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Bert Whitson
Analyst-Equity at American Century Investment Management, Inc.
Profile
Elbert R.
Whitson is currently a Portfolio Manager & Senior Investment Analyst at American Century Investment Management, Inc. He previously worked as a Principal at Morgan Stanley.
From 2012 to 2017, he served as a Senior Research Analyst at Lombardia Capital Partners LLC.
Elbert also held positions as a Principal at Wilshire Advisors LLC, Cantillon Capital Management LLC, and Citigroup Asset Management.
He worked as an Analyst at Riley Investment Management LLC and as a Research Analyst at Kiitos Capital Management LLC.
Elbert completed his undergraduate studies at The California State University and earned an MBA from Columbia Business School.
Bert Whitson active positions
Companies | Position | Start |
---|---|---|
American Century Investment Management, Inc.
![]() American Century Investment Management, Inc. Investment ManagersFinance American Century Investment Management, Inc. (ACIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Kansas City, Missouri. The firm was founded by James E. Stowers, Jr. in 1958 and is a wholly-owned subsidiary of American Century Cos., Inc. ACIM provides portfolio management services to financial advisors, individual investors and institutional clients. | Analyst-Equity | 2017-03-31 |
Former positions of Bert Whitson
Companies | Position | End |
---|---|---|
Lombardia Capital Partners LLC
![]() Lombardia Capital Partners LLC Investment ManagersFinance Founded in 1989, Lombardia Capital Partners LLC is a employee and minority-owned registered investment advisor headquartered in Pasadena, California. The firm was formerly known as Valenzuela Capital Partners LLC. Lombardia Capital provides investment advisory services to institutional, public, corporate, and not-for-profit clients. | Analyst-Equity | 2016-12-31 |
Kiitos Capital Management LLC
![]() Kiitos Capital Management LLC Investment ManagersFinance Founded in 2008, Kiitos Capital Management LLC is a hedge fund manager located in Beverly Hills, California. | Analyst-Equity | - |
MORGAN STANLEY | Corporate Officer/Principal | - |
Citigroup Asset Management | Corporate Officer/Principal | - |
Cantillon Capital Management LLC
![]() Cantillon Capital Management LLC Investment ManagersFinance Cantillon Capital Management LLC (Cantillon) is a SEC-registered investment advisor headquartered in New York City. The firm was founded by William von Mueffling in 2003 and is a subsidiary of Cantillon Management LP. Cantillon is an investment manager and provides discretionary investment management services to pooled investment vehicles and separately managed accounts intended for institutional investors and other sophisticated investors. | Corporate Officer/Principal | - |
Training of Bert Whitson
The California State University | Undergraduate Degree |
Columbia Business School | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Listed companies | 1 |
---|---|
MORGAN STANLEY | Finance |
Private companies | 7 |
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Riley Investment Management LLC
![]() Riley Investment Management LLC Investment ManagersFinance Founded in 2000, Riley Investment Management LLC is a hedge fund manager located in Los Angeles, California. The firm is a subsidiary of Great American Group, Inc. (GAMR). | Finance |
Lombardia Capital Partners LLC
![]() Lombardia Capital Partners LLC Investment ManagersFinance Founded in 1989, Lombardia Capital Partners LLC is a employee and minority-owned registered investment advisor headquartered in Pasadena, California. The firm was formerly known as Valenzuela Capital Partners LLC. Lombardia Capital provides investment advisory services to institutional, public, corporate, and not-for-profit clients. | Finance |
Wilshire Advisors LLC
![]() Wilshire Advisors LLC Investment ManagersFinance Wilshire Advisors LLC (Wilshire) is a privately-held investment technology and advisory firm headquartered in Santa Monica, California. The firm was founded by Dennis Tito in 1972 as Wilshire Associates, Inc. Wilshire provides innovative investment solutions, consulting services and multi-asset analytics to institutional and intermediary clients worldwide. | Finance |
Cantillon Capital Management LLC
![]() Cantillon Capital Management LLC Investment ManagersFinance Cantillon Capital Management LLC (Cantillon) is a SEC-registered investment advisor headquartered in New York City. The firm was founded by William von Mueffling in 2003 and is a subsidiary of Cantillon Management LP. Cantillon is an investment manager and provides discretionary investment management services to pooled investment vehicles and separately managed accounts intended for institutional investors and other sophisticated investors. | Finance |
Citigroup Asset Management | Finance |
Kiitos Capital Management LLC
![]() Kiitos Capital Management LLC Investment ManagersFinance Founded in 2008, Kiitos Capital Management LLC is a hedge fund manager located in Beverly Hills, California. | Finance |
American Century Investment Management, Inc.
![]() American Century Investment Management, Inc. Investment ManagersFinance American Century Investment Management, Inc. (ACIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Kansas City, Missouri. The firm was founded by James E. Stowers, Jr. in 1958 and is a wholly-owned subsidiary of American Century Cos., Inc. ACIM provides portfolio management services to financial advisors, individual investors and institutional clients. | Finance |
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