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Profil
Mr. Jeffrey C.
Moser, CFA, is a Portfolio Manager at Wells Capital Management, Inc. He is on the Golden Capital Equity team.
Prior to joining the firm, Mr. Moser was with Golden Capital Management, LLC, where he served as a founding partner.
He began his investment industry career with Bank of America, where he worked as a senior vice president and fund manager.
He earned a Bachelor's degree in Mathematics from Wake Forest University and has earned the right to use the Chartered Financial Analyst designation.
Anciens postes connus de Jeff Moser
| Sociétés | Poste | Fin |
|---|---|---|
Allspring Global Investments LLC
 Allspring Global Investments LLC Investment ManagersFinance Allspring utilizes proprietary investment allocation systems in conjunction with the securities selection services provided by their portfolio managers to create and maintain actively managed investment portfolios intended to meet the requirements of its clients’ investment needs. The firm offers a variety of equity, multi-asset, and fixed income investment strategies. These investment strategies (collectively) may invest in a wide variety of financial instruments. Allspring employs bottom-up company specific analysis to find securities with under-appreciated prospects. | Gestionnaire de Portefeuille-Actions | 01/04/2020 |
Golden Capital Management LLC
 Golden Capital Management LLC Investment ManagersFinance Golden Capital Management's (GCM) offers several domestic and international equity investment strategies, each of which is invested primarily in exchange-listed equity securities. In general, the firm avoids investments in IPOs and private placements. GCM’s investment decision making processes are based on quantitative models that they rely on to make securities buy-sell recommendations and constructing portfolios. GCM uses these models to evaluate financial data concerning thousands of publicly-listed equity securities. With respect to certain of their strategies (i.e., Large Cap Core, SMID Cap Core and Small Cap Core), GCM generally avoids investments in issuers for which the primary industry classification is alcohol, gaming or tobacco. GCM also provides investment advisory services in connection with various managed account programs, including, wrap account programs and model-portfolio programs. GCM’s stock ranking models apply concepts rooted in fundamental analysis. The models assess companies with regard to, among other things, valuation, earnings, and quality; and that assessment is translated into rankings/scores that identify companies as relatively more or less attractive than others. GCM believes that a company with a better ranking is more likely to outperform, on a total return basis, another company with a lower ranking, all things being equal. Accordingly, the firm's investment process is designed to construct portfolios that are typically overweighted in higher-ranked companies, and underweighted in lower-ranked companies. GCM’s discretionary domestic strategies include: Large Cap Core, SMID Cap Core, Small Cap Core, Enhanced Large Cap, Enhanced U.S. Large Equity, Enhanced U.S. Equity Market, Small Cap Equity, Dividend Income, and S&P 500 Equity Index. GCM’s discretionary international/global strategies include: Global Equity Yield, International Small Cap, and International Developed Markets. | Fondateur | 12/01/2018 |
Bank of America Private Bank
 Bank of America Private Bank Investment ManagersFinance The foundation of BAPB's equity selection process is proprietary research. They use a blend of qualitative and quantitative fundamental research to target large capitalization companies that have long-term growth potential, proven earnings track records, competitive advantages and strong management. Fixed-income investments are tailored to address client-specific needs for income and capital appreciation. | Corporate Officer/Principal | 30/11/2000 |
Formation de Jeff Moser
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
40
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Allspring Global Investments LLC
Allspring Global Investments LLC Investment ManagersFinance Allspring utilizes proprietary investment allocation systems in conjunction with the securities selection services provided by their portfolio managers to create and maintain actively managed investment portfolios intended to meet the requirements of its clients’ investment needs. The firm offers a variety of equity, multi-asset, and fixed income investment strategies. These investment strategies (collectively) may invest in a wide variety of financial instruments. Allspring employs bottom-up company specific analysis to find securities with under-appreciated prospects. | Finance |
Golden Capital Management LLC
Golden Capital Management LLC Investment ManagersFinance Golden Capital Management's (GCM) offers several domestic and international equity investment strategies, each of which is invested primarily in exchange-listed equity securities. In general, the firm avoids investments in IPOs and private placements. GCM’s investment decision making processes are based on quantitative models that they rely on to make securities buy-sell recommendations and constructing portfolios. GCM uses these models to evaluate financial data concerning thousands of publicly-listed equity securities. With respect to certain of their strategies (i.e., Large Cap Core, SMID Cap Core and Small Cap Core), GCM generally avoids investments in issuers for which the primary industry classification is alcohol, gaming or tobacco. GCM also provides investment advisory services in connection with various managed account programs, including, wrap account programs and model-portfolio programs. GCM’s stock ranking models apply concepts rooted in fundamental analysis. The models assess companies with regard to, among other things, valuation, earnings, and quality; and that assessment is translated into rankings/scores that identify companies as relatively more or less attractive than others. GCM believes that a company with a better ranking is more likely to outperform, on a total return basis, another company with a lower ranking, all things being equal. Accordingly, the firm's investment process is designed to construct portfolios that are typically overweighted in higher-ranked companies, and underweighted in lower-ranked companies. GCM’s discretionary domestic strategies include: Large Cap Core, SMID Cap Core, Small Cap Core, Enhanced Large Cap, Enhanced U.S. Large Equity, Enhanced U.S. Equity Market, Small Cap Equity, Dividend Income, and S&P 500 Equity Index. GCM’s discretionary international/global strategies include: Global Equity Yield, International Small Cap, and International Developed Markets. | Finance |
Wake Forest University
 Wake Forest University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Bank of America Private Bank
Bank of America Private Bank Investment ManagersFinance The foundation of BAPB's equity selection process is proprietary research. They use a blend of qualitative and quantitative fundamental research to target large capitalization companies that have long-term growth potential, proven earnings track records, competitive advantages and strong management. Fixed-income investments are tailored to address client-specific needs for income and capital appreciation. | Finance |
