Senior Management
President & Co-CIO
Portfolio Manger, Global/International Equtiy
Director - C Brooke Investment Partners Ltd.
1973 - Present - Philippe Group - Ms. Philippe divides her time between the New York and Paris offices and is Co-CIO for the firm's products with Michel Raud. She has 37 years experience investing globally, following in the tradition of her grandfather Raymond and her father, Pierre.
1981 - Founded Philippe Investment Management, Inc. to invest in the global equity markets on behalf of North American institutions and high-net-worth private clients.
1972-1973 - Business International, Paris - Manager of Research on France
MBA, Business, Ecole de Haut Enseignement Commercial pour Jeunes Filles (HECJF)
Member, French Financial Analysts' Society since 1976
Portfolio Manger, Global/International Equtiy
Director - C Brooke Investment Partners Ltd.
1973 - Present - Philippe Group - Ms. Philippe divides her time between the New York and Paris offices and is Co-CIO for the firm's products with Michel Raud. She has 37 years experience investing globally, following in the tradition of her grandfather Raymond and her father, Pierre.
1981 - Founded Philippe Investment Management, Inc. to invest in the global equity markets on behalf of North American institutions and high-net-worth private clients.
1972-1973 - Business International, Paris - Manager of Research on France
MBA, Business, Ecole de Haut Enseignement Commercial pour Jeunes Filles (HECJF)
Member, French Financial Analysts' Society since 1976
Co-CIO
Lead Portfolio Manager, Global/International Equity
1988-Present - Philippe Group - Michel manages the Paris office and shares the CIO role with Béatrice Philippe.
1984-1988 - Banque Financière CARDIF (Member of the Paribas Group) - Managing Director
1972-1984 - Nivard Flornoy - Director of Research on French equities
1970-1972 - Hautes Etudes Commerciales (HEC) - Professor of Finance
MBA, Hautes Etudes Commerciales (HEC), Paris
Member, French Financial Analysts' Society
Lead Portfolio Manager, Global/International Equity
1988-Present - Philippe Group - Michel manages the Paris office and shares the CIO role with Béatrice Philippe.
1984-1988 - Banque Financière CARDIF (Member of the Paribas Group) - Managing Director
1972-1984 - Nivard Flornoy - Director of Research on French equities
1970-1972 - Hautes Etudes Commerciales (HEC) - Professor of Finance
MBA, Hautes Etudes Commerciales (HEC), Paris
Member, French Financial Analysts' Society
Portfolio Management Teams
Global and International Equity Opportunities
Co-CIO
Lead Portfolio Manager
1988-Present - Philippe Group - Michel manages the Paris office and shares the CIO role with Béatrice Philippe.
1984-1988 - Banque Financière CARDIF (Member of the Paribas Group) Managing Director
1972-1984 - Nivard Flornoy - Director of Research on French equities
1970-1972 - Hautes Etudes Commerciales (HEC) - Professor of Finance
MBA, Hautes Etudes Commerciales (HEC), Paris
Member, French Financial Analysts' Society
Lead Portfolio Manager
1988-Present - Philippe Group - Michel manages the Paris office and shares the CIO role with Béatrice Philippe.
1984-1988 - Banque Financière CARDIF (Member of the Paribas Group) Managing Director
1972-1984 - Nivard Flornoy - Director of Research on French equities
1970-1972 - Hautes Etudes Commerciales (HEC) - Professor of Finance
MBA, Hautes Etudes Commerciales (HEC), Paris
Member, French Financial Analysts' Society
President
Co-CIO and Portfolio Manager
1973-Present - Philippe Group - Ms. Philippe divides her time between the New York and Paris offices and is Co-CIO for the firm's products with Michel Raud. She has 37 years experience investing globally, following in the tradition of her grandfather Raymond and her father, Pierre.
1981 - Founded Philippe Investment Management, Inc. to invest in the global equity markets on behalf of North American institutions and high-net-worth private clients.
1972-1973 - Business International, Paris, Manager of Research on France
MBA, Business, Ecole de Haut Enseignement Commercial pour Jeunes Filles (HECJF)
Member, French Financial Analysts' Society since 1976
Co-CIO and Portfolio Manager
1973-Present - Philippe Group - Ms. Philippe divides her time between the New York and Paris offices and is Co-CIO for the firm's products with Michel Raud. She has 37 years experience investing globally, following in the tradition of her grandfather Raymond and her father, Pierre.
1981 - Founded Philippe Investment Management, Inc. to invest in the global equity markets on behalf of North American institutions and high-net-worth private clients.
1972-1973 - Business International, Paris, Manager of Research on France
MBA, Business, Ecole de Haut Enseignement Commercial pour Jeunes Filles (HECJF)
Member, French Financial Analysts' Society since 1976
Associate Portfolio Manager & Analyst, U.S./Global Equity
2006-Present - Philippe Group - Howard works closely with Beatrice Philippe and the SeaBridge team on companies for the U.S. and Growth and Income portfolios. He divides his time between working in the New York office and the SeaBridge office in New Jersey.
