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Profil
Jeffrey S.
Phelps worked as a Principal at Reliant Energy, Inc. and JPMorgan Chase & Co. before becoming a Partner & Head of Equity Management at Avalon Advisors LLC in 2007, where he worked until 2022.
He also worked as an Executive Vice President at Smith, Graham & Co. Investment Advisors LP and as a Vice President at JPMorgan Fleming Asset Management (USA), Inc. Phelps received his undergraduate degree from Lincoln University (Pennsylvania) and another undergraduate degree from The Pennsylvania State University in 1978.
Anciens postes connus de Jeff Phelps
| Sociétés | Poste | Fin |
|---|---|---|
Avalon Advisors LLC
 Avalon Advisors LLC Investment ManagersFinance Avalon employs a fundamental, long-term approach in evaluating securities, seeks a return reflective of the underlying asset class for each account, and aims to maintain lower volatility. The firm will raise cash reserves during periods of unusual market risk, but generally seeks to maintain a fully invested posture over a typical market cycle. Securities selected are generally expected to be held to be held for long-term capital gains, with the goal of providing higher after-tax returns. | Head-Equity Investments | 01/01/2022 |
Smith, Graham & Co. Investment Advisors LP
 Smith, Graham & Co. Investment Advisors LP Investment ManagersFinance Smith Graham specializes in small, mid and smid-cap US equity strategies. The firm applies conservative and repeatable investment processes to various asset classes, including US fixed income, US equities and alternative income sources. Their investment philosophy has a relative value focus with an emphasis on risk control and risk management which provides superior long-term returns with low volatility. The equity investment philosophy reflects Smith Graham’s belief that attractive returns can be achieved over a full market cycle by combining a systematic quantitative approach with traditional fundamental analysis. | Head-Equity Investments | - |
Reliant Energy, Inc.
 Reliant Energy, Inc. Electric UtilitiesUtilities Provides electricity and energy services and operates power generation facilities | Corporate Officer/Principal | - |
J.P. Morgan Fleming Asset Management (USA), Inc.
 J.P. Morgan Fleming Asset Management (USA), Inc. Investment ManagersFinance Provides asset management and investment advisory services | Corporate Officer/Principal | - |
| JPMORGAN CHASE & CO. | Corporate Officer/Principal | - |
Formation de Jeff Phelps
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
94
Relations au 1er degré
7
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
Reliant Energy, Inc.
Reliant Energy, Inc. Electric UtilitiesUtilities Provides electricity and energy services and operates power generation facilities | Utilities |
JPMorgan Chase & Co.
 JPMorgan Chase & Co. Major BanksFinance Provides banking, asset management, investment banking, credit card and mortgage services | Finance |
Avalon Advisors LLC
Avalon Advisors LLC Investment ManagersFinance Avalon employs a fundamental, long-term approach in evaluating securities, seeks a return reflective of the underlying asset class for each account, and aims to maintain lower volatility. The firm will raise cash reserves during periods of unusual market risk, but generally seeks to maintain a fully invested posture over a typical market cycle. Securities selected are generally expected to be held to be held for long-term capital gains, with the goal of providing higher after-tax returns. | Finance |
Smith, Graham & Co. Investment Advisors LP
Smith, Graham & Co. Investment Advisors LP Investment ManagersFinance Smith Graham specializes in small, mid and smid-cap US equity strategies. The firm applies conservative and repeatable investment processes to various asset classes, including US fixed income, US equities and alternative income sources. Their investment philosophy has a relative value focus with an emphasis on risk control and risk management which provides superior long-term returns with low volatility. The equity investment philosophy reflects Smith Graham’s belief that attractive returns can be achieved over a full market cycle by combining a systematic quantitative approach with traditional fundamental analysis. | Finance |
J.P. Morgan Fleming Asset Management (USA), Inc.
J.P. Morgan Fleming Asset Management (USA), Inc. Investment ManagersFinance Provides asset management and investment advisory services | Finance |
Lincoln University (Pennsylvania)
 Lincoln University (Pennsylvania) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The Pennsylvania State University
 The Pennsylvania State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
