Brian Zachary Lund
Portefeuillebeheerder-Aandelen bij ClearBridge LLC
Profiel
Mr. Brian Z.
Lund, CFA, is a Managing Director & Portfolio Manager at ClearBridge Investments LLC and at ClearBridge LLC.
He has over 24 years of investment industry experience.
He joined a predecessor organization in 2004.
Previously, Mr. Lund worked for Morningstar Inc. as an Equity Analyst covering autos, gaming, lodging, and leisure firms, and as a Mutual Fund Analyst.
He was also a Writer/Analyst at the Motley Fool, an online investment service.
Mr. Lund earned a BA in Greek and Latin from the University of Minnesota and an MA in Latin from the University of North Carolina at Chapel Hill.
He received the CFA designation in 2005.
Actieve functies van Brian Zachary Lund
Bedrijven | Functie | Begin |
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ClearBridge LLC
ClearBridge LLC Investment ManagersFinance ClearBridge LLC is an investment advisory firm headquartered in Baltimore, Maryland. The firm was founded by Bill Miller in 1982 as Legg Mason Capital Management LLC. They are a subsidiary of Legg Mason, Inc., which is owned by Franklin Resources, Inc. (NYSE: BEN). ClearBridge provides investment advice to high net-worth individuals, investment companies, pension and profit-sharing plans, other pooled investment vehicle, charitable organizations, endowments, foundations, corporations, state or municipal government entities, sovereign wealth funds, insurance companies and other tax-exempt entities. | Portefeuillebeheerder-Aandelen | 01-01-2004 |
ClearBridge Investments LLC
ClearBridge Investments LLC Investment ManagersFinance ClearBridge Investments LLC is a SEC-registered investment advisor headquartered in New York City. The firm is a subsidiary of Legg Mason, Inc., ultimately held by Franklin Resources, Inc. (NYSE: BEN). They were founded in 2005 as ClearBridge Advisors, which operated through Citigroup Asset Management NA, and was acquired by Legg Mason that year. They changed their name to ClearBridge Investments LLC in 2012. ClearBridge Investments provides discretionary investment management services for both institutional and retail clients. The firm also acts as adviser or sub-adviser to the ClearBridge Funds which are part of the Legg Mason family of mutual funds. | Portefeuillebeheerder-Aandelen | 01-12-2005 |
Eerdere bekende functies van Brian Zachary Lund
Bedrijven | Functie | Einde |
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The Motley Fool Holdings, Inc.
The Motley Fool Holdings, Inc. Investment ManagersFinance The Motley Fool Holdings, Inc. engages in the provision of investment advisory solutions. It offers retirement services, stock advisor, portfolio, inside value, income investor, investment commentary, and mutual fund. The company was founded by Erik Rydholm, Thomas M. Gardner, and David H. Gardner in 1993 and is headquartered in Alexandria, VA. | Corporate Officer/Principal | 01-01-2001 |
MORNINGSTAR, INC. | Corporate Officer/Principal | 01-01-2004 |
Opleiding van Brian Zachary Lund
University of Minnesota | Undergraduate Degree |
The University of North Carolina at Chapel Hill | Graduate Degree |
Ervaring
Beklede functies
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Inactief
Beursgenoteerde bedrijven
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Eerstegraads connecties
Bedrijven verbonden in de eerste graad
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Verwante bedrijven
Beursgenoteerde bedrijven | 1 |
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MORNINGSTAR, INC. | Finance |
Bedrijven in privébezit | 3 |
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ClearBridge LLC
ClearBridge LLC Investment ManagersFinance ClearBridge LLC is an investment advisory firm headquartered in Baltimore, Maryland. The firm was founded by Bill Miller in 1982 as Legg Mason Capital Management LLC. They are a subsidiary of Legg Mason, Inc., which is owned by Franklin Resources, Inc. (NYSE: BEN). ClearBridge provides investment advice to high net-worth individuals, investment companies, pension and profit-sharing plans, other pooled investment vehicle, charitable organizations, endowments, foundations, corporations, state or municipal government entities, sovereign wealth funds, insurance companies and other tax-exempt entities. | Finance |
The Motley Fool Holdings, Inc.
The Motley Fool Holdings, Inc. Investment ManagersFinance The Motley Fool Holdings, Inc. engages in the provision of investment advisory solutions. It offers retirement services, stock advisor, portfolio, inside value, income investor, investment commentary, and mutual fund. The company was founded by Erik Rydholm, Thomas M. Gardner, and David H. Gardner in 1993 and is headquartered in Alexandria, VA. | Finance |
ClearBridge Investments LLC
ClearBridge Investments LLC Investment ManagersFinance ClearBridge Investments LLC is a SEC-registered investment advisor headquartered in New York City. The firm is a subsidiary of Legg Mason, Inc., ultimately held by Franklin Resources, Inc. (NYSE: BEN). They were founded in 2005 as ClearBridge Advisors, which operated through Citigroup Asset Management NA, and was acquired by Legg Mason that year. They changed their name to ClearBridge Investments LLC in 2012. ClearBridge Investments provides discretionary investment management services for both institutional and retail clients. The firm also acts as adviser or sub-adviser to the ClearBridge Funds which are part of the Legg Mason family of mutual funds. | Finance |