Philip Gorham
Analyst-Equity at Brandywine Global Investment Management LLC
Profile
Mr. Philip Gorham, CFA MBA, is an Equity Analyst at Brandywine Global Investment Management LLC.
He is responsible for general research coverage across industries.
Prior to joining Brandywine Global in 2024, he worked as Senior Equity Analyst at Morningstar (2014-2024) where he held leadership positions managing teams of analysts in Tokyo and Hong Kong, as Investment Analyst at Federated Investors, Inc. (2011-2013), as Equity Analyst at Morningstar, Inc. (2008-2011), and held roles at Royal Bank of Scotland (2001-2004) and Skandia Life Assurance Co. LTD (1999-2001).
Mr. Gorham earned an M.S.
in Accounting and an M.B.A from Kenan-Flagler Business School at the University of North Carolina and his B.A.
in Business Economics from The University of Sunderland.
Philip Gorham active positions
Companies | Position | Start |
---|---|---|
Brandywine Global Investment Management LLC
Brandywine Global Investment Management LLC Investment ManagersFinance Brandywine Global Investment Management LLC (Brandywine Global) is a registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 1986 and is a wholly-owned subsidiary of Legg Mason, Inc., which is owned by Franklin Resources, Inc. (NYSE: BEN). Brandywine Global provides discretionary investment management services to a variety of clients such as institutions, individuals, and various registered and unregistered pooled investment vehicles. In addition, they are the sub-advisor to affiliated and non-affiliated mutual funds and act as a sub-advisor to several wrap programs sponsored by unaffiliated program sponsors. | Analyst-Equity | 2024-03-31 |
Former positions of Philip Gorham
Companies | Position | End |
---|---|---|
Morningstar Japan KK (Research) | Director of Research - Equity | 2020-10-31 |
Morningstar Holland BV
Morningstar Holland BV Investment ManagersFinance Part of Morningstar, Inc., Morningstar Holland BV is a Dutch company that provides investment research. The company is based in Amsterdam, Netherlands. The company was founded in 2000. The CEO is Steven Smit. | Analyst-Equity | - |
Morningstar, Inc. (Research)
Morningstar, Inc. (Research) Investment ManagersFinance Morningstar, Inc. (Research) is the investment research arm of Morningstar, Inc. (NASDAQ: MORN), an American financial services firm headquartered in Chicago, Illinois. The firm was founded by Joseph Mansueto in 1984 and provides independent portfolio information offering star ratings and analysis of managed funds. They also provide economic commentary and asset allocation information based on qualitative research. | Analyst-Equity | 2011-09-29 |
The Royal Bank of Scotland International Ltd.
The Royal Bank of Scotland International Ltd. Major BanksFinance The Royal Bank of Scotland International Ltd. provides personal and corporate banking services. It offers offshore banking, personal banking, and corporate banking. The company was founded in 1966 and is headquartered in St. Helier, Jersey. | Corporate Officer/Principal | - |
Old Mutual Wealth Ltd.
Old Mutual Wealth Ltd. Life/Health InsuranceFinance Old Mutual Wealth Ltd. provides life insurance and reinsurance services. The company was founded on November 22, 1982 and is headquartered in Southampton, the United Kingdom. | Corporate Officer/Principal | - |
Training of Philip Gorham
University of Melbourne | Graduate Degree |
The University of North Carolina at Charlotte | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 6 |
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Morningstar, Inc. (Research)
Morningstar, Inc. (Research) Investment ManagersFinance Morningstar, Inc. (Research) is the investment research arm of Morningstar, Inc. (NASDAQ: MORN), an American financial services firm headquartered in Chicago, Illinois. The firm was founded by Joseph Mansueto in 1984 and provides independent portfolio information offering star ratings and analysis of managed funds. They also provide economic commentary and asset allocation information based on qualitative research. | Finance |
The Royal Bank of Scotland International Ltd.
The Royal Bank of Scotland International Ltd. Major BanksFinance The Royal Bank of Scotland International Ltd. provides personal and corporate banking services. It offers offshore banking, personal banking, and corporate banking. The company was founded in 1966 and is headquartered in St. Helier, Jersey. | Finance |
Old Mutual Wealth Ltd.
Old Mutual Wealth Ltd. Life/Health InsuranceFinance Old Mutual Wealth Ltd. provides life insurance and reinsurance services. The company was founded on November 22, 1982 and is headquartered in Southampton, the United Kingdom. | Finance |
Morningstar Holland BV
Morningstar Holland BV Investment ManagersFinance Part of Morningstar, Inc., Morningstar Holland BV is a Dutch company that provides investment research. The company is based in Amsterdam, Netherlands. The company was founded in 2000. The CEO is Steven Smit. | Finance |
Morningstar Japan KK (Research) | Finance |
Brandywine Global Investment Management LLC
Brandywine Global Investment Management LLC Investment ManagersFinance Brandywine Global Investment Management LLC (Brandywine Global) is a registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 1986 and is a wholly-owned subsidiary of Legg Mason, Inc., which is owned by Franklin Resources, Inc. (NYSE: BEN). Brandywine Global provides discretionary investment management services to a variety of clients such as institutions, individuals, and various registered and unregistered pooled investment vehicles. In addition, they are the sub-advisor to affiliated and non-affiliated mutual funds and act as a sub-advisor to several wrap programs sponsored by unaffiliated program sponsors. | Finance |
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