Profiel
Mr. Rob Forker is a Portfolio Manager & Analyst at Polen Capital Management LLC.
Mr. Forker joined Polen Capital Management in 2018 and is the lead Portfolio Manager of the International Small Company strategy.
Prior to joining Polen Capital, Mr. Forker worked for ten years at Loomis, Sayles & Company with six of those years dedicated to the Global Opportunities Fund as a Senior Equity Analyst and four years as an Equity Analyst in central research.
Before business school, Mr. Forker worked at Bear Stearns and Lehman Brothers on the institutional trading desks.
He received his B.A.
and M.B.A.
from the University of Virginia.
Mr. Forker is a member of the Boston Economic Club.
Actieve functies van Rob Forker
| Bedrijven | Functie | Begin |
|---|---|---|
Polen Capital Management LLC
 Polen Capital Management LLC Investment ManagersFinance Polen Capital Management LLC (Polen Capital) is an independent, SEC-registered investment advisor headquartered in Boca Raton, Florida. The firm was founded by David Polen in 1979. Polen Capital offers investment management services on a discretionary and non-discretionary basis to individuals, corporations, partnerships, trusts, retirement plans, sovereign nations, registered investment companies, UCITS and collective investment trusts. They also serve as a portfolio manager for certain clients of unaffiliated investment advisors in connection with wrap fee programs. | Analyst-Equity | 01-04-2018 |
Eerdere bekende functies van Rob Forker
| Bedrijven | Functie | Einde |
|---|---|---|
Loomis, Sayles & Co. LP
 Loomis, Sayles & Co. LP Investment ManagersFinance Loomis, Sayles & Co. LP (Loomis Sayles) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Robert H. Loomis and Ralph T. Sayles in 1926. They are a direct subsidiary of Natixis Investment Managers LLC, ultimately owned by BPCE SA in France. Loomis Sayles provides investment advisory or sub advisory services to institutional clients through separate account management services. In addition, the firm provides investment advisory or sub-advised services to various investment funds. | Analyst-Equity | 01-04-2018 |
Bear Stearns Asset Management, Inc.
 Bear Stearns Asset Management, Inc. Investment ManagersFinance Bear Stearns Asset Management Inc (Bear Stearns) is a Private Equity/Venture Capital firm, a subsidiary of The Bear Stearns Cos LLC founded in 1985. The firm is headquartered in the US. | Corporate Officer/Principal | - |
Opleiding van Rob Forker
| University of Virginia | Undergraduate Degree |
| University of Virginia Darden School of Business | Masters Business Admin |
Ervaring
Beklede functies
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| Bedrijven in privébezit | 3 |
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Loomis, Sayles & Co. LP
Loomis, Sayles & Co. LP Investment ManagersFinance Loomis, Sayles & Co. LP (Loomis Sayles) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Robert H. Loomis and Ralph T. Sayles in 1926. They are a direct subsidiary of Natixis Investment Managers LLC, ultimately owned by BPCE SA in France. Loomis Sayles provides investment advisory or sub advisory services to institutional clients through separate account management services. In addition, the firm provides investment advisory or sub-advised services to various investment funds. | Finance |
Bear Stearns Asset Management, Inc.
Bear Stearns Asset Management, Inc. Investment ManagersFinance Bear Stearns Asset Management Inc (Bear Stearns) is a Private Equity/Venture Capital firm, a subsidiary of The Bear Stearns Cos LLC founded in 1985. The firm is headquartered in the US. | Finance |
Polen Capital Management LLC
Polen Capital Management LLC Investment ManagersFinance Polen Capital Management LLC (Polen Capital) is an independent, SEC-registered investment advisor headquartered in Boca Raton, Florida. The firm was founded by David Polen in 1979. Polen Capital offers investment management services on a discretionary and non-discretionary basis to individuals, corporations, partnerships, trusts, retirement plans, sovereign nations, registered investment companies, UCITS and collective investment trusts. They also serve as a portfolio manager for certain clients of unaffiliated investment advisors in connection with wrap fee programs. | Finance |