2004-2006 - Merck - Senior Financial Analyst, Financial Services & Investments
2003-2004 - Cayuga Fund LLC - Equity Analyst, Long/Short Fund
1997-2001 - Bank of America Securities - Associate, Equity Research (1999-2001); Analyst, Debt Capital Markets (1997-1999)
1996-1997 - Buck Consultants - Analyst, Executive Compensation Consulting
MBA, Cornell University, Johnson Graduate School of Management
Bachelor of Arts in Economics and Biology, University of Pennsylvania
2006-Present - Philippe Group - Howard works closely with Beatrice Philippe and the SeaBridge team on companies for the U.S. and Growth and Income portfolios. He divides his time between working in the New York office and the SeaBridge office in New Jersey.
2004-2006 - Merck - Senior Financial Analyst, Financial Services & Investments
2003-2004 - Cayuga Fund LLC - Equity Analyst, Long/Short Fund
1997-2001 - Bank of America Securities - Associate, Equity Research (1999-2001); Analyst, Debt Capital Markets (1997-1999)
1996-1997 - Buck Consultants - Analyst, Executive Compensation Consulting
MBA, Cornell University, Johnson Graduate School of Management
Bachelor of Arts in Economics and Biology, University of Pennsylvania
Associate Portfolio Manager & Analyst
2001-Present - Philippe Group - Based in Paris, Eric is a generalist and works with Michel Raud and Beatrice Philippe on European and Asian companies.
French business school degree, Audencia, Nantes. Eric spent a semester in 2001 at the American University in Washington, DC.
2001-Present - Philippe Group - Based in Paris, Eric is a generalist and works with Michel Raud and Beatrice Philippe on European and Asian companies.
French business school degree, Audencia, Nantes. Eric spent a semester in 2001 at the American University in Washington, DC.
Global Growth & Income Opportunity
Strategic Alliance with SeaBridge Investments Advisors
Chairman & CEO
Lead Portfolio Manager, Advisor
1996 - Present - SeaBridge Investment Advisors - Chairman & CEO
1977 - 1996 - The Prudential Insurance Company of America - As Vice Chairman and Chief Investment Officer, Mr. Keith supervised the global investment operation in 9 countries, with over $ 250 billion of assets.
Prior to 1977 - Irwin Management Company - Vice President and General Manager
Chartered Financial Analyst and Chartered Financial Consultant
MBA, with distinction, from Harvard Business School.
Graduate of Georgia Tech, inducted into the Georgia Tech Engineering Hall of Fame in 1997.
The Howard Hughes Medical Institute, Trustee and Chairman of the Finance Committee.
Mr. Keith also serves on the boards of three family investment companies - The Park Agency, Inc. in New York and Li & Fung and Sterling Enterprises Ltd. in Hong Kong.
Lead Portfolio Manager, Advisor
1996 - Present - SeaBridge Investment Advisors - Chairman & CEO
1977 - 1996 - The Prudential Insurance Company of America - As Vice Chairman and Chief Investment Officer, Mr. Keith supervised the global investment operation in 9 countries, with over $ 250 billion of assets.
Prior to 1977 - Irwin Management Company - Vice President and General Manager
Chartered Financial Analyst and Chartered Financial Consultant
MBA, with distinction, from Harvard Business School.
Graduate of Georgia Tech, inducted into the Georgia Tech Engineering Hall of Fame in 1997.
The Howard Hughes Medical Institute, Trustee and Chairman of the Finance Committee.
Mr. Keith also serves on the boards of three family investment companies - The Park Agency, Inc. in New York and Li & Fung and Sterling Enterprises Ltd. in Hong Kong.
President & Co-CIO - Philippe Investment Management
1973-Present - Philippe Group - Ms. Philippe divides her time between the New York and Paris offices and is Co-CIO for the firm's products with Michel Raud. She has 37 years experience investing globally, following in the tradition of her grandfather Raymond and her father, Pierre.
1981 - Founded Philippe Investment Management, Inc. to invest in global equity markets on behalf of North American institutions and high-net-worth private clients.
1972-1973 - Business International, Paris, Manager of Research on France
MBA, Business, Ecole de Haut Enseignement Commercial pour Jeunes Filles (HECJF)
Member, French Financial Analysts Society since 1976
1973-Present - Philippe Group - Ms. Philippe divides her time between the New York and Paris offices and is Co-CIO for the firm's products with Michel Raud. She has 37 years experience investing globally, following in the tradition of her grandfather Raymond and her father, Pierre.
1981 - Founded Philippe Investment Management, Inc. to invest in global equity markets on behalf of North American institutions and high-net-worth private clients.
1972-1973 - Business International, Paris, Manager of Research on France
MBA, Business, Ecole de Haut Enseignement Commercial pour Jeunes Filles (HECJF)
Member, French Financial Analysts Society since 1976
Associate Portfolio Manager/Analyst
2006-Present - Philippe Group - Howard works closely with Beatrice Philippe and the SeaBridge team on companies for the U.S. and Growth and Income portfolios. He divides his time between working in the New York office and the SeaBridge office in New Jersey.
