Sam J. Beres
Analyst-Equity bij Geneva Capital Management LLC
Profiel
Mr. Sam J.
Beres, CFA, is a Principal & Analyst at Geneva Capital Management LLC.
Mr. Beres is a member of the Investment Strategy Group.
He conducts high-quality, fundamental research and supports the Geneva growth equity strategies.
Mr. Beres joined Geneva in 2017.
He has 11 years of financial industry experience.
Mr. Beres was previously employed as an Equity Research Analyst by Robert W.
Baird & Co., Inc. (Broker).
He received his undergraduate degree from the University of Notre Dame.
He is a CFA Charterholder.
Actieve functies van Sam J. Beres
| Bedrijven | Functie | Begin |
|---|---|---|
Geneva Capital Management LLC
 Geneva Capital Management LLC Investment ManagersFinance Geneva Capital Management LLC (Geneva) is SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded by William Priebe and Amy Croen in 1987. They were acquired by GCM Purchaser LLC, which is ultimately owned by Geneva Management LLC. Geneva offers discretionary and non-discretionary portfolio management services to institutions and high-net-worth individuals. | Analyst-Equity | 01-01-2017 |
Eerdere bekende functies van Sam J. Beres
| Bedrijven | Functie | Einde |
|---|---|---|
Robert W. Baird & Co., Inc. (Broker)
 Robert W. Baird & Co., Inc. (Broker) Investment Banks/BrokersFinance Robert W. Baird & Co., Inc. (Broker) (Baird-Broker) is the broker-dealer division of Robert W. Baird & Co., Inc., an investment bank and financial services company headquartered in Milwaukee, Wisconsin. The firm was founded in 1919 and is ultimately owned by Baird Financial Group, Inc. Baird-Broker offers a full suite of comprehensive trading services for institutional clients. | Analyst-Equity | 01-07-2017 |
Opleiding van Sam J. Beres
| University of Notre Dame | Undergraduate Degree |
Ervaring
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| Bedrijven in privébezit | 2 |
|---|---|
Robert W. Baird & Co., Inc. (Broker)
Robert W. Baird & Co., Inc. (Broker) Investment Banks/BrokersFinance Robert W. Baird & Co., Inc. (Broker) (Baird-Broker) is the broker-dealer division of Robert W. Baird & Co., Inc., an investment bank and financial services company headquartered in Milwaukee, Wisconsin. The firm was founded in 1919 and is ultimately owned by Baird Financial Group, Inc. Baird-Broker offers a full suite of comprehensive trading services for institutional clients. | Finance |
Geneva Capital Management LLC
Geneva Capital Management LLC Investment ManagersFinance Geneva Capital Management LLC (Geneva) is SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded by William Priebe and Amy Croen in 1987. They were acquired by GCM Purchaser LLC, which is ultimately owned by Geneva Management LLC. Geneva offers discretionary and non-discretionary portfolio management services to institutions and high-net-worth individuals. | Finance |
