Chairman and CIO at Intrinsic Value Asset Management, LLC
Tampa/St. Petersburg, Florida Area
- Current
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- Chairman and Chief Investment Officer at Intrinsic Value Asset Management, LLC
- Past
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- Executive Vice President at Great Companies, LLC
- Chairman and Chief Investment Officer at Intrinsic Value Associates, LLC
- Executive Vice President - Equities at Continental Asset Management Corp.
- Education
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- University of Oregon
- Recommended
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2 people have recommended Gerald - Connections
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49
connections
- Industry
- Investment Management
- Websites
Gerald Bollman, CFA’s Summary
Senior Investment Executive with 41 years of people management, portfolio management, and analytical experience. Experience includes building, coaching and managing a successful group of equity managers, developing a modern, fundamental framework for valuing companies’ equity securities, and implementing a disciplined equity management process within a coherent macroeconomic framework.
Gerald Bollman, CFA’s Specialties:
Equity valuation and management.
Team building.
Strategy and Asset Allocation.
Gerald Bollman, CFA’s Experience
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Chairman and Chief Investment Officer
Intrinsic Value Asset Management, LLC
(Partnership; 1-10 employees; Investment Management industry)
August 2006 — Present (2 years 4 months)
Using intrinsic value to manage core equity portfolios for individuals and institutions.
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Executive Vice President
Great Companies, LLC
(Partnership; 11-50 employees; Investment Management industry)
May 2001 — July 2006 (5 years 3 months)
Mega-cap high quality equity portfolios for individuals, institutions and mutual funds.
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Chairman and Chief Investment Officer
Intrinsic Value Associates, LLC
(Partnership; Myself Only; Investment Management industry)
January 1995 — May 2001 (6 years 5 months)
Developed and established investment advisory service targeted at institutional equity managers. Developed methodology and computer model to provide Discounted Free Cash Flow analysis and evaluation of client forecast scenarios. Published Intrinsic Value Weekly, an institutional sector analysis product. Provided Intrinsic Value Reports to client equity managers.
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Executive Vice President - Equities
Continental Asset Management Corp.
(Public Company; 51-200 employees; Investment Management industry)
April 1983 — December 1994 (11 years 9 months)
Reported to the Chairman of the Board/President. Member of the Senior Management Team. Managed equity portfolios totaling $800 million with four portfolio manager/analysts, and a total staff of eleven. Accounts consisted of taxable insurance portfolios, pension and savings plan accounts, mutual funds and the Continental Corporation Foundation portfolio. Equities included both publicly-traded equities and venture capital.
Gerald Bollman, CFA’s Education
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University of Oregon
1962 — 1967
Completed the Program for Management Development at the Harvard Business School in 1978. PMD 35
Additional Information
Gerald Bollman, CFA’s Websites:
Gerald Bollman, CFA’s Interests:
Technology, valuation, economics, markets
Gerald Bollman, CFA’s Groups:
New York Society of Security Analysts
CFA Tampa Bay
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CFA Institute Members -
AnalystForum.com for CFA charterholders & candidates -
University of Oregon -
New York Society of Security Analysts
Gerald Bollman, CFA’s Contact Settings
Interested In:
- career opportunities
- consulting offers
- new ventures
- job inquiries
- expertise requests
- business deals
- reference requests
- getting back in touch
