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William Shawn Brennan

Equity Chief Investment Officer & Portfolio Manager at Summit Global Management, Inc.
Overview
Relationships
In The News
Paths
Education
Career History
Boards & Committees
Public Holdings
Events

William Shawn Brennan

Equity Chief Investment Officer & Portfolio Manager at Summit Global Management, Inc.

Overview

Age
54 (Born 1963)
Notable Companies
Summit Global Management, Inc.

Ultra Capital LLC

Aqua Terra Asset Management LLC
Board Seats
3
Number of Relationships
This person is connected to 881 people.

Relationships See Details


President & Chief Executive Officer at Abtech Holdings, Inc.

Former Managing Partner at Summit Global Management, Inc.

Founder at Summit Global Management, Inc.

Co-President & Chief Executive Officer at IT Group, Inc.

Advisor at Federal Reserve System

Founder at Waterkeeper Alliance

Former President at Shoot The Moon Productions

Former Governor of Pennsylvania

Co-Founder at Bedford 2020, Inc.

Director, Chief Product Officer & Vice President-Products at Crowd Factory, Inc.
See 871 more listings with RelSci Professional.

In The News See more

PR Newswire
March 31, 2015
PR Newswire
August 13, 2014
PR Newswire
May 14, 2014
PR Newswire
March 31, 2014

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Educational Background

Mechanical Engineering & Biology 
Started 1981 
Lehigh is a premier residential research university, ranked in the top tier of national research universities each year. We are a coeducational, nondenominational, private university that offers a distinct academic environment of undergraduate and graduate students from across the globe. Our university offers majors and programs in four colleges: The College of Arts and Sciences, The College of Business and Economics, The College of Education and The P.C. Rossin College of Engineering and Applied Science. More than 4,700 undergraduate and 2,000 graduate students call Lehigh "home." Located in Pennsylvania’s scenic Lehigh Valley, the campus is in close proximity to both New York City and Philadelphia. Lehigh is comprised of 2,358 acres, making it one of the largest private universities in the country. The Asa Packer Campus, Mountaintop Campus, and Murray H. Goodman Campus are contiguous. In 2012, the university received a Stabler Foundation gift of 755 acres in nearby Upper Saucon Township. Since 1865, generations of students have chosen Lehigh for their educational experience. They know Lehigh is a place where they can make strong personal connections with faculty, conduct research in diverse fields of study, thrive in a dynamic campus community, form lasting bonds with Lehigh alumni, and learn from their own life experiences.
 
Class of 1992 
Villanova University is a private university located in Radnor Township, a suburb northwest of Philadelphia, Pennsylvania, in the United States. Named for Saint Thomas of Villanova, the school is the oldest Catholic university in the Commonwealth of Pennsylvania. Founded in 1842 by the Order of Saint Augustine, the university traces its roots to old Saint Augustine's Church, Philadelphia, which the Augustinian friars founded in 1796, and to its parish school, Saint Augustine's Academy, which was established in 1811.
MS in Biomedical Engineering 
Class of 1988 
Colorado State University is a public research university located in Fort Collins, in the U.S. state of Colorado. The university is the state's land grant university, and the flagship university of the Colorado State University System. The current enrollment is approximately 32,236 students, including resident and non-resident instruction students and the University is planning on having 35,000 students by 2020. The university has approximately 1,540 faculty in eight colleges and 55 academic departments. Bachelor's degrees are offered in 65 fields of study, with master's degrees in 55 fields. Colorado State confers doctoral degrees in 40 fields of study, in addition to a professional degree in veterinary medicine. Colorado State University is a land-grant institution classified as a Carnegie Doctoral/RU/VH: Research Universities (very high research activity). CSU was founded as Colorado Agricultural College in 1870, six years before the Colorado Territory gained statehood. It was one of 68 land-grant colleges established under the Morrill Act of 1862. Doors opened to a freshman class of 1 student in 1879.

