Sam Peters
Portefeuillebeheerder-Aandelen bij ClearBridge LLC
Profiel
Mr. Samuel M.
Peters, CFA MBA, is a Managing Director & Portfolio Manager at ClearBridge Investments LLC and at ClearBridge LLC.
He has over 31 years of investment industry experience and over 19 years with the firm.
Previously, Mr. Peters served as a Portfolio Manager and Health Care Sector Team Leader for Fidelity Management & Research.
He joined Fidelity in 1999 as a bank analyst.
He founded Samuel M.
Peters Investment Advisors, an independent advisory firm.
He was a financial consultant for Eppler, Guerin & Turner.
Mr. Peters earned a BA in economics from the College of William & Mary and an MBA from the University of Chicago.
He received the CFA designation in 1997.
Actieve functies van Sam Peters
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 | 01-01-2005 |
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 Sam Peters
Bedrijven | Functie | Einde |
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Eppler Guerin & Turner, Inc.
Eppler Guerin & Turner, Inc. Investment Banks/BrokersFinance Eppler Guerin & Turner, Inc. provides security brokerage services. The private company is based in Dallas, TX. | Corporate Officer/Principal | 31-12-1995 |
Fidelity Management & Research Co. LLC
Fidelity Management & Research Co. LLC Investment ManagersFinance Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts. | Analyst-Equity | 21-03-2005 |
Opleiding van Sam Peters
The College of William & Mary | Undergraduate Degree |
The University of Chicago | Masters Business Admin |
Ervaring
Beklede functies
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Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
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Bedrijven verbonden in de eerste graad
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Verwante bedrijven
Bedrijven in privébezit | 4 |
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Fidelity Management & Research Co. LLC
Fidelity Management & Research Co. LLC Investment ManagersFinance Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts. | Finance |
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 |
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 |
Eppler Guerin & Turner, Inc.
Eppler Guerin & Turner, Inc. Investment Banks/BrokersFinance Eppler Guerin & Turner, Inc. provides security brokerage services. The private company is based in Dallas, TX. | Finance |