2004-2006 - Merck - Senior Financial Analyst, Financial Services & Investments
2003-2004 - Cayuga Fund LLC - Equity Analyst, Long/Short Fund
1997-2001 - Bank of America Securities - Associate, Equity Research (1999-2001); Analyst, Debt Capital Markets (1997-1999)
1996-1997 - Buck Consultants - Analyst, Executive Compensation Consulting
MBA, Cornell University, Johnson Graduate School of Management
Bachelor of Arts in Economics and Biology, University of Pennsylvania
2006-Present - Philippe Group - Howard works closely with Beatrice Philippe and the SeaBridge team on companies for the U.S. and Growth and Income portfolios. He divides his time between working in the New York office and the SeaBridge office in New Jersey.
2004-2006 - Merck - Senior Financial Analyst, Financial Services & Investments
2003-2004 - Cayuga Fund LLC - Equity Analyst, Long/Short Fund
1997-2001 - Bank of America Securities - Associate, Equity Research (1999-2001); Analyst, Debt Capital Markets (1997-1999)
1996-1997 - Buck Consultants - Analyst, Executive Compensation Consulting
MBA, Cornell University, Johnson Graduate School of Management
Bachelor of Arts in Economics and Biology, University of Pennsylvania
U.S. Equity
Strategic Alliance with SeaBridge Investment Advisors
President & Co-CIO; Philippe Investment Management
Portfolio Manager
1973-Present - Philippe Group - Ms. Philippe divides her time between the New York and Paris offices and is Co-CIO for the firm's products with Michel Raud. She has 37 years experience investing globally, following in the tradition of her grandfather Raymond and her father, Pierre.
1981 - Founded Philippe Investment Management, Inc. to invest in global equity markets on behalf of North American institutions and high-net-worth private clients.
1972-1973 - Business International, Paris - Manager of Research on France
MBA, Business, Ecole de Haut Enseignement Commercial pour Jeunes Filles (HECJF)
Member, French Financial Analysts' Society since 1976
Portfolio Manager
1973-Present - Philippe Group - Ms. Philippe divides her time between the New York and Paris offices and is Co-CIO for the firm's products with Michel Raud. She has 37 years experience investing globally, following in the tradition of her grandfather Raymond and her father, Pierre.
1981 - Founded Philippe Investment Management, Inc. to invest in global equity markets on behalf of North American institutions and high-net-worth private clients.
1972-1973 - Business International, Paris - Manager of Research on France
MBA, Business, Ecole de Haut Enseignement Commercial pour Jeunes Filles (HECJF)
Member, French Financial Analysts' Society since 1976
Vice Chairman; SeaBridge Investment Advisors
Sub-Advisor
2003 - Present - SeaBridge Investment Advisors - Portfolio Manager
1994 - 2001 - J.P. Morgan - Mr. Conti was a member of the Equity Division management team and was the Managing Director and Global Head of Equity Research. Previously, he served as Morgan's Head of U.S. Equity Research and as Director of Marketing.
1986 - 1993 - The First Manhattan Company - Institutional equity sales and portfolio manager.
BA, Franklin & Marshall College
Master of Science, Stevens Institute of Technology
Sub-Advisor
2003 - Present - SeaBridge Investment Advisors - Portfolio Manager
1994 - 2001 - J.P. Morgan - Mr. Conti was a member of the Equity Division management team and was the Managing Director and Global Head of Equity Research. Previously, he served as Morgan's Head of U.S. Equity Research and as Director of Marketing.
1986 - 1993 - The First Manhattan Company - Institutional equity sales and portfolio manager.
BA, Franklin & Marshall College
Master of Science, Stevens Institute of Technology
Associate Portfolio Manager/Analyst
2006-Present - Philippe Group - Howard works closely with Beatrice Philippe and the SeaBridge team on companies for the U.S. and Growth and Income portfolios. He divides his time between working in the New York office and the SeaBridge office in New Jersey.
2004-2006 - Merck - Senior Financial Analyst, Financial Services & Investments
2003-2004 - Cayuga Fund LLC - Equity Analyst, Long/Short Fund
1997-2001 - Bank of America Securities - Associate, Equity Research (1999-2001); Analyst, Debt Capital Markets (1997-1999)
1996-1997 - Buck Consultants - Analyst, Executive Compensation Consulting
MBA, Cornell University, Johnson Graduate School of Management
Bachelor of Arts in Economics and Biology, University of Pennsylvania
2006-Present - Philippe Group - Howard works closely with Beatrice Philippe and the SeaBridge team on companies for the U.S. and Growth and Income portfolios. He divides his time between working in the New York office and the SeaBridge office in New Jersey.
2004-2006 - Merck - Senior Financial Analyst, Financial Services & Investments
2003-2004 - Cayuga Fund LLC - Equity Analyst, Long/Short Fund
1997-2001 - Bank of America Securities - Associate, Equity Research (1999-2001); Analyst, Debt Capital Markets (1997-1999)
1996-1997 - Buck Consultants - Analyst, Executive Compensation Consulting
MBA, Cornell University, Johnson Graduate School of Management
Bachelor of Arts in Economics and Biology, University of Pennsylvania
