Profile
Mr. Kev E.
Vandenberg is Chief Operating & Compliance Officer at Blue Ocean Strategic Capital LLC.
He joined Blue Ocean Strategic Capital in August 2007 as the Director of Managed Portfolios.
His role has expanded to include Chief Operating Officer and Chief Compliance Officer duties as well.
His investment responsibilities include the oversight of economic and investment research, tactical and strategic portfolio allocation, investment management of client portfolios, on-going client relationship management and the pursuit of new client and business opportunities.
Kevin is also responsible for the functioning of day to day operations and compliance within the company.
Prior to his current role, Mr. Vandenberg served as a Research Analyst and Portfolio Manager at Greenleaf Trust, a privately-owned Trust Bank in Kalamazoo, Michigan.
There, he was the lead analyst on mutual fund research, lead analyst in the Consumer Discretionary, Technology and the Telecommunications sectors while having a secondary research role in the Transportation, Healthcare and Finance sectors.
He also served as Chief Investment Officer of the Trust Division from 1998-2001 until it consolidated into the Asset Management Division.
He is a member of the Association of Investment Management Research and the Investment Management Consultants Association.
Mr. Vandenberg graduated from Kalamazoo College in 1989 with a BA in Economics and earned his MBA in Finance from the Haworth College of Business at Western Michigan University in 2001.
Former positions of Kev Eugene Vandenberg
Companies | Position | End |
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Blue Ocean Strategic Capital LLC
Blue Ocean Strategic Capital LLC Investment ManagersFinance Founded in 1997, Blue Ocean Strategic Capital LLC is a registered investment advisor located in Syracuse, New York. The firm was formerly known as DB$B Financial Services. They provide investment advice to individuals, charitable organizations, foundations, endowments, 401(k) plans, profit sharing plans and corporations. | Compliance Officer | 31/12/2014 |
Greenleaf Asset Management, Inc.
Greenleaf Asset Management, Inc. Investment ManagersFinance Greenleaf Asset Management, Inc. (Greenleaf AM) is an investment advisory firm headquartered in Kalamazoo, Michigan. The firm was founded by William Johnston in 1991 and formerly known as Kalamazoo Investment Group, Inc. Greenleaf AM is a division of Greenleaf Trust that provides asset management, trust administration & retirement plan services to individuals, families, foundations, endowments, corporations and non-profits organizations. | Analyst-Equity | 31/07/2007 |
Training of Kev Eugene Vandenberg
Kalamazoo College | Undergraduate Degree |
Western Michigan University | Masters Business Admin |
Experiences
Positions held
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Private companies
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1st degree connections
1st degree companies
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Linked companies
Private companies | 2 |
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Greenleaf Asset Management, Inc.
Greenleaf Asset Management, Inc. Investment ManagersFinance Greenleaf Asset Management, Inc. (Greenleaf AM) is an investment advisory firm headquartered in Kalamazoo, Michigan. The firm was founded by William Johnston in 1991 and formerly known as Kalamazoo Investment Group, Inc. Greenleaf AM is a division of Greenleaf Trust that provides asset management, trust administration & retirement plan services to individuals, families, foundations, endowments, corporations and non-profits organizations. | Finance |
Blue Ocean Strategic Capital LLC
Blue Ocean Strategic Capital LLC Investment ManagersFinance Founded in 1997, Blue Ocean Strategic Capital LLC is a registered investment advisor located in Syracuse, New York. The firm was formerly known as DB$B Financial Services. They provide investment advice to individuals, charitable organizations, foundations, endowments, 401(k) plans, profit sharing plans and corporations. | Finance |
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