Bradley P. Halverson
Portfolio Manager-Equities at Macquarie Investment Management Business Trust
Profile
Mr. Bradley P.
Halverson, CFA MBA, is a Managing Director & Senior Portfolio Manager at Macquarie Investment Management Business Trust.
Mr. Halverson was previously employed as a Vice President by Waddell & Reed Investment Management Co., an Equity Analyst by NorthPointe Capital LLC, and an Associate by A.G.
Edwards & Sons, Inc.
He earned a bachelor's degree and a master's degree in accounting from Brigham Young University and an MBA with an emphasis in finance and corporate strategy from the University of Michigan.
Bradley P. Halverson active positions
Companies | Position | Start |
---|---|---|
Macquarie Investment Management Business Trust
Macquarie Investment Management Business Trust Investment ManagersFinance Macquarie Investment Management Business Trust (MIMBT) is a SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 1988 and formerly known as Delaware Management Business Trust. They are a subsidiary of Delaware Investment Management Co. LLC, ultimately held by Macquarie Group Ltd. (ASX: MQG) in Australia. MIMBT advises a variety of institutional clients. The firm also provides investment services to certain affiliates and acts as a sub-advisor to unaffiliated sponsors and investment products. | Portfolio Manager-Equities | 30/04/2021 |
Former positions of Bradley P. Halverson
Companies | Position | End |
---|---|---|
Ivy Investment Management Co.
Ivy Investment Management Co. Investment ManagersFinance Ivy Investment Management Co. (dba Ivy Investments) is a SEC-registered investment adviser and mutual fund manager headquartered in Overland Park, Kansas. The firm was founded in 1937 and is a wholly-owned, direct subsidiary of Waddell & Reed Financial, Inc. (NYSE: WDR). Ivy Investments acts as investment adviser for a variety of clients, including registered investment companies (distributed through affiliated and unaffiliated distribution channels), institutional and other private investors and provides sub-advisory services to unaffiliated US mutual funds. | Portfolio Manager-Equities | 30/04/2021 |
Waddell & Reed Investment Management Co.
Waddell & Reed Investment Management Co. Investment ManagersFinance Waddell & Reed Investment Management Co. (WRIMCO) is a registered investment advisor and mutual fund manager headquartered in Overland Park, Kansas. The firm is a subsidiary of Waddell & Reed, Inc., ultimately held by Waddell & Reed Financial, Inc. (NYSE: WDR). Founded in 1972, WRIMCO provides advisory services to a variety of clients, including defined benefit pension plans, non-proprietary US investment companies, non-US pooled vehicles, defined contribution plans, charitable foundations, and high net worth clients. | Analyst-Equity | 31/12/2018 |
NorthPointe Capital LLC
NorthPointe Capital LLC Investment ManagersFinance NorthPointe Capital LLC is an independent investment advisory firm headquartered in Bloomfield Hills, Michigan. The firm was founded in 2000 and is a subsidiary of NorthPointe Holdings LLC. NorthPointe Capital provides investment supervisory services relating to various investment strategies in equity securities. | Analyst-Equity | 30/06/2008 |
A.G. Edwards & Sons, Inc.
A.G. Edwards & Sons, Inc. Investment Banks/BrokersFinance A.G. Edwards & Sons, Inc. is a full-service brokerage firm. A.G. Edwards equity research team covers a wide range of industries including: consumer discretionary, consumer staples, energy, financials, health care, industrials, information technology, material, telecommunication services and utilities. They also provide fixed-income research in the utility, auto, banking and finance, and telecom industries. A.G. Edwards was founded in 1887 by General Albert Gallatin Edwards and his son Benjamin Franklin Edwards. They are a broker/dealer subsidiary of A.G. Edwards, Inc. They are a member of the SIPC. | Corporate Officer/Principal | 30/06/2004 |
Training of Bradley P. Halverson
Brigham Young University | Graduate Degree |
Stephen M. Ross School of Business | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 5 |
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NorthPointe Capital LLC
NorthPointe Capital LLC Investment ManagersFinance NorthPointe Capital LLC is an independent investment advisory firm headquartered in Bloomfield Hills, Michigan. The firm was founded in 2000 and is a subsidiary of NorthPointe Holdings LLC. NorthPointe Capital provides investment supervisory services relating to various investment strategies in equity securities. | Finance |
A.G. Edwards & Sons, Inc.
A.G. Edwards & Sons, Inc. Investment Banks/BrokersFinance A.G. Edwards & Sons, Inc. is a full-service brokerage firm. A.G. Edwards equity research team covers a wide range of industries including: consumer discretionary, consumer staples, energy, financials, health care, industrials, information technology, material, telecommunication services and utilities. They also provide fixed-income research in the utility, auto, banking and finance, and telecom industries. A.G. Edwards was founded in 1887 by General Albert Gallatin Edwards and his son Benjamin Franklin Edwards. They are a broker/dealer subsidiary of A.G. Edwards, Inc. They are a member of the SIPC. | Finance |
Waddell & Reed Investment Management Co.
Waddell & Reed Investment Management Co. Investment ManagersFinance Waddell & Reed Investment Management Co. (WRIMCO) is a registered investment advisor and mutual fund manager headquartered in Overland Park, Kansas. The firm is a subsidiary of Waddell & Reed, Inc., ultimately held by Waddell & Reed Financial, Inc. (NYSE: WDR). Founded in 1972, WRIMCO provides advisory services to a variety of clients, including defined benefit pension plans, non-proprietary US investment companies, non-US pooled vehicles, defined contribution plans, charitable foundations, and high net worth clients. | Finance |
Ivy Investment Management Co.
Ivy Investment Management Co. Investment ManagersFinance Ivy Investment Management Co. (dba Ivy Investments) is a SEC-registered investment adviser and mutual fund manager headquartered in Overland Park, Kansas. The firm was founded in 1937 and is a wholly-owned, direct subsidiary of Waddell & Reed Financial, Inc. (NYSE: WDR). Ivy Investments acts as investment adviser for a variety of clients, including registered investment companies (distributed through affiliated and unaffiliated distribution channels), institutional and other private investors and provides sub-advisory services to unaffiliated US mutual funds. | Finance |
Macquarie Investment Management Business Trust
Macquarie Investment Management Business Trust Investment ManagersFinance Macquarie Investment Management Business Trust (MIMBT) is a SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 1988 and formerly known as Delaware Management Business Trust. They are a subsidiary of Delaware Investment Management Co. LLC, ultimately held by Macquarie Group Ltd. (ASX: MQG) in Australia. MIMBT advises a variety of institutional clients. The firm also provides investment services to certain affiliates and acts as a sub-advisor to unaffiliated sponsors and investment products. | Finance |
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