Louis G. Millares
Profile
Prior to joining Penn in May 2005, Mr. Millares gained many years of experience as an Investment Performance Analyst with Stratton Management Company, where he was responsible for the creation of composite accounts and calculation of investment performance returns maintaining adherene to AIMR PPM standards.
Prior to Stratton Management Company, he was with SEI Corporation as a Security Specialist, where he oversaw mutual fund transaction operations and pricing.
While at SEI, Mr. Millares was involved in developing internal procedures, mutual fund reporting, calculation and advertisement of the funds' 30 day yield as specified by the SEC.
Mr. Millares earned his BBA in Accounting from Temple University.
He is a member of the National Society of Compliance Professionals (NSCP) and the Philadelphia Chief Compliance Officers' Roundtable Group.
Former positions of Louis G. Millares
| Companies | Position | End |
|---|---|---|
Stratton Management Co.
 Stratton Management Co. Investment ManagersFinance Founded in 1972, Stratton Management Co. is a registered investment advisor located in King of Prussia, Pennsylvania. The firm is a subsidiary of BB&T Corp. (NYSE: BBT). Stratton's clients include high net-worth individuals and families. They also manage money for institutional clients such as endowment funds, foundations and corporate pension and profit sharing plans. In addition, Stratton Management Co. is the investment advisor to the Stratton Mutual Funds and to various wrap account programs.^ | Analyst-Equity | - |
| SEI INVESTMENTS COMPANY | Corporate Officer/Principal | - |
Penn Capital Management Co LLC
 Penn Capital Management Co LLC Investment ManagersFinance Penn Capital Management Co LLC (Penn Capital) is an independent, SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded by Richard Hocker and Marcia Hocker in 1987 as Penn Capital Management Co., Inc. Penn Capital provides investment advisory services primarily through the following investment vehicles: registered mutual funds, private investment funds, separately managed accounts, and investment advisory programs offered through wrap fee programs or model portfolio distribution channels. | Corporate Officer/Principal | - |
Training of Louis G. Millares
| Temple University (Pennsylvania) | Undergraduate Degree |
Experiences
Positions held
Linked companies
| Listed companies | 1 |
|---|---|
| SEI INVESTMENTS COMPANY | Finance |
| Private companies | 2 |
|---|---|
Penn Capital Management Co LLC
Penn Capital Management Co LLC Investment ManagersFinance Penn Capital Management Co LLC (Penn Capital) is an independent, SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded by Richard Hocker and Marcia Hocker in 1987 as Penn Capital Management Co., Inc. Penn Capital provides investment advisory services primarily through the following investment vehicles: registered mutual funds, private investment funds, separately managed accounts, and investment advisory programs offered through wrap fee programs or model portfolio distribution channels. | Finance |
Stratton Management Co.
Stratton Management Co. Investment ManagersFinance Founded in 1972, Stratton Management Co. is a registered investment advisor located in King of Prussia, Pennsylvania. The firm is a subsidiary of BB&T Corp. (NYSE: BBT). Stratton's clients include high net-worth individuals and families. They also manage money for institutional clients such as endowment funds, foundations and corporate pension and profit sharing plans. In addition, Stratton Management Co. is the investment advisor to the Stratton Mutual Funds and to various wrap account programs.^ | Finance |
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