BNET Industries

Last Fiscal Year Sales:$1.9B
  • Private
  • US
Dow Jones Description

Cooke & Bieler was founded in Philadelphia by Louis Bieler in 1949, and with the arrival of Jay Cooke in 1951 was legally established as Cooke & Bieler, Inc. Early on, the firm managed assets primarily for wealthy Philadelphians. With only a few independent investment advisory firms in Philadelphia, Cooke & Bieler's business steadily grew in the 1950s, reaching $100 million under management by 1962. At that point, 90% of the firm's income was attributed to individual portfolios. By the time of Jay Cooke's death in 1963, the firm had attained its first pension account. New professionals joined in the 1960s and early 1970s as Cooke & Bieler grew steadily and developed resources for building its budding institutional business. Following Louis Bieler's retirement, six partners bought the firm in 1973. By this time, more than half of the firm's assets under management were institutional. Cooke & Bieler experienced strong growth for many years and in 1986, Cooke & Bieler was sold to United Asset Management, a publicly traded company located in Boston. UAM's autonomous approach to investment firm ownership was appealing to the owners and the transaction ensured the firm's future. However in 2000, UAM was acquired by Old Mutual, an overseas insurance company. In June 2001, Cooke & Bieler, L.P. once again became independent upon completion of its management led 100% buy-back of the firm. ...

Chief Executive Officer
Samuel H. Ballam III
Number of Employees 30
Contact Information

1700 Market St Ste 3222

Philadelphia, Pennsylvania 19103-3912

cooke-bieler.co...

(215) 567-1101

NAICS Code Investment Advice: 523930

News & Analysis

cooke & bieler inc. - All News and Analysis

Decision Makers

Name (plus bio) Position
Samuel H. Ballam III Chief Executive Officer
Linda N. Perna Chief Compliance Officer
Bruce A. Smith Partner
James R. Norris Partner
TED O'CONNOR Partner
Asha Joshi Director, IT
DAREN C HEITMAN Partner & Portfolio Manager
Edward O'Connor Partner Analyst, Portfolio Manager
James O'Neil Partner Analyst, Portfolio Manager
John J. Medveckis Partner High Net, Worth, Taxable Investing Portfolio Manager
John Pickering Principal High Net, Worth, Taxable Investing Portfolio Manager
Kermit Eck Partner & Portfolio Manager
Mehul Trivedi Partner & Portfolio Manager
Michael M. Meyer Partner & Portfolio Manager
R. James O'Neil Partner & Portfolio Manager
Steve Lyons Associate Analyst, Portfolio Manager
Ted O'Conner Principal & Portfolio Manager
Theresa M. Weiss Manager, Marketing and Client Services
John S. Hamblett Principal
Thad Fletcher Principal

Organization Position Status
Cooke & Bieler, Inc. Chief Executive Officer Current
Cooke & Bieler, Inc. Partner Current
Main Line Health, Inc. Chief Financial Officer Former
Main Line Health, Inc. Senior Vice President of Finance Former
Church Farm School Chairman of The Board Former
Thomas Jefferson University Treasurer Former
Northwestern University M.B.A. Former
University of Miami Undergraduate Degree Former

Organization Position Status
Cooke & Bieler, Inc. Chief Compliance Officer Current
Beta Gamma Sigma Board of Directors Current
Cooke & Bieler, Inc. Compliance Officer Former
Drexel University M.B.A. degree Former
Temple University B.B.A. degree in Finance & Real Estate Former

Organization Position Status
Cooke & Bieler, Inc. Partner Current
Cooke & Bieler, Inc. Research Assistant Current
Union Carbide Corporation Current
University of Michigan M.B.A. degree Former
The College of Wooster Bachelor of Arts Degree In Economics Former

Organization Position Status
Cooke & Bieler, Inc. Partner Current
Cooke & Bieler, Inc. Plant Manager Current
Sterling Capital Management, Inc Senior Vice President of Equity Portfolio Management Former
Guilford College Bachelor of Science Degree In Management Former
The University of North Carolina at Chapel Hill M.B.A. Former
Guilford College bachelor of science degree in Management Former

Organization Position Status
Cooke & Bieler, Inc. Partner Current
Cambiar Investors LLC Former
University of Chicago M.B.A. with concentrations in finance and international business Former
Colgate University Former

Organization Position Status
Cooke & Bieler, Inc. Director, IT Current
Cooke & Bieler, Inc. Technology Manager Current
Financial Technology Forum Senior Delegate Current
Cooke & Bieler, Inc. Data Processing Executive Former
University of Pune Undergraduate Degree Former

Organization Position Status
Cooke & Bieler, Inc. Partner & Portfolio Manager Current
Cooke & Bieler, Inc. senior analyst Former
University of Chicago MBA Former
Iowa State University undergraduate degree in Finance Former

Ted graduated cum laude with honors in Economics and Philosophy from Colgate University. He worked as a U.S. diplomat in Cuba and Guatemala prior to receiving his MBA with concentrations in Finance and International Business in 1999 from the University of Chicago. He then joined Cambiar Investors in Denver, Colorado where he served as an equity analyst and portfolio manager and participated in Cambiar's 2001 management buyout. Ted joined Cooke & Bieler in 2002.

