Profil
Barnaby Mark Wiener is the founder of Treebeard Trust.
He previously worked as a Portfolio Manager at Massachusetts Financial Services Co., an Analyst at Merrill Lynch, Pierce, Fenner & Smith, Inc. in 1990, and as an Equity Portfolio Manager & Head of Sustainability at MFS International (UK) Ltd. from 2020 to 2024.
Postes actifs de Barnaby Mark Wiener
| Sociétés | Poste | Début |
|---|---|---|
Treebeard Trust
Treebeard Trust Investment Trusts/Mutual FundsMiscellaneous Operates as a charitable trust that supports transformational initiatives | Fondateur | - |
Anciens postes connus de Barnaby Mark Wiener
| Sociétés | Poste | Fin |
|---|---|---|
MFS International (UK) Ltd.
MFS International (UK) Ltd. Investment ManagersFinance MFSI UK is a team-based manager which seeks to help clients build diversified portfolios using the “ADR” strategy, allocate across asset classes, diversify within each class, and rebalance regularly to maintain the desired allocation. The firm follows a proprietary bottom-up security-selection process, known as MFS Original Research, with which they seek to take advantage of investment opportunities in capital markets across asset classes globally. Their portfolio managers construct diversified portfolios by combining analysts' recommendations and their own experience to select securities that match their portfolio's investment discipline. | Gestionnaire de Portefeuille-Actions | 01/04/2024 |
Massachusetts Financial Services Co.
Massachusetts Financial Services Co. Investment ManagersFinance MFS focuses on identifying businesses with durable, long-term value through their active investment platform. The firm uses various methods to evaluate securities, including fundamental analysis and quantitative analysis. | Gestionnaire de Portefeuille-Actions | 31/12/2003 |
Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/
Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/ Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 02/01/1990 |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Massachusetts Financial Services Co.
Massachusetts Financial Services Co. Investment ManagersFinance MFS focuses on identifying businesses with durable, long-term value through their active investment platform. The firm uses various methods to evaluate securities, including fundamental analysis and quantitative analysis. | Finance |
Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/
Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/ Investment Banks/BrokersFinance Provides brokerage services | Finance |
MFS International (UK) Ltd.
MFS International (UK) Ltd. Investment ManagersFinance MFSI UK is a team-based manager which seeks to help clients build diversified portfolios using the “ADR” strategy, allocate across asset classes, diversify within each class, and rebalance regularly to maintain the desired allocation. The firm follows a proprietary bottom-up security-selection process, known as MFS Original Research, with which they seek to take advantage of investment opportunities in capital markets across asset classes globally. Their portfolio managers construct diversified portfolios by combining analysts' recommendations and their own experience to select securities that match their portfolio's investment discipline. | Finance |
Treebeard Trust
Treebeard Trust Investment Trusts/Mutual FundsMiscellaneous Operates as a charitable trust that supports transformational initiatives | Miscellaneous |
















