Philip Herbert Brown
Founder at StoneRidge Investment Partners LLC
Profile
Mr. Philip H.
Brown is a President & Partner at StoneRidge Investment Partners LLC.
He has over 35 years of investment experience.
He is a Founder and Managing Partner at StoneRidge Investment Partners.
His responsibilities include equity portfolio management, and, as a sector specialist, he is responsible for research and stock selection for the Financial and Utilities sectors.
In addition to being one of the founding members and the President of Meridian Investment Company, he maintained portfolio management and sector analytical responsibilities and was heavily involved in new business development.
Prior to joining Meridian in 1984, he served as the Chief Investment Officer at Central Penn National Bank; Portfolio Manager at Glenmede Trust Company; and Director of Research at Schmidt, Roberts & Parke.
Mr. Brown received his B.S.
and M.B.A.
from the University of Maine.
Mr. Brown is a member of the Institute of Chartered Financial Analysts, Financial Analysts Federation of Philadelphia and the Philadelphia Securities Association, as well as a member of the Finance, Audit and Compensation Committees at Crozer Keystone Health System and a member of its Board of Directors.
Philip Herbert Brown active positions
Companies | Position | Start |
---|---|---|
StoneRidge Investment Partners LLC
StoneRidge Investment Partners LLC Investment ManagersFinance StoneRidge Investment Partners LLC (StoneRidge) is a SEC-registered investment advisor headquartered in Radnor, Pennsylvania. The firm was founded in 1999 by a team of equity investment professionals formerly with Meridien Investment Co., a division of First Union. Beltraith Capital LLC acquired majority ownership of the firm in 2009. StoneRidge manages institutional assets for public and corporate pension plans as well as Taft Hartley plans, unregistered pooled investment vehicles, corporations and other businesses, state and municipal government entities, insurance companies and foundation clients. | Founder | 01/01/1999 |
Former positions of Philip Herbert Brown
Companies | Position | End |
---|---|---|
Meridian Investment Co. | President | 31/12/1998 |
The Glenmede Trust Co., NA
The Glenmede Trust Co., NA Investment ManagersFinance The Glenmede Trust Co. NA provides investment trust services. Its services include wealth management, investment management, tax services and planning, fiduciary services, charitable and retirement planning, portfolio management, asset allocation, and fiduciary tax returns. The company was founded by Joseph N. Anderson Pew and Mary Anderson Pew in 1956 and is headquartered in Philadelphia, PA. | Corporate Officer/Principal | - |
Training of Philip Herbert Brown
University of Maine | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 3 |
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StoneRidge Investment Partners LLC
StoneRidge Investment Partners LLC Investment ManagersFinance StoneRidge Investment Partners LLC (StoneRidge) is a SEC-registered investment advisor headquartered in Radnor, Pennsylvania. The firm was founded in 1999 by a team of equity investment professionals formerly with Meridien Investment Co., a division of First Union. Beltraith Capital LLC acquired majority ownership of the firm in 2009. StoneRidge manages institutional assets for public and corporate pension plans as well as Taft Hartley plans, unregistered pooled investment vehicles, corporations and other businesses, state and municipal government entities, insurance companies and foundation clients. | Finance |
Meridian Investment Co. | Finance |
The Glenmede Trust Co., NA
The Glenmede Trust Co., NA Investment ManagersFinance The Glenmede Trust Co. NA provides investment trust services. Its services include wealth management, investment management, tax services and planning, fiduciary services, charitable and retirement planning, portfolio management, asset allocation, and fiduciary tax returns. The company was founded by Joseph N. Anderson Pew and Mary Anderson Pew in 1956 and is headquartered in Philadelphia, PA. | Finance |
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