Steven David Bleiberg
Portefeuillebeheerder-Aandelen bij Epoch Investment Partners, Inc.
Profiel
Mr. Steven D.
Bleiberg is a Managing Director & Portfolio Manager at Epoch Investment Partners, Inc. He is involved with the design and development of investment strategies and he is also a contributor to Epoch's thought leadership.
Prior to joining Epoch in 2014, he served as a Portfolio Manager at Legg Mason responsible for managing $7.5B in various asset allocation-based funds including Target Risk, Target Date and Dynamic Risk Management.
Prior to that, he was the Head of Investment Strategy at Citigroup Asset Management and a Portfolio Manager at Credit Suisse Asset Management.
Mr. Bleiberg holds an AB from Harvard and an MS from the Sloan School of Management at MIT with a concentration in Finance.
Actieve functies van Steven David Bleiberg
Bedrijven | Functie | Begin |
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Epoch Investment Partners, Inc.
Epoch Investment Partners, Inc. Investment ManagersFinance Epoch Investment Partners, Inc. (Epoch) is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Bill Priest and David Pearl in 2004. They are a subsidiary of TD Bank US Holding Co., ultimately owned by The Toronto-Dominion Bank (NYSE: TD) in Canada. Epoch provides investment advisory services to primarily institutional clients. | Portefeuillebeheerder-Aandelen | 01-01-2014 |
Eerdere bekende functies van Steven David Bleiberg
Bedrijven | Functie | Einde |
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Credit Suisse Asset Management LLC
Credit Suisse Asset Management LLC Investment ManagersFinance Founded in 1999, Credit Suisse Asset Management LLC (CSAM) is a registered investment advisor headquartered in New York City. The firm is an indirect wholly-owned subsidiary of Credit Suisse Group AG (NYSE: CS), a publicly owned foreign bank holding company based in Switzerland. | Corporate Officer/Principal | 30-06-2003 |
Matrix Capital Management Fund LP
Matrix Capital Management Fund LP Investment Trusts/Mutual FundsMiscellaneous Founded in 1999, Matrix Capital Management Fund LP is a hedge fund manager headquartered in Waltham, Massachusetts. The firm is a subsidiary of Matrix Capital Management Co. LLC. They are affiliated with Matrix General Partner LLC and Matrix Institutional Advisers LLC. Matrix Capital Management Fund serves as the investment manager, with discretionary trading authority to private pooled investment vehicles, the securities of which are offered to investors on a private placement basis. The firm also manages Matrix Capital Management Restricted Investment Fund LP. | Corporate Officer/Principal | 30-06-1991 |
BEA Associates | Corporate Officer/Principal | 30-07-1989 |
Citigroup Asset Management (United States)
Citigroup Asset Management (United States) Investment ManagersFinance Citigroup Asset Management is a registered investment advisor located in New York City with an additional office in Washington, DC. The firm is a subsidiary of Citigroup Financial Products, Inc. and their ultimate parent is Citigroup, Inc. (NYSE: C) | Corporate Officer/Principal | - |
Franklin Distributors LLC
Franklin Distributors LLC Investment Banks/BrokersFinance Legg Mason Investors Services LLC is a fund distributor located in Baltimore, Maryland. The firm is a subsidiary of Legg Mason, Inc. Legg Mason Investors Services is a member of FINRA and the SIPC | Corporate Officer/Principal | - |
Opleiding van Steven David Bleiberg
Harvard University | Undergraduate Degree |
MIT Sloan School of Management | Graduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
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Uitvoerend
Verwante bedrijven
Bedrijven in privébezit | 7 |
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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 |
BEA Associates | Finance |
Matrix Capital Management Fund LP
Matrix Capital Management Fund LP Investment Trusts/Mutual FundsMiscellaneous Founded in 1999, Matrix Capital Management Fund LP is a hedge fund manager headquartered in Waltham, Massachusetts. The firm is a subsidiary of Matrix Capital Management Co. LLC. They are affiliated with Matrix General Partner LLC and Matrix Institutional Advisers LLC. Matrix Capital Management Fund serves as the investment manager, with discretionary trading authority to private pooled investment vehicles, the securities of which are offered to investors on a private placement basis. The firm also manages Matrix Capital Management Restricted Investment Fund LP. | Miscellaneous |
Credit Suisse Asset Management LLC
Credit Suisse Asset Management LLC Investment ManagersFinance Founded in 1999, Credit Suisse Asset Management LLC (CSAM) is a registered investment advisor headquartered in New York City. The firm is an indirect wholly-owned subsidiary of Credit Suisse Group AG (NYSE: CS), a publicly owned foreign bank holding company based in Switzerland. | Finance |
Epoch Investment Partners, Inc.
Epoch Investment Partners, Inc. Investment ManagersFinance Epoch Investment Partners, Inc. (Epoch) is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Bill Priest and David Pearl in 2004. They are a subsidiary of TD Bank US Holding Co., ultimately owned by The Toronto-Dominion Bank (NYSE: TD) in Canada. Epoch provides investment advisory services to primarily institutional clients. | Finance |
Franklin Distributors LLC
Franklin Distributors LLC Investment Banks/BrokersFinance Legg Mason Investors Services LLC is a fund distributor located in Baltimore, Maryland. The firm is a subsidiary of Legg Mason, Inc. Legg Mason Investors Services is a member of FINRA and the SIPC | Finance |
Citigroup Asset Management (United States)
Citigroup Asset Management (United States) Investment ManagersFinance Citigroup Asset Management is a registered investment advisor located in New York City with an additional office in Washington, DC. The firm is a subsidiary of Citigroup Financial Products, Inc. and their ultimate parent is Citigroup, Inc. (NYSE: C) | Finance |