![Brian Robert Popiel](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Brian Robert Popiel
Director of Finance/CFO at Trellis Software, Inc.
Brian Robert Popiel active positions
Companies | Position | Start | End |
---|---|---|---|
Trellis Software, Inc.
![]() Trellis Software, Inc. Packaged SoftwareTechnology Services Trellis Software, Inc. is a digital investment platform that provides solutions for all participants in private investments, including issuers, intermediaries, and investors. The company is based in Boston, MA. The company's software platform streamlines the middle office by making increasing demands easier to manage. Trellis facilitates transaction-ready deal flow for easy review, diligence, comparison, and presentation, resulting in more opportunities for investors. The CEO of the company is Timothy Adam Krochuk. | Chief Operating Officer | - | - |
Director of Finance/CFO | - | - |
Career history of Brian Robert Popiel
Former positions of Brian Robert Popiel
Companies | Position | Start | End |
---|---|---|---|
Craig-Hallum Capital Group LLC
![]() Craig-Hallum Capital Group LLC Investment Banks/BrokersFinance Craig-Hallum Capital Group LLC (Craig-Hallum) is an employee-owned, idea-driven research, trading and investment banking firm headquartered in Minneapolis, Minnesota. The firm was founded by Bradley Baker and Kevin Harris in 1997. Craig-Hallum provides research, institutional sales and trading and investment banking services to institutional investors and growth companies. | Analyst-Equity | 26/09/2010 | 01/02/2011 |
Westfield Capital Management Co. LP
![]() Westfield Capital Management Co. LP Investment ManagersFinance Westfield Capital Management Co. LP (Westfield) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1989 and is majority-owned by WMS Management LLC. Westfield provides quality investment management services to institutions and wealthy individuals. | Analyst-Equity | 31/12/2006 | 30/05/2009 |
Investment Committee Member | 31/12/2006 | 30/05/2009 | |
Independence Investments LLC
![]() Independence Investments LLC Investment ManagersFinance Founded in 1982, Independence Investment LLC is a wholly owned investment management subsidiary of John Hancock Financial Services, Inc. (NYSE: JHF) The firm is located in Boston. | Analyst-Equity | - | 29/06/2007 |
Amundi Asset Management US, Inc.
![]() Amundi Asset Management US, Inc. Investment ManagersFinance Amundi Asset Management US, Inc. (Amundi US) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and formerly known as Pioneer Investment Management, Inc. and Amundi Pioneer Asset Management, Inc. In 2021, they merged with and into Amundi Pioneer Institutional Asset Management, Inc. and subsequently changed their name to Amundi Asset Management US, Inc. They are a wholly owned subsidiary of Amundi US, Inc., ultimately held by Rue La Boëtie SAS’ Credit Agricole SA (EPA: ACA) in France. Amundi US provides investment management services to pooled investment vehicles and separately managed accounts. | Analyst-Equity | 31/12/2010 | - |
Portfolio Manager-Equities | 31/12/2010 | - | |
PioneerPath Capital
![]() PioneerPath Capital Investment ManagersFinance Founded in 2007, PioneerPath Capital is a hedge fund manager located in New York City. The firm is a division of Citadel Alternative Asset Management and their ultimate parent is Citadel LP | Analyst-Equity | 31/07/2011 | - |
Training of Brian Robert Popiel
Harvard University | Undergraduate Degree |
Boston College | Graduate Degree |
Statistics
International
United States | 9 |
Operational
Analyst-Equity | 5 |
Investment Committee Member | 1 |
Undergraduate Degree | 1 |
Sectoral
Finance | 6 |
Consumer Services | 3 |
Technology Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 6 |
---|---|
Independence Investments LLC
![]() Independence Investments LLC Investment ManagersFinance Founded in 1982, Independence Investment LLC is a wholly owned investment management subsidiary of John Hancock Financial Services, Inc. (NYSE: JHF) The firm is located in Boston. | Finance |
Westfield Capital Management Co. LP
![]() Westfield Capital Management Co. LP Investment ManagersFinance Westfield Capital Management Co. LP (Westfield) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1989 and is majority-owned by WMS Management LLC. Westfield provides quality investment management services to institutions and wealthy individuals. | Finance |
Craig-Hallum Capital Group LLC
![]() Craig-Hallum Capital Group LLC Investment Banks/BrokersFinance Craig-Hallum Capital Group LLC (Craig-Hallum) is an employee-owned, idea-driven research, trading and investment banking firm headquartered in Minneapolis, Minnesota. The firm was founded by Bradley Baker and Kevin Harris in 1997. Craig-Hallum provides research, institutional sales and trading and investment banking services to institutional investors and growth companies. | Finance |
PioneerPath Capital
![]() PioneerPath Capital Investment ManagersFinance Founded in 2007, PioneerPath Capital is a hedge fund manager located in New York City. The firm is a division of Citadel Alternative Asset Management and their ultimate parent is Citadel LP | Finance |
Amundi Asset Management US, Inc.
![]() Amundi Asset Management US, Inc. Investment ManagersFinance Amundi Asset Management US, Inc. (Amundi US) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and formerly known as Pioneer Investment Management, Inc. and Amundi Pioneer Asset Management, Inc. In 2021, they merged with and into Amundi Pioneer Institutional Asset Management, Inc. and subsequently changed their name to Amundi Asset Management US, Inc. They are a wholly owned subsidiary of Amundi US, Inc., ultimately held by Rue La Boëtie SAS’ Credit Agricole SA (EPA: ACA) in France. Amundi US provides investment management services to pooled investment vehicles and separately managed accounts. | Finance |
Trellis Software, Inc.
![]() Trellis Software, Inc. Packaged SoftwareTechnology Services Trellis Software, Inc. is a digital investment platform that provides solutions for all participants in private investments, including issuers, intermediaries, and investors. The company is based in Boston, MA. The company's software platform streamlines the middle office by making increasing demands easier to manage. Trellis facilitates transaction-ready deal flow for easy review, diligence, comparison, and presentation, resulting in more opportunities for investors. The CEO of the company is Timothy Adam Krochuk. | Technology Services |
- Stock Market
- Insiders
- Brian Robert Popiel
- Experience