About
Brian Shim is Vice President and Analyst at Fred Alger Management, LLC, based in New York, NY, where he focuses on equity research and stock selection within the technology sector, primarily covering companies in the small and mid-cap (SMID cap) universe. In this capacity, he is responsible for evaluating investment opportunities, analyzing financial performance, and supporting portfolio management through in-depth industry and company analysis.
Shim's career background includes roles as Senior Equity Analyst and Equity Analyst at Oakmont Corporation, where he built expertise in fundamental equity research and contributed to investment decision-making in public markets. At Fred Alger Management, his sector focus has been on technology, leveraging years of experience in both research and investment analysis.
He holds a Bachelor’s degree in Finance from The Ohio State University and an MBA with a concentration in Finance from The Wharton School, University of Pennsylvania. With over 18 years of financial industry experience, Shim is recognized for his deep sector knowledge and disciplined investment approach, particularly in technology-focused SMID cap equities.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Fred Alger Management, Inc. | Vice President, Analyst | Sep 2020 to Present | — |
| Oakmont Corporation | Senior Equity Analyst | Feb 2018 to Aug 2020 | — |
| Oakmont Corporation | Equity Analyst | Jun 2014 to May 2016 | — |
| Doubleline Group Lp | Equity Analyst | Jan 2013 to Jun 2014 | — |
| The TCW Group | Research Analyst | Jan 2008 to Jan 2013 | — |
| Prime Business Credit, Inc. | Credit Analyst | Jan 2005 to Jan 2008 | — |
Education
The Ohio State University
Bachelors, Finance
2002 — 2005
The Wharton School
Master of Business Administration
Others at Fred Alger Management, LLC (25)
| Name | Role | Location |
|---|---|---|
 | Portfolio Manager | New York, NY , United States |
 | Vice President, Analyst | New York, NY , United States |
 | Client Portfolio Manager | New York, NY , United States |
 | Senior Vice President and Portfolio Manager | Denver, CO , United States |
 | Co-Portfolio Manager, Alternative Strategies | Boston, MA , United States |
 | Senior Vice President, Senior Analyst | New York, NY , United States |
D David Farhadi | Co-Portfolio Manager, Senior Analyst | New York, NY , United States |
G George Ortega | SVP, Portfolio Manager | New York, NY , United States |
M Matthew Galletta | Head Trader | Boston, MA , United States |
P Patrick Kelly | Portfolio Manager | New York, NY , United States |