Simeon R. Wallis
Private Equity Investor at ValorBridge Partners LLC
Simeon R. Wallis active positions
Companies | Position | Start | End |
---|---|---|---|
ValorBridge Partners LLC
ValorBridge Partners LLC Investment ManagersFinance ValorBridge Partners LLC (ValorBridge Partners) is a private equity firm founded in 2004. The firm is headquartered in Atlanta, Georgia. | Private Equity Investor | 30/04/2013 | - |
Career history of Simeon R. Wallis
Former positions of Simeon R. Wallis
Companies | Position | Start | End |
---|---|---|---|
Tran Capital Management LP
Tran Capital Management LP Investment ManagersFinance Tran Capital Management LP (TCM) is a SEC-registered investment advisor and wealth management firm headquartered in San Rafael, California. Formerly Lateef Investment Management LP, the firm was founded by Khateeb A. Lateef in 1974 as Lateef Management Associates LP. TCM offers investment advice to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, academic endowments, corporations, a registered investment company and other business entities through separately managed accounts. The firm provides investment management services as an adviser to the TCM Fund, a registered investment company. | Portfolio Manager-Equities | 04/10/2010 | 30/08/2011 |
Portfolio Manager-Fixed Income | 18/10/2010 | 30/08/2011 | |
Cramer Rosenthal McGlynn LLC
Cramer Rosenthal McGlynn LLC Investment ManagersFinance Cramer Rosenthal McGlynn LLC (CRM) is a SEC-registered investment advisor headquartered in Stamford, Connecticut. The firm was founded in 1973 by Gerald Cramer, Edward Rosenthal and Ronald McGlynn. They are owned by CRM 2019 LLC. CRM manages separate accounts for corporate and public pension plans, endowments, foundations, community and religious organizations, as well as individual and family trusts, estates, and high-net-worth individuals. | Analyst-Equity | 31/12/2007 | 30/12/2009 |
Evercore Asset Management
Evercore Asset Management Investment ManagersFinance Founded in 2006 by Andrew Moloff, Greg Sawers, Gail Landis and Margot Nones, Evercore Asset Management is a registered investment advisor located in New York City. They are a subsidiary of Evercore Group LLC and their ultimate parent is Evercore Partners, Inc. (NYSE: EVR), a New York City-based investment banking firm. Evercore Asset Management manages the Evercore Capital Partners LP, the Evercore Capital Partners II LP, the Evercore Venture Partners LP, the EAM Value Fund I LP and the Harbor SMID Value Fund. | Analyst-Equity | 31/12/2005 | 30/12/2007 |
GAMCO Asset Management, Inc.
GAMCO Asset Management, Inc. Investment ManagersFinance GAMCO Asset Management, Inc. (GAMCO) is a SEC-registered investment advisor headquartered in Rye, New York. The firm was founded by Mario Gabelli in 1977 and is a wholly-owned subsidiary of GAMCO Investors, Inc. (NYSE: GBL). GAMCO offers investment management services to employee benefit plans, endowments, foundations, corporations, limited partnerships, trusts, estates, domestic and offshore investment companies (generally as sub-advisor) and private investors. They also act as manager for third-party wrap programs. | Analyst-Equity | 31/12/2003 | 30/12/2006 |
SoundView Technology Group, Inc.
SoundView Technology Group, Inc. Investment Banks/BrokersFinance SoundView Technology Group, Inc. provides on-line investment banking and brokerage services. The company's brokerage operations provide sales and trading services to institutional investors. Its investment banking services include public underwriting, mergers & acquisitions advisory services, strategic advisory services, and private equity placements. SoundView Technology Group was founded in 1996 and is headquartered in Old Greenwich, CT | Corporate Officer/Principal | - | 30/12/2003 |
American Century Investment Management, Inc.
