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Career history of Rudi E. Grimm
Former positions of Rudi E. Grimm
Companies | Position | Start | End |
---|---|---|---|
Berkeley Capital Management LLC
![]() Berkeley Capital Management LLC Investment ManagersFinance Based in San Francisco, Berkeley Capital Management LLC (BCM) has successfully managed money since 1972. The firm offers a range of investment services, utilizing the depth of knowledge of its senior investment professionals who have worked together at the firm since 1975. Berkeley Capital Management LLC is an independent investment adviser jointly owned by its own management and Lovell Minnick Partners. Previously affiliated with a major bank and large financial services company, the firm was initially registered as an Investment Advisor in 1972. Since inception, the firm's only business has been investment management for a wide variety of clients, including corporations, Taft-Hartley plans, insurance companies, trusts, and individuals. BCM has a total staff of 22 employees, including 6 investment professionals with an average experience of 17 Years. Three of the investment professionals have been together at the firm for 28 years. The company has a rich history of strong fundamental research and all of its investment professionals actively participate in the process. The firm's wealth of experience and its considerable resources allow the company to assist its clients in realizing its investment objectives. | Analyst-Equity | 1975-01-14 | 2006-12-30 |
Analyst-Fixed Income | 1975-01-14 | 2006-12-30 | |
Director of Research - Equity | 1975-01-14 | 2006-12-30 | |
Investment Committee Member | 1975-01-14 | 2006-12-30 | |
Portfolio Manager-Equities | 1975-01-14 | 2006-12-30 | |
Portfolio Manager-Fixed Income | 1975-01-14 | 2006-12-30 |
Statistics
International
United States | 2 |
Operational
Analyst-Equity | 1 |
Analyst-Fixed Income | 1 |
Director of Research - Equity | 1 |
Sectoral
Finance | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 1 |
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Berkeley Capital Management LLC
![]() Berkeley Capital Management LLC Investment ManagersFinance Based in San Francisco, Berkeley Capital Management LLC (BCM) has successfully managed money since 1972. The firm offers a range of investment services, utilizing the depth of knowledge of its senior investment professionals who have worked together at the firm since 1975. Berkeley Capital Management LLC is an independent investment adviser jointly owned by its own management and Lovell Minnick Partners. Previously affiliated with a major bank and large financial services company, the firm was initially registered as an Investment Advisor in 1972. Since inception, the firm's only business has been investment management for a wide variety of clients, including corporations, Taft-Hartley plans, insurance companies, trusts, and individuals. BCM has a total staff of 22 employees, including 6 investment professionals with an average experience of 17 Years. Three of the investment professionals have been together at the firm for 28 years. The company has a rich history of strong fundamental research and all of its investment professionals actively participate in the process. The firm's wealth of experience and its considerable resources allow the company to assist its clients in realizing its investment objectives. | Finance |
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