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construction jobs in nyc - didconstruction.com
Investment Personnel:
James Landau, CFA ~ Income Equity Portfolio Manager
Rudi Grimm, CFA ~ Growth Equities Portfolio Manager
William Cox, CFA ~ Fixed Income Portfolio Manager
Randall Coleman, CFA
Janice Encinger
Dave Ruff, CFA
James E. Landau, CFA
President and Portfolio Manager
29 years of investment experience
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Jim has 29 years experience managing institutional
portfolios and analyzing securities. He is President of Berkeley and
builds the economic framework used by the firm in developing its
investment strategies, as well as leading its Income Equity
portfolios.
For many years, Jim was Director of Research for
Berkeley’s predecessor organization, BankAmerica’s institutional
investment management group. Prior to joining Berkeley’s predecessor in
1975, Jim was with American Express Investment Management Company. From
1966 to 1968 he served as a Lieutenant in the United States Army.
A
graduate of Washington University in St. Louis, Jim holds an MBA from
Harvard University. He is a Chartered Financial Analyst and served as
President of The Security Analysts of San Francisco in 1992-1993. Jim
served as Chairman of the Finance Committee and Treasurer of the San
Francisco Art Institute and for over a decade served as a member of the
Investment Committee of the Giannini Foundation in San Francisco, which
provides grants for medical research. Jim is a member of the Regional
Cabinet of Washington University and serves on the boards of several
community organizations.
Rudi E. Grimm, CFA
Portfolio Manager
32 years of investment experience
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Rudi has more than 30 years of experience analyzing securities and managing
institutional portfolios. He is a Managing Director and Chairman of the firm’s
Investment Policy Committee which in developing a consensus among the firm’s
managers provides strategies for fixed income, equity, and balanced portfolios.
He also leads the firm’s equity management of portfolios in a large cap growth
style. Prior to joining Berkeley’s predecessor organization, Bank of America’s
institutional investment management group in 1975, Rudi was with Amax, Inc.,
as an associate managing the firm’s pension assets. He began his investment
career as a securities analyst with Goldman, Sachs & Company.
Rudi is a Chartered Financial Analyst and a member of the Security Analysts Society
of San Francisco. He is a graduate of the U.S. Military Academy at West Point and
holds an MBA with distinction from the Wharton Graduate School at the University of
Pennsylvania.
Prior to his investment career, Rudi served in the U.S. Army, in various command
and staff assignments.
Bill Cox, CFA
Portfolio Manager
17 years of investment experience
Bill has 17 years of investment experience and has served with Berkeley
since 1992. Prior to joining Berkeley Capital, Bill was with the Office of
Thrift Supervision as Manager of Financial Analysis, Western Region.
Previously, he worked as a Fixed Income Portfolio Manager with Beneficial
Standard Life Insurance in Los Angeles. He received his BA from the
University of California, Berkeley and his MBA from UCLA.
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Randall Coleman, CFA
Portfolio Manager and Analyst
Education: BA, University of California, Davis;
MBA in International Management, American Graduate School of International Management
Janice Encinger
Head Equity Trader
29 years of investment experience
Education: Attended UC Berkeley
Dave Ruff, CFA
Portfolio Manager and Analyst
Past Positions: London Pacific Advisors
Education: BS, University of Iowa
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About Us | Products | Personnel | Resources | Contact
Copyright 2001 Berkeley Capital Management.® All rights reserved.
Berkeley Capital Management is registered with the SEC under
the Investment Advisors Act of 1940. All information provided herein
is general in nature. Nothing on this page constitutes an offer to
sell securities, provide investment services of any description, nor
constitutes investment or legal advice.
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