Harding Loevner Management
Industry: Company
DescriptionFounded: 1989 Parent organization: Affiliated Managers Group
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Harding Loevner Management Employees
Employee
Years
Job
Industry
Steven Yeung Steven Yeung's Harding Loevner Management Experience July 2010 - December 2010
Job at
Industry Hospital & Health Care
Experience
PwC August 2014 - Present
Post Acute Partners June 2013 - July 2014
PwC January 2011 - June 2013
Harding Loevner Management July 2010 - December 2010
Thomas Jefferson University October 2009 - January 2010
Skills
Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Data Analysis, Microsoft Excel, Bloomberg, Due Diligence, Equity Research, Equities, PowerPoint, DCF, Analysis, Accounting, Financial Reporting, Capital Markets
Education
Penn State University 2013 — 2013
Post-BACC, Pre-Medicine/Pre-Medical Studies
Drexel University 2005 — 2010
BS, Psychology (Neuropsychology)
Drexel University - College of Business and Administration 2005 — 2010
BSBA, Finance
PwC August 2014 - Present
Post Acute Partners June 2013 - July 2014
PwC January 2011 - June 2013
Harding Loevner Management July 2010 - December 2010
Thomas Jefferson University October 2009 - January 2010
Skills
Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Data Analysis, Microsoft Excel, Bloomberg, Due Diligence, Equity Research, Equities, PowerPoint, DCF, Analysis, Accounting, Financial Reporting, Capital Markets
Education
Penn State University 2013 — 2013
Post-BACC, Pre-Medicine/Pre-Medical Studies
Drexel University 2005 — 2010
BS, Psychology (Neuropsychology)
Drexel University - College of Business and Administration 2005 — 2010
BSBA, Finance
Rich Costello Rich Costello's Harding Loevner Management Experience September 2011 - Present
Job Technology Associate at Harding Loevner Management
Industry Investment Management
Experience
Harding Loevner Management September 2011 - Present
Goldman Sachs May 2011 - September 2011
Goldman Sachs July 2009 - May 2011
Skills
Servers, Windows Server, System Administration, Data Center, DNS, VMware ESX, Cloud Computing, Solaris, Perl, XP, Windows, Routers, Requirements Analysis, Firewalls, Linux, DHCP, Switches, Hardware, Routing, Trading Systems, Nagios, SharePoint, Microsoft Exchange, Moxy, Geneva, CTM, Omgeo Oasys, Active Directory, Powershell, Watchguard, Java, JavaScript, Clonezilla, SQL Server Management..., Atlassian JIRA
Education
Stony Brook University 2005 — 2008
Bachelor of Science (B.S.), Information Systems
Harding Loevner Management September 2011 - Present
Goldman Sachs May 2011 - September 2011
Goldman Sachs July 2009 - May 2011
Skills
Servers, Windows Server, System Administration, Data Center, DNS, VMware ESX, Cloud Computing, Solaris, Perl, XP, Windows, Routers, Requirements Analysis, Firewalls, Linux, DHCP, Switches, Hardware, Routing, Trading Systems, Nagios, SharePoint, Microsoft Exchange, Moxy, Geneva, CTM, Omgeo Oasys, Active Directory, Powershell, Watchguard, Java, JavaScript, Clonezilla, SQL Server Management..., Atlassian JIRA
Education
Stony Brook University 2005 — 2008
Bachelor of Science (B.S.), Information Systems
Christian Bitters Christian Bitters's Harding Loevner Management Experience May 2011 - August 2011
Job Investment Performance Analyst at Cambridge Associates
Industry Financial Services
Experience
Cambridge Associates April 2015 - Present
Cambridge Associates July 2014 - Present
Cambridge Associates August 2013 - July 2014
ConneXion360 December 2012 - August 2013
Harding Loevner Management May 2011 - August 2011
Skills
Salesforce.com
Education
University of Delaware - Lerner College of Business and Economics 2008 — 2012
Bachelor of Science, Finance
University of Delaware
Cambridge Associates April 2015 - Present
Cambridge Associates July 2014 - Present
Cambridge Associates August 2013 - July 2014
ConneXion360 December 2012 - August 2013
Harding Loevner Management May 2011 - August 2011
Skills
Salesforce.com
Education
University of Delaware - Lerner College of Business and Economics 2008 — 2012
Bachelor of Science, Finance
University of Delaware
David Burns, CFA David Burns, CFA's Harding Loevner Management Experience October 1992 - August 2000
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF July 2013 - Present
