Minh Tri Bui
Analyst-Fixed Income chez Parnassus Investments LLC
Profil
Mr. Minh T.
Bui is a Portfolio Manager & Senior Analyst at Parnassus Investments LLC.
He has responsibility for fixed income portfolio management and firm wide investment research.
His prior experience includes work at Lombard Odier & Cie, a private bank in Geneva, and at Merriman, Curhan Ford & Co., an investment firm in San Francisco.
He joined Parnassus Investments as a Research Analyst in 2005 and served as the Fixed Income Portfolio Manager between 2008 and 2013.
Mr. Bui received his Bachelor’s degree in Business Administration from the University of Lausanne, Switzerland and his Master’s degree in Business Administration from Golden Gate University.
Postes actifs de Minh Tri Bui
| Sociétés | Poste | Début |
|---|---|---|
Parnassus Investments LLC
 Parnassus Investments LLC Investment ManagersFinance Parnassus Investments LLC is a SEC-registered investment advisor headquartered in San Francisco, California. Parnassus Investments (founded in 1984), the predecessor corporation, transferred all of its assets to Parnassus Investments LLC in 2021 in connection with the acquisition of a majority equity interest in the firm by Affiliated Managers Group, Inc. (AMG) (NYSE: AMG) effective October 2021. The firm is directly owned by Gallium Acquisition LLC, ultimately owned by AMG. Parnassus Investments provides investment advisory services to two investment companies, the Parnassus Funds trust (which contains three funds: the Parnassus Mid-Cap Fund, the Parnassus Endeavor Fund and the Parnassus Mid-Cap Growth Fund) and the Parnassus Income Funds trust (which contains two funds: the Parnassus Core Equity Fund and the Parnassus Fixed Income Fund). | Analyst-Fixed Income | 28/09/2021 |
Anciens postes connus de Minh Tri Bui
| Sociétés | Poste | Fin |
|---|---|---|
Parnassus Investments
 Parnassus Investments Investment ManagersFinance Parnassus Investments is an investment advidsory firm headquartered in San Francisco, California. The firm was founded in 1984 by Jerome Dodson and is a subsidiary of Parnassus Investments LLC, ultimately owned by Affiliated Managers Group, Inc. (NYSE: AMG). Parnassus Investments provides investment advice to investment companies and separately manage institutional accounts. | Analyst-Equity | 28/09/2021 |
Merriman Capital, Inc.
 Merriman Capital, Inc. Investment Banks/BrokersFinance Founded in 1986, Merriman Capital, Inc. is an SEC-registered broker/dealer and investment banking firm headquartered in San Francisco. The firm is a subsidiary of Merriman Holdings, Inc. (NASDAQ: MERR), a financial services firm that focuses on fast-growing companies and their institutional investors. Merriman provides advisory and investment banking, equity research, institutional services, corporate services and venture services primarily to corporate clients. Merriman Capital provides research, brokerage and trading services primarily to institutional clients. The firm offers a full range of specialized and integrated services including: equity research, specialized trade execution, equity capital markets, corporate finance, mergers and acquisitions, sales and trading, market making, corporate and venture services, restructurings and strategic advisory services. Merriman Capital employs bottom-up, fundamental analysis of small-cap companies in select industries including clean technology, healthcare, technology and consumer/Internet/media. The firm also has expertise in emerging markets, with emphasis on emerging markets in China. Merriman Capital is known to engage in shareholder activist investment strategies. Merriman Capital is a member of the NASD, the SIPC and FINRA. The firm serves as an introducing broker/dealer for Pershing LLC. They do not hold or maintain funds or securities or provide clearing services for other broker/dealers. | Corporate Officer/Principal | - |
Lombard Odier (Europe) SA (Netherlands)
