Profil
Mr. Bernard C.
Groveman, CFA MBA, is a Partner & Portfolio Manager at First Manhattan Co LLC.
He has over 39 years of investment research experience and a strong background in fundamental, Graham-Dodd security analysis, statistics, and pattern recognition.
Since joining First Manhattan in 1985, Mr. Groveman has concentrated his research efforts in the Business Services, Consumer Packaged Goods, Health Care, Media, and Technology sectors.
He has been managing money since 1991.
Mr. Groveman was employed as a Senior Managing Director & Portfolio Manager by First Manhattan Co. He began his career as a Fixed Income Research Analyst at Lehman Brothers, Kuhn, Loeb Inc. and at First Boston.
He holds an MBA in Finance from the University of Chicago, where he was involved in pioneering research on behavioral finance.
He also holds a BA from Colgate University, where he graduated summa cum laude.
He is a CFA charterholder.
Postes actifs de Bernie Groveman
Sociétés | Poste | Début |
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First Manhattan Co LLC
First Manhattan Co LLC Investment ManagersFinance Part of Fmc Group Holdings LP, First Manhattan Co LLC is a wealth planning and investment advisory firm based in New York, NY. At the heart of the firm is a thorough, independent research process that forms the foundation of their investment decision-making process. The private company uses their experience, rigorous analysis, and sound judgment to identify investment opportunities that deliver long-term value. First Manhattan Co is dedicated to helping their clients secure their financial future through a trusted partnership. The company was founded in 2022. Zachary A. Wydra has been the CEO of the company since 2023. | Analyst-Equity | 01/01/2023 |
Anciens postes connus de Bernie Groveman
Sociétés | Poste | Fin |
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First Manhattan Co.
First Manhattan Co. Investment ManagersFinance First Manhattan Co. (FMC) is a wealth management firm headquartered in New York City. The firm was founded by David Gottesman in 1964. FMC provides investment advice to individuals, pension and profit-sharing plans, trusts, estates and charitable organizations, corporations and other types of business entities, institutional clients and the FMC ETF, a non-transparent exchange-traded fund that is a registered investment company. | Analyst-Equity | 01/01/2020 |
Formation de Bernie Groveman
Colgate University | Undergraduate Degree |
The University of Chicago | Masters Business Admin |
Expériences
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Entreprise privées | 2 |
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First Manhattan Co.
First Manhattan Co. Investment ManagersFinance First Manhattan Co. (FMC) is a wealth management firm headquartered in New York City. The firm was founded by David Gottesman in 1964. FMC provides investment advice to individuals, pension and profit-sharing plans, trusts, estates and charitable organizations, corporations and other types of business entities, institutional clients and the FMC ETF, a non-transparent exchange-traded fund that is a registered investment company. | Finance |
First Manhattan Co LLC
First Manhattan Co LLC Investment ManagersFinance Part of Fmc Group Holdings LP, First Manhattan Co LLC is a wealth planning and investment advisory firm based in New York, NY. At the heart of the firm is a thorough, independent research process that forms the foundation of their investment decision-making process. The private company uses their experience, rigorous analysis, and sound judgment to identify investment opportunities that deliver long-term value. First Manhattan Co is dedicated to helping their clients secure their financial future through a trusted partnership. The company was founded in 2022. Zachary A. Wydra has been the CEO of the company since 2023. | Finance |