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Profil
William Jeffery Surles worked at Waddell & Reed Investment Management Co. from 2007 to 2018, serving as Senior Vice President in 2018.
From 2018 to 2021, worked at Ivy Investment Management Co. as Senior Vice President.
Also worked at Nomura Investment Management Business Trust as Senior Vice President.
Attended Vanderbilt University, earning an undergraduate degree in 2000.
Completed an MBA at the University of Wisconsin in 2007.
Anciens postes connus de Jeffery Surles
| Sociétés | Poste | Fin |
|---|---|---|
Ivy Investment Management Co.
 Ivy Investment Management Co. Investment ManagersFinance Ivy Investments has investment principles through all the market cycles that shape their investment philosophy and approach to asset management. These principles include: rigorous fundamental research, collaboration and accountability, and growth and protection of investors’ assets. Their strategies are based on fundamental research and their investment process. The firm balances the top-down analysis with a bottom-up (researching individual issuers) stock selection process in an effort to identify stocks that it believes may outperform that market over a one- to three-year time period and are best positioned to maximize their competitive advantage. | Gestionnaire de Portefeuille-Actions | 01/03/2021 |
Waddell & Reed Investment Management Co.
 Waddell & Reed Investment Management Co. Investment ManagersFinance WRIMCO seeks to achieve an objective of total return by allocating assets primarily among stocks, bonds and short-term instruments of issuers in markets around the globe, as well as in derivative instruments, precious metals and investments with exposure to various foreign currencies. The firm may invest in US and foreign securities. Accounts managed in this style may invest up to 100% of total assets in foreign securities, and in securities denominated in currencies other than US dollar. They may allocate its investments among these different types of securities in different proportions at different times, including up to 100% in stocks, bonds, or short-term instruments, respectively. WRIMCO may sell a security if the price of the security reaches what they believes is fair value to reduce the account’s holdings in that security, to take advantage of what it believes are more attractive investment opportunities or to raise cash. WRIMCO employs a fundamental, bottom-up investment process that is built around a committee approach for purposes of communication and idea-sharing, while the actual construction of portfolios is the responsibility of the portfolio manager. Portfolio managers determine the sectors, industries and companies that are most relevant to their strategy. In-house analysts provide fundamental analysis of companies that is shared collaboratively across investment styles. Buy decisions are implemented by the portfolio manager and may result from an analyst's recommendation or be reached independently. | Analyst-Fixed Income | 01/02/2018 |
Nomura Investment Management Business Trust
 Nomura Investment Management Business Trust Investment ManagersFinance MIMBT maintains a flexible strategy designed to conform with various clients’ individual investment objectives. The firm manages separate client-focused equity, debt, and balanced portfolios. They invest in the public equity and debt markets of the US, non-US, and other emerging economies. MIMBT seeks growth-oriented value stocks of small-cap, mid-cap and large-cap companies. The firm selects countries by utilizing a top-down approach and selects stocks using fundamental analysis with a bottom-up approach. | Gestionnaire de Portefeuille-Actions | - |
Formation de Jeffery Surles
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
88
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Nomura Investment Management Business Trust
Nomura Investment Management Business Trust Investment ManagersFinance MIMBT maintains a flexible strategy designed to conform with various clients’ individual investment objectives. The firm manages separate client-focused equity, debt, and balanced portfolios. They invest in the public equity and debt markets of the US, non-US, and other emerging economies. MIMBT seeks growth-oriented value stocks of small-cap, mid-cap and large-cap companies. The firm selects countries by utilizing a top-down approach and selects stocks using fundamental analysis with a bottom-up approach. | Finance |
Waddell & Reed Investment Management Co.
Waddell & Reed Investment Management Co. Investment ManagersFinance WRIMCO seeks to achieve an objective of total return by allocating assets primarily among stocks, bonds and short-term instruments of issuers in markets around the globe, as well as in derivative instruments, precious metals and investments with exposure to various foreign currencies. The firm may invest in US and foreign securities. Accounts managed in this style may invest up to 100% of total assets in foreign securities, and in securities denominated in currencies other than US dollar. They may allocate its investments among these different types of securities in different proportions at different times, including up to 100% in stocks, bonds, or short-term instruments, respectively. WRIMCO may sell a security if the price of the security reaches what they believes is fair value to reduce the account’s holdings in that security, to take advantage of what it believes are more attractive investment opportunities or to raise cash. WRIMCO employs a fundamental, bottom-up investment process that is built around a committee approach for purposes of communication and idea-sharing, while the actual construction of portfolios is the responsibility of the portfolio manager. Portfolio managers determine the sectors, industries and companies that are most relevant to their strategy. In-house analysts provide fundamental analysis of companies that is shared collaboratively across investment styles. Buy decisions are implemented by the portfolio manager and may result from an analyst's recommendation or be reached independently. | Finance |
Vanderbilt University
 Vanderbilt University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Wisconsin
 University of Wisconsin Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Ivy Investment Management Co.
Ivy Investment Management Co. Investment ManagersFinance Ivy Investments has investment principles through all the market cycles that shape their investment philosophy and approach to asset management. These principles include: rigorous fundamental research, collaboration and accountability, and growth and protection of investors’ assets. Their strategies are based on fundamental research and their investment process. The firm balances the top-down analysis with a bottom-up (researching individual issuers) stock selection process in an effort to identify stocks that it believes may outperform that market over a one- to three-year time period and are best positioned to maximize their competitive advantage. | Finance |
