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Eric C. Elbell
Director of Research - Equity at Gallagher Fiduciary Advisors LLC
Eric C. Elbell active positions
Companies | Position | Start | End |
---|---|---|---|
Gallagher Fiduciary Advisors LLC
![]() Gallagher Fiduciary Advisors LLC Investment ManagersFinance Gallagher Fiduciary Advisors LLC (Gallagher) is a SEC-registered investment advisor headquartered in Rolling Meadows, Illinois. The firm was founded in 2008 and is a subsidiary of Gallagher Benefit Services, Inc., ultimately owned by Arthur J. Gallagher & Co. (NYSE: AJG). Gallagher provides retirement, investment advice/consulting and decision-making to institutional investors, which include public and private sector employee benefit plans (including multiemployer plans), charitable institutions, foundations, endowments, labor organizations, state or municipal government entities, hospitals, non-profit organizations, private trusts, corporations or business entities, and individuals. | Analyst-Equity | 01/11/2010 | - |
Director of Research - Equity | 01/11/2010 | - |
Career history of Eric C. Elbell
Former positions of Eric C. Elbell
Companies | Position | Start | End |
---|---|---|---|
Fenimore Asset Management, Inc.
![]() Fenimore Asset Management, Inc. Investment ManagersFinance Fenimore Asset Management, Inc. (Fenimore) is an independent, SEC-registered investment advisor headquartered in Cobleskill, New York. The firm was founded by Thomas O. Putnam in 1974. Fenimore provides investment advisory services on a discretionary basis to (1) registered investment companies; (2) separately managed investment advisory accounts for individuals, corporations, trusts, pension and profit-sharing plans and non-profit organizations, engaged directly or through certain wrap fee programs; and (3) a privately placed pooled investment vehicle. Investors in the Private Fund include a variety of high-net-worth individuals and institutional investors. | Analyst-Equity | 01/01/2001 | 31/10/2010 |
Morgan Stanley & Co. LLC
![]() Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Analyst-Equity | 01/07/1995 | 31/12/2000 |
Pennsylvania State Employees' Retirement System
![]() Pennsylvania State Employees' Retirement System Investment ManagersFinance The State of Pennsylvania Employees' Retirement System (SERS) is a government-owned pension fund management firm headquartered in Harrisburg, Pennsylvania. The firm was founded in 1923 by the Pennsylvania State Employees' Retirement Code. SERS manages retirement plans for public sector employees. | Corporate Officer/Principal | 01/07/1992 | - |
Independent Fiduciary Services, Inc.
![]() Independent Fiduciary Services, Inc. Investment ManagersFinance Founded in 1996 by Frank Lilly and Samuel 'Skip' Halpern, Independent Fiduciary Services Inc. is a registered investment advisor headquartered in Washington, DC. The firm provides investment advisory services to institutional investors including ERISA employee benefit plans (including corporate and Taft-Hartley pension, 401k and welfare funds), public pension funds, foundations, endowments, and non-profit organizations and charitable organizations | Analyst-Equity | 09/12/2010 | - |
Portfolio Manager-Equities | 09/12/2010 | 09/12/2010 |
Training of Eric C. Elbell
Millersville University | Undergraduate Degree |
The Pennsylvania State University | Masters Business Admin |
Statistics
International
United States | 8 |
Operational
Analyst-Equity | 4 |
Portfolio Manager-Equities | 1 |
Undergraduate Degree | 1 |
Sectoral
Finance | 6 |
Consumer Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 5 |
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Fenimore Asset Management, Inc.
![]() Fenimore Asset Management, Inc. Investment ManagersFinance Fenimore Asset Management, Inc. (Fenimore) is an independent, SEC-registered investment advisor headquartered in Cobleskill, New York. The firm was founded by Thomas O. Putnam in 1974. Fenimore provides investment advisory services on a discretionary basis to (1) registered investment companies; (2) separately managed investment advisory accounts for individuals, corporations, trusts, pension and profit-sharing plans and non-profit organizations, engaged directly or through certain wrap fee programs; and (3) a privately placed pooled investment vehicle. Investors in the Private Fund include a variety of high-net-worth individuals and institutional investors. | Finance |
Morgan Stanley & Co. LLC
![]() Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Finance |
Independent Fiduciary Services, Inc.
![]() Independent Fiduciary Services, Inc. Investment ManagersFinance Founded in 1996 by Frank Lilly and Samuel 'Skip' Halpern, Independent Fiduciary Services Inc. is a registered investment advisor headquartered in Washington, DC. The firm provides investment advisory services to institutional investors including ERISA employee benefit plans (including corporate and Taft-Hartley pension, 401k and welfare funds), public pension funds, foundations, endowments, and non-profit organizations and charitable organizations | Finance |
Pennsylvania State Employees' Retirement System
![]() Pennsylvania State Employees' Retirement System Investment ManagersFinance The State of Pennsylvania Employees' Retirement System (SERS) is a government-owned pension fund management firm headquartered in Harrisburg, Pennsylvania. The firm was founded in 1923 by the Pennsylvania State Employees' Retirement Code. SERS manages retirement plans for public sector employees. | Finance |
Gallagher Fiduciary Advisors LLC
![]() Gallagher Fiduciary Advisors LLC Investment ManagersFinance Gallagher Fiduciary Advisors LLC (Gallagher) is a SEC-registered investment advisor headquartered in Rolling Meadows, Illinois. The firm was founded in 2008 and is a subsidiary of Gallagher Benefit Services, Inc., ultimately owned by Arthur J. Gallagher & Co. (NYSE: AJG). Gallagher provides retirement, investment advice/consulting and decision-making to institutional investors, which include public and private sector employee benefit plans (including multiemployer plans), charitable institutions, foundations, endowments, labor organizations, state or municipal government entities, hospitals, non-profit organizations, private trusts, corporations or business entities, and individuals. | Finance |
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