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Profil
Mr. Merle J.
Trees was previously employed as a Senior Portfolio Manager by Corient Private Wealth LLC, a Senior Portfolio Manager by Segall Bryant & Hamill LLC, a Chairman by Trees Investment Counsel LLC, and a Vice President by The Northern Trust Co. He received his undergraduate degree from Princeton University and an MBA from The University of Chicago.
Anciens postes connus de Jay Trees
| Sociétés | Poste | Fin |
|---|---|---|
Corient Private Wealth LLC
 Corient Private Wealth LLC Investment ManagersFinance Corient provides customized investment strategies designed to meet their clients’ individual needs. The firm recommends investment strategies and vehicles not managed by them or their affiliates, including mutual funds, ETFs, and ETNs (in addition to those managed by them or their affiliates). | Gestionnaire de Portefeuille-Actions | 23/05/2024 |
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. | Gestionnaire de Portefeuille-Actions | 14/12/2023 |
The Northern Trust Co.
 The Northern Trust Co. Investment ManagersFinance Provides financial advisory and wealth management services | Corporate Officer/Principal | 31/12/1981 |
Trees Investment Counsel LLC
 Trees Investment Counsel LLC Investment ManagersFinance Trees seeks out well-financed concerns with above average prospects and superior management. They emphasize strong balance sheets, growing cash flows and dividends. The firm uses REITs in most portfolios to provide a combination of income, growth and decreased volatility. For fixed-income, they favor high-grade debt securities (AA or better) in U.S. government, agency, foreign, corporate and tax-exempt bonds. The average maturity is 6 years or less. | Fondateur | - |
Formation de Jay Trees
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
92
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 6 |
|---|---|
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 |
Trees Investment Counsel LLC
Trees Investment Counsel LLC Investment ManagersFinance Trees seeks out well-financed concerns with above average prospects and superior management. They emphasize strong balance sheets, growing cash flows and dividends. The firm uses REITs in most portfolios to provide a combination of income, growth and decreased volatility. For fixed-income, they favor high-grade debt securities (AA or better) in U.S. government, agency, foreign, corporate and tax-exempt bonds. The average maturity is 6 years or less. | Finance |
The University of Chicago
 The University of Chicago Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Princeton University
 Princeton University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The Northern Trust Co.
The Northern Trust Co. Investment ManagersFinance Provides financial advisory and wealth management services | Finance |
Corient Private Wealth LLC
Corient Private Wealth LLC Investment ManagersFinance Corient provides customized investment strategies designed to meet their clients’ individual needs. The firm recommends investment strategies and vehicles not managed by them or their affiliates, including mutual funds, ETFs, and ETNs (in addition to those managed by them or their affiliates). | Finance |
