Berkeley Revenaugh
Senior Client Portfolio Manager, Multi-Asset Solutions
Berkeley Revenaugh is a high-level expert, that works in Franklin Templeton Investments as a Senior Client Portfolio Manager, Multi-Asset Solutions from 2019. This expert has earned professional experience in more than eight positions at various companies. Berkeley Revenaugh went to the Yale University and was studying there from 1988 to 1992. Palo Alto, California is the area, where the professional was lastly known to live. This person's email address and number are easily accessed through Connexy by request.
Name variants:
Berkeley Revenaugh
Contact Information
Last Update
Jul 9, 2022
Email
bb**@windwardinv.com
Location
Palo Alto, CA
Company
Workplace
Senior Client Portfolio Manager, Multi-Asset Solutions
Industry
Financial Services
Colleagues
Work History
Senior Client Portfolio Manager, Multi-Asset Solutions
Design, manage and maintain multi-asset investment solutions for institutional clients.
from Mar 2019
Managing Director
1 International Pl, Boston, MA 02110
Oct 2005 — Aug 2016
Member of Llc, Portfolio Manager and Research Analyst
75 Isham Rd SUITE 200, West Hartford, CT 06107
Fairview Capital managed $350 million in separate accounts for individual and institutional clients; investing with a GARP orientation.
Senior portfolio manager, with responsibility for in...
2001 — 2004
Vice President, Financial Strategy and Corporate Development
100 north Sepulveda Blvd SUITE 275, El Segundo, CA 90245
LookSmart was a leader in internet search technology.
Reported to CEO, managed corporate finance activities, and managed relationships with Wall Street Research Analysts and investors in U...
2000 — 2001
Vice President, Portfolio Manager and Research Analyst
Trainer, Wortham managed $3.5 billion in separate accounts and mutual funds for individual and institutional clients. The firm managed equity and fixed income portfolios with a growth orien...
1997 — 2000
Professional Squash Player
US National Team and World Professional Tour Competitions included World Championships and Pan-Am Games. Reached world professional ranking of 27. Silver Medalist at Pan-Am Games. Represente...
1992 — 1999
Associate, Foreign Exchange Division
1585 Broadway, New York, NY 10003
Member of 11-person international team, trading options valued at $1 billion in 25 currencies on a daily basis.
1995 — 1996
Analyst, Investment Banking Division
1585 Broadway, New York, NY 10003
Analyst within the Debt Capital Markets group working with U.S. and international debt issuers.
1993 — 1995
Education
1988 — 1992
Occupations
Financial Broker
Portfolio Manager
Executive
Chief Executive Officer
Investment Analyst
Financial Analyst
Corporate Executive
Chief Executive
Skills
Equities
Investment Strategies
Financial Modeling
Investment Advisory
Wealth Management Services
Investments
Alternative Investments
Management
Finance
Financial Planning
Mutual Funds
Strategic Planning
Corporate Development
Due Diligence
Financial Services
Investment Banking
Mergers and Acquisitions
Securities