Brett Mawhiney
Analyst-Equity at Confluence Investment Management LLC
Profile
Mr. Brett Mawhiney, CFA, is an Equity Analyst at Confluence Investment Management LLC.
He is a member of Confluence’s Value Equities Investment Committee.
His primary areas of coverage are Health Care and Software Services.
He has over 13 years of equity research experience.
Prior to joining Confluence in 2018, Mr. Mawhinery spent three years as an equity analyst at Rock Springs Capital in Baltimore, MD, a healthcare-dedicated hedge fund, where he was responsible for following healthcare services companies.
Preceding his tenure at Rock Springs, Mr. Mawhinery was an associate analyst at T.
Rowe Price, where he performed equity research and portfolio management support for the Media & Telecom Fund and the New Horizons Fund, a small-cap growth strategy.
He graduated from Vanderbilt University with a Bachelor of Arts in economics, with minors in corporate strategy and financial economics.
He is a CFA charter holder.
Brett Mawhiney active positions
| Companies | Position | Start |
|---|---|---|
Confluence Investment Management LLC
 Confluence Investment Management LLC Investment ManagersFinance Confluence Investment Management LLC (Confluence) is an independent, SEC-registered investment advisor firm headquartered in St. Louis, Missouri. The firm was founded in 2007 by Brian Hansen. Confluence provides a wide range of professional portfolio management and advisory services to institutional and individual clients. | Analyst-Equity | 2017-12-31 |
Former positions of Brett Mawhiney
| Companies | Position | End |
|---|---|---|
Rock Springs Capital Management LP
 Rock Springs Capital Management LP Investment ManagersFinance Rock Springs Capital Management LP (Rock Springs) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in Baltimore, Maryland. The firm was founded in 2013 by Graham McPhail, Kris Jenner, and Gordon Margraf (Mark) Bussard. Rock Springs provides discretionary investment advice to private investment funds organized as domestic or foreign private pooled investment vehicles. | Analyst-Equity | 2017-04-30 |
T. Rowe Price Associates, Inc. (Investment Management)
 T. Rowe Price Associates, Inc. (Investment Management) Investment ManagersFinance T. Rowe Price Associates, Inc. (Price Associates) is a registered investment advisor and mutual fund manager headquartered in Baltimore, Maryland. The firm was founded by Thomas Rowe Price, Jr. in 1937. They are a subsidiary of the T. Rowe Price Group, Inc. (NASDAQ: TROW), which was formed in 2000 as the publicly traded parent holding company of Price Associates and their affiliated entities. Price Associates offers a variety of mutual funds, sub-advisory services and separate account management for individual and institutional investors, retirement plans and financial intermediaries. | Analyst-Equity | - |
Training of Brett Mawhiney
| Vanderbilt University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
T. Rowe Price Associates, Inc. (Investment Management)
T. Rowe Price Associates, Inc. (Investment Management) Investment ManagersFinance T. Rowe Price Associates, Inc. (Price Associates) is a registered investment advisor and mutual fund manager headquartered in Baltimore, Maryland. The firm was founded by Thomas Rowe Price, Jr. in 1937. They are a subsidiary of the T. Rowe Price Group, Inc. (NASDAQ: TROW), which was formed in 2000 as the publicly traded parent holding company of Price Associates and their affiliated entities. Price Associates offers a variety of mutual funds, sub-advisory services and separate account management for individual and institutional investors, retirement plans and financial intermediaries. | Finance |
Confluence Investment Management LLC
Confluence Investment Management LLC Investment ManagersFinance Confluence Investment Management LLC (Confluence) is an independent, SEC-registered investment advisor firm headquartered in St. Louis, Missouri. The firm was founded in 2007 by Brian Hansen. Confluence provides a wide range of professional portfolio management and advisory services to institutional and individual clients. | Finance |
Rock Springs Capital Management LP
Rock Springs Capital Management LP Investment ManagersFinance Rock Springs Capital Management LP (Rock Springs) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in Baltimore, Maryland. The firm was founded in 2013 by Graham McPhail, Kris Jenner, and Gordon Margraf (Mark) Bussard. Rock Springs provides discretionary investment advice to private investment funds organized as domestic or foreign private pooled investment vehicles. | Finance |
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