Greg Shea

Analyst-Fixed Income chez

Segall Bryant & Hamill LLC

Finance

Consumer Services

Profil

Mr. Gregory M.
Shea, CFA, is a Senior Portfolio Manager at Segall Bryant & Hamill LLC.
He is also responsible for fundamental credit research.
He joined the firm in May 2018 as part of SBH’s acquisition of Denver Investments.
During his 10-year tenure with Denver Investments, Mr. Shea served as a portfolio manager and credit research analyst on the fixed income team.
Prior to joining Denver Investments, he worked as a high yield credit analyst at Lehman Brothers Asset Management for four years.
He also worked as an investment banking analyst at Banc of America Securities for one year and held a bank credit analyst position at Bank of America for two years.
He has been in the investment industry since 2001.
Mr. Shea earned his B.S.
and MSBA from Washington University.
He has earned the Chartered Financial Analyst designation and is a member of CFA Institute and CFA Society Colorado.

Postes actifs de Greg Shea

Sociétés	Poste	Début
Segall Bryant & Hamill LLC Segall Bryant & Hamill LLC Investment ManagersFinance SBH seeks to provide their clients with strong risk-adjusted returns across a wide array of strategies and asset classes. The firm employs a bottom-up approach and focuses primarily on fundamental factors when analyzing and investing in securities. They place strong emphasis on the risk/reward of all the securities they consider for purchase.	Analyst-Fixed Income	01/05/2018

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Anciens postes connus de Greg Shea

Sociétés	Poste	Fin
Denver Investment Advisors LLC Denver Investment Advisors LLC Investment ManagersFinance Denver Investment Advisors' (DIA) uses a variety of investment approaches and methods in managing accounts, both qualitative and quantitative, with emphasis on the use of proprietary fundamental research. The firm also makes substantial use of various quantitative screening techniques through their own proprietary models. Their investment strategies are typically implemented through separately managed accounts for clients although certain strategies are also available through the Westcore family of mutual funds, or through a commingled investment vehicle. DIA's investment strategies include Growth Equity (small-, mid-, SMID- and large-cap); Quantitative Micro-Cap Equity, International Equity (small-cap and concentrated small-cap), Value Equity (small-, SMID- and mid-cap as well as global large-cap rising dividend); and fixed income (intermediate, core investment grade, core, core plus, high yield, long-term/liability-driven, corporate only and municipal. DIA's Wealth Management Division provides services to high net-worth individuals with a focus on customizing investment services to meet clients’ individual needs. This can include leveraging the firm’s institutional strategies through through this group’s own strategies which include equity, balanced, taxable bond, tax-exempt bond, and workplace equality.	Analyst-Fixed Income	01/05/2018
Lehman Brothers Asset Management LLC Lehman Brothers Asset Management LLC Investment Banks/BrokersFinance For active fixed-income, LBAM's decision-making process incorporates controlled duration decisions, sector decisions, and individual issue valuation decisions. They base interest rate and sector-related investment decisions on our economic growth forecast. The firm uses risk exposure analysis and risk budgeting models to quantify and manage risks associated with strategies that they design to add value relative to the benchmark index. Individual issue selections result from internal research generated by research specialists. They diversify holdings to reduce credit exposure to individual issuers. Eligible investments for core strategies include US dollar denominated investment-grade securities; for core plus strategies the universe of securities expands to include high yield. For passive bond indexing, LBAM seeks to take advantage of risk premiums as they are reflected in individual security prices. These premiums offer compensation for accepting credit and structure risks associated with individual issues. Explicit quantification and control of risks are at the heart of this investment process. The firm uses proprietary risk exposure analysis to analyze yield curve factors and spread-related factors. For each yield curve and spread factor, the portfolio is very closely matched to the index to ensure that the portfolio earns the same return as the index for any change in interest rates or change in sector spreads. Based on internally generated research, they integrate individual issue selections into the portfolio without disrupting the integrity of the portfolio structure. Holdings are diversified to reduce credit exposure to individual issuers. Eligible investments include securities included in the index, plus those that are their equivalents in terms of credit and structure risks. LBAM's high yield bond management decision-making process begins with a macro-economic framework for determining the appropriate portfolio structure according to defensive versus cyclical industries and appropriate quality orientation (between high BB to low B). Once they have established the overall structure, the firm determines specific industry weights and individual issuer selections. Their research analysts focus on identifying securities that exhibit improving credit fundamentals while avoiding those that experience deterioration in their credit quality. LBAM diversifies holdings to reduce credit exposure to individual issuers. Eligible investments include dollar denominated bonds rated below investment-grade including Rule 144A securities and the full range of structures such as pay-in-kind bonds, interest reset bonds and other instruments that are consistent with high yield investing.	Analyst-Fixed Income	31/12/2007
Banc of America Securities LLC Banc of America Securities LLC Investment Banks/BrokersFinance Provides brokerage services	Corporate Officer/Principal	31/12/2003
Banc of America Investment Services, Inc. Banc of America Investment Services, Inc. Investment Banks/BrokersFinance Provides investment products, accounts and services	Director of Investments	-

