Profil
Mr. Robert G.
Neville is a Portfolio Manager at ZWJ Investment Counsel, Inc. He is also a member of the Investment Committee.
He worked for 25 years in Institutional Sales and Trading, Merrill Lynch & Co., Inc.
Mr. Neville received his Bachelor’s degree in Administrative Science from Colby College, and an MBA from Duke University.
He is a CFA charter holder, a member of the CFA Institute and the Atlanta Society of Finance and Investment Professionals.
Anciens postes connus de Jeff Neville
| Sociétés | Poste | Fin |
|---|---|---|
ZWJ Investment Counsel, Inc.
ZWJ Investment Counsel, Inc. Investment ManagersFinance ZWJ emphasizes steady growth of both principal and income by focusing on high-quality equity and fixed-income securities. The firm manages high-quality, intermediate-maturity government, corporate and municipal fixed-income securities. They seek equities that provide long-term capital appreciation with relatively low volatility. Purchase and sell decisions are always based on diligent research. ZWJ may sell a stock if they observe fundamental deterioration, disappointing earnings, an imprudent acquisition, management issues or material loss of market share. | Membre du Comité d'Investissement | 07/08/2024 |
Merrill Lynch & Co., Inc.
Merrill Lynch & Co., Inc. Investment ManagersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Corporate Officer/Principal | - |
Formation de Jeff Neville
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
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Sociétés liées
| Entreprise privées | 4 |
|---|---|
ZWJ Investment Counsel, Inc.
ZWJ Investment Counsel, Inc. Investment ManagersFinance ZWJ emphasizes steady growth of both principal and income by focusing on high-quality equity and fixed-income securities. The firm manages high-quality, intermediate-maturity government, corporate and municipal fixed-income securities. They seek equities that provide long-term capital appreciation with relatively low volatility. Purchase and sell decisions are always based on diligent research. ZWJ may sell a stock if they observe fundamental deterioration, disappointing earnings, an imprudent acquisition, management issues or material loss of market share. | Finance |
Duke University
Duke University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Colby College
Colby College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Merrill Lynch & Co., Inc.
Merrill Lynch & Co., Inc. Investment ManagersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Finance |
















