Peter K. Werner
Director/Board Member at BEXIL INVESTMENT TRUST
Net worth: 12 070 $ as of 29/04/2024
Profile
Peter K.
Werner is currently the Chairman of the History Department at The Governor's Academy.
He also holds positions as an Independent Director at Foxby Corp., an Independent Trustee at Bexil Investment Trust, and the Co-Chief Investment Officer at NRE Capital Partners LLC.
Previously, he served as an Independent Director at Global Self Storage, Inc. from 2012 to 2016.
He also held positions as a Director at Chartwell Dividend & Income Fund, Inc., Vice President in the Fixed Income Departments at Lehman Brothers, Inc., and Vice President in the Fixed Income Departments at First Boston, Inc.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
BEXIL INVESTMENT TRUST
0.01% | 19/06/2023 | 1,000 ( 0.01% ) | 12 070 $ | 29/04/2024 |
Peter K. Werner active positions
| Companies | Position | Start |
|---|---|---|
| BEXIL INVESTMENT TRUST | Director/Board Member | 07/03/2011 |
| FOXBY CORP. | Director/Board Member | 31/12/2001 |
| The Governor's Academy | Corporate Officer/Principal | 05/01/2011 |
| NRE Capital Partners LLC | Chief Investment Officer | 31/12/2018 |
Former positions of Peter K. Werner
| Companies | Position | End |
|---|---|---|
| GLOBAL SELF STORAGE, INC. | Director/Board Member | 18/01/2016 |
Chartwell Dividend & Income Fund, Inc.
 Chartwell Dividend & Income Fund, Inc. Investment Trusts/Mutual FundsMiscellaneous Chartwell Dividend & Income Fund, Inc. is closed end investment trust. The company was founded on April 6, 1998 headquartered in Plainsboro, NJ. | Director/Board Member | 03/03/2011 |
| First Boston, Inc. | Corporate Officer/Principal | - |
Lehman Brothers, Inc.
 Lehman Brothers, Inc. Investment Banks/BrokersFinance A subsidiary of Lehman Brothers Holdings, Inc., Lehman Brothers, Inc. is a broker/dealer headquartered in New York City. They provide global equity and fixed research. The equity research department covers more than 100 sectors. They use a fundamental, quantitative, strategic and tactical research approach. In addition to these Lehman has also developed special products, such as 10 uncommon values and 10 uncommon eurovalues. | Corporate Officer/Principal | - |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| GLOBAL SELF STORAGE, INC. | Finance |
| Private companies | 6 |
|---|---|
Lehman Brothers, Inc.
Lehman Brothers, Inc. Investment Banks/BrokersFinance A subsidiary of Lehman Brothers Holdings, Inc., Lehman Brothers, Inc. is a broker/dealer headquartered in New York City. They provide global equity and fixed research. The equity research department covers more than 100 sectors. They use a fundamental, quantitative, strategic and tactical research approach. In addition to these Lehman has also developed special products, such as 10 uncommon values and 10 uncommon eurovalues. | Finance |
Chartwell Dividend & Income Fund, Inc.
Chartwell Dividend & Income Fund, Inc. Investment Trusts/Mutual FundsMiscellaneous Chartwell Dividend & Income Fund, Inc. is closed end investment trust. The company was founded on April 6, 1998 headquartered in Plainsboro, NJ. | Miscellaneous |
Foxby Corp.
 Foxby Corp. Investment Trusts/Mutual FundsMiscellaneous Foxby Corp. operates as a closed end management investment company. Its non-fundamental investment objective is total return which it seeks from growth of capital and from income by investment in securities of any type, unlimited by the issuer’s industry, location, or market capitalization. The fund invests in equity and fixed income securities of both new and seasoned U.S. and foreign issuers, including securities convertible into common stock and debt securities, closed end funds, and mutual funds. The company was founded on August 24, 1998 and is headquartered in Rochester, NY. | Miscellaneous |
| First Boston, Inc. | Finance |
| Bexil Investment Trust | |
| NRE Capital Partners LLC |
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- Peter K. Werner
