Barbara Jean Trebbi
Director/Board Member at BRIGHTSPHERE INVESTMENT GROUP INC.
Net worth: 836 995 $ as of 2024-03-30
Profile
Barbara Jean Trebbi is an Independent Director at BrightSphere Investment Group, Inc. She is also a Trustee at Pine Crest Preparatory School, Inc. Ms. Trebbi is a Member of The CFA Society of South Florida, Inc. and a Member of CFA Institute (United Kingdom).
She previously worked as an Independent Director at Brightsphere Investment Uk Ltd.
and as an Assistant Vice President & Portfolio Manager at Mackenzie Investment Management, Inc. Ms. Trebbi was also a General Partner, Portfolio Manager & Analyst at Mercator Asset Management LP from 2000 to 2017.
She obtained her undergraduate degree from the University of Florida in 1987.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
| 2023-06-07 | 36,646 ( 0.10% ) | 836 995 $ | 2024-03-30 |
Barbara Jean Trebbi active positions
| Companies | Position | Start |
|---|---|---|
| BRIGHTSPHERE INVESTMENT GROUP INC. | Director/Board Member | 2017-12-31 |
| CFA Institute (United Kingdom) | Corporate Officer/Principal | - |
| The CFA Society of South Florida, Inc. | Corporate Officer/Principal | 1994-12-31 |
Pine Crest Preparatory School, Inc.
 Pine Crest Preparatory School, Inc. Other Consumer ServicesConsumer Services Pine Crest Preparatory School, Inc. is a non profit institution which engages in the provision of educational services. It offers academics, arts, adn athletics from pre-school to colleges. The company was founded by Mae McMillan in 1934 and is headquartered in Fort Lauderdale, FL. | Director/Board Member | - |
Former positions of Barbara Jean Trebbi
| Companies | Position | End |
|---|---|---|
Mercator Asset Management LP
 Mercator Asset Management LP Investment ManagersFinance Founded in 1984 by Peter Spano and John Thompson, Mercator Asset Management LP is a registered investment advisor located in Fort Lauderdale, Florida. The firm provides investment advice to investment companies; pooled investment vehicles; corporate and public pension and profit sharing plans; and trusts, estates or charitable organizations. | Analyst-Equity | 2017-09-30 |
Brightsphere Investment Uk Ltd.
 Brightsphere Investment Uk Ltd. Investment ManagersFinance Brightsphere Investment Group Plc engages in the provision investment management services and products. It offers its services to institutional investors, in asset classes that include equities, fixed income, real estate, and timber. The company was founded in May 2014 and is headquartered in London, the United Kingdom. | Director/Board Member | - |
| Mackenzie Investment Management, Inc. | Corporate Officer/Principal | - |
Training of Barbara Jean Trebbi
| University of Florida | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 7 |
|---|---|
| Mackenzie Investment Management, Inc. | Finance |
Mercator Asset Management LP
Mercator Asset Management LP Investment ManagersFinance Founded in 1984 by Peter Spano and John Thompson, Mercator Asset Management LP is a registered investment advisor located in Fort Lauderdale, Florida. The firm provides investment advice to investment companies; pooled investment vehicles; corporate and public pension and profit sharing plans; and trusts, estates or charitable organizations. | Finance |
Pine Crest Preparatory School, Inc.
Pine Crest Preparatory School, Inc. Other Consumer ServicesConsumer Services Pine Crest Preparatory School, Inc. is a non profit institution which engages in the provision of educational services. It offers academics, arts, adn athletics from pre-school to colleges. The company was founded by Mae McMillan in 1934 and is headquartered in Fort Lauderdale, FL. | Consumer Services |
Brightsphere Investment Uk Ltd.
Brightsphere Investment Uk Ltd. Investment ManagersFinance Brightsphere Investment Group Plc engages in the provision investment management services and products. It offers its services to institutional investors, in asset classes that include equities, fixed income, real estate, and timber. The company was founded in May 2014 and is headquartered in London, the United Kingdom. | Finance |
| CFA Institute (United Kingdom) | |
| BrightSphere Investment Group, Inc. | |
| The CFA Society of South Florida, Inc. |
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