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Entreprise privées	6
Denver Investment Advisors LLC Denver Investment Advisors LLC Investment ManagersFinance Denver Investment Advisors' (DIA) uses a variety of investment approaches and methods in managing accounts, both qualitative and quantitative, with emphasis on the use of proprietary fundamental research. The firm also makes substantial use of various quantitative screening techniques through their own proprietary models. Their investment strategies are typically implemented through separately managed accounts for clients although certain strategies are also available through the Westcore family of mutual funds, or through a commingled investment vehicle. DIA's investment strategies include Growth Equity (small-, mid-, SMID- and large-cap); Quantitative Micro-Cap Equity, International Equity (small-cap and concentrated small-cap), Value Equity (small-, SMID- and mid-cap as well as global large-cap rising dividend); and fixed income (intermediate, core investment grade, core, core plus, high yield, long-term/liability-driven, corporate only and municipal. DIA's Wealth Management Division provides services to high net-worth individuals with a focus on customizing investment services to meet clients’ individual needs. This can include leveraging the firm’s institutional strategies through through this group’s own strategies which include equity, balanced, taxable bond, tax-exempt bond, and workplace equality.	Finance
Segall Bryant & Hamill LLC Segall Bryant & Hamill LLC Investment ManagersFinance SBH seeks to provide their clients with strong risk-adjusted returns across a wide array of strategies and asset classes. The firm employs a bottom-up approach and focuses primarily on fundamental factors when analyzing and investing in securities. They place strong emphasis on the risk/reward of all the securities they consider for purchase.	Finance
Lehman Brothers Asset Management LLC Lehman Brothers Asset Management LLC Investment Banks/BrokersFinance For active fixed-income, LBAM's decision-making process incorporates controlled duration decisions, sector decisions, and individual issue valuation decisions. They base interest rate and sector-related investment decisions on our economic growth forecast. The firm uses risk exposure analysis and risk budgeting models to quantify and manage risks associated with strategies that they design to add value relative to the benchmark index. Individual issue selections result from internal research generated by research specialists. They diversify holdings to reduce credit exposure to individual issuers. Eligible investments for core strategies include US dollar denominated investment-grade securities; for core plus strategies the universe of securities expands to include high yield. For passive bond indexing, LBAM seeks to take advantage of risk premiums as they are reflected in individual security prices. These premiums offer compensation for accepting credit and structure risks associated with individual issues. Explicit quantification and control of risks are at the heart of this investment process. The firm uses proprietary risk exposure analysis to analyze yield curve factors and spread-related factors. For each yield curve and spread factor, the portfolio is very closely matched to the index to ensure that the portfolio earns the same return as the index for any change in interest rates or change in sector spreads. Based on internally generated research, they integrate individual issue selections into the portfolio without disrupting the integrity of the portfolio structure. Holdings are diversified to reduce credit exposure to individual issuers. Eligible investments include securities included in the index, plus those that are their equivalents in terms of credit and structure risks. LBAM's high yield bond management decision-making process begins with a macro-economic framework for determining the appropriate portfolio structure according to defensive versus cyclical industries and appropriate quality orientation (between high BB to low B). Once they have established the overall structure, the firm determines specific industry weights and individual issuer selections. Their research analysts focus on identifying securities that exhibit improving credit fundamentals while avoiding those that experience deterioration in their credit quality. LBAM diversifies holdings to reduce credit exposure to individual issuers. Eligible investments include dollar denominated bonds rated below investment-grade including Rule 144A securities and the full range of structures such as pay-in-kind bonds, interest reset bonds and other instruments that are consistent with high yield investing.	Finance
Banc of America Investment Services, Inc. Banc of America Investment Services, Inc. Investment Banks/BrokersFinance Provides investment products, accounts and services	Finance
University of Washington University of Washington Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Banc of America Securities LLC Banc of America Securities LLC Investment Banks/BrokersFinance Provides brokerage services	Finance