Career History

Founding Partner
Current
Equity Chief Investment Officer & Portfolio Manager
Current
Summit Global Management employs a value investment approach that seeks to achieve consistent long-term returns while minimizing risk. The firm specializes in investments in global hydrocommerce and other industries that are directly impacted by water. Summit builds portfolios one company at a time and invests in undervalued securities that are identified through the analysis of fundamental, company-specific information. The firm looks for companies in which the market price of their securities is appreciably less than the intrinsic value of the operation as a whole. Summit determines the company's intrinsic value through proprietary research, advanced analytical tools, direct management communication and an extensive network of contacts.
Professor
Current
A Cabrini education starts with this premise: students have the potential to do something extraordinary with their lives, and Cabrini surrounds them with opportunities to tap their potential to the fullest. Cabrini is a coeducational Catholic college near Philadelphia where students from a variety of backgrounds come together in a close-knit learning community offering challenging academics and a foundation in values. In both the residential undergraduate program and in graduate studies programs, Cabrini provides an education of the heart, asking students to explore moral and ethical questions, while preparing them for rewarding careers and lives of responsible citizenship. In all programs, classes are small, faculty are accessible, and learning connects classroom theory to real-world practice through internships, fieldwork, independent research projects, programs abroad, and other experiences. And all programs reflect a mission that flows from Cabrini’s Catholic heritage: to provide an education that prepares students not just for career success, but for lives of dignity and purpose as well.
Adjunct Professor
Current
Villanova University is a private university located in Radnor Township, a suburb northwest of Philadelphia, Pennsylvania, in the United States. Named for Saint Thomas of Villanova, the school is the oldest Catholic university in the Commonwealth of Pennsylvania. Founded in 1842 by the Order of Saint Augustine, the university traces its roots to old Saint Augustine's Church, Philadelphia, which the Augustinian friars founded in 1796, and to its parish school, Saint Augustine's Academy, which was established in 1811.
Co-Chief Investment Officer
2015 - Prior
Ultra Capital LLC provides investment advisory services. The firm offers investment advice, portfolio management, securities, and other financial services. It offers services to individuals, trusts, estates and charitable organizations. The company was founded in 2014 and is headquartered in San Francisco, CA.
Portfolio Manager
2014 - 2015
EcoAlpha Asset Management LLC provided investment advisory services. The company was headquartered in Minneapolis, MN.
Portfolio Manager
Prior - 2010
Kinetics Asset Management, along with their affiliates, conducts their own proprietary in-house research consisting primarily of a qualitative and quantitative, bottom-up, value-oriented analysis of a wide universe of companies operating in the US and abroad. Kinetics manages accounts primarily by investing, trading and dealing in public securities of all kinds and descriptions, including, but not limited to, equity, debt, convertible securities, bank loans, preferred stock, options, warrants, trade claims, and monetary instruments. On behalf of their clients, Kinetics may also invest in arbitrage and special situations, both long and short securities positions, option arbitrage, international arbitrage, and other strategies.
Founding Partner
2008 - 2010
Brennan Investment Group LLC operates as a private real estate investment firm. It acquires, develops and operates industrial properties in select major metropolitan markets. The company was founded by Robert J. Krueger and Michael W. Brennan in 2010 and is headquartered in Rosemont, IL.
Managing Partner
2006 - 2008
Aqua Terra specializes in investing in global securities of water and water-related businesses. The firm has a deep domain expertise in the global water industry and focuses on capital appreciation while employing an emphasis on preservation and risk management to limit portfolio exposure to market downturns and volatility. Their investment approach is intended to manage downside risk, while seeking investment rewards over a medium to long-term period. In addition, Aqua Terra's goal is to maintain a portfolio of equity and debt securities of companies in the global water industry that are at a discounted valuation versus such companies' water industry peers
Director of Equities
2004 - 2006
Boenning & Scattergood, Inc. provides investment banking, securities, and asset management services. The firm provides its services to individual, institutional, corporate, and municipal clients. It specializes in equity research, investment banking, public finance, asset management as well as equity and fixed income, and sales and trading. The company was founded in 1914 and is headquartered in West Conshohocken, PA.
Director, Institutional Sales
2002 - 2004
Founded in 2001, Avondale Partners LLC is an independent investment banking firm based in Nashville, Tennessee with additional offices across the US. They are a provider of financial advisory services as well as equity and fixed income underwriting and private placement services to public and private companies throughout the US, Canada and Europe. They focus on middle-market companies in the following industries: business services, government outsourcing, consumer, industrial, healthcare, technology, media and telecommunications.
Head, Special Situation Groups
1995 - 2000
Pacific Growth Equities, Inc. is a research-driven investment bank located headquartered in San Francisco with an additional office in Boston. The firm specializes in technology-based emerging growth companies. They offer investment banking and brokerage services including public equity offerings, private equity offerings and mergers and acquisitions. Pacific Growth focuses on the life sciences, technology, healthcare and consumer growth companies.

Boards & Committees

Corporate Boards ▾
Independent Director
2012 - Current
Abtech Holdings, Inc. operates as an environmental technology firm. It provides solutions to communities, industry and governments addressing issues of water pollution and contamination. The company products are based on polymer technologies capable of removing hydrocarbons, sediment and other foreign elements in stormwater runoff (ponds, lakes and marinas), flowing water (curbside drains, pipe outflows, rivers and oceans), and industrial process and wastewater. Abtech Holdings was founded on February 13, 2007 and is headquartered in Scottsdale, AZ.
Director
2012 - 2012
Latitude Solutions, Inc. is a holding company which provides innovative wastewater remediation solutions to oil & gas, energy, mining, food processing, agricultural and other industrial users worldwide utilizing its patented electro precipitation technology. Latitude Solutions was founded on October 2005 and is headquartered in Boca Raton, FL.
Director
Prior
The Water Initiative LLC provides enterprise-based water solutions. Its products include filtered hydration bottle, watercura portable filter, bottle replacement filter, portable replacement filter and countertop filter. The company was founded in 2006 and is headquartered in Norwalk, CT.

Public Holdings

Restricted data only for RelSci Professional users.

Events

Speaker
New York-Northern New Jersey-Long Island, NY-NJ-PA Metropolitan Statistical Area
2012 Global AgInvesting Conference

Other Affiliations

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