![Ian B. MacCallum](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Mr. Ian B. MacCallum is an Executive Vice President at Peter B. Cannell & Co., Inc. He joined the firm in January 2014.
Mr. MacCallum began his career in 1976 as a security analyst with the New York Stock Exchange specialist firm, Walter N.
Frank & Co. In 1981, he joined Cyrus J.
Lawrence & Co. as a Portfolio Manager.
In 1987, Mr. MacCallum joined J.
& W.
Seligman & Co. where he served as Vice President and later Senior Vice President responsible for the asset management of high net worth individuals.
He continued this work as Senior Vice President at U.S.
Trust Company following its acquisition of Seligman’s high net worth business in 1995.
In 1999, Mr. MacCallum joined Klingenstein, Fields & Co., L.L.C.
as a Senior Vice President until December 2013.
He graduated with a BA in Economics from Gettysburg College and received an MBA from Seton Hall University.
Anciens postes connus de Ian B. MacCallum
| Sociétés | Poste | Fin |
|---|---|---|
Cannell & Co.
 Cannell & Co. Investment ManagersFinance Cannell & Co. is a value-based, long-term investor. The firm invests their clients’ assets in common stocks of publicly traded companies as the best way to preserve and enhance purchasing power over time. When appropriate, they may also include a fixed income component to balance a client’s portfolio. A client’s asset allocation is determined by a thorough understanding of their financial circumstances and objectives. They build concentrated portfolios that are risk-managed without over-diversification. | Portfolio Manager-Fixed Income | 01/01/2024 |
Klingenstein, Fields & Co. LP
 Klingenstein, Fields & Co. LP Investment ManagersFinance KF Advisors aims to deliver strong risk-adjusted returns and follows a long-term investment approach that strives to preserve and grow clients’ assets, after taxes and the impact of inflation. The firm believes that portfolio diversification, utilizing a range of asset classes, including equity, fixed income and non-traditional assets, can potentially provide alpha and manage risk. KF Advisors utilizes both a top-down and bottom-up approach. | Gestionnaire de Portefeuille-Actions | - |
J.&W. Seligman & Co., Inc.
 J.&W. Seligman & Co., Inc. Investment ManagersFinance Seligman manages portfolios employing a team approach. Each investment team leader is a Managing Director. Their investment teams conduct primary research on all securities considered for inclusion in their portfolios. Their research on potential stock purchases includes on-site visits and one-on-one meetings with management to assess the quality, prospects and direction of a company. Seligman takes the following steps to address investment risk in the portfolios: minimal-to-no cash positions, fundamental research, close management contact and continuous evaluation of their holdings. Their analysts are organized by industry specializations. The investment decision-making process is overseen by the CIO and implemented by each team leader. | Corporate Officer/Principal | - |
Walter N. Frank & Co. LLC
 Walter N. Frank & Co. LLC Investment Banks/BrokersFinance Provides securities brokerage services on the New York Stock Exchange | Corporate Officer/Principal | - |
Cyrus J. Lawrence, Inc.
 Cyrus J. Lawrence, Inc. Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | - |
Formation de Ian B. MacCallum
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
71
Relations au 1er degré
8
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 8 |
|---|---|
Klingenstein, Fields & Co. LP
Klingenstein, Fields & Co. LP Investment ManagersFinance KF Advisors aims to deliver strong risk-adjusted returns and follows a long-term investment approach that strives to preserve and grow clients’ assets, after taxes and the impact of inflation. The firm believes that portfolio diversification, utilizing a range of asset classes, including equity, fixed income and non-traditional assets, can potentially provide alpha and manage risk. KF Advisors utilizes both a top-down and bottom-up approach. | Finance |
J.&W. Seligman & Co., Inc.
J.&W. Seligman & Co., Inc. Investment ManagersFinance Seligman manages portfolios employing a team approach. Each investment team leader is a Managing Director. Their investment teams conduct primary research on all securities considered for inclusion in their portfolios. Their research on potential stock purchases includes on-site visits and one-on-one meetings with management to assess the quality, prospects and direction of a company. Seligman takes the following steps to address investment risk in the portfolios: minimal-to-no cash positions, fundamental research, close management contact and continuous evaluation of their holdings. Their analysts are organized by industry specializations. The investment decision-making process is overseen by the CIO and implemented by each team leader. | Finance |
Cannell & Co.
Cannell & Co. Investment ManagersFinance Cannell & Co. is a value-based, long-term investor. The firm invests their clients’ assets in common stocks of publicly traded companies as the best way to preserve and enhance purchasing power over time. When appropriate, they may also include a fixed income component to balance a client’s portfolio. A client’s asset allocation is determined by a thorough understanding of their financial circumstances and objectives. They build concentrated portfolios that are risk-managed without over-diversification. | Finance |
Walter N. Frank & Co. LLC
Walter N. Frank & Co. LLC Investment Banks/BrokersFinance Provides securities brokerage services on the New York Stock Exchange | Finance |
Gettysburg College
 Gettysburg College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Seton Hall University
 Seton Hall University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Cyrus J. Lawrence, Inc.
Cyrus J. Lawrence, Inc. Investment ManagersFinance Provides investment advice | Finance |
United States Trust Co., NA
 United States Trust Co., NA Major BanksFinance Provides banking services | Finance |
