Profile
Mr. Bryan C.
Applequist is Second Vice President & Analyst at Cornerstone Capital Management LLC.
He is responsible for coverage of the Industrial and Transportation sectors and for supporting research coverage across other industries.
Prior to joining Cornerstone as an Analyst in January 2014, he was a Senior Analyst at Platte River Capital LLC where he was responsible for the Consumer Discretionary sector of the portfolio.
Before joining Platte, he worked in equity research at Marsico Capital Management where he was first a small and mid cap generalist and later co-led the coverage of the technology sector on a global basis.
He began his investment career at Bel Air Investment Advisors where he focused on the Technology sector.
He earned a BS in Economics with a minor in mathematics at the University of Wisconsin at Madison.
He earned an MBA in Finance from UCLA Anderson School of Management.
Former positions of Bryan C. Applequist
| Companies | Position | End |
|---|---|---|
Platte River Capital LLC
 Platte River Capital LLC Investment ManagersFinance Founded in 2006 by Robert Unger, Platte River Capital LLC is a wealth management firm and registered investment advisor headquartered in Denver, Colorado. The firm primarily offers equity asset management services to high net- worth clients. | Analyst-Equity | - |
Marsico Capital Management LLC
 Marsico Capital Management LLC Investment ManagersFinance Marsico Capital Management LLC (MCM) is a SEC-registered investment advisor and mutual fund manager headquartered in Denver, Colorado. The firm was founded by Thomas “Tom” Marsico in 1997. MCM manages assets for mutual funds, corporate retirement plans, endowments, foundations, family offices, separately managed wrap programs, and other clients. The firm also serves as the investment adviser to the Marsico Funds. | Analyst-Equity | 2011-02-27 |
Bel Air Investment Advisors LLC
 Bel Air Investment Advisors LLC Investment ManagersFinance Bel Air Investment Advisors LLC (Bel Air) is a wealth management firm headquartered in Los Angeles, California. The firm was founded in 1997 and is a subsidiary of HighTower Holding LLC. Bel Air serves the specific needs and interests of wealthy individuals, families, and foundations. | Corporate Officer/Principal | 2005-12-31 |
Cornerstone Capital Management LLC
 Cornerstone Capital Management LLC Investment ManagersFinance Founded in 1993 by Andrew Wyatt, Cornerstone Capital Management LLC is a registered investment advisor located in Minneapolis, Minnesota. The firm manages investment portfolios for institutions, Taft Hartley funds, foundations, endowments and high net-worth individuals and their families. | Analyst-Equity | - |
Training of Bryan C. Applequist
| University of Wisconsin | Undergraduate Degree |
| University of California | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
Marsico Capital Management LLC
Marsico Capital Management LLC Investment ManagersFinance Marsico Capital Management LLC (MCM) is a SEC-registered investment advisor and mutual fund manager headquartered in Denver, Colorado. The firm was founded by Thomas “Tom” Marsico in 1997. MCM manages assets for mutual funds, corporate retirement plans, endowments, foundations, family offices, separately managed wrap programs, and other clients. The firm also serves as the investment adviser to the Marsico Funds. | Finance |
Bel Air Investment Advisors LLC
Bel Air Investment Advisors LLC Investment ManagersFinance Bel Air Investment Advisors LLC (Bel Air) is a wealth management firm headquartered in Los Angeles, California. The firm was founded in 1997 and is a subsidiary of HighTower Holding LLC. Bel Air serves the specific needs and interests of wealthy individuals, families, and foundations. | Finance |
Platte River Capital LLC
Platte River Capital LLC Investment ManagersFinance Founded in 2006 by Robert Unger, Platte River Capital LLC is a wealth management firm and registered investment advisor headquartered in Denver, Colorado. The firm primarily offers equity asset management services to high net- worth clients. | Finance |
Cornerstone Capital Management LLC
Cornerstone Capital Management LLC Investment ManagersFinance Founded in 1993 by Andrew Wyatt, Cornerstone Capital Management LLC is a registered investment advisor located in Minneapolis, Minnesota. The firm manages investment portfolios for institutions, Taft Hartley funds, foundations, endowments and high net-worth individuals and their families. | Finance |
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