Profile
Michael Joseph Chren worked as a Managing Director at Allegiant Asset Management Co. from 2004 to 2008.
He was a Senior Portfolio Manager at Fidelity Management & Research Co. LLC from 2001 to 2014, and a Senior Portfolio Manager at DePrince, Race & Zollo, Inc. He also worked as a Senior Portfolio Manager at Invesco Advisers, Inc. from 2000 to 2002.
Chren served as the Chief Investment Officer at Doyle Wealth Management LLC from 2015 to 2018.
He holds an MBA from Carnegie Mellon University and completed his undergraduate and graduate studies at Yale University.
Former positions of Michael Joseph Chren
Companies | Position | End |
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Doyle Wealth Management LLC
Doyle Wealth Management LLC Investment ManagersFinance Doyle Wealth Management LLC (DWM) is a SEC-registered investment advisor headquartered in St. Petersburg, Florida. The firm was founded by Bob and Jillian Doyle in 2005 and is a subsidiary of CI Private Wealth LLC, ultimately owned by CI Financial Corp. (TSE: CIX, NYSE: CIXX) in Canada. DWM provides financial and estate planning services, portfolio management, and general consulting services to individuals, endowments, foundations, corporations, trusts, estates, and charitable organizations. | Chief Investment Officer | 2018-10-30 |
Fidelity Management & Research Co. LLC
Fidelity Management & Research Co. LLC Investment ManagersFinance Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts. | Portfolio Manager-Equities | 2014-11-30 |
Allegiant Asset Management Co.
Allegiant Asset Management Co. Investment ManagersFinance Formerly National City Investment Management Co., Allegiant Asset Management Co. (AAM) is a multi-style registered investment advisor. Headquartered in Cleveland, Ohio, the firm is a wholly owned subsidiary of National City Corp. (NYSE: NCC) AAM is focused on the investment and service requirements of institutional clients, including corporate, public, Taft-Hartley, foundation, endowments and mutual funds. The firm was formed following the merger between National City and First of America Bank Corp. in 1985. AAM manages the Armada/Allegiant fund family out of Cleveland, while private client portfolios are managed out of offices in Cleveland, Pittsburgh, Grand Rapids, Michigan and Fort Wayne, Indiana. National City maintains separate trading desks for the Armada fund family and private client portfolios. | Head-Equity Investments | 2008-07-30 |
Invesco Advisers, Inc.
Invesco Advisers, Inc. Investment ManagersFinance Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds. | Portfolio Manager-Equities | 2002-12-30 |
DePrince, Race & Zollo, Inc.
DePrince, Race & Zollo, Inc. Investment ManagersFinance DePrince, Race & Zollo, Inc. (DRZ) is an independent, SEC-registered investment advisor headquartered in Winter Park, Florida. The firm was founded in 1995 by Gregory DePrince, John Race and Victor Zollo. DRZ provides customized investment management services to institutional clients such as trusts, charitable organizations, investment companies, pension and profit-sharing plans, corporations or business entities, endowments, foundations, and private funds. | Portfolio Manager-Equities | 1999-12-30 |
Training of Michael Joseph Chren
Carnegie Mellon University | Masters Business Admin |
Yale University | Graduate Degree |
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Private companies | 5 |
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Fidelity Management & Research Co. LLC
Fidelity Management & Research Co. LLC Investment ManagersFinance Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts. | Finance |
Allegiant Asset Management Co.
Allegiant Asset Management Co. Investment ManagersFinance Formerly National City Investment Management Co., Allegiant Asset Management Co. (AAM) is a multi-style registered investment advisor. Headquartered in Cleveland, Ohio, the firm is a wholly owned subsidiary of National City Corp. (NYSE: NCC) AAM is focused on the investment and service requirements of institutional clients, including corporate, public, Taft-Hartley, foundation, endowments and mutual funds. The firm was formed following the merger between National City and First of America Bank Corp. in 1985. AAM manages the Armada/Allegiant fund family out of Cleveland, while private client portfolios are managed out of offices in Cleveland, Pittsburgh, Grand Rapids, Michigan and Fort Wayne, Indiana. National City maintains separate trading desks for the Armada fund family and private client portfolios. | Finance |
DePrince, Race & Zollo, Inc.
DePrince, Race & Zollo, Inc. Investment ManagersFinance DePrince, Race & Zollo, Inc. (DRZ) is an independent, SEC-registered investment advisor headquartered in Winter Park, Florida. The firm was founded in 1995 by Gregory DePrince, John Race and Victor Zollo. DRZ provides customized investment management services to institutional clients such as trusts, charitable organizations, investment companies, pension and profit-sharing plans, corporations or business entities, endowments, foundations, and private funds. | Finance |
Invesco Advisers, Inc.
Invesco Advisers, Inc. Investment ManagersFinance Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds. | Finance |
Doyle Wealth Management LLC
Doyle Wealth Management LLC Investment ManagersFinance Doyle Wealth Management LLC (DWM) is a SEC-registered investment advisor headquartered in St. Petersburg, Florida. The firm was founded by Bob and Jillian Doyle in 2005 and is a subsidiary of CI Private Wealth LLC, ultimately owned by CI Financial Corp. (TSE: CIX, NYSE: CIXX) in Canada. DWM provides financial and estate planning services, portfolio management, and general consulting services to individuals, endowments, foundations, corporations, trusts, estates, and charitable organizations. | Finance |
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