The Paul Jackson Fund July 2011 - Present
Imagine, A Center for Coping with Loss August 2011 - December 2014
Dale Carnegie Training January 2004 - December 2013
Northwestern Mutual September 2011 - August 2013
Fidessa September 2006 - June 2010
Global Financial Services (GFS) December 2003 - December 2005
Fiduciary Trust Company International September 2000 - April 2003
Harding, Loevner Management October 1992 - August 2000
Skills
Philanthropy, Leadership Development, Public Speaking, Non-profits
Education
Siena College 1980 — 1984
BS, Marketing/Management
TIAA-CREF July 2013 - Present
The Paul Jackson Fund July 2011 - Present
Imagine, A Center for Coping with Loss August 2011 - December 2014
Dale Carnegie Training January 2004 - December 2013
Northwestern Mutual September 2011 - August 2013
Fidessa September 2006 - June 2010
Global Financial Services (GFS) December 2003 - December 2005
Fiduciary Trust Company International September 2000 - April 2003
Harding, Loevner Management October 1992 - August 2000
Skills
Philanthropy, Leadership Development, Public Speaking, Non-profits
Education
Siena College 1980 — 1984
BS, Marketing/Management
Jon Hearn Jon Hearn's Harding Loevner Management Experience July 2011 - Present
Job Manager, Institutional Sales at Harding Loevner Management
Industry Investment Management
Experience
Harding Loevner Management July 2011 - Present
US Trust January 2011 - July 2011
Genesee Investments 2006 - 2010
Wentworth, Hauser and Violich 2004 - 2006
BMO Harris Private Banking 2002 - 2004
Russell Investments 2000 - 2002
Skills
Institutional Sales, Asset Management, Equities, Hedge Funds, Investments, Mutual Funds, Portfolio Management, Fixed Income, Equity Research, Alternative Investments, Investment Management, Capital Markets, Valuation, Derivatives, Wealth Management, Investment Advisory, Bonds, Investment Strategies, Estate Planning, Asset Allocation, Fund Of Funds, Private Equity, Series 7, Bloomberg, Asset Managment, ETFs, Financial Modeling, Financial Markets
Education
Arizona State University 1984 — 1986
BS, Economics
University of Oregon 1982 — 1984
Harding Loevner Management July 2011 - Present
US Trust January 2011 - July 2011
Genesee Investments 2006 - 2010
Wentworth, Hauser and Violich 2004 - 2006
BMO Harris Private Banking 2002 - 2004
Russell Investments 2000 - 2002
Skills
Institutional Sales, Asset Management, Equities, Hedge Funds, Investments, Mutual Funds, Portfolio Management, Fixed Income, Equity Research, Alternative Investments, Investment Management, Capital Markets, Valuation, Derivatives, Wealth Management, Investment Advisory, Bonds, Investment Strategies, Estate Planning, Asset Allocation, Fund Of Funds, Private Equity, Series 7, Bloomberg, Asset Managment, ETFs, Financial Modeling, Financial Markets
Education
Arizona State University 1984 — 1986
BS, Economics
University of Oregon 1982 — 1984
Abigail T. Reynolds Abigail T. Reynolds's Harding Loevner Management Experience 1990 - 1992
Job Chief Administrative Officer, US Retail at BlackRock
Industry Financial Services
Experience
BlackRock October 2012 - Present
BlackRock August 2011 - Present
BlackRock October 2006 - September 2011
Merrill Lynch Investment Managers 1998 - 2006
Brown Brothers Harriman 1994 - 1996
Harding Loevner Management 1990 - 1992
Harding Loevner Management 1990 - 1992
Education
Georgetown University 1992 — 1994
MS, Int'l Affairs
Yale University 1985 — 1989
BA, History
BlackRock October 2012 - Present
BlackRock August 2011 - Present
BlackRock October 2006 - September 2011
Merrill Lynch Investment Managers 1998 - 2006
Brown Brothers Harriman 1994 - 1996
Harding Loevner Management 1990 - 1992
Harding Loevner Management 1990 - 1992
Education
Georgetown University 1992 — 1994
MS, Int'l Affairs
Yale University 1985 — 1989
BA, History
Steven Schlow, CFA Steven Schlow, CFA's Harding Loevner Management Experience 2008 - 2011
Job Director, Guggenheim Investments
Industry Investment Management
Experience
Guggenheim Partners 2011 - Present
Harding Loevner Management 2008 - 2011
Neuberger Berman 2005 - 2008
Sanford C. Bernstein 2003 - 2005
Skills
Alternative Investments, Asset Management, Fixed Income, Hedge Funds, Investments, Mutual Funds, Series 7, Asset Allocation, Equities, ETFs, Investment Management, Separately Managed...
