Steve Werber
Portfolio Manager-Equities at Brown Brothers Harriman & Co. (Investment Management)
Profile
Mr. Steven A.
Werber is a Principal & Portfolio Manager at Brown Brothers Harriman & Co. Mr. Werber joined the firm in 2018 to serve as Co-Portfolio Manager of the U.S.
Small and Mid-Cap Equity Strategy.
Mr. Werber was a Portfolio Manager at IronBridge Capital Management in Chicago from 2010 to 2018 and prior to that was Managing Partner of Apis Capital in Greenwich from 2004 to 2010.
He worked as a Managing Member by Apis Capital Advisors LLC, a Co-Manager by FIL Investment Advisors (UK) Ltd., an Associate by Goldman Sachs Asset Management International, a Principal by Holt Value Associates LP, and by J.&W.
Seligman & Co., Inc.
Mr. Werber received a B.A.
from the University of Virginia.
He also received a Masters of Management in Finance and Accounting from Northwestern University - Kellogg School of Management and is a CFA charterholder.
Steve Werber active positions
Companies | Position | Start |
---|---|---|
Brown Brothers Harriman & Co. (Investment Management)
Brown Brothers Harriman & Co. (Investment Management) Investment ManagersFinance Brown Brothers Harriman & Co. (Investment Management) (BBH-IM) is the investment management division of Brown Brothers Harriman & Co., a registered broker/dealer headquartered in New York City. The firm was founded in 1931 and do-business-as Brown Brothers Harriman Mutual Fund Advisory Department. BBH-IM advises or sub-advises Mutual Funds, an ETF, and UCITS Funds. | Portfolio Manager-Equities | 2018-11-30 |
Former positions of Steve Werber
Companies | Position | End |
---|---|---|
IronBridge Capital Management LP
IronBridge Capital Management LP Investment ManagersFinance Founded in 1999, IronBridge Capital Management LP is a registered investment management firm located in Oakbrook Terrace, Illinois. IronBridge began as a subsidiary of HOLT Value Associates LP, which is the research firm that innovated the CFROI Valuation model and was ultimately acquired by Credit Suisse in February of 2002. The firm offers discretionary portfolio management services to institutions including mutual funds), pension and profit sharing plans, corporations, charitable/non-profit organizations, government entities and other pooled investment vehicles, as well as high net-worth individuals. IronBridge also provides sub-advisory services to private funds. | Portfolio Manager-Equities | 2017-06-23 |
Curi RMB Capital LLC
Curi RMB Capital LLC Investment ManagersFinance Curi RMB Capital LLC (Curi RMB) is a SEC-registered investment advisor and wealth management firm headquartered in Chicago, Illinois. The firm was founded by Richard M. Burridge and Frederic Paulman in 2005 as RMB Capital Management LLC. They were acquired by Curi Capital LLC in 2024. Curi RMB delivers specialized financial advice and innovative investment solutions that are designed to preserve and grow assets for individuals, families, institutions, and employers. | Portfolio Manager-Equities | - |
Holt Value Associates LP | Corporate Officer/Principal | - |
Apis Capital Advisors LLC
Apis Capital Advisors LLC Investment ManagersFinance Apis Capital Advisors LLC (Apis Capital) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Daniel Barker and Eric Almeraz in 2004. Apis Capital provides investment advisory services to its sponsored private investment funds and a unit trust that are offered for qualified, sophisticated investors. | Chief Investment Officer | 2010-08-30 |
Goldman Sachs Asset Management International
Goldman Sachs Asset Management International Investment ManagersFinance Goldman Sachs Asset Management International (GSAMI) is the Great Britain-based asset management subsidiary of Goldman Sachs Asset Management International Holdings Ltd., ultimately held by The Goldman Sachs Group, Inc. (NYSE: GS) in the US. The firm is headquartered in London and was founded in 1990. GSAMI is the hub of Goldman Sachs' European activities, which include investment banking, trading, asset management and securities services. Their clients include individuals, families and family entities, banks and thrift institutions, pooled investment vehicles, pension and profit-sharing plans, trusts, estates, charitable organizations, insurance companies, corporations, and other business entities. | Analyst-Equity | - |
Training of Steve Werber
University of Virginia | Undergraduate Degree |
Northwestern University | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 8 |
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J.&W. Seligman & Co., Inc.
