Bryan Paul Shipley
Chief Executive Officer bij Arnerich Massena, Inc.
Profiel
Mr. Bryan P.
Shipley is a Co-Chief Executive Officer, Co-Chief Investment Officer & Principal at Arnerich Massena, Inc. and a Member at CFA Institute.
As co-CEO, he is responsible for working with his partner, to build and sustain the firm’s long-term investment and business strategy.
As co-CIO, he is responsible for overseeing the firm’s investment strategy, investment guidelines and policies, product selection, and model portfolio construction.
In this role, Mr. Shipley provides thought leadership for the firm, working collaboratively to establish Arnerich Massena’s investment philosophy and future investment considerations.
In addition, he directs the Investment and Product Committees and for the management of Arnerich Massena’s Analytics team.
Mr. Shipley has more than 20 years of experience in the financial industry.
Prior to joining Arnerich Massena in 2003, Mr. Shipley served as an associate for Wurts & Associates (now known as Verus), where he conducted traditional and alternative investment manager research and due diligence and oversaw a planned giving investment program.
His responsibilities also included asset allocation modeling, performance evaluation and attribution reporting, and quarterly market analysis.
Mr. Shipley holds a Bachelor of Science in business administration with a concentration in finance from Western Washington University.
He has earned the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute and CFA Society of Portland.
He also holds the Chartered Alternative Investment Analyst (CAIA) designation.
Actieve functies van Bryan Paul Shipley
Bedrijven | Functie | Begin |
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Arnerich Massena, Inc.
Arnerich Massena, Inc. Investment ManagersFinance Arnerich Massena, Inc. is an employee-owned registered investment advisory firm headquartered in Portland, Oregon. The firm was founded by Tony Arnerich in 1991. They provide discretionary management and non-discretionary advisory services to high net-worth individuals and families, endowments and foundations, and corporations. Arnerich Massena is a signatory of the internationally recognized United Nations-supported Principles for Responsible Investment (UN PRI). | Chief Executive Officer | 01-01-2019 |
CFA Institute
CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Corporate Officer/Principal | - |
Eerdere bekende functies van Bryan Paul Shipley
Bedrijven | Functie | Einde |
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Verus Advisory, Inc.
Verus Advisory, Inc. Investment Banks/BrokersFinance Verus Advisory, Inc. provides investment consulting services. Its services include investment policy development, manager searches, asset allocation, and performance evaluation. The company was founded by William Wurts in 1986 and is headquartered in Seattle, WA. | Corporate Officer/Principal | - |
Opleiding van Bryan Paul Shipley
Western Washington University | Undergraduate Degree |
Ervaring
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Bedrijven in privébezit | 3 |
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Verus Advisory, Inc.
Verus Advisory, Inc. Investment Banks/BrokersFinance Verus Advisory, Inc. provides investment consulting services. Its services include investment policy development, manager searches, asset allocation, and performance evaluation. The company was founded by William Wurts in 1986 and is headquartered in Seattle, WA. | Finance |
CFA Institute
CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Commercial Services |
Arnerich Massena, Inc.
Arnerich Massena, Inc. Investment ManagersFinance Arnerich Massena, Inc. is an employee-owned registered investment advisory firm headquartered in Portland, Oregon. The firm was founded by Tony Arnerich in 1991. They provide discretionary management and non-discretionary advisory services to high net-worth individuals and families, endowments and foundations, and corporations. Arnerich Massena is a signatory of the internationally recognized United Nations-supported Principles for Responsible Investment (UN PRI). | Finance |