Organization Position Status
Cooke & Bieler, Inc. Partner Analyst, Portfolio Manager Current
Cambiar Investors LLC Former
Colorado Inc Former
Colgate University Former

Jamie received his undergraduate degree in Economics from Colby College, graduating cum laude with distinction and competing as captain of the varsity soccer team. He was an Investment Officer in the Capital Markets Department at Mellon Bank for three years before entering Harvard Business School to earn his MBA. He served as a summer intern in 1987, joining Cooke & Bieler upon his graduation the following year.

Organization Position Status
Cooke & Bieler, Inc. Partner Analyst, Portfolio Manager Current
Colby College Undergraduate Degree In Economics Former

John earned his undergraduate degree in Economics from the University of Cincinnati, taught investments for two years at Purdue University and was admitted to the Indianapolis Society of Financial Analysts. He also served as Officer of the American Fletcher National Bank in Indianapolis where he managed individual trust accounts. John then joined Cooke & Bieler in 1973. John is currently a Trustee of the Curtis Institute of Music as well as the Philadelphia Museum of Art, where he also serves on the Investment Committee. He presently serves on the Visual Arts Committee of the U. S. Library of Congress and as a Trustee of the Library of Congress. In addition, he is an Overseer of the University of Pennsylvania Museum of Archaeology and Anthropology and also a fellow and Trustee of the College of Physicians of Philadelphia. He also currently serves as Honorary Consul for the Republic of Latvia for the State of Pennsylvania.

Organization Position Status
Cooke & Bieler, Inc. Partner High Net, Worth, Taxable Investing Portfolio Manager Current
Curtis Institute of Music Board of Directors Current
Philadelphia Museum of Art Former
University of Cincinnati undergraduate degree in Economics Former

John earned his undergraduate degree in 1978 from Harvard University. He studied Economics and English, as well as captained the lightweight crew. Later, he stroked a U.S. boat in the World Rowing Championships. John worked for over 20 years, including several as Managing Director, at Brown Bros. Harriman & Co., the private bank, in Philadelphia, Dublin and New York. Most recently, John was the Head of Wealth Management and an EVP at The Bryn Mawr Trust Company, based west of Philadelphia. He currently serves on the Board of The Church Farm School and as Treasurer of The Philadelphia Club among other civic responsibilities.

Organization Position Status
Cooke & Bieler, Inc. Principal High Net, Worth, Taxable Investing Portfolio Manager Current
Church Farm School Board of Directors Current
Cooke & Bieler, Inc. Principal Former
Harvard University Undergraduate Degree Former

Organization Position Status
Cooke & Bieler, Inc. Partner & Portfolio Manager Current
Stanford University M.B.A. Former
Montana State University B.S. degree in Computer Science Former

Organization Position Status
Cooke & Bieler, Inc. Partner & Portfolio Manager Current
University of Pennsylvania Former

Organization Position Status
Cooke & Bieler, Inc. Partner & Portfolio Manager Current
Sterling Capital Management, Inc Current
Davidson College Undergraduate Degree In Economics Former

Organization Position Status
Cooke & Bieler, Inc. Partner & Portfolio Manager Current
Harvard Business School M.B.A. in 1988 Former
Colby College Undergraduate Degree Former

Steve earned his undergraduate degree in Finance from Arizona State University where he was in the Barrett Honors College and was named outstanding graduating senior in Finance. Steve worked in the investment services industry specializing in private equity and business valuation before returning to business school to complete his MBA. He received his MBA with honors from the University of Chicago and was co-chair of the Investment Management Group. Steve joined Cooke & Bieler in the summer of 2005 as an intern and joined the firm permanently in August 2006.

Organization Position Status
Cooke & Bieler, Inc. Associate Analyst, Portfolio Manager Current
Cooke & Bieler, Inc. Analyst Current
Investment Management Group Co-Chair Former
University of Chicago MBA With Honors Former
Arizona State University Undergraduate Degree In Finance Former

Organization Position Status
Cooke & Bieler, Inc. Principal & Portfolio Manager Current
Cooke & Bieler, Inc. Principal Former

Organization Position Status
Cooke & Bieler, Inc. Manager, Marketing and Client Services Current
Cooke & Bieler, Inc. Coordinator, Marketing & Database Former
La Salle University undergraduate degree in Business Administration Former

Organization Position Status
Cooke & Bieler, Inc. Principal Current
Rittenhouse Asset Management, Inc. Relationship Portfolio Manager Former
Credit Suisse Former
Trinity College Undergraduate Degree In Economics and Computer Science Former

Organization Position Status
Cooke & Bieler, Inc. Principal Current
Asb Capital Management LLC Vice President Former
Columbia Partners LLC Principal Former
Georgetown University B.S. degree in mathematics Former
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