Profil
Mr. Jeffrey L.
Slepian is a Senior Portfolio Manager at Segall Bryant & Hamill LLC.
His responsibilities include management of fixed income and equity portfolios for high net worth individuals, foundations, non-profit and charitable organizations, and Taft-Hartley and other retirement plans.
Mr. Slepian is also responsible for directing Segall Bryant & Hamill’s tax-sensitive investment portfolio strategy and policy.
He has been in the investment industry since 1987.
He is one of the founding members of Segall Bryant & Hamill.
He earned a B.A.
in Accounting from the University of Illinois and an MBA in Finance from the University of Chicago.
He holds the Certified Public Accountant designation.
Postes actifs de Jeff Slepian
| Sociétés | Poste | Début |
|---|---|---|
Segall Bryant & Hamill LLC
 Segall Bryant & Hamill LLC Investment ManagersFinance Segall Bryant & Hamill LLC (SBH) is a SEC-registered investment advisory firm headquartered in Chicago, Illinois. The firm was founded in 1994 by Ralph Segall, Charles Bryant and Jonathan Hamill. They are a wholly owned subsidiary of Corient Holdings, Inc., which is owned by CI Financial Corp. (TSX: CIX; OTC: CIXXF) in Canada. SBH provides professional portfolio management of domestic and international equity and fixed income portfolios, and alternative investments, to institutional and intermediary clients. SBH became a signatory of the United Nations’ Principles for Responsible Investment (PRI) in 2017. | Fondateur | 01/01/1994 |
Formation de Jeff Slepian
| University of Illinois | Undergraduate Degree |
| The University of Chicago | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Femme
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
Segall Bryant & Hamill LLC
Segall Bryant & Hamill LLC Investment ManagersFinance Segall Bryant & Hamill LLC (SBH) is a SEC-registered investment advisory firm headquartered in Chicago, Illinois. The firm was founded in 1994 by Ralph Segall, Charles Bryant and Jonathan Hamill. They are a wholly owned subsidiary of Corient Holdings, Inc., which is owned by CI Financial Corp. (TSX: CIX; OTC: CIXXF) in Canada. SBH provides professional portfolio management of domestic and international equity and fixed income portfolios, and alternative investments, to institutional and intermediary clients. SBH became a signatory of the United Nations’ Principles for Responsible Investment (PRI) in 2017. | Finance |
