Profil
Sherry L.
Bertner is the founder of Bertner Advisors LLC.
She worked as a Director at FIG LLC in 2004-2005, an Analyst at Angelo, Gordon & Co. LP in 2005-2008, a Portfolio Manager at Eagle Asset Management, Inc. in 1999, an Analyst at Credit Suisse Asset Management LLC in 2000-2004, and an Analyst at Trusco Capital Management, Inc. in 1997-1998.
She earned an undergraduate degree from Georgia Institute of Technology in 1996.
Postes actifs de Sherry L. Bertner
| Sociétés | Poste | Début |
|---|---|---|
Bertner Advisors LLC
Bertner Advisors LLC Miscellaneous Commercial ServicesCommercial Services Provides strategic consulting services to senior health care executives | Directeur Général | - |
Anciens postes connus de Sherry L. Bertner
| Sociétés | Poste | Fin |
|---|---|---|
Angelo, Gordon & Co. LP
Angelo, Gordon & Co. LP Investment ManagersFinance TPG Angelo Gordon seeks alternative investment opportunities that will deliver consistent absolute returns for their clients. The firm manages capital across their Credit and Real Estate strategies, all of which employ a disciplined investment philosophy that combines fundamental in-depth research with a diversification strategy 20 designed to reduce downside risk. The research team is the cornerstone of all investment activities. | Analyst-Equity | 30/04/2008 |
FIG LLC
FIG LLC Investment ManagersFinance Fortress is a global asset manager that raises, invests in and/or manages private equity funds, hedge funds, and publicly traded permanent capital vehicles. The firm offers a variety of investment strategies across its core businesses units. Each strategy involves significant risks, many of which are outside of their control. | Analyst-Equity | 30/05/2005 |
Credit Suisse Asset Management LLC
Credit Suisse Asset Management LLC Investment ManagersFinance CSAM aims to drive long-term performance and positive impact beyond returns. | Analyst-Equity | 30/04/2004 |
Eagle Asset Management, Inc.
Eagle Asset Management, Inc. Investment ManagersFinance Eagle provides a broad array of equity and fixed income products designed to meet their client’s long-term goals through proprietary, bottom-up, hands-on research and deliberate, thoughtful and calculated stock picking. Their investment philosophy is designed to deliver superior, risk-adjusted returns via both separately managed account and mutual fund platforms. | Gestionnaire de Portefeuille-Actions | 31/12/1999 |
Trusco Capital Management, Inc.
Trusco Capital Management, Inc. Investment ManagersFinance Ridgeworth employs a comprehensive allocation process that enables them to develop an efficient and appropriate asset allocation for each client. The process incorporates an objective analytical framework that three distinct activities: efficient frontier modeling, plus tactical overlay and asset allocation. Through efficient frontier modeling they derive long-term strategic investment solutions using expected returns, standard deviations and cross-correlation matrix analysis. Their plus tactical overlay evaluates asset class performance and looks for extremes and absolute and relative performance. Riverfront's portfolio maintenance strategy maintains the optimal allocation through systematic and unemotional rebalancing. | Analyst-Equity | 31/12/1998 |
Formation de Sherry L. Bertner
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 8 |
|---|---|
Angelo, Gordon & Co. LP
Angelo, Gordon & Co. LP Investment ManagersFinance TPG Angelo Gordon seeks alternative investment opportunities that will deliver consistent absolute returns for their clients. The firm manages capital across their Credit and Real Estate strategies, all of which employ a disciplined investment philosophy that combines fundamental in-depth research with a diversification strategy 20 designed to reduce downside risk. The research team is the cornerstone of all investment activities. | Finance |
Eagle Asset Management, Inc.
Eagle Asset Management, Inc. Investment ManagersFinance Eagle provides a broad array of equity and fixed income products designed to meet their client’s long-term goals through proprietary, bottom-up, hands-on research and deliberate, thoughtful and calculated stock picking. Their investment philosophy is designed to deliver superior, risk-adjusted returns via both separately managed account and mutual fund platforms. | Finance |
Credit Suisse Asset Management LLC
Credit Suisse Asset Management LLC Investment ManagersFinance CSAM aims to drive long-term performance and positive impact beyond returns. | Finance |
FIG LLC
FIG LLC Investment ManagersFinance Fortress is a global asset manager that raises, invests in and/or manages private equity funds, hedge funds, and publicly traded permanent capital vehicles. The firm offers a variety of investment strategies across its core businesses units. Each strategy involves significant risks, many of which are outside of their control. | Finance |
Trusco Capital Management, Inc.
Trusco Capital Management, Inc. Investment ManagersFinance Ridgeworth employs a comprehensive allocation process that enables them to develop an efficient and appropriate asset allocation for each client. The process incorporates an objective analytical framework that three distinct activities: efficient frontier modeling, plus tactical overlay and asset allocation. Through efficient frontier modeling they derive long-term strategic investment solutions using expected returns, standard deviations and cross-correlation matrix analysis. Their plus tactical overlay evaluates asset class performance and looks for extremes and absolute and relative performance. Riverfront's portfolio maintenance strategy maintains the optimal allocation through systematic and unemotional rebalancing. | Finance |
Georgia Institute of Technology
Georgia Institute of Technology Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
ICR LLC
ICR LLC Miscellaneous Commercial ServicesCommercial Services Operates as a strategic communications and advisory ?rm | Commercial Services |
Bertner Advisors LLC
Bertner Advisors LLC Miscellaneous Commercial ServicesCommercial Services Provides strategic consulting services to senior health care executives | Commercial Services |
















