Jane O'Keeffe
Chief Executive Officer chez BANCROFT FUND LTD.
Fortune : 386 174 $ au 31/03/2024
Profil
Ms. Jane D.
O'Keeffe is a Portfolio Manager at Gabelli Funds LLC and a President, Trustee & Portfolio Manager at Bancroft Fund Ltd.
She is on the Board of Directors at Bancroft Fund Ltd.
She joined Gabelli in 2015.
She has over 40 years of industry experience.
From 1996 to 2015 Ms. O'Keeffe was President and Director of Dinsmore Capital Management where she was also a Portfolio Manager of Bancroft Fund Ltd.
and Ellsworth Fund Ltd.
In 1980, she began as an assistant to the portfolio manager of IDS Progressive Fund.
From 1983 through March 1986, she had research and portfolio management responsibilities at Soros Fund Management Company.
In 1986, she was a portfolio manager and research analyst at Simms Capital Management until she joined Fiduciary Trust International in 1988 where she became a Vice President and Portfolio Manager for individuals, endowments and foundations.
She has a B.A.
from the University of New Hampshire and attended the Lubin Graduate School of Business at Pace University.
Détentions connues dans des sociétés publiques
| Société | Date | Nombre d'actions | Valorisation | Date de valorisation |
|---|---|---|---|---|
BANCROFT FUND LTD
0,41% | 31/12/2023 | 24 151 ( 0,41% ) | 386 174 $ | 31/03/2024 |
Postes actifs de Jane O'Keeffe
| Sociétés | Poste | Début |
|---|---|---|
| BANCROFT FUND LTD. | Chief Executive Officer | - |
Gabelli Funds LLC
 Gabelli Funds LLC Investment ManagersFinance Gabelli Funds LLC is a registered investment advisor headquartered in Rye, New York. The firm is a wholly-owned subsidiary of GAMCO Investors, Inc. (NYSE: GBL). Gabelli Funds provides discretionary investment advisory services primarily to open and closed-end investment companies. | Portfolio Manager-Equities | 01/01/2015 |
Anciens postes connus de Jane O'Keeffe
| Sociétés | Poste | Fin |
|---|---|---|
Dinsmore Capital Management Co.
 Dinsmore Capital Management Co. Investment ManagersFinance Founded in 1971, Dinsmore Capital Management Co., formerly Davis Dinsmore Management Co., Inc. is a privately held registered investment advisor located in Morristown, New Jersey. They manage two publicly-held closed-end mutual funds, the Bancroft Convertible and the Ellsworth Convertible Growth and Income funds. | President | 01/10/2015 |
| ELLSWORTH GROWTH AND INCOME FUND LTD. | President | 01/02/2014 |
Fiduciary Trust International LLC
 Fiduciary Trust International LLC Investment ManagersFinance Fiduciary Trust International LLC (FTI) is a SEC-registered investment advisor and wealth management firm headquartered in Lincoln, Massachusetts. The firm was founded by Dr. Lisette Cooper in 1931 as Athena Capital Advisors LLC and rebranded as Fiduciary Trust International LLC in 2020. They are a subsidiary of Fiduciary International Holding, Inc., ultimately held by Franklin Resources, Inc. (NYSE: BEN). FTI provides highly customized portfolio management, research, and related wealth management services to high- and ultra-high-net worth individuals, families, and nonprofit institutions. The firm also provides advisory services to privately offered investment funds. | Corporate Officer/Principal | - |
Simms Capital Management, Inc.
 Simms Capital Management, Inc. Investment ManagersFinance Founded in 1984, Simms Capital Management, Inc. is a registered investment advisor located in Stamford, Connecticut. The firm offers global, international and domestic growth equity portfolios for institutions and high net-worth individuals. Their institutional clients include corporate plans, public pension plans, foundations, endowments and Taft-Hartley accounts. | Corporate Officer/Principal | - |
Formation de Jane O'Keeffe
| University of New Hampshire | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Ellsworth Growth & Income Fund Ltd.
 Ellsworth Growth & Income Fund Ltd. Investment Trusts/Mutual FundsMiscellaneous Ellsworth Growth & Income Fund Ltd. operates as a closed-end investment fund, which engages in investing in convertible securities and common stock, with the objectives of providing income and the potential for capital appreciation. The company was founded on December 6, 1986 and is headquartered in Rye, NY. | Miscellaneous |
Bancroft Fund Ltd.
 Bancroft Fund Ltd. Investment Trusts/Mutual FundsMiscellaneous Bancroft Fund Ltd. is a closed-end and diversified management investment company. It invests primarily in convertible securities with the objectives of providing income and the potential for capital appreciation. The company objective is to be relatively equal, over the long-term, due to the nature of the securities in which it invests. Bancroft Fund was founded on October 4, 1971 and is headquartered in Rye, NY. | Miscellaneous |
Simms Capital Management, Inc.
Simms Capital Management, Inc. Investment ManagersFinance Founded in 1984, Simms Capital Management, Inc. is a registered investment advisor located in Stamford, Connecticut. The firm offers global, international and domestic growth equity portfolios for institutions and high net-worth individuals. Their institutional clients include corporate plans, public pension plans, foundations, endowments and Taft-Hartley accounts. | Finance |
Dinsmore Capital Management Co.
Dinsmore Capital Management Co. Investment ManagersFinance Founded in 1971, Dinsmore Capital Management Co., formerly Davis Dinsmore Management Co., Inc. is a privately held registered investment advisor located in Morristown, New Jersey. They manage two publicly-held closed-end mutual funds, the Bancroft Convertible and the Ellsworth Convertible Growth and Income funds. | Finance |
Gabelli Funds LLC
Gabelli Funds LLC Investment ManagersFinance Gabelli Funds LLC is a registered investment advisor headquartered in Rye, New York. The firm is a wholly-owned subsidiary of GAMCO Investors, Inc. (NYSE: GBL). Gabelli Funds provides discretionary investment advisory services primarily to open and closed-end investment companies. | Finance |
Fiduciary Trust International LLC
Fiduciary Trust International LLC Investment ManagersFinance Fiduciary Trust International LLC (FTI) is a SEC-registered investment advisor and wealth management firm headquartered in Lincoln, Massachusetts. The firm was founded by Dr. Lisette Cooper in 1931 as Athena Capital Advisors LLC and rebranded as Fiduciary Trust International LLC in 2020. They are a subsidiary of Fiduciary International Holding, Inc., ultimately held by Franklin Resources, Inc. (NYSE: BEN). FTI provides highly customized portfolio management, research, and related wealth management services to high- and ultra-high-net worth individuals, families, and nonprofit institutions. The firm also provides advisory services to privately offered investment funds. | Finance |
