![Mel Joseph Casey](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>)
Mel Joseph Casey
Gestionnaire de Portefeuille-Actions chez
Fulton Breakefield Broenniman LLC
Profil
Mr. Mel J.
Casey is a Senior Portfolio Manager at Fulton Breakefield Broenniman LLC.
He brings nearly two decades of financial services and investing experience to the FBB team.
Prior to FBB Capital Partners, he spent several years at 1919 Investment Counsel where he managed individual and institutional client portfolios, a Financial Services Mutual Fund and a Real Estate Equity Strategy.
Prior to his time with 1919, he held various roles with investment banks Keefe, Bruyette & Woods and Compass Point Research in New York and Washington, DC respectively.
He received his Bachelor of Commerce degree from University College Dublin.
He is a CFA, and CAIA charterholder, a member of the CFA Institute, and a member of the CFA Society of Washington, DC.
Postes actifs de Mel Joseph Casey
| Sociétés | Poste | Début |
|---|---|---|
Fulton Breakefield Broenniman LLC
 Fulton Breakefield Broenniman LLC Investment ManagersFinance FBB aims to build diversified portfolios tailored to its client’s preferences with a low-cost structure. The firm believes the best way to achieve this is through a combination of broad-based diversification through index exposure complimented by direct ownership in the equity and debt structure of individual companies. They accomplish this by identifying businesses where performance stems from fundamental improvement across the following characteristics: long-term business transformation, robust organic growth, shareholder-friendly use of capital, strong and sustainable cash flow, solid return on invested capital, secure balance sheets, and attractive valuation. | Gestionnaire de Portefeuille-Actions | 01/11/2021 |
Anciens postes connus de Mel Joseph Casey
| Sociétés | Poste | Fin |
|---|---|---|
1919 Investment Counsel LLC
 1919 Investment Counsel LLC Investment ManagersFinance 1919ic is an active manager who seeks to maximize total return and minimize risk through their core investments capabilities of large- to mid-cap domestic equity and fixed income portfolios. The firm’s equity strategy focuses on high or improving quality stocks and employs a bottom-up approach. Their equity portfolio typically contains 30-60 individual stock holdings. Portfolio managers construct customized portfolios with the help of research analysts, based on client considerations. 1919ic utilizes a total rate of return, disciplined, relative value approach for their fixed income strategies. The duration and term-structure decisions are top-down while sector weighting decisions are bottom-up. | Gestionnaire de Portefeuille-Actions | 01/11/2021 |
Compass Point Research & Trading LLC
 Compass Point Research & Trading LLC Investment Banks/BrokersFinance Provides brokerage services | Sales & Marketing | 01/02/2016 |
Keefe, Bruyette & Woods, Inc.
 Keefe, Bruyette & Woods, Inc. Investment Banks/BrokersFinance Provides brokerage services | Sales & Marketing | 01/11/2011 |
Formation de Mel Joseph Casey
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
91
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Fulton Breakefield Broenniman LLC
Fulton Breakefield Broenniman LLC Investment ManagersFinance FBB aims to build diversified portfolios tailored to its client’s preferences with a low-cost structure. The firm believes the best way to achieve this is through a combination of broad-based diversification through index exposure complimented by direct ownership in the equity and debt structure of individual companies. They accomplish this by identifying businesses where performance stems from fundamental improvement across the following characteristics: long-term business transformation, robust organic growth, shareholder-friendly use of capital, strong and sustainable cash flow, solid return on invested capital, secure balance sheets, and attractive valuation. | Finance |
Keefe, Bruyette & Woods, Inc.
Keefe, Bruyette & Woods, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Compass Point Research & Trading LLC
Compass Point Research & Trading LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
1919 Investment Counsel LLC
1919 Investment Counsel LLC Investment ManagersFinance 1919ic is an active manager who seeks to maximize total return and minimize risk through their core investments capabilities of large- to mid-cap domestic equity and fixed income portfolios. The firm’s equity strategy focuses on high or improving quality stocks and employs a bottom-up approach. Their equity portfolio typically contains 30-60 individual stock holdings. Portfolio managers construct customized portfolios with the help of research analysts, based on client considerations. 1919ic utilizes a total rate of return, disciplined, relative value approach for their fixed income strategies. The duration and term-structure decisions are top-down while sector weighting decisions are bottom-up. | Finance |
University College Dublin
 University College Dublin Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
