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Barry Philip Julien
Directeur en chef des Investissements chez
Oakhurst Capital Management LLC
Profil
Barry Philip Julien currently works at F, as Chief Investment Officer of Fixed Income from 2024 and Oakhurst Capital Management LLC, as Chief Investment Officer from 2020.
Mr. Julien also formerly worked at First Western Investment Management, Inc., as Managing Director of Fixed Income, Stonebridge Capital Management, Inc., as Principal, McKee Investment Management Co., Inc., as President & Chief Investment Officer, and First Western Capital Management Co., as President & Chief Investment Officer.
Mr. Julien received his undergraduate degree in 1988 from the University of California San Diego and Masters Business Admin degree from Haas School of Business.
Postes actifs de Barry Philip Julien
| Sociétés | Poste | Début |
|---|---|---|
Oakhurst Capital Management LLC
 Oakhurst Capital Management LLC Investment ManagersFinance OCA manages investment products which include corporate bonds, municipal bonds, cash instruments, mortgage-backed securities, asset-backed securities, and government securities. | Directeur en chef des Investissements | 13/11/2020 |
F/m Investments LLC
 F/m Investments LLC Investment ManagersFinance F/m Investments believes that active portfolio management by their boutique manager partners can produce long-term results that are vital for investors to capture performance, mitigate risk, and reach their goals. The firm offers the F/m Global Dividend ADR strategy, which generally invests in global securities, REITS, and Real Estate. This strategy also provides exposure to ESG investing. | Head-Fixed Income Invts | 01/09/2024 |
Anciens postes connus de Barry Philip Julien
| Sociétés | Poste | Fin |
|---|---|---|
First Western Capital Management Co.
 First Western Capital Management Co. Investment ManagersFinance FWCM employs sophisticated planning strategies and institutional-quality investments to customize a portfolio based on client’s goals as well as their investment objectives, risk tolerance, and liquidity needs. The firm tailors an investment portfolio based on a long-term investment management philosophy and an understanding of risk that’s rare in this business. Their methodology combines top-down and bottom-up analysis to determine sectors and securities that they believe offer the most attractive risk-adjusted returns over complete market cycles. | President | 13/11/2020 |
First Western Investment Management, Inc.
 First Western Investment Management, Inc. Investment ManagersFinance First Western Investment Management offers stand-alone , equity and absolute return investment strategies. The firm also works with clients to provide objective-based solutions and fully diversified portfolio offerings. Fixed-income strategies are offered through their Los Angeles-based affiliate, First Western Capital Management. First Western Investment Management's equity strategies include: core, dividend/income and growth. The firm tends to invest in the stocks of US mid-cap and large-cap companies in the healthcare technology, electronic technology and technology services sectors. Although most of their investments are in the US, they also invest in Europe, the Middle East, Asia and Latin America. First Western Investment maintains a very low turnover rate. | Portfolio Manager-Fixed Income | 31/03/2010 |
Stonebridge Capital Management, Inc.
 Stonebridge Capital Management, Inc. Investment ManagersFinance Stonebridge employs a bottom-up, fundamental research-driven process to construct focused portfolios while minimizing risk and volatility. The firm’s equity investment philosophy is based upon the observation that capital markets frequently misjudge a company's long-term growth potential in the short run. Their fixed income strategy reflects their focus on the highest investment-grade securities to protect and preserve wealth. | Head-Fixed Income Invts | 11/02/2009 |
McKee Investment Management Co., Inc.
 McKee Investment Management Co., Inc. Investment ManagersFinance MIM is conservative in their approach to portfolio management, employing a consistent, thorough, and disciplined methodology. Their goal is to maximize the real return of a portfolio within the unique risk parameters and objectives of each account. The firm analyzes the investment environment, paying careful attention to interest rates, inflationary expectations and economic growth. This analysis, combined with proprietary models, helps determine the appropriate maturity target and asset allocation for each account. In addition, relative valuation analysis is utilized at both the asset class and security level. High quality investments such as U.S. government and agency bonds, investment grade corporate and municipal bonds and top-quality MBSs comprise each account. Their equity investments are bond substitutes, employing high-yielding, bond-like securities, usually electric utility stocks for clients with longer time horizon. | President | - |
Formation de Barry Philip Julien
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
98
Relations au 1er degré
8
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 8 |
|---|---|
Stonebridge Capital Management, Inc.
Stonebridge Capital Management, Inc. Investment ManagersFinance Stonebridge employs a bottom-up, fundamental research-driven process to construct focused portfolios while minimizing risk and volatility. The firm’s equity investment philosophy is based upon the observation that capital markets frequently misjudge a company's long-term growth potential in the short run. Their fixed income strategy reflects their focus on the highest investment-grade securities to protect and preserve wealth. | Finance |
McKee Investment Management Co., Inc.
McKee Investment Management Co., Inc. Investment ManagersFinance MIM is conservative in their approach to portfolio management, employing a consistent, thorough, and disciplined methodology. Their goal is to maximize the real return of a portfolio within the unique risk parameters and objectives of each account. The firm analyzes the investment environment, paying careful attention to interest rates, inflationary expectations and economic growth. This analysis, combined with proprietary models, helps determine the appropriate maturity target and asset allocation for each account. In addition, relative valuation analysis is utilized at both the asset class and security level. High quality investments such as U.S. government and agency bonds, investment grade corporate and municipal bonds and top-quality MBSs comprise each account. Their equity investments are bond substitutes, employing high-yielding, bond-like securities, usually electric utility stocks for clients with longer time horizon. | Finance |
First Western Investment Management, Inc.
First Western Investment Management, Inc. Investment ManagersFinance First Western Investment Management offers stand-alone , equity and absolute return investment strategies. The firm also works with clients to provide objective-based solutions and fully diversified portfolio offerings. Fixed-income strategies are offered through their Los Angeles-based affiliate, First Western Capital Management. First Western Investment Management's equity strategies include: core, dividend/income and growth. The firm tends to invest in the stocks of US mid-cap and large-cap companies in the healthcare technology, electronic technology and technology services sectors. Although most of their investments are in the US, they also invest in Europe, the Middle East, Asia and Latin America. First Western Investment maintains a very low turnover rate. | Finance |
University of California San Diego
 University of California San Diego Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Haas School of Business
 Haas School of Business Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
First Western Capital Management Co.
First Western Capital Management Co. Investment ManagersFinance FWCM employs sophisticated planning strategies and institutional-quality investments to customize a portfolio based on client’s goals as well as their investment objectives, risk tolerance, and liquidity needs. The firm tailors an investment portfolio based on a long-term investment management philosophy and an understanding of risk that’s rare in this business. Their methodology combines top-down and bottom-up analysis to determine sectors and securities that they believe offer the most attractive risk-adjusted returns over complete market cycles. | Finance |
F/m Investments LLC
F/m Investments LLC Investment ManagersFinance F/m Investments believes that active portfolio management by their boutique manager partners can produce long-term results that are vital for investors to capture performance, mitigate risk, and reach their goals. The firm offers the F/m Global Dividend ADR strategy, which generally invests in global securities, REITS, and Real Estate. This strategy also provides exposure to ESG investing. | Finance |
Oakhurst Capital Management LLC
Oakhurst Capital Management LLC Investment ManagersFinance OCA manages investment products which include corporate bonds, municipal bonds, cash instruments, mortgage-backed securities, asset-backed securities, and government securities. | Finance |
