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About
Noah Bretz is a Partner and the Director of Client Service & Marketing at GlobeFlex Capital, L.P., based in San Diego, California. He leads the firm's institutional client service and marketing efforts, reporting directly to the CEO, and is responsible for managing relationships with clients and consultants in the institutional investment community.
Bretz's specific focus includes servicing clients investing in international large-cap equities, a core asset class managed by GlobeFlex Capital. His role encompasses guiding marketing strategies, overseeing client communications, and ensuring that institutional clients' needs are met across their global equity investment solutions.
He has been with GlobeFlex since its inception, initially as a marketing communications consultant at Dakin Partners, where he managed marketing projects for money managers and pension fund consultants. Bretz holds a B.S. in Business Administration with a concentration in Marketing from Sacramento State University, reflecting his expertise in institutional marketing within the investment management sector.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| GlobeFlex Capital | Partner | Nov 1997 to Present | — |
Skills & Expertise
Others at Globeflex Capital L P (10)
| Name | Role | Location |
|---|---|---|
J James Peterson | Partner and Deputy CIO | Coronado, CA , United States |
| Client Service and Partner | San Diego, CA , United States | |
Q Qiao Wen | Partner, Portfolio Manager and Research | CA , United States |
| Portfolio Manager | United States | |
T Trishul Goswami | Partner | Portfolio Manager | San Diego, CA , United States |
| Partner and Chief Financial Officer | Philippines | |
| Fundamental Research Analyst | Boston, MA , United States | |
S Sarim Alpin | Fundamental Research Analyst | Waltham, MA , United States |
S Svetla Mincheva | Fundamental Research Analyst | Cambridge, MA , United States |
| Equity Research Analyst | San Diego, CA , United States |
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