Brett L. Barner
Portfolio Manager-Equities at Ceredex Value Advisors LLC
Profile
Mr. Brett L.
Barner, CFA, is a Managing Director & Senior Portfolio Manager at Ceredex Value Advisors LLC.
In 1990, he joined Trusco Capital Management, Ceredex Value Advisors’ predecessor firm, as a client portfolio manager and performed equity analysis.
In 1995, he assumed a portfolio manager role for the Small Cap Value strategy.
Before joining the firm, he was a financial consultant for Drexel Burnham and Shearson Lehman Brothers.
He has worked in investment management since 1985.
He graduated cum laude from the University of Central Florida where he earned a Bachelor of Science degree in Business Administration with a concentration in Finance.
He earned the Chartered Financial Analyst designation in 1993.
Brett L. Barner active positions
| Companies | Position | Start |
|---|---|---|
Ceredex Value Advisors LLC
 Ceredex Value Advisors LLC Investment ManagersFinance Ceredex Value Advisors LLC (Ceredex) is a SEC-registered investment adviser headquartered in Orlando, Florida. The firm was founded in 2008 and is a wholly-owned subsidiary of Virtus Partners, Inc. (VPI), which is wholly-owned by Virtus Investment Partners, Inc. (Virtus) (NASDAQ: VRTS). Ceredex manages assets for institutional and individual clients through separately managed accounts and subadvisory relationships that include mutual funds, collective investment trusts, and offshore funds (UCITS). | Portfolio Manager-Equities | 2008-03-30 |
Former positions of Brett L. Barner
| Companies | Position | End |
|---|---|---|
Trusco Capital Management, Inc.
 Trusco Capital Management, Inc. Investment ManagersFinance Based in Atlanta, Georgia, Ridgeworth Capital Management, formerly Trusco Capital Management, Inc., provides investment management services to associations, corporations, endowments, foundations, healthcare organizations, insurance companies, labor unions and municipalities. Trusco provides services to clients world-wide and serves as the advisor to the STI Classic family of mutual funds. The firm is a subsidiary of Atlanta-based SunTrust Banks Inc. (NYSE: STI), currently has offices in Orlando, Nashville, Chattanooga, Richmond, Chapel Hill, Washington, DC and Woodcliff Lake, New Jersey. | Portfolio Manager-Equities | 2008-03-29 |
| Drexel Burnham Lambert, Inc. | Corporate Officer/Principal | - |
Shearson Lehman Brothers Holdings, Inc.
 Shearson Lehman Brothers Holdings, Inc. Investment Banks/BrokersFinance Part of Lehman Brothers Holdings, Inc., Shearson Lehman Brothers Holdings, Inc. provides security broker services. The company is based in New York, NY. | Corporate Officer/Principal | - |
Training of Brett L. Barner
| University of Central Florida | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
Trusco Capital Management, Inc.
Trusco Capital Management, Inc. Investment ManagersFinance Based in Atlanta, Georgia, Ridgeworth Capital Management, formerly Trusco Capital Management, Inc., provides investment management services to associations, corporations, endowments, foundations, healthcare organizations, insurance companies, labor unions and municipalities. Trusco provides services to clients world-wide and serves as the advisor to the STI Classic family of mutual funds. The firm is a subsidiary of Atlanta-based SunTrust Banks Inc. (NYSE: STI), currently has offices in Orlando, Nashville, Chattanooga, Richmond, Chapel Hill, Washington, DC and Woodcliff Lake, New Jersey. | Finance |
Ceredex Value Advisors LLC
Ceredex Value Advisors LLC Investment ManagersFinance Ceredex Value Advisors LLC (Ceredex) is a SEC-registered investment adviser headquartered in Orlando, Florida. The firm was founded in 2008 and is a wholly-owned subsidiary of Virtus Partners, Inc. (VPI), which is wholly-owned by Virtus Investment Partners, Inc. (Virtus) (NASDAQ: VRTS). Ceredex manages assets for institutional and individual clients through separately managed accounts and subadvisory relationships that include mutual funds, collective investment trusts, and offshore funds (UCITS). | Finance |
| Drexel Burnham Lambert, Inc. | Process Industries |
Shearson Lehman Brothers Holdings, Inc.
Shearson Lehman Brothers Holdings, Inc. Investment Banks/BrokersFinance Part of Lehman Brothers Holdings, Inc., Shearson Lehman Brothers Holdings, Inc. provides security broker services. The company is based in New York, NY. | Finance |
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