Carl Rustom Bhathena
Profile
Mr. Carl R.
Bhathena is Co-Portfolio Manager at Holland Capital Management LLC.
Mr. Bhatena joined Holland Capital in 1998 as Senior Equity Analyst (Technology) and has over 23 years of industry experience.
He began his career with EVEREN Securities Inc. (formerly Kemper Securities Inc.) as an associate analyst in the company's investment strategy group.
Mr. Bhathena was promoted to Vice President – Investment Strategist and performed aggregate fundamental qualitative and quantitative analysis on global financial markets, sectors, industry groups, and specific companies as well as economic and interest rate forecasting.
Mr. Bhathena holds a M.B.A.
with honors from the University of Hartford's Beatrice Auerbach School with an investment finance concentration, and earned a B.A.
in economics from Baldwin-Wallace College.
Former positions of Carl Rustom Bhathena
| Companies | Position | End |
|---|---|---|
| Kemper Securities, Inc. | Corporate Officer/Principal | 1997-12-30 |
Holland Capital Management LLC
 Holland Capital Management LLC Investment ManagersFinance Founded in 1991, Holland Capital Management LLC is a registered investment advisor located in Chicago, Illinois. The firm offers US Equity Large-Cap Growth and US Equity Mid-Cap Growth services on a discretionary basis to separate accounts directly and, through sub-advisory services, to funds registered under the 1940 Act and to accounts available through various wrap programs. Holland Capital also has an agreement to provide non-discretionary services as a third party model provider. Their clients consist of high net worth individuals, investment companies, pension and profit sharing plans, state, county and municipal government entities, unions, endowments, foundations and corporations. | Analyst-Equity | - |
Training of Carl Rustom Bhathena
| University of Hartford | Masters Business Admin |
| Baldwin-Wallace College | Undergraduate Degree |
Experiences
Positions held
Linked companies
| Private companies | 2 |
|---|---|
Holland Capital Management LLC
Holland Capital Management LLC Investment ManagersFinance Founded in 1991, Holland Capital Management LLC is a registered investment advisor located in Chicago, Illinois. The firm offers US Equity Large-Cap Growth and US Equity Mid-Cap Growth services on a discretionary basis to separate accounts directly and, through sub-advisory services, to funds registered under the 1940 Act and to accounts available through various wrap programs. Holland Capital also has an agreement to provide non-discretionary services as a third party model provider. Their clients consist of high net worth individuals, investment companies, pension and profit sharing plans, state, county and municipal government entities, unions, endowments, foundations and corporations. | Finance |
| Kemper Securities, Inc. | Finance |
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