R. Bradley Forth
Director/Board Member at Berkshire Capital Securities LLC
Profile
R.
Bradley Forth was the founder of Highbury Financial, Inc. founded in 2005 where he held the title of Chief Financial Officer, Secretary & Executive VP from 2005 to 2010.
Currently, he is a Director & Vice President at Berkshire Capital Securities LLC since 2004, a Member of CFA Institute, a Member of The New York Society of Security Analysts, Inc., and a Partner at Broad Hollow Partners LLC.
He previously worked as Chief Financial Officer, Secretary & Executive VP at ZAIS Group Holdings, Inc. Mr. Forth received his undergraduate degree from Duke University in 2001.
R. Bradley Forth active positions
Companies | Position | Start |
---|---|---|
CFA Institute
CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Corporate Officer/Principal | - |
The New York Society of Security Analysts, Inc.
The New York Society of Security Analysts, Inc. Miscellaneous Commercial ServicesCommercial Services The New York Society of Security Analysts, Inc. operates as a financial services trade group and networking forum for wall street and provides Chartered Financial Analyst (CFA) exam. The company was founded in 1937 and is headquartered in New York, NY. | Corporate Officer/Principal | - |
Berkshire Capital Securities LLC
Berkshire Capital Securities LLC Investment ManagersFinance Berkshire Capital Securities LLC operates as an independent employee-owned investment bank specializing in Mergers & Acquisitions in the financial services sector. The company has partners located in Philadelphia, Denver, London, Frankfurt and Sydney. Berkshire Capital majorly transacts in the wealth management, money management, alternatives, real estate and broker/dealer industries. The company was founded in 1983 and headquartered in New York. | Director/Board Member | 2004-04-30 |
Broad Hollow Partners LLC | Corporate Officer/Principal | - |
Former positions of R. Bradley Forth
Companies | Position | End |
---|---|---|
Highbury Financial, Inc.
Highbury Financial, Inc. Financial ConglomeratesFinance Highbury Financial, Inc. provided permanent capital solutions to mid-sized investment management firms. It offered permanent equity capital to fund buyouts from corporate parents, buyouts of founding or departing partners, growth initiatives or exit strategies for private equity funds. The company was founded by Bruce R. Cameron, Bradley R. Forth and Richard S. Foote on July 13, 2005 and was headquartered in Denver, Colorado. | Founder | 2009-12-31 |
ZAIS GROUP HOLDINGS INC | Director of Finance/CFO | - |
Training of R. Bradley Forth
Duke University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 6 |
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Highbury Financial, Inc.
Highbury Financial, Inc. Financial ConglomeratesFinance Highbury Financial, Inc. provided permanent capital solutions to mid-sized investment management firms. It offered permanent equity capital to fund buyouts from corporate parents, buyouts of founding or departing partners, growth initiatives or exit strategies for private equity funds. The company was founded by Bruce R. Cameron, Bradley R. Forth and Richard S. Foote on July 13, 2005 and was headquartered in Denver, Colorado. | Finance |
CFA Institute
CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Commercial Services |
The New York Society of Security Analysts, Inc.
The New York Society of Security Analysts, Inc. Miscellaneous Commercial ServicesCommercial Services The New York Society of Security Analysts, Inc. operates as a financial services trade group and networking forum for wall street and provides Chartered Financial Analyst (CFA) exam. The company was founded in 1937 and is headquartered in New York, NY. | Commercial Services |
ZAIS Group Holdings, Inc.
ZAIS Group Holdings, Inc. Investment ManagersFinance ZAIS Group Holdings, Inc. controls ZAIS Group LLC, an investment management company focusing on investments in specialized credit. it also offers mortgages, and other solutions including accounts and funds for larger institutional investors. The company founded on October 5, 2012 and is headquartered in Red Bank, NJ. | Finance |
Berkshire Capital Securities LLC
Berkshire Capital Securities LLC Investment ManagersFinance Berkshire Capital Securities LLC operates as an independent employee-owned investment bank specializing in Mergers & Acquisitions in the financial services sector. The company has partners located in Philadelphia, Denver, London, Frankfurt and Sydney. Berkshire Capital majorly transacts in the wealth management, money management, alternatives, real estate and broker/dealer industries. The company was founded in 1983 and headquartered in New York. | Finance |
Broad Hollow Partners LLC |
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