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Bradley Pennington Pike
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Profil
Mr. Bradley P.
Pike, CFA, is Head of Investments & Research at Citrin Cooperman Wealth Management LP.
He has more than 15 years of experience in the areas of investment strategy and investment portfolio management, including portfolio development, security selection, in-depth market research, and asset allocation.
His primary responsibility is investment oversight.
He monitors the firm’s asset classes and decides what instruments are best used to gain exposure.
As part of this process, he conducts research and ongoing due diligence of both current and prospective managers in traditional and hedge fund asset classes.
A member of CCWM's investment committee.
Prior to joining Citrin Cooperman Wealth Management, he worked at two local Registered Investment Advisor firms, where he was in charge of the Investment Strategy and held the role of Chief Investment Officer.
Mr. Pike earned his Bachelor of Science in Business with a concentration in Finance from the University of Delaware.
He holds the designation of Chartered Financial Analyst.
Anciens postes connus de Bradley Pennington Pike
| Sociétés | Poste | Fin |
|---|---|---|
Citrin Cooperman Wealth Management LP
 Citrin Cooperman Wealth Management LP Investment ManagersFinance CCWM generally recommends that clients' assets be broadly allocated among various mutual funds, ETFs, and/or individual debt and equity securities and/or independent manager programs offered by and/or obtained through certain broker-dealers. The firm uses passively-managed index and ETFs as the core investments. Actively-managed funds are added where there are greater opportunities to make a difference, with a percentage of selected individual securities allocated to the satellite portion of the portfolio. Portfolios are globally diversified to control the risk associated with traditional markets. | Head-Equity Investments | 01/09/2016 |
Philadelphia Investment Partners LLC
 Philadelphia Investment Partners LLC Investment ManagersFinance PIP seeks to garner investment ideas using macroeconomic data coupled with top-down fundamental analysis with a quantitative overlay. Their investment process is a search for attractively valued equities positioned to benefit from the prevailing macroeconomic environment. The firm focuses on economic inflections, structural changes, government policy, and secular themes in the belief that such factors bear the greatest influence on long-term fundamental performance and the recognition of value by capital markets. | Gestionnaire de Portefeuille-Actions | 01/09/2009 |
Commerce Capital Markets, Inc.
 Commerce Capital Markets, Inc. Investment Banks/BrokersFinance Provides securities brokerage services | Corporate Officer/Principal | - |
Bloomberg LP
 Bloomberg LP Internet Software/ServicesTechnology Services Provides financial and business information that delivers trusted data, news & insights | Corporate Officer/Principal | - |
Formation de Bradley Pennington Pike
Expériences
Fonctions occupées
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Inactives
Sociétés cotées
Entreprise privées
Relations
93
Relations au 1er degré
5
Entreprises liées au 1er degré
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Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Commerce Capital Markets, Inc.
Commerce Capital Markets, Inc. Investment Banks/BrokersFinance Provides securities brokerage services | Finance |
Bloomberg LP
Bloomberg LP Internet Software/ServicesTechnology Services Provides financial and business information that delivers trusted data, news & insights | Technology Services |
Philadelphia Investment Partners LLC
Philadelphia Investment Partners LLC Investment ManagersFinance PIP seeks to garner investment ideas using macroeconomic data coupled with top-down fundamental analysis with a quantitative overlay. Their investment process is a search for attractively valued equities positioned to benefit from the prevailing macroeconomic environment. The firm focuses on economic inflections, structural changes, government policy, and secular themes in the belief that such factors bear the greatest influence on long-term fundamental performance and the recognition of value by capital markets. | Finance |
University of Delaware
 University of Delaware Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Citrin Cooperman Wealth Management LP
Citrin Cooperman Wealth Management LP Investment ManagersFinance CCWM generally recommends that clients' assets be broadly allocated among various mutual funds, ETFs, and/or individual debt and equity securities and/or independent manager programs offered by and/or obtained through certain broker-dealers. The firm uses passively-managed index and ETFs as the core investments. Actively-managed funds are added where there are greater opportunities to make a difference, with a percentage of selected individual securities allocated to the satellite portion of the portfolio. Portfolios are globally diversified to control the risk associated with traditional markets. | Finance |