Education
University of Massachusetts, Amherst 1998 — 2002
BA, Economics
Guggenheim Partners 2011 - Present
Harding Loevner Management 2008 - 2011
Neuberger Berman 2005 - 2008
Sanford C. Bernstein 2003 - 2005
Skills
Alternative Investments, Asset Management, Fixed Income, Hedge Funds, Investments, Mutual Funds, Series 7, Asset Allocation, Equities, ETFs, Investment Management, Separately Managed...
Education
University of Massachusetts, Amherst 1998 — 2002
BA, Economics
Bryan Lloyd Bryan Lloyd's Harding Loevner Management Experience May 2011 - Present
Job Portfolio Manager, International Equity at Harding Loevner LP
Industry Investment Management
Experience
Harding Loevner LP June 2014 - Present
Harding Loevner Management May 2011 - Present
Calamos Investments October 2003 - January 2011
Credit Suisse First Boston August 1999 - October 2003
ABN AMRO August 1998 - August 1999
M&T Bank June 1996 - August 1998
Skills
Asset Managment, Equity Research, Portfolio Management, Investments, Mutual Funds, Valuation, Equities
Education
Lafayette College 1992 — 1996
BA, Mathematics/Economics
Harding Loevner LP June 2014 - Present
Harding Loevner Management May 2011 - Present
Calamos Investments October 2003 - January 2011
Credit Suisse First Boston August 1999 - October 2003
ABN AMRO August 1998 - August 1999
M&T Bank June 1996 - August 1998
Skills
Asset Managment, Equity Research, Portfolio Management, Investments, Mutual Funds, Valuation, Equities
Education
Lafayette College 1992 — 1996
BA, Mathematics/Economics
Clarke Moody Clarke Moody's Harding Loevner Management Experience November 1996 - January 1999
Job Director, Portfolio Specialist at Harding Loevner LP
Industry Investment Management
Experience
Harding Loevner LP March 2012 - Present
Harding Loevner LP January 2003 - June 2012
Harding Loevner LP January 1999 - January 2003
Harding Loevner Management November 1996 - January 1999
ABN AMRO January 1995 - November 1996
Barclays de Zoette Wedd 1993 - 1995
The Chase Manhattan Bank February 1981 - 1994
Skills
Portfolio Management, Marketing, Asset Management, Equities, Investment Management, Investments, Mutual Funds, Equity Research, Emerging Markets, Valuation, Capital Markets, Financial Modeling
Education
Colby College 1974 — 1978
BA, English Lit., History
Goldsmiths, University of London 1977 — 1978
English Lit.
Harding Loevner LP March 2012 - Present
Harding Loevner LP January 2003 - June 2012
Harding Loevner LP January 1999 - January 2003
Harding Loevner Management November 1996 - January 1999
ABN AMRO January 1995 - November 1996
Barclays de Zoette Wedd 1993 - 1995
The Chase Manhattan Bank February 1981 - 1994
Skills
Portfolio Management, Marketing, Asset Management, Equities, Investment Management, Investments, Mutual Funds, Equity Research, Emerging Markets, Valuation, Capital Markets, Financial Modeling
Education
Colby College 1974 — 1978
BA, English Lit., History
Goldsmiths, University of London 1977 — 1978
English Lit.
