Coleman Hubbard
Analyst-Equity at Barrow, Hanley, Mewhinney & Strauss LLC
Profile
Mr. William C.
Hubbard is a Managing Director, Portfolio Manager & Analyst at Barrow, Hanley, Mewhinney & Strauss LLC.
He joined the firm in 2012 as an equity analyst, working with the Small Cap Value team.
He was promoted to the portfolio management team in January of 2020.
He has over 14 years of industry experience.
Prior to joining the firm, he served as a financial analyst at Edgeview Partners.
Mr. Hubbard began his investment career as an analyst at Bank of America Merrill Lynch.
He graduated from Davidson College, where he earned a BA in Economics.
Mr. Hubbard is a member of the CFA Society of Dallas-Fort Worth.
Coleman Hubbard active positions
| Companies | Position | Start |
|---|---|---|
Barrow, Hanley, Mewhinney & Strauss LLC
 Barrow, Hanley, Mewhinney & Strauss LLC Investment ManagersFinance Barrow, Hanley, Mewhinney & Strauss LLC, dba Barrow Hanley Global Investors (Barrow Hanley), is a registered investment advisor headquartered in Dallas, Texas. The firm was founded by Michael C. Mewhinney in 1979. They are a subsidiary of Perpetual US Holding Co., Inc., ultimately held by Perpetual Ltd. (ASX: PPT) in Australia. The firm provides investment management services to separately managed US and global equity and fixed income portfolios for large institutional clients, mutual funds, employee benefit plans, endowments, foundations, limited liability companies and other institutions and individuals. Barrow Hanley is a signatory to the United Nations' Principles for Responsible Investment (UN PRI). | Analyst-Equity | 2012-08-31 |
Former positions of Coleman Hubbard
| Companies | Position | End |
|---|---|---|
EVP LGCY LLC
 EVP LGCY LLC Investment ManagersFinance EVP LGCY LLC provides investment banking and financial advisory services. Its services include merger, acquisition and strategic advisory and financing services to middle market companies. The company was founded by Matthew B. Salisbury, Andrew J. Quartapella and David B. Patterson in 2001 and is headquartered in Charlotte, NC. | Corporate Officer/Principal | - |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
 Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Corporate Officer/Principal | 2011-05-31 |
Training of Coleman Hubbard
| Davidson College | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Barrow, Hanley, Mewhinney & Strauss LLC
Barrow, Hanley, Mewhinney & Strauss LLC Investment ManagersFinance Barrow, Hanley, Mewhinney & Strauss LLC, dba Barrow Hanley Global Investors (Barrow Hanley), is a registered investment advisor headquartered in Dallas, Texas. The firm was founded by Michael C. Mewhinney in 1979. They are a subsidiary of Perpetual US Holding Co., Inc., ultimately held by Perpetual Ltd. (ASX: PPT) in Australia. The firm provides investment management services to separately managed US and global equity and fixed income portfolios for large institutional clients, mutual funds, employee benefit plans, endowments, foundations, limited liability companies and other institutions and individuals. Barrow Hanley is a signatory to the United Nations' Principles for Responsible Investment (UN PRI). | Finance |
EVP LGCY LLC
EVP LGCY LLC Investment ManagersFinance EVP LGCY LLC provides investment banking and financial advisory services. Its services include merger, acquisition and strategic advisory and financing services to middle market companies. The company was founded by Matthew B. Salisbury, Andrew J. Quartapella and David B. Patterson in 2001 and is headquartered in Charlotte, NC. | Finance |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Finance |
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