Profiel
Mr. Douglas C.
Nardi, CFA MBA, is a Partner at Cerity Partners LLC.
He has more than twenty-five years of experience in managing client assets and advising wealthy individuals and families.
He is a founding Partner, member of the firm’s Investment Committee, and leader of the Asset Allocation Sub-Committee.
Prior to co-founding Cerity Partners, he was a Managing Director leading the Chicago market for Legg Mason Investment Counsel.
In addition to his office and client responsibilities, he was a key member of the firm’s Executive Committee and also served on the Global Equity Committee.
Before joining Legg Mason, he was the Chief Investment Officer for a regional bank based in Ohio and also spent ten years with a prestigious trust company based in St. Louis, Missouri.
Mr. Nardi received his undergraduate degree from the University of Missouri and an MBA from The University of Chicago Booth School of Business.
Actieve functies van Douglas Carl Nardi
| Bedrijven | Functie | Begin |
|---|---|---|
Cerity Partners LLC
 Cerity Partners LLC Investment ManagersFinance Cerity Partners LLC is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Douglas Nardi and Steven Schoneman in 2009 as HPM Partners LLC. Cerity Partners offers customized financial advice to individuals and their families, businesses and their employees, and non-profit organizations. | Oprichter | 01-08-2009 |
Eerdere bekende functies van Douglas Carl Nardi
| Bedrijven | Functie | Einde |
|---|---|---|
1919 Investment Counsel LLC
 1919 Investment Counsel LLC Investment ManagersFinance 1919 Investment Counsel LLC (1919ic) is a SEC-registered investment advisor headquartered in Baltimore, Maryland. The firm was founded in 2005 and is a wholly-owned subsidiary of Stifel Financial Corp. (NYSE: SF). On November 2014, Stifel acquired 1919ic from Legg Mason, Inc. Prior to and as a result of this acquisition, the firm changed its name from Legg Mason Investment Counsel LLC to 1919 Investment Counsel LLC. 1919ic provides comprehensive investment counsel services to both individual and institutional clients, and financial planning and family office services to individual clients. | Portefeuillebeheerder-Aandelen | 01-04-2010 |
Opleiding van Douglas Carl Nardi
| University of Missouri | Undergraduate Degree |
| The University of Chicago Booth School of Business | Masters Business Admin |
Ervaring
Beklede functies
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Beursgenoteerde bedrijven
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Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
1919 Investment Counsel LLC
1919 Investment Counsel LLC Investment ManagersFinance 1919 Investment Counsel LLC (1919ic) is a SEC-registered investment advisor headquartered in Baltimore, Maryland. The firm was founded in 2005 and is a wholly-owned subsidiary of Stifel Financial Corp. (NYSE: SF). On November 2014, Stifel acquired 1919ic from Legg Mason, Inc. Prior to and as a result of this acquisition, the firm changed its name from Legg Mason Investment Counsel LLC to 1919 Investment Counsel LLC. 1919ic provides comprehensive investment counsel services to both individual and institutional clients, and financial planning and family office services to individual clients. | Finance |
Cerity Partners LLC
Cerity Partners LLC Investment ManagersFinance Cerity Partners LLC is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Douglas Nardi and Steven Schoneman in 2009 as HPM Partners LLC. Cerity Partners offers customized financial advice to individuals and their families, businesses and their employees, and non-profit organizations. | Finance |
