Greg Paulsen
Analyst-Equity at Engaged Capital LLC
Profile
Mr. Greg Paulsen, CFA, is a Director of Risk Management & Trading at Engaged Capital LLC.
He is responsible for the firm’s hedging strategy, portfolio analytics, and trading.
Prior to joining Engaged Capital, Mr. Paulsen served as a Product Specialist at Relational Investors where he worked alongside the research staff and was responsible for the firm’s portfolio analytics as well as product development.
Before joining Relational Investors, he was an Assistant Portfolio Manager at Freeman Associates Investment Management where he helped manage several long-short and long only equity strategies.
Prior to Freeman, he was an Assistant Portfolio Manager at Barclays Global Investors Alpha Strategies Group, where he was accountable for implementing quantitative equity strategies.
He started his career as an Analyst with Barra, a provider of risk management tools and analytics for institutional investors.
Mr. Paulsen earned a Bachelor’s degree in Economics with a concentration in Finance from California Polytechnic State University, San Luis Obispo and is a CFA Charterholder.
Greg Paulsen active positions
Companies | Position | Start |
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Engaged Capital LLC
Engaged Capital LLC Investment ManagersFinance Engaged Capital LLC is a SEC-registered investment adviser and hedge fund manager headquartered in Newport Beach, California. The firm was founded by Glenn Welling in 2012 and is a subsidiary of Engaged Capital Holdings LLC. Engaged Capital provides continuous and regular investment management services on a discretionary basis to private investment funds which they organized. | Analyst-Equity | - |
Former positions of Greg Paulsen
Companies | Position | End |
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Freeman Investment Management Co. LLC
Freeman Investment Management Co. LLC Investment ManagersFinance Freeman Investment Management Co. LLC is a registered investment advisor located in San Diego, California. The firm was originally founded in 1985 as Investment Research Company (IRC). From March 1994 until January 2001, IRC was a wholly-owned subsidiary of United Asset Management. In January 2001, IRC became an independently owned and operated firm through an MBO and changed their name to Freeman Associates Investment Management. In February 2009, the firm merged with San Diego-based Investment Science Corp. (ISC) and became known as Freeman Investment Management Co. LLC. | Portfolio Manager-Equities | 2008-12-30 |
Barra LLC
Barra LLC Packaged SoftwareTechnology Services Barra LLC provides investment analytics, trading solutions and software to investment professions. The company provides risk management technology for investment professionals. Barra was founded by Barr Rosenberg and Andrew Rudd in 1975 and is headquartered in Berkeley, CA. | Corporate Officer/Principal | - |
BlackRock Fund Advisors
BlackRock Fund Advisors Investment ManagersFinance BlackRock Fund Advisors (BFA) is a registered investment advisor headquartered in San Francisco, California. The firm was founded in 1984 and is a subsidiary of BlackRock Delaware Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BFA manages assets for US registered investment companies, including ETFs. Mandates include cash management, equity, fixed income, multi-asset and index strategies. | Corporate Officer/Principal | - |
Training of Greg Paulsen
California Polytechnic State University (San Luis Obispo) | Undergraduate Degree |
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Private companies | 4 |
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Freeman Investment Management Co. LLC
Freeman Investment Management Co. LLC Investment ManagersFinance Freeman Investment Management Co. LLC is a registered investment advisor located in San Diego, California. The firm was originally founded in 1985 as Investment Research Company (IRC). From March 1994 until January 2001, IRC was a wholly-owned subsidiary of United Asset Management. In January 2001, IRC became an independently owned and operated firm through an MBO and changed their name to Freeman Associates Investment Management. In February 2009, the firm merged with San Diego-based Investment Science Corp. (ISC) and became known as Freeman Investment Management Co. LLC. | Finance |
BlackRock Fund Advisors
BlackRock Fund Advisors Investment ManagersFinance BlackRock Fund Advisors (BFA) is a registered investment advisor headquartered in San Francisco, California. The firm was founded in 1984 and is a subsidiary of BlackRock Delaware Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BFA manages assets for US registered investment companies, including ETFs. Mandates include cash management, equity, fixed income, multi-asset and index strategies. | Finance |
Barra LLC
Barra LLC Packaged SoftwareTechnology Services Barra LLC provides investment analytics, trading solutions and software to investment professions. The company provides risk management technology for investment professionals. Barra was founded by Barr Rosenberg and Andrew Rudd in 1975 and is headquartered in Berkeley, CA. | Technology Services |
Engaged Capital LLC
Engaged Capital LLC Investment ManagersFinance Engaged Capital LLC is a SEC-registered investment adviser and hedge fund manager headquartered in Newport Beach, California. The firm was founded by Glenn Welling in 2012 and is a subsidiary of Engaged Capital Holdings LLC. Engaged Capital provides continuous and regular investment management services on a discretionary basis to private investment funds which they organized. | Finance |
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