Barbara Trebbi
Net worth: 4 M $ as of 2026-08-30
Net worth: 4 M $ as of 2026-08-30
Barbara Jean Trebbi is currently an Independent Director at Acadian Asset Management, Inc. since 2018, an Independent Director at Bausch + Lomb Corp.
starting in 2026, a Trustee at Pine Crest Preparatory School, Inc., a Member of The CFA Society of South Florida, Inc. since 1995, and a Member of CFA Institute (United Kingdom).
Former roles include Independent Director at Brightsphere Investment UK Ltd., Assistant Vice President & Portfolio Manager at Mackenzie Investment Management, Inc., and General Partner, Portfolio Manager & Analyst at Mercator Asset Management LP from 2000 to 2017.
Education includes an undergraduate degree from the University of Florida, conferred in 1987.
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
| 2026-06-14 | 39,057 ( 0.11% ) | 4 M $ | 2026-08-30 | |
| 2026-08-11 | 11,776 ( 0% ) | 205 844 $ | 2026-08-30 |
| Companies | Position | Start |
|---|---|---|
| ACADIAN ASSET MANAGEMENT INC. | Director/Board Member | 2017-12-31 |
| BAUSCH + LOMB CORPORATION | Director/Board Member | 2026-08-04 |
CFA Institute (United Kingdom)
CFA Institute (United Kingdom) Miscellaneous Commercial ServicesCommercial Services Operates as an association of investment professionals | Corporate Officer/Principal | - |
The CFA Society of South Florida, Inc. | Corporate Officer/Principal | 1994-12-31 |
Pine Crest Preparatory School, Inc.
Pine Crest Preparatory School, Inc. Other Consumer ServicesConsumer Services Operates primary and secondary school | Director/Board Member | - |
| Companies | Position | End |
|---|---|---|
Mercator Asset Management LP
Mercator Asset Management LP Investment ManagersFinance Mercator Asset Management (MAM) specializes in managing international equity portfolios for institutional clients. The firm seeks to add value primarily through stock selection and secondarily through identification of countries and geographical regions offering attractive investment opportunities. In constructing a diversified portfolio, MAM seeks to maximize the total return for their clients, taking into account changes in the market prices of investments and changes in the values of currencies in which client assets are denominated. They generally emphasize equity investments of developed/emerging markets. MAM’s philosophy is value investing with bottom-up stock analysis. They seek to invest in stocks that are undervalued and are out-of-favor/overlooked by most investors, with the goal of achieving superior long-term performance. The investment process for this strategy is a team effort that relies on fundamental stock analysis to identify stocks with value characteristics. Fundamental analysis adds value by identifying which stocks they believe will outperform and should be purchased. MAM looks for catalysts for stock price appreciation and seeks to identify opportunities that are being underappreciated and/or overlooked. | Analyst-Equity | 2017-09-30 |
Brightsphere Investment Uk Ltd.
Brightsphere Investment Uk Ltd. Investment ManagersFinance Provides investment advice and asset management services | Director/Board Member | - |
Mackenzie Investment Management, Inc.
Mackenzie Investment Management, Inc. Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | - |
Active
Inactive
Listed companies
Private companies
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
| Private companies | 9 |
|---|---|
Mackenzie Investment Management, Inc.
Mackenzie Investment Management, Inc. Investment ManagersFinance Provides investment advice | Finance |
Mercator Asset Management LP
Mercator Asset Management LP Investment ManagersFinance Mercator Asset Management (MAM) specializes in managing international equity portfolios for institutional clients. The firm seeks to add value primarily through stock selection and secondarily through identification of countries and geographical regions offering attractive investment opportunities. In constructing a diversified portfolio, MAM seeks to maximize the total return for their clients, taking into account changes in the market prices of investments and changes in the values of currencies in which client assets are denominated. They generally emphasize equity investments of developed/emerging markets. MAM’s philosophy is value investing with bottom-up stock analysis. They seek to invest in stocks that are undervalued and are out-of-favor/overlooked by most investors, with the goal of achieving superior long-term performance. The investment process for this strategy is a team effort that relies on fundamental stock analysis to identify stocks with value characteristics. Fundamental analysis adds value by identifying which stocks they believe will outperform and should be purchased. MAM looks for catalysts for stock price appreciation and seeks to identify opportunities that are being underappreciated and/or overlooked. | Finance |
University of Florida
University of Florida Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Pine Crest Preparatory School, Inc.
Pine Crest Preparatory School, Inc. Other Consumer ServicesConsumer Services Operates primary and secondary school | Consumer Services |
The CFA Society of South Florida, Inc. | |
Brightsphere Investment Uk Ltd.
Brightsphere Investment Uk Ltd. Investment ManagersFinance Provides investment advice and asset management services | Finance |
CFA Institute (United Kingdom)
CFA Institute (United Kingdom) Miscellaneous Commercial ServicesCommercial Services Operates as an association of investment professionals | Commercial Services |
BrightSphere Investment Group, Inc.
BrightSphere Investment Group, Inc. Investment ManagersFinance Provides asset management services | Finance |
Bausch + Lomb Corp.
Bausch + Lomb Corp. Medical SpecialtiesHealth Technology Manufactures and sells eye care products | Health Technology |
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