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Philip Michael Byrne
Chief Investment Officer at
GeoVest Advisors, Inc.
Profile
Mr. Philip M.
Byrne, CFA MBA, is a Vice President & Chief Investment Officer at GeoVest Advisors, Inc.
Mr. Byrne worked as a Securities Analyst by QCI Asset Management, Inc. where he specialized in Financial Services, Healthcare, and Economic Analysis and an Account Manager by Manning & Napier Advisors LLC.
He holds a M.B.A. in Finance, Public Accounting, and Corporate Accounting from the Simon School of Business, University of Rochester, and a B.S.
from St. Bonaventure University in Marketing and Management Science.
Philip Michael Byrne active positions
| Companies | Position | Start |
|---|---|---|
GeoVest Advisors, Inc.
 GeoVest Advisors, Inc. Investment ManagersFinance GeoVest Advisors aims to grow their client’s assets in both good markets and bad markets so that a stable, long-term trajectory in the value of their portfolios can be achieved. The firm primarily uses a top-down strategy. | Chief Investment Officer | 2008-11-30 |
Former positions of Philip Michael Byrne
| Companies | Position | End |
|---|---|---|
Manning & Napier Advisors LLC
 Manning & Napier Advisors LLC Investment ManagersFinance MNA offers equity, fixed income and objectives-based portfolios that invest mainly in stocks and bonds, including US and non-US issuers, and various market caps. The firm primarily employs a fundamental approach to equity selection, with decisions being driven by either top-down or bottom-up research. | Trading-Equity | 1994-12-30 |
QCI Asset Management, Inc.
 QCI Asset Management, Inc. Investment ManagersFinance QCI’s investment strategy as it relates to equities (stocks) involves building portfolios on a foundation of solid core holdings, complemented by stocks that offer timely opportunities. They choose core holdings by reviewing long-term trends, cyclical forces, and relative valuations, to build a diversified portfolio with specific sector and industry emphases. The firm’s investment strategy as it relates to fixed income (bonds) involves building fixed income portfolios by first evaluating the interest rate cycle and choosing a duration target. They then look for attractive maturities along the yield curve, and opportunities within particular sectors and industries. | Analyst-Equity | - |
Training of Philip Michael Byrne
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
8
1st degree connections
5
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
Manning & Napier Advisors LLC
Manning & Napier Advisors LLC Investment ManagersFinance MNA offers equity, fixed income and objectives-based portfolios that invest mainly in stocks and bonds, including US and non-US issuers, and various market caps. The firm primarily employs a fundamental approach to equity selection, with decisions being driven by either top-down or bottom-up research. | Finance |
Rochester Christian University
 Rochester Christian University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
QCI Asset Management, Inc.
QCI Asset Management, Inc. Investment ManagersFinance QCI’s investment strategy as it relates to equities (stocks) involves building portfolios on a foundation of solid core holdings, complemented by stocks that offer timely opportunities. They choose core holdings by reviewing long-term trends, cyclical forces, and relative valuations, to build a diversified portfolio with specific sector and industry emphases. The firm’s investment strategy as it relates to fixed income (bonds) involves building fixed income portfolios by first evaluating the interest rate cycle and choosing a duration target. They then look for attractive maturities along the yield curve, and opportunities within particular sectors and industries. | Finance |
GeoVest Advisors, Inc.
GeoVest Advisors, Inc. Investment ManagersFinance GeoVest Advisors aims to grow their client’s assets in both good markets and bad markets so that a stable, long-term trajectory in the value of their portfolios can be achieved. The firm primarily uses a top-down strategy. | Finance |
St. Bonaventure University
 St. Bonaventure University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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