American Century Investment Management, Inc. Investment ManagersFinance American Century Investment Management, Inc. (ACIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Kansas City, Missouri. The firm was founded by James E. Stowers, Jr. in 1958 and is a wholly-owned subsidiary of American Century Cos., Inc. ACIM provides portfolio management services to financial advisors, individual investors and institutional clients. | Analyst-Equity | - | 30/12/2003 |
Training of Simeon R. Wallis
University of Pennsylvania | Masters Business Admin |
Duke University | Undergraduate Degree |
Statistics
International
United States | 10 |
Operational
Analyst-Equity | 4 |
Corporate Officer/Principal | 1 |
Masters Business Admin | 1 |
Sectoral
Finance | 8 |
Consumer Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 7 |
---|---|
GAMCO Asset Management, Inc.
GAMCO Asset Management, Inc. Investment ManagersFinance GAMCO Asset Management, Inc. (GAMCO) is a SEC-registered investment advisor headquartered in Rye, New York. The firm was founded by Mario Gabelli in 1977 and is a wholly-owned subsidiary of GAMCO Investors, Inc. (NYSE: GBL). GAMCO offers investment management services to employee benefit plans, endowments, foundations, corporations, limited partnerships, trusts, estates, domestic and offshore investment companies (generally as sub-advisor) and private investors. They also act as manager for third-party wrap programs. | Finance |
SoundView Technology Group, Inc.
SoundView Technology Group, Inc. Investment Banks/BrokersFinance SoundView Technology Group, Inc. provides on-line investment banking and brokerage services. The company's brokerage operations provide sales and trading services to institutional investors. Its investment banking services include public underwriting, mergers & acquisitions advisory services, strategic advisory services, and private equity placements. SoundView Technology Group was founded in 1996 and is headquartered in Old Greenwich, CT | Finance |
American Century Investment Management, Inc.
American Century Investment Management, Inc. Investment ManagersFinance American Century Investment Management, Inc. (ACIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Kansas City, Missouri. The firm was founded by James E. Stowers, Jr. in 1958 and is a wholly-owned subsidiary of American Century Cos., Inc. ACIM provides portfolio management services to financial advisors, individual investors and institutional clients. | Finance |
Evercore Asset Management
Evercore Asset Management Investment ManagersFinance Founded in 2006 by Andrew Moloff, Greg Sawers, Gail Landis and Margot Nones, Evercore Asset Management is a registered investment advisor located in New York City. They are a subsidiary of Evercore Group LLC and their ultimate parent is Evercore Partners, Inc. (NYSE: EVR), a New York City-based investment banking firm. Evercore Asset Management manages the Evercore Capital Partners LP, the Evercore Capital Partners II LP, the Evercore Venture Partners LP, the EAM Value Fund I LP and the Harbor SMID Value Fund. | Finance |
Cramer Rosenthal McGlynn LLC
Cramer Rosenthal McGlynn LLC Investment ManagersFinance Cramer Rosenthal McGlynn LLC (CRM) is a SEC-registered investment advisor headquartered in Stamford, Connecticut. The firm was founded in 1973 by Gerald Cramer, Edward Rosenthal and Ronald McGlynn. They are owned by CRM 2019 LLC. CRM manages separate accounts for corporate and public pension plans, endowments, foundations, community and religious organizations, as well as individual and family trusts, estates, and high-net-worth individuals. | Finance |
Tran Capital Management LP
Tran Capital Management LP Investment ManagersFinance Tran Capital Management LP (TCM) is a SEC-registered investment advisor and wealth management firm headquartered in San Rafael, California. Formerly Lateef Investment Management LP, the firm was founded by Khateeb A. Lateef in 1974 as Lateef Management Associates LP. TCM offers investment advice to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, academic endowments, corporations, a registered investment company and other business entities through separately managed accounts. The firm provides investment management services as an adviser to the TCM Fund, a registered investment company. | Finance |
ValorBridge Partners LLC
ValorBridge Partners LLC Investment ManagersFinance ValorBridge Partners LLC (ValorBridge Partners) is a private equity firm founded in 2004. The firm is headquartered in Atlanta, Georgia. | Finance |
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