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John P. Herrlin
Plus aucun poste en cours
Finance
Consumer Services
Profil
John P.
Herrlin worked as a Research Analyst at Merrill Lynch, Pierce, Fenner & Smith, Inc. He then worked as an Analyst at SG Americas Securities LLC for a year in 2010.
After that, he worked as a Senior Portfolio Manager at AlphaOne Investment Services LLC.
Mr. Herrlin completed his undergraduate degree at The University of Montana and earned an MBA from the University of Denver.
Anciens postes connus de John P. Herrlin
| Sociétés | Poste | Fin |
|---|---|---|
AlphaOne Investment Services LLC
 AlphaOne Investment Services LLC Investment ManagersFinance AlphaOne Investment Services' (AOIS) investment strategy for the AlphaOne Micro Cap Equity Fund is to build a portfolio with a risk profile less than that of the Russell 2000 Index that is comprised of both “value” and “growth” stocks through investing in equity securities of micro-cap companies. The AlphaOne Satori Master Fund Ltd. pursues a long/short investment strategy that focuses on investing in securities (including debt, derivatives and equity) of companies across a broad range of industries. The fund invests in securities listed in the US, as well as those which trade on internationally recognized exchanges or over-the-counter markets overseas. The funds generally place emphasis on investments in the following sectors: consumer, emerging/green technology, energy, financial, industrial, media, REITs, retailing, services, technology, telecommunications and transportation. The AlphaOne Global Innovations Master Fund Ltd. pursues a long/short investment strategy that primarily invests in the securities (including derivatives and equity) of companies in the technology, technology-related, media, alternative energy, and telecommunication industries. This includes companies listed in the US, as well as those which trade on internationally recognized exchanges or over-the-counter markets overseas. AOIS acts as the investment advisor and provides discretionary advisory services to corporations, institutions, pension plans, and charitable organizations through managed accounts. Some accounts are individually tailored and some are managed through AOIS' model investment strategies. The firm offers Small-Cap Growth, Small-Cap Core, Micro-Cap Core, Long/Short Technology and Long/Short model investment strategies for managed accounts. | Gestionnaire de Portefeuille-Actions | 30/06/2010 |
Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/
 Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/ Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 09/04/2009 |
SG Americas Securities LLC
 SG Americas Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | - |
Formation de John P. Herrlin
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/
Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/ Investment Banks/BrokersFinance Provides brokerage services | Finance |
SG Americas Securities LLC
SG Americas Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
The University of Montana
 The University of Montana Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Denver
 University of Denver Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
AlphaOne Investment Services LLC
AlphaOne Investment Services LLC Investment ManagersFinance AlphaOne Investment Services' (AOIS) investment strategy for the AlphaOne Micro Cap Equity Fund is to build a portfolio with a risk profile less than that of the Russell 2000 Index that is comprised of both “value” and “growth” stocks through investing in equity securities of micro-cap companies. The AlphaOne Satori Master Fund Ltd. pursues a long/short investment strategy that focuses on investing in securities (including debt, derivatives and equity) of companies across a broad range of industries. The fund invests in securities listed in the US, as well as those which trade on internationally recognized exchanges or over-the-counter markets overseas. The funds generally place emphasis on investments in the following sectors: consumer, emerging/green technology, energy, financial, industrial, media, REITs, retailing, services, technology, telecommunications and transportation. The AlphaOne Global Innovations Master Fund Ltd. pursues a long/short investment strategy that primarily invests in the securities (including derivatives and equity) of companies in the technology, technology-related, media, alternative energy, and telecommunication industries. This includes companies listed in the US, as well as those which trade on internationally recognized exchanges or over-the-counter markets overseas. AOIS acts as the investment advisor and provides discretionary advisory services to corporations, institutions, pension plans, and charitable organizations through managed accounts. Some accounts are individually tailored and some are managed through AOIS' model investment strategies. The firm offers Small-Cap Growth, Small-Cap Core, Micro-Cap Core, Long/Short Technology and Long/Short model investment strategies for managed accounts. | Finance |