J.&W. Seligman & Co., Inc. Investment ManagersFinance Founded in 1864, J. & W. Seligman & Co., Inc. manages the Seligman family of mutual funds, the Tri-Continental fund and offshore funds, as well as separate institutional and individual portfolios. Based in New York City, the firm offers separate growth, value, and theme-oriented investment approaches for its US portfolios. | Finance |
FIL Investment Advisors (UK) Ltd.
FIL Investment Advisors (UK) Ltd. Investment ManagersFinance FIL Investment Advisors (UK) Ltd. (FIA UK) is a Great Britain-based fund management firm headquartered in Tadworth, Surrey. Founded in 1984, the firm is a wholly-owned subsidiary of FIL Holdings (UK) Limited, which in turn is a wholly-owned subsidiary of FIL Ltd. in Bermuda. FIA UK provides a range of global investment products and services to institutional accounts, mutual funds and other pooled investment vehicles. | Finance |
Goldman Sachs Asset Management International
Goldman Sachs Asset Management International Investment ManagersFinance Goldman Sachs Asset Management International (GSAMI) is the Great Britain-based asset management subsidiary of Goldman Sachs Asset Management International Holdings Ltd., ultimately held by The Goldman Sachs Group, Inc. (NYSE: GS) in the US. The firm is headquartered in London and was founded in 1990. GSAMI is the hub of Goldman Sachs' European activities, which include investment banking, trading, asset management and securities services. Their clients include individuals, families and family entities, banks and thrift institutions, pooled investment vehicles, pension and profit-sharing plans, trusts, estates, charitable organizations, insurance companies, corporations, and other business entities. | Finance |
Apis Capital Advisors LLC
Apis Capital Advisors LLC Investment ManagersFinance Apis Capital Advisors LLC (Apis Capital) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Daniel Barker and Eric Almeraz in 2004. Apis Capital provides investment advisory services to its sponsored private investment funds and a unit trust that are offered for qualified, sophisticated investors. | Finance |
IronBridge Capital Management LP
IronBridge Capital Management LP Investment ManagersFinance Founded in 1999, IronBridge Capital Management LP is a registered investment management firm located in Oakbrook Terrace, Illinois. IronBridge began as a subsidiary of HOLT Value Associates LP, which is the research firm that innovated the CFROI Valuation model and was ultimately acquired by Credit Suisse in February of 2002. The firm offers discretionary portfolio management services to institutions including mutual funds), pension and profit sharing plans, corporations, charitable/non-profit organizations, government entities and other pooled investment vehicles, as well as high net-worth individuals. IronBridge also provides sub-advisory services to private funds. | Finance |
Holt Value Associates LP | Finance |
Curi RMB Capital LLC
Curi RMB Capital LLC Investment ManagersFinance Curi RMB Capital LLC (Curi RMB) is a SEC-registered investment advisor and wealth management firm headquartered in Chicago, Illinois. The firm was founded by Richard M. Burridge and Frederic Paulman in 2005 as RMB Capital Management LLC. They were acquired by Curi Capital LLC in 2024. Curi RMB delivers specialized financial advice and innovative investment solutions that are designed to preserve and grow assets for individuals, families, institutions, and employers. | Finance |
Brown Brothers Harriman & Co. (Investment Management)
Brown Brothers Harriman & Co. (Investment Management) Investment ManagersFinance Brown Brothers Harriman & Co. (Investment Management) (BBH-IM) is the investment management division of Brown Brothers Harriman & Co., a registered broker/dealer headquartered in New York City. The firm was founded in 1931 and do-business-as Brown Brothers Harriman Mutual Fund Advisory Department. BBH-IM advises or sub-advises Mutual Funds, an ETF, and UCITS Funds. | Finance |
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