 Lombard Odier (Europe) SA (Netherlands) Investment ManagersFinance Lombard Odier (Europe) SA (Nederland) (Lombard Odier-Nederland) is the Netherlands-based asset management division of Lombard Odier (Europe) SA, ultimately held by Compagnie Lombard Odier SCmA in Switzerland. Headquartered in Amsterdam, the firm was founded in 1985 and manages Dutch private and institutional assets. Lombard Odier-Nederland also provides services to international clients including wealth management, institutional asset management, traditional and alternative mutual funds, global custody, investment advice, estate and succession planning and services for family offices and financial intermediaries. | Corporate Officer/Principal | - |
Formation de Minh Tri Bui
| Golden Gate University | Masters Business Admin |
| University of Lausanne | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Parnassus Investments
Parnassus Investments Investment ManagersFinance Parnassus Investments is an investment advidsory firm headquartered in San Francisco, California. The firm was founded in 1984 by Jerome Dodson and is a subsidiary of Parnassus Investments LLC, ultimately owned by Affiliated Managers Group, Inc. (NYSE: AMG). Parnassus Investments provides investment advice to investment companies and separately manage institutional accounts. | Finance |
Lombard Odier (Europe) SA (Netherlands)
Lombard Odier (Europe) SA (Netherlands) Investment ManagersFinance Lombard Odier (Europe) SA (Nederland) (Lombard Odier-Nederland) is the Netherlands-based asset management division of Lombard Odier (Europe) SA, ultimately held by Compagnie Lombard Odier SCmA in Switzerland. Headquartered in Amsterdam, the firm was founded in 1985 and manages Dutch private and institutional assets. Lombard Odier-Nederland also provides services to international clients including wealth management, institutional asset management, traditional and alternative mutual funds, global custody, investment advice, estate and succession planning and services for family offices and financial intermediaries. | Finance |
Merriman Capital, Inc.
Merriman Capital, Inc. Investment Banks/BrokersFinance Founded in 1986, Merriman Capital, Inc. is an SEC-registered broker/dealer and investment banking firm headquartered in San Francisco. The firm is a subsidiary of Merriman Holdings, Inc. (NASDAQ: MERR), a financial services firm that focuses on fast-growing companies and their institutional investors. Merriman provides advisory and investment banking, equity research, institutional services, corporate services and venture services primarily to corporate clients. Merriman Capital provides research, brokerage and trading services primarily to institutional clients. The firm offers a full range of specialized and integrated services including: equity research, specialized trade execution, equity capital markets, corporate finance, mergers and acquisitions, sales and trading, market making, corporate and venture services, restructurings and strategic advisory services. Merriman Capital employs bottom-up, fundamental analysis of small-cap companies in select industries including clean technology, healthcare, technology and consumer/Internet/media. The firm also has expertise in emerging markets, with emphasis on emerging markets in China. Merriman Capital is known to engage in shareholder activist investment strategies. Merriman Capital is a member of the NASD, the SIPC and FINRA. The firm serves as an introducing broker/dealer for Pershing LLC. They do not hold or maintain funds or securities or provide clearing services for other broker/dealers. | Finance |
Parnassus Investments LLC
Parnassus Investments LLC Investment ManagersFinance Parnassus Investments LLC is a SEC-registered investment advisor headquartered in San Francisco, California. Parnassus Investments (founded in 1984), the predecessor corporation, transferred all of its assets to Parnassus Investments LLC in 2021 in connection with the acquisition of a majority equity interest in the firm by Affiliated Managers Group, Inc. (AMG) (NYSE: AMG) effective October 2021. The firm is directly owned by Gallium Acquisition LLC, ultimately owned by AMG. Parnassus Investments provides investment advisory services to two investment companies, the Parnassus Funds trust (which contains three funds: the Parnassus Mid-Cap Fund, the Parnassus Endeavor Fund and the Parnassus Mid-Cap Growth Fund) and the Parnassus Income Funds trust (which contains two funds: the Parnassus Core Equity Fund and the Parnassus Fixed Income Fund). | Finance |