Profil
Mr. Brian P.
Meaney, CFA, is a Senior Vice President & Taxable Bond Strategist at Fiera Capital, Inc. He leads a team responsible for strategy design and implementation for taxable investment grade and high yield mandates.
He is also a member of the Fixed Income Investment Committee which is charged with overseeing all municipal and taxable strategies.
Prior to its acquisition by Fiera Capital, Mr. Meaney was a Portfolio Manager and member of the Investment Committee at Samson Capital Advisors LLC.
At Samson, he managed tax efficient and taxable fixed income portfolios and helped develop new product offerings such as the Corporate Index Replication and Foundation Short Term strategies.
He began at Samson as a Portfolio Analyst assisting the Portfolio Managers with account management and market research.
Prior to joining Samson in 2004, he worked for the Knights of Columbus investment department in New Haven, CT and was responsible for cash management, performance analysis and structured product collateral surveillance for the company’s insurance portfolios.
He received a BA in Government and International Studies from the University of Notre Dame in 2001.
He is also a CFA charterholder.
Postes actifs de Brian Patrick Meaney
| Sociétés | Poste | Début |
|---|---|---|
Fiera Capital, Inc.
Fiera Capital, Inc. Investment ManagersFinance Fiera Capital offers a broad spectrum of investment strategies across various asset classes, styles and capitalization ranges. For the Equity Strategies, the firm takes a long-term investment approach, emphasizing high quality, and consistency of performance. Using a research-focused fundamental bottom-up approach, they seek to identify and invest in companies with a sustainable competitive advantage, growth potential, and attractive valuations. Their investment objective is to seek growth at a reasonable price by investing in a long-only portfolio of equities. Fiera Capital’s Fixed Income Strategies focuses on tax efficiency, real wealth preservation, and the development of non-correlated strategies built on its domestic and multi-currency expertise. | Membre du Comité d'Investissement | 30/10/2015 |
Anciens postes connus de Brian Patrick Meaney
| Sociétés | Poste | Fin |
|---|---|---|
Knights of Columbus, Inc.
Knights of Columbus, Inc. Investment Trusts/Mutual FundsMiscellaneous Provides investment advice for Foundations | Corporate Officer/Principal | - |
Samson Capital Advisors LLC
Samson Capital Advisors LLC Investment ManagersFinance Samson Capital Advisors provides customized discretionary investment management services primarily regarding fixed-income securities and currency-related strategies. The firm utilizes an active investment management style that focuses on tax efficiency, real wealth preservation, and the development of non-correlated strategies built on their domestic and multicurrency expertise. Samson's primary preservation philosophy is central to their investment process and is designed to balance clients' desires to maximize after-tax income with their desire to preserve wealth. Their investment process also includes management of interest rate exposure and portfolio structures that anticipate changes in the shape of the yield curve. In addition, Samson employs a strict and thorough credit research process. Portfolios are individually managed and customized with particular attention to specific client considerations such as state of residence, tax status, risk tolerance, income and liquidity needs, and investment time horizon. The firm's investment strategies include: Tax Efficient Fixed-Income; High Grade Fixed-Income; Currencies; and Tax Efficient Inflation Protection. | Membre du Comité d'Investissement | - |
Formation de Brian Patrick Meaney
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Entreprise privées
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Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 4 |
|---|---|
Knights of Columbus, Inc.
Knights of Columbus, Inc. Investment Trusts/Mutual FundsMiscellaneous Provides investment advice for Foundations | Miscellaneous |
Fiera Capital, Inc.
Fiera Capital, Inc. Investment ManagersFinance Fiera Capital offers a broad spectrum of investment strategies across various asset classes, styles and capitalization ranges. For the Equity Strategies, the firm takes a long-term investment approach, emphasizing high quality, and consistency of performance. Using a research-focused fundamental bottom-up approach, they seek to identify and invest in companies with a sustainable competitive advantage, growth potential, and attractive valuations. Their investment objective is to seek growth at a reasonable price by investing in a long-only portfolio of equities. Fiera Capital’s Fixed Income Strategies focuses on tax efficiency, real wealth preservation, and the development of non-correlated strategies built on its domestic and multi-currency expertise. | Finance |
University of Notre Dame
University of Notre Dame Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Samson Capital Advisors LLC
Samson Capital Advisors LLC Investment ManagersFinance Samson Capital Advisors provides customized discretionary investment management services primarily regarding fixed-income securities and currency-related strategies. The firm utilizes an active investment management style that focuses on tax efficiency, real wealth preservation, and the development of non-correlated strategies built on their domestic and multicurrency expertise. Samson's primary preservation philosophy is central to their investment process and is designed to balance clients' desires to maximize after-tax income with their desire to preserve wealth. Their investment process also includes management of interest rate exposure and portfolio structures that anticipate changes in the shape of the yield curve. In addition, Samson employs a strict and thorough credit research process. Portfolios are individually managed and customized with particular attention to specific client considerations such as state of residence, tax status, risk tolerance, income and liquidity needs, and investment time horizon. The firm's investment strategies include: Tax Efficient Fixed-Income; High Grade Fixed-Income; Currencies; and Tax Efficient Inflation Protection. | Finance |
















