Gaal Isaac Surugeon
Corporate Officer/Principal at BROOKFIELD CORPORATION
Net worth: 3 669 $ as of 30/04/2024
Profile
Mr. Gaal I.
Surugeon, CFA, is a Director & Analyst at Brookfield Public Securities Group LLC.
He is responsible for portfolio construction and asset allocation for the firm’s diversified real asset portfolios.
Prior to joining Brookfield in 2019, Mr. Surugeon was an Executive Director at Oppenheimer Asset Management where he served as manager of the firm’s multi-asset portfolios and director of asset allocation and research.
Prior to that, he was an associate economist at Decision Economics, Inc.
He received his undergraduate degree from the University of Michigan.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
| 30/08/2023 | 294 ( 0.00% ) | 3 669 $ | 30/04/2024 |
Gaal Isaac Surugeon active positions
| Companies | Position | Start |
|---|---|---|
| BROOKFIELD CORPORATION | Corporate Officer/Principal | - |
Brookfield Public Securities Group LLC
 Brookfield Public Securities Group LLC Investment ManagersFinance Brookfield Public Securities Group LLC (PSG) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1989 and is a subsidiary of Brookfield Public Securities Group Holdings LLC, ultimately held by Brookfield Corp. (NYSE, TSE: BN), a Toronto-based global asset manager that focuses on investments in property, renewable power and infrastructure. PSG provides investment advisory services on a discretionary and non-discretionary basis to financial institutions, public and private pension plans, insurance companies, endowments and foundations, sovereign wealth funds, retail investors, high net-worth investors and institutional SMAs, UCITS, investment companies and private funds. | Analyst-Equity | 01/01/2019 |
Former positions of Gaal Isaac Surugeon
| Companies | Position | End |
|---|---|---|
Oppenheimer Asset Management, Inc.
 Oppenheimer Asset Management, Inc. Investment ManagersFinance Oppenheimer Asset Management, Inc. (OAM) is a SEC-registered investment advisor headquartered in New York City. Founded in 1986, the firm is a subsidiary of E.A. Viner International Co., which is owned by Oppenheimer Holdings, Inc. (NYSE: OPY). OAM offers a variety of advisory services to individuals, foundations, pension and profit-sharing plans, trusts, charitable organizations, business or government entities, insurance companies and endowments. | Director/Board Member | - |
Training of Gaal Isaac Surugeon
| University of Michigan | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| BROOKFIELD CORPORATION | Finance |
| Private companies | 2 |
|---|---|
Brookfield Public Securities Group LLC
Brookfield Public Securities Group LLC Investment ManagersFinance Brookfield Public Securities Group LLC (PSG) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1989 and is a subsidiary of Brookfield Public Securities Group Holdings LLC, ultimately held by Brookfield Corp. (NYSE, TSE: BN), a Toronto-based global asset manager that focuses on investments in property, renewable power and infrastructure. PSG provides investment advisory services on a discretionary and non-discretionary basis to financial institutions, public and private pension plans, insurance companies, endowments and foundations, sovereign wealth funds, retail investors, high net-worth investors and institutional SMAs, UCITS, investment companies and private funds. | Finance |
Oppenheimer Asset Management, Inc.
Oppenheimer Asset Management, Inc. Investment ManagersFinance Oppenheimer Asset Management, Inc. (OAM) is a SEC-registered investment advisor headquartered in New York City. Founded in 1986, the firm is a subsidiary of E.A. Viner International Co., which is owned by Oppenheimer Holdings, Inc. (NYSE: OPY). OAM offers a variety of advisory services to individuals, foundations, pension and profit-sharing plans, trusts, charitable organizations, business or government entities, insurance companies and endowments. | Finance |
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