Career history of Steven A. Kapen
Former positions of Steven A. Kapen
Companies | Position | Start | End |
---|---|---|---|
Burnham Asset Management Corp.
Burnham Asset Management Corp. Investment ManagersFinance Founded in 1989, Burnham Asset Management Corp. (BAM) is a registered investment advisor located in New York City. The firm is a subsidiary of BAM Holdings LLC, who in 2015 purchased 100% of BAM's outstanding capital stock from their previous parent company, Burnham Financial Group, Inc. BAM is an affiliate of Burnham Securities Inc. , a broker-dealer and member of FINRA. BAM provides portfolio management services to individuals (including trusts, estates, 401(k) plans and IRAs), high net worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, corporations and other business entities. The firm also provides investment management services to the Burnham Investors Trust, a family of registered mutual funds, and serves as the investment manager of Burnham Emerging Managers Fund LP, a private investment fund previously known as Revere Emerging Managers Founders Fund LP. | Portfolio Manager-Equities | 01/10/2005 | 01/01/2011 |
Neuberger Berman BD LLC
Neuberger Berman BD LLC Investment ManagersFinance Neuberger Berman BD LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. It is directly owned by Neuberger Berman Investment Advisers LLC, which is an indirect, wholly-owned subsidiary of Neuberger Berman Group LLC, which is owned by NBSH Acquisition LLC. The firm traces their origin back to the 1939 founding of Neuberger & Berman, its predecessor firm. In 1950, Neuberger Berman became one of the first firms to offer a no-load mutual fund to individual investors. Neuberger Berman BD manages a range of equity, fixed income, private equity and hedge fund strategies on behalf of institutions, advisors and individual investors worldwide. | Portfolio Manager-Equities | - | 30/09/2005 |
Fiduciary Trust Co.
Fiduciary Trust Co. Investment ManagersFinance Fiduciary Trust Co. is an asset management firm headquartered in Boston, Massachusetts. The firm was founded in 1885 and is a subsidiary of Fiduciary Co., Inc. They provide strategic investment advice to institutions, endowments, personal foundations and other clients that require additional manager diversification or asset class exposure. Their advice spans from dynamic asset allocation recommendations to a full spectrum of third-party manager solutions. | Portfolio Manager-Equities | - | - |
Training of Steven A. Kapen
New York University | Masters Business Admin |
Cornell University | Graduate Degree |
Statistics
International
United States | 6 |
Operational
Portfolio Manager-Equities | 3 |
Masters Business Admin | 1 |
Graduate Degree | 1 |
Sectoral
Finance | 4 |
Consumer Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 3 |
---|---|
Neuberger Berman BD LLC
Neuberger Berman BD LLC Investment ManagersFinance Neuberger Berman BD LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. It is directly owned by Neuberger Berman Investment Advisers LLC, which is an indirect, wholly-owned subsidiary of Neuberger Berman Group LLC, which is owned by NBSH Acquisition LLC. The firm traces their origin back to the 1939 founding of Neuberger & Berman, its predecessor firm. In 1950, Neuberger Berman became one of the first firms to offer a no-load mutual fund to individual investors. Neuberger Berman BD manages a range of equity, fixed income, private equity and hedge fund strategies on behalf of institutions, advisors and individual investors worldwide. | Finance |
Burnham Asset Management Corp.
Burnham Asset Management Corp. Investment ManagersFinance Founded in 1989, Burnham Asset Management Corp. (BAM) is a registered investment advisor located in New York City. The firm is a subsidiary of BAM Holdings LLC, who in 2015 purchased 100% of BAM's outstanding capital stock from their previous parent company, Burnham Financial Group, Inc. BAM is an affiliate of Burnham Securities Inc. , a broker-dealer and member of FINRA. BAM provides portfolio management services to individuals (including trusts, estates, 401(k) plans and IRAs), high net worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, corporations and other business entities. The firm also provides investment management services to the Burnham Investors Trust, a family of registered mutual funds, and serves as the investment manager of Burnham Emerging Managers Fund LP, a private investment fund previously known as Revere Emerging Managers Founders Fund LP. | Finance |
Fiduciary Trust Co.
Fiduciary Trust Co. Investment ManagersFinance Fiduciary Trust Co. is an asset management firm headquartered in Boston, Massachusetts. The firm was founded in 1885 and is a subsidiary of Fiduciary Co., Inc. They provide strategic investment advice to institutions, endowments, personal foundations and other clients that require additional manager diversification or asset class exposure. Their advice spans from dynamic asset allocation recommendations to a full spectrum of third-party manager solutions. | Finance |
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