Mary Modesta Bersot
Chief Executive Officer chez Bersot Capital Management LLC
Profil
Ms. Mary M.
Bersot, CFA, is a Chief Executive Officer & Founder at Bersot Capital Management LLC.
She has over 30 years’ experience managing investment portfolios for clients.
Her years working with individuals, trusts and families, her mutual fund management experience and her role with major pension funds offers clients of Bersot Capital Management the depth and experience needed to manage their assets to achieve their investment goals.
Ms. Bersot began her career at Wells Fargo Bank and Citicorp Trust of California where she managed trusts, foundation accounts and investment management accounts for individuals.
In 1989, Ms. Bersot joined McMorgan & Company to manage stock portfolios for Taft Hartley Pension and Health and Welfare plans.
Ms. Bersot and her colleagues managed mutual funds with Morningstar ratings of 4 stars as well as individual portfolios.
Ms. Bersot was a speaker at the Employee Benefit Foundation National Conference on several occasions and she authored a textbook chapter for the organization titled Introduction to Common Stock Investing.
Ms. Bersot joined Dresdner RCM (f/k/a Rosenberg Capital Management) in 1999, where she was a Managing Director and Co-Chief Investment Officer of the Large Cap Team, responsible for over $20 billion of assets under management.
Ms. Bersot was a member of the Investment Policy and Executive Management Committees.
She received her undergraduate degree from the University of Oregon.
Postes actifs de Mary Modesta Bersot
Sociétés | Poste | Début |
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Bersot Capital Management LLC
Bersot Capital Management LLC Investment ManagersFinance Bersot Capital Management LLC (BCM) is an independent wealth management firm headquartered in Tiburon, California. The firm was founded by Mary Bersot in 2006. BCM provides investment management services to individuals, their families, and their retirement funds. | Chief Executive Officer | 01/03/2006 |
Anciens postes connus de Mary Modesta Bersot
Sociétés | Poste | Fin |
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McMorgan & Co. LLC
McMorgan & Co. LLC Investment ManagersFinance McMorgan & Co. LLC (McMorgan) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1969 and is owned by MCM Holdings LP. McMorgan provides investment management services to institutional clients such as Taft-Hartley pension plans, multi-employer, jointly-trusted benefit plans, public pension plans, and other institutional clients, individual clients, as well as to high-net-worth clients. | Chief Investment Officer | 01/01/2003 |
MedShare International, Inc.
MedShare International, Inc. Miscellaneous Commercial ServicesCommercial Services MedShare International, Inc. provides medical supply aids. It specializes in improving healthcare and the environment through the recovery and redistribution of the surplus of medical supplies and equipment to those in need. The firm collects surplus medical supplies and equipment from hospitals, distributors and manufacturers, and then redistributes it to healthcare facilities in the developing world. It also outfit medical missions and safety net clinics in both the U.S. and abroad. The company was founded by A. B. Short and Robert J. Freeman in 1998 and is headquartered in Decatur, GA. | Director/Board Member | - |
Formation de Mary Modesta Bersot
University of Oregon | Undergraduate Degree |
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Entreprises liées au 1er degré
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Entreprise privées | 3 |
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McMorgan & Co. LLC
McMorgan & Co. LLC Investment ManagersFinance McMorgan & Co. LLC (McMorgan) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1969 and is owned by MCM Holdings LP. McMorgan provides investment management services to institutional clients such as Taft-Hartley pension plans, multi-employer, jointly-trusted benefit plans, public pension plans, and other institutional clients, individual clients, as well as to high-net-worth clients. | Finance |
MedShare International, Inc.
MedShare International, Inc. Miscellaneous Commercial ServicesCommercial Services MedShare International, Inc. provides medical supply aids. It specializes in improving healthcare and the environment through the recovery and redistribution of the surplus of medical supplies and equipment to those in need. The firm collects surplus medical supplies and equipment from hospitals, distributors and manufacturers, and then redistributes it to healthcare facilities in the developing world. It also outfit medical missions and safety net clinics in both the U.S. and abroad. The company was founded by A. B. Short and Robert J. Freeman in 1998 and is headquartered in Decatur, GA. | Commercial Services |
Bersot Capital Management LLC
Bersot Capital Management LLC Investment ManagersFinance Bersot Capital Management LLC (BCM) is an independent wealth management firm headquartered in Tiburon, California. The firm was founded by Mary Bersot in 2006. BCM provides investment management services to individuals, their families, and their retirement funds. | Finance |