity | 31-05-2009 |
Independence Investments LLC
 Independence Investments LLC Investment ManagersFinance Founded in 1982, Independence Investment LLC is a wholly owned investment management subsidiary of John Hancock Financial Services, Inc. (NYSE: JHF) The firm is located in Boston. | Analyst-Equity | 30-06-2007 |
Amundi Asset Management US, Inc.
 Amundi Asset Management US, Inc. Investment ManagersFinance Amundi Asset Management US, Inc. (Amundi US) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and formerly known as Pioneer Investment Management, Inc. and as Amundi Pioneer Asset Management, Inc. In 2021, they merged with and into Amundi Pioneer Institutional Asset Management, Inc. and subsequently changed its name to Amundi Asset Management US, Inc. They are a wholly owned subsidiary of Amundi US, Inc., ultimately held by Rue La Boëtie SAS’ Credit Agricole SA (EPA: ACA, NASDAQ: CRARF) in France. Amundi US provides investment management services to pooled investment vehicles and separately managed accounts. | Analyst-Equity | - |
PioneerPath Capital
 PioneerPath Capital Investment ManagersFinance Founded in 2007, PioneerPath Capital is a hedge fund manager located in New York City. The firm is a division of Citadel Alternative Asset Management and their ultimate parent is Citadel LP | Analyst-Equity | - |
Opleiding van Brian Robert Popiel
| Harvard University | Undergraduate Degree |
| Boston College | Graduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 6 |
|---|---|
Independence Investments LLC
Independence Investments LLC Investment ManagersFinance Founded in 1982, Independence Investment LLC is a wholly owned investment management subsidiary of John Hancock Financial Services, Inc. (NYSE: JHF) The firm is located in Boston. | Finance |
Westfield Capital Management Co. LP
Westfield Capital Management Co. LP Investment ManagersFinance Westfield Capital Management Co. LP (Westfield) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1989 and is majority-owned by WMS Management LLC. Westfield provides quality investment management services to institutions and wealthy individuals. | Finance |
Craig-Hallum Capital Group LLC
Craig-Hallum Capital Group LLC Investment Banks/BrokersFinance Craig-Hallum Capital Group LLC (Craig-Hallum) is an employee-owned, idea-driven research, trading and investment banking firm headquartered in Minneapolis, Minnesota. The firm was founded by Bradley Baker and Kevin Harris in 1997. Craig-Hallum provides research, institutional sales and trading and investment banking services to institutional investors and growth companies. | Finance |
PioneerPath Capital
PioneerPath Capital Investment ManagersFinance Founded in 2007, PioneerPath Capital is a hedge fund manager located in New York City. The firm is a division of Citadel Alternative Asset Management and their ultimate parent is Citadel LP | Finance |
Amundi Asset Management US, Inc.
Amundi Asset Management US, Inc. Investment ManagersFinance Amundi Asset Management US, Inc. (Amundi US) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and formerly known as Pioneer Investment Management, Inc. and as Amundi Pioneer Asset Management, Inc. In 2021, they merged with and into Amundi Pioneer Institutional Asset Management, Inc. and subsequently changed its name to Amundi Asset Management US, Inc. They are a wholly owned subsidiary of Amundi US, Inc., ultimately held by Rue La Boëtie SAS’ Credit Agricole SA (EPA: ACA, NASDAQ: CRARF) in France. Amundi US provides investment management services to pooled investment vehicles and separately managed accounts. | Finance |
Trellis Software, Inc.
Trellis Software, Inc. Packaged SoftwareTechnology Services Trellis Software, Inc. is a digital investment platform that provides solutions for all participants in private investments, including issuers, intermediaries, and investors. The company is based in Boston, MA. The company's software platform streamlines the middle office by making increasing demands easier to manage. Trellis facilitates transaction-ready deal flow for easy review, diligence, comparison, and presentation, resulting in more opportunities for investors. The CEO of the company is Timothy Adam Krochuk. | Technology Services |
