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Brian McCoy
Analyst-Equity chez
Connors Investor Services, Inc.
Profil
Mr. Brian G.
McCoy, CFA MBA, is a Vice President at Connors Investor Services, Inc. He joined the firm in 2003.
His primary responsibilities include equity research and portfolio management.
Previously, Mr. McCoy was a portfolio manager with First Investment Advisors, serving in a consultative role for clients and actively implemented investment programs.
He was also with Evergreen Investments, working as an analyst with its proprietary hedge fund and private equity fund of funds.
Mr. McCoy graduated with a BS from Pennsylvania State University and earned the Chartered Financial Analyst® charterholder designation in 1999 and an MBA from Kutztown University.
Postes actifs de Brian McCoy
| Sociétés | Poste | Début |
|---|---|---|
Connors Investor Services, Inc.
 Connors Investor Services, Inc. Investment ManagersFinance Connors is committed to growth but also to preserving their clients' capital. The firm customizes portfolios according to each client's long-term goals, using taxable and municipal bonds, income/growth-oriented common stocks, hedged common stocks and capital gain-oriented small company equities. | Analyst-Equity | 01/01/2003 |
Anciens postes connus de Brian McCoy
| Sociétés | Poste | Fin |
|---|---|---|
First Investment Co., Inc.
 First Investment Co., Inc. Financial ConglomeratesFinance Provides investment services | Corporate Officer/Principal | - |
Evergreen Investment Management Co., Inc.
 Evergreen Investment Management Co., Inc. Investment ManagersFinance Evergreen Investment Management offers a variety of equity investment products including domestic, international, global and emerging markets portfolios which are available using both fundamental and quantitative investment processes. The firm's domestic and international fixed-income strategies include short-term, money market, municipal, investment grade, high yield and structured solutions. Though not limited by sector or market-cap, the firm tends to invest in the stocks of companies in the finance, electronic technology and health technology sectors. Evergreen invests globally across all market-caps. The firm maintains a medium turnover rate. Evergreen's domestic, international and global strategies are managed by Metropolitan West Capital Management (MWCM). These strategies invest in high-conviction ideas with a long-term focus on value. MWCM employs rigorous research and an objective sell discipline to construct and actively monitor portfolios of high quality companies around the world. Evergreen's enhanced equity strategies are managed by Global Strategic Products. The strategies seek to achieve repeatable, competitive results through a disciplined quantitative approach. Portfolios are designed to seek consistent outperformance of their benchmarks with lower risk. The strategies employ disciplined proprietary analytical tools and systems to identify repeatable sources of value in the equity markets. Strategies include index and enhanced index equity products. The firm's core equity strategies are managed by Golden Capital Management. These strategies use a consistent, risk-controlled approach to core investing through all market cycles with a focus on capital growth and preservation. Portfolios consist of companies with attractive valuations and strong earnings that produce competitive long-term returns with relatively low volatility. The core-style investment process blends quantitative and fundamental analyses. Evergreen's domestic and international equity strategies are managed by Berkeley Street Equity. The strategies use fundamental analysis to identify companies with superior growth and value potential. Berkeley Street Equity constructs and monitors portfolios across the full range of core equity, sector-specific and international mandates. They employ fundamental, bottom-up research to identify quality investments for their growth and value portfolios. In addition to their US market portfolios, Berkeley Street Equity also offers global and international portfolios designed to provide investors with broad global diversification through core, fundamentally-oriented portfolios that are responsive to changing global equity markets. The firm's global fixed-income strategies are managed by First International Advisors. The strategies invest in investment grade, non-US debt securities while also seeking capital appreciation opportunities in emerging markets and below investment grade bonds. The firm pursues a variety of sectors and regions for diversification and offers currency overlay capabilities. | Analyst-Equity | 01/01/2003 |
Formation de Brian McCoy
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
4
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Connors Investor Services, Inc.
Connors Investor Services, Inc. Investment ManagersFinance Connors is committed to growth but also to preserving their clients' capital. The firm customizes portfolios according to each client's long-term goals, using taxable and municipal bonds, income/growth-oriented common stocks, hedged common stocks and capital gain-oriented small company equities. | Finance |
Evergreen Investment Management Co., Inc.
Evergreen Investment Management Co., Inc. Investment ManagersFinance Evergreen Investment Management offers a variety of equity investment products including domestic, international, global and emerging markets portfolios which are available using both fundamental and quantitative investment processes. The firm's domestic and international fixed-income strategies include short-term, money market, municipal, investment grade, high yield and structured solutions. Though not limited by sector or market-cap, the firm tends to invest in the stocks of companies in the finance, electronic technology and health technology sectors. Evergreen invests globally across all market-caps. The firm maintains a medium turnover rate. Evergreen's domestic, international and global strategies are managed by Metropolitan West Capital Management (MWCM). These strategies invest in high-conviction ideas with a long-term focus on value. MWCM employs rigorous research and an objective sell discipline to construct and actively monitor portfolios of high quality companies around the world. Evergreen's enhanced equity strategies are managed by Global Strategic Products. The strategies seek to achieve repeatable, competitive results through a disciplined quantitative approach. Portfolios are designed to seek consistent outperformance of their benchmarks with lower risk. The strategies employ disciplined proprietary analytical tools and systems to identify repeatable sources of value in the equity markets. Strategies include index and enhanced index equity products. The firm's core equity strategies are managed by Golden Capital Management. These strategies use a consistent, risk-controlled approach to core investing through all market cycles with a focus on capital growth and preservation. Portfolios consist of companies with attractive valuations and strong earnings that produce competitive long-term returns with relatively low volatility. The core-style investment process blends quantitative and fundamental analyses. Evergreen's domestic and international equity strategies are managed by Berkeley Street Equity. The strategies use fundamental analysis to identify companies with superior growth and value potential. Berkeley Street Equity constructs and monitors portfolios across the full range of core equity, sector-specific and international mandates. They employ fundamental, bottom-up research to identify quality investments for their growth and value portfolios. In addition to their US market portfolios, Berkeley Street Equity also offers global and international portfolios designed to provide investors with broad global diversification through core, fundamentally-oriented portfolios that are responsive to changing global equity markets. The firm's global fixed-income strategies are managed by First International Advisors. The strategies invest in investment grade, non-US debt securities while also seeking capital appreciation opportunities in emerging markets and below investment grade bonds. The firm pursues a variety of sectors and regions for diversification and offers currency overlay capabilities. | Finance |
The Pennsylvania State University
 The Pennsylvania State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
First Investment Co., Inc.
First Investment Co., Inc. Financial ConglomeratesFinance Provides investment services | Finance |