Moon Surana, CFA's Harding Loevner Management Experience June 2009 - Present
Job Research Analyst at Harding Loevner Management
Industry Financial Services
Experience
Harding Loevner Management June 2009 - Present
Infosys Technologies Ltd 2005 - 2007
Education
University of Michigan 2007 — 2008
University of Michigan 2007 — 2008
MS, Financial Engineering
Manipal Institute of Technology 2001 — 2005
Manipal University 2001 — 2005
Harding Loevner Management June 2009 - Present
Infosys Technologies Ltd 2005 - 2007
Education
University of Michigan 2007 — 2008
University of Michigan 2007 — 2008
MS, Financial Engineering
Manipal Institute of Technology 2001 — 2005
Manipal University 2001 — 2005
Michelle Freda's Harding Loevner Management Experience June 2011 - Present
Job Accountant at Harding Loevner Management
Industry Accounting
Experience
Harding Loevner Management June 2011 - Present
Swander Pace Capital August 2008 - October 2010
Saint Peter's University Hospital July 2007 - August 2008
Dow Jones and Company March 2000 - July 2007
OMR Systems July 1998 - March 2000
Suplee, Clooney and Company December 1994 - July 1998
Education
New Jersey City University 1989 — 1994
B.S., Accounting
Harding Loevner Management June 2011 - Present
Swander Pace Capital August 2008 - October 2010
Saint Peter's University Hospital July 2007 - August 2008
Dow Jones and Company March 2000 - July 2007
OMR Systems July 1998 - March 2000
Suplee, Clooney and Company December 1994 - July 1998
Education
New Jersey City University 1989 — 1994
B.S., Accounting
Christopher Mack, CFA's Harding Loevner Management Experience January 2007 - September 2008
Job Portfolio Manager, Global Equity at Harding Loevner LP
Industry Investment Management
Experience
Harding Loevner LP July 2014 - Present
Harding Loevner LLC October 2008 - Present
Harding Loevner Management January 2007 - September 2008
Harding Loevner Management August 2004 - December 2006
Skills
Asset Management, Investment Management, Bloomberg, Capital IQ, Equity Valuation, Equity Research, Equities, Financial Modeling, Emerging Markets
Education
Lafayette College 2000 — 2004
BA, Economics & Business
Harding Loevner LP July 2014 - Present
Harding Loevner LLC October 2008 - Present
Harding Loevner Management January 2007 - September 2008
Harding Loevner Management August 2004 - December 2006
Skills
Asset Management, Investment Management, Bloomberg, Capital IQ, Equity Valuation, Equity Research, Equities, Financial Modeling, Emerging Markets
Education
Lafayette College 2000 — 2004
BA, Economics & Business
Robert Cresci's Harding Loevner Management Experience November 2006 - January 2013
Job Senior Fund Manager at JO Hambro Capital Management Ltd (JOHCM USA)
Industry Investment Management
Experience
J O Hambro Capital Management February 2013 - Present
Harding Loevner Management November 2006 - January 2013
Arethusa Asset Mgmt LLP June 2005 - November 2006
Sagitta Asset Management Ltd December 1996 - June 2005
Skills
Portfolio Management, Fundamental Research, Stock Picking, Global x US Small Cap..., Equity Research, Emerging Markets, Equity Valuation, Analysis, Financial Analysis, Trading, Risk Management, Portfolio Optimization, Bonds
Education
Fordham University 1990 — 1992
MBA, Finance
Boston College 1981 — 1985
BA, Mathematics
St. Peter's Prep 1981 — 1981
HSD
Vicenza American HS 1977 — 1980
HSD
J O Hambro Capital Management February 2013 - Present
Harding Loevner Management November 2006 - January 2013
Arethusa Asset Mgmt LLP June 2005 - November 2006
Sagitta Asset Management Ltd December 1996 - June 2005
Skills
Portfolio Management, Fundamental Research, Stock Picking, Global x US Small Cap..., Equity Research, Emerging Markets, Equity Valuation, Analysis, Financial Analysis, Trading, Risk Management, Portfolio Optimization, Bonds
Education
Fordham University 1990 — 1992
MBA, Finance
Boston College 1981 — 1985
BA, Mathematics
St. Peter's Prep 1981 — 1981
HSD
Vicenza American HS 1977 — 1980
HSD
Yoko (Hokari) Sakai's Harding Loevner Management Experience June 2005 - Present
Job Analyst at Harding Loevner Management
Industry Investment Management
Experience
Harding Loevner Management June 2005 - Present
Mitsubishi UFJ Securities (USA), Inc. 1999 - 2003
J & Co 1994 - 1997
HSBC Securities (New York, Tokyo) 1989 - 1994
Skills
Equities, Derivatives
Education
Columbia Engineering 1986 — 1989
BS, Mechanical Engineering
Harding Loevner Management June 2005 - Present
Mitsubishi UFJ Securities (USA), Inc. 1999 - 2003
J & Co 1994 - 1997
HSBC Securities (New York, Tokyo) 1989 - 1994
Skills
Equities, Derivatives
Education
Columbia Engineering 1986 — 1989
BS, Mechanical Engineering
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY