Profil
Mr. Brian R.
Sipich, CFA MBA, is a Senior Portfolio Manager at Northern Trust Investments, Inc.
Mr. Sipich was previously employed as a Senior Portfolio Manager by BMO Asset Management Corp., an Assistant Vice President by Claymore Securities, Inc., and a Principal by Van Kampen Investments, Inc.
He received his undergraduate degree from Millikin University and an MBA from Millikin University.
Postes actifs de Brian Sipich
| Sociétés | Poste | Début |
|---|---|---|
Northern Trust Investments, Inc.(Investment Management)
Northern Trust Investments, Inc.(Investment Management) Investment ManagersFinance NTI-IM employs a variety of security analysis methods in providing investment advisory services. The firm applies quantitative analysis methodologies in creating overlay investment strategies. Each investment strategy of the firm is managed by a team comprised of portfolio managers and investment analysts. Their asset class capabilities include equity, fixed income, liquidity and asset allocation. Strategy implementation ranges from passive and factor-based quantitative, to fundamental active and multi-manager. | Portfolio Manager-Fixed Income | 01/01/2024 |
Anciens postes connus de Brian Sipich
| Sociétés | Poste | Fin |
|---|---|---|
BMO Asset Management Corp.
BMO Asset Management Corp. Investment ManagersFinance BMO AM actively manages equity, fixed-income, short duration/cash and asset allocation strategies for their clients. The firm employs a variety of security analysis methods in managing client accounts, including fundamental and quantitative (technical) analysis. They provide advice regarding the following types of securities as part of its principal investment strategies: equity securities, debt securities, commercial paper, municipal securities, government securities, mutual funds, ETFs, futures and options contracts, collateralized loans and private placements. | Portfolio Manager-Fixed Income | 01/01/2024 |
Claymore Securities, Inc.
Claymore Securities, Inc. Investment ManagersFinance Claymore Securities manages investments in ETFs, UITs and closed-end funds. The firm manages investments in ETFs that seek to capitalize on the investment potential of both strategic allocation strategies and broad market exposure for the core of a portfolio. Claymore's ETFs track what the firm believes to be best-in-class index providers. Their ETFs represent both domestic and global portfolios that include a variety of style allocations ranging from large-cap, mid-cap and small-cap equity to broad market, aggregate and short-term bonds, among others. Claymore's ETFs can be purchased through most brokerage accounts and can be bought and sold throughout the day on the AMEX or NYSE Arca. The firm offers over 40 unit investment trusts (UITs) across a variety of asset classes including: (1) domestic equity (2) global equity (3) taxable fixed-income (3) municipal fixed-income (4) theme-based (5) sector-based and (6) multi-asset. Claymore's UITs are each created based on a stated investment objective. The trust sponsor selects the securities for and determines the mandatory life of the trust. Claymore also offers a variety of strategies available through closed-end fund structures. The firm's closed-end funds are listed on the NYSE and encompass a variety of investment strategies for income-oriented investors. These strategies include covered calls, convertible securities, municipal bonds, preferred stocks and equity income portfolios, among others. Though not limited by sector, Claymore tends to invest in the stocks of companies in the finance, energy minerals, non-energy minerals, manufacturing and industrial sectors. The firm invests globally, across all market-caps. Claymore maintains a low turnover rate. | Corporate Officer/Principal | - |
Van Kampen Investments, Inc.
Van Kampen Investments, Inc. Investment ManagersFinance Provides financial management and supervision services | Corporate Officer/Principal | - |
Formation de Brian Sipich
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 5 |
|---|---|
Claymore Securities, Inc.
Claymore Securities, Inc. Investment ManagersFinance Claymore Securities manages investments in ETFs, UITs and closed-end funds. The firm manages investments in ETFs that seek to capitalize on the investment potential of both strategic allocation strategies and broad market exposure for the core of a portfolio. Claymore's ETFs track what the firm believes to be best-in-class index providers. Their ETFs represent both domestic and global portfolios that include a variety of style allocations ranging from large-cap, mid-cap and small-cap equity to broad market, aggregate and short-term bonds, among others. Claymore's ETFs can be purchased through most brokerage accounts and can be bought and sold throughout the day on the AMEX or NYSE Arca. The firm offers over 40 unit investment trusts (UITs) across a variety of asset classes including: (1) domestic equity (2) global equity (3) taxable fixed-income (3) municipal fixed-income (4) theme-based (5) sector-based and (6) multi-asset. Claymore's UITs are each created based on a stated investment objective. The trust sponsor selects the securities for and determines the mandatory life of the trust. Claymore also offers a variety of strategies available through closed-end fund structures. The firm's closed-end funds are listed on the NYSE and encompass a variety of investment strategies for income-oriented investors. These strategies include covered calls, convertible securities, municipal bonds, preferred stocks and equity income portfolios, among others. Though not limited by sector, Claymore tends to invest in the stocks of companies in the finance, energy minerals, non-energy minerals, manufacturing and industrial sectors. The firm invests globally, across all market-caps. Claymore maintains a low turnover rate. | Finance |
Northern Trust Investments, Inc.(Investment Management)
Northern Trust Investments, Inc.(Investment Management) Investment ManagersFinance NTI-IM employs a variety of security analysis methods in providing investment advisory services. The firm applies quantitative analysis methodologies in creating overlay investment strategies. Each investment strategy of the firm is managed by a team comprised of portfolio managers and investment analysts. Their asset class capabilities include equity, fixed income, liquidity and asset allocation. Strategy implementation ranges from passive and factor-based quantitative, to fundamental active and multi-manager. | Finance |
Millikin University
Millikin University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Van Kampen Investments, Inc.
Van Kampen Investments, Inc. Investment ManagersFinance Provides financial management and supervision services | Finance |
BMO Asset Management Corp.
BMO Asset Management Corp. Investment ManagersFinance BMO AM actively manages equity, fixed-income, short duration/cash and asset allocation strategies for their clients. The firm employs a variety of security analysis methods in managing client accounts, including fundamental and quantitative (technical) analysis. They provide advice regarding the following types of securities as part of its principal investment strategies: equity securities, debt securities, commercial paper, municipal securities, government securities, mutual funds, ETFs, futures and options contracts, collateralized loans and private placements. | Finance |
















