David Bromberger Souccar
Analyst-Equity at Vontobel Asset Management, Inc.
Profile
Mr. David B.
Souccar is a Portfolio Manager & Senior Research Analyst at Vontobel Asset Management, Inc. He joined in April 2007 as Senior Research Analyst and was promoted to Portfolio Manager on the firm’s International Equity strategy in June 2016.
In addition to his portfolio management responsibilities, he continues to conduct research analysis on individual stocks which may be included in the firm’s other strategies, primarily focusing on the Energy, Industrials and Utilities sectors.
He has over 28 years of investment experience.
Prior to joining Vontobel Asset Management, from 2005 to 2007, Mr. Souccar was a Senior Investment Analyst at Federated Investors.
From 1998 to 2005, he worked as a Sell-Side Analyst at Morgan Stanley.
He began his financial career in 1996 at McKinsey & Co. where he worked as a consultant until 1998.
He received a Master of Business Administration in Finance and Management from New York University’s Stern School of Business and a Bachelor of Science in Chemical Engineering from Escola de Engenharia Maua in Brazil.
David Bromberger Souccar active positions
Companies | Position | Start |
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Vontobel Asset Management, Inc.
Vontobel Asset Management, Inc. Investment ManagersFinance Vontobel Asset Management, Inc. (Vontobel AM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1984 and is a wholly-owned subsidiary of Vontobel Holding AG (SWX: VONN), a Swiss holding company based in Switzerland. Vontobel AM offers fundamental analysis-based investment advisory and sub-advisory services to a broad array of institutional and intermediary clients, respectively. Their client base includes a list of corporations, public and private pension plans, and foundations and endowments. | Analyst-Equity | 2007-03-31 |
Former positions of David Bromberger Souccar
Companies | Position | End |
---|---|---|
Federated Investment Management Co.
Federated Investment Management Co. Investment ManagersFinance Federated Investment Management Co. (FIMCO) is a mutual fund manager and SEC-registered investment advisor headquartered in Pittsburgh, Pennsylvania. The firm is a subsidiary of FII Holdings, Inc., owned by Federated Hermes, Inc. (NYSE: FHI). FIMCO offers domestic and international equity, fixed-income and money market mutual funds, and a variety of separate account options for many investors. | Analyst-Equity | - |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Analyst-Equity | 2004-12-30 |
McKinsey & Co., Inc.
McKinsey & Co., Inc. Miscellaneous Commercial ServicesCommercial Services McKinsey & Co., Inc. provides management consulting services. It specializes in design, marketing and sales, analytics, operations, transformation and restructuring, risk, strategy and corporate finance, and sustainability and resource productivity. The company was founded by James O. McKinsey in 1926 and is headquartered in New York, NY. | Corporate Officer/Principal | - |
Training of David Bromberger Souccar
New York University | Masters Business Admin |
Instituto Mauá de Tecnologia | Undergraduate Degree |
Experiences
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Private companies
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Private companies | 4 |
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Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Finance |
Federated Investment Management Co.
Federated Investment Management Co. Investment ManagersFinance Federated Investment Management Co. (FIMCO) is a mutual fund manager and SEC-registered investment advisor headquartered in Pittsburgh, Pennsylvania. The firm is a subsidiary of FII Holdings, Inc., owned by Federated Hermes, Inc. (NYSE: FHI). FIMCO offers domestic and international equity, fixed-income and money market mutual funds, and a variety of separate account options for many investors. | Finance |
Vontobel Asset Management, Inc.
Vontobel Asset Management, Inc. Investment ManagersFinance Vontobel Asset Management, Inc. (Vontobel AM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1984 and is a wholly-owned subsidiary of Vontobel Holding AG (SWX: VONN), a Swiss holding company based in Switzerland. Vontobel AM offers fundamental analysis-based investment advisory and sub-advisory services to a broad array of institutional and intermediary clients, respectively. Their client base includes a list of corporations, public and private pension plans, and foundations and endowments. | Finance |
McKinsey & Co., Inc.
McKinsey & Co., Inc. Miscellaneous Commercial ServicesCommercial Services McKinsey & Co., Inc. provides management consulting services. It specializes in design, marketing and sales, analytics, operations, transformation and restructuring, risk, strategy and corporate finance, and sustainability and resource productivity. The company was founded by James O. McKinsey in 1926 and is headquartered in New York, NY. | Commercial Services |
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