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Profil
Jeffrey Scott McCallum worked as a Senior Vice President at Valley Forge Asset Management LLC from 2008 to 2016 and at BB&T Securities LLC from 2016 to 2021.
Prior to that, he worked as a Senior Vice President at Widmann, Siff & Co., Inc. from 1985 to 2008 and as a Principal at The Vanguard Group, Inc. He received his undergraduate degree from Bowdoin College in 1976 and his graduate degree from Bryn Mawr College in 1980.
Anciens postes connus de Jeffrey Scott McCallum
| Sociétés | Poste | Fin |
|---|---|---|
BB&T Securities LLC
 BB&T Securities LLC Investment ManagersFinance BB&T Securities provides investment advice on a broad array of stocks, bonds, money markets, municipal bonds and annuities. Though their Spectrum Investment Program, the firm assists clients in the selection of independent investment advisors to manage their assets. In this investment advisory capacity, they do not provide investment advice regarding securities in the construction of an investment portfolio. Through their CHOICE Wrap Portfolios, BB&T Securities provides investment advisory services to client accounts on a discretionary basis using one or more of 6 portfolios managed by Sterling Capital Management, a subsidiary of BB&T Corp. The firm’s Unified Managed Account Program is a discretionary account which incorporates various investment products including: manager model portfolios, separate account managers, mutual funds and ETFs. | Gestionnaire de Portefeuille-Actions | 10/03/2021 |
Valley Forge Asset Management LLC
 Valley Forge Asset Management LLC Investment ManagersFinance Valley Forge Asset Management is a value manager that specializes in equity, balanced and fixed-income management on an individual account basis. The firm's core investment philosophy seeks growth at a reasonable price using mostly large cap (market value of $10 billion or more) securities to provide short-term preservation of principal and long-term growth of assets. This disciplined investment process is designed to manage risk at every opportunity through portfolio diversification and active management. | Analyst-Equity | 01/03/2016 |
Widmann, Siff & Co., Inc.
 Widmann, Siff & Co., Inc. Investment ManagersFinance Widmann Siff & Co. (WS) utilizes proprietary research to select and manage equities, bonds, mutual funds and units of master limited partnerships. They maintain an on-going research effort in mutual funds as well as stocks. WS makes value-oriented investments in large-cap equities in the US, Asia and Europe and maintains a medium turnover. | Analyst-Equity | 30/11/2008 |
The Vanguard Group, Inc.
 The Vanguard Group, Inc. Investment ManagersFinance VGI offers both passive and active discretionary investment advisory services that cover the US and international markets. They employ two types of indexing strategies: replication and sampling. Their active management equity methodology is based on quantitative modeling while fixed income analysis is based on fundamental investment research and research obtained from external investment organizations. | Corporate Officer/Principal | - |
Formation de Jeffrey Scott McCallum
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
78
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
The Vanguard Group, Inc.
The Vanguard Group, Inc. Investment ManagersFinance VGI offers both passive and active discretionary investment advisory services that cover the US and international markets. They employ two types of indexing strategies: replication and sampling. Their active management equity methodology is based on quantitative modeling while fixed income analysis is based on fundamental investment research and research obtained from external investment organizations. | Finance |
Widmann, Siff & Co., Inc.
Widmann, Siff & Co., Inc. Investment ManagersFinance Widmann Siff & Co. (WS) utilizes proprietary research to select and manage equities, bonds, mutual funds and units of master limited partnerships. They maintain an on-going research effort in mutual funds as well as stocks. WS makes value-oriented investments in large-cap equities in the US, Asia and Europe and maintains a medium turnover. | Finance |
Valley Forge Asset Management LLC
Valley Forge Asset Management LLC Investment ManagersFinance Valley Forge Asset Management is a value manager that specializes in equity, balanced and fixed-income management on an individual account basis. The firm's core investment philosophy seeks growth at a reasonable price using mostly large cap (market value of $10 billion or more) securities to provide short-term preservation of principal and long-term growth of assets. This disciplined investment process is designed to manage risk at every opportunity through portfolio diversification and active management. | Finance |
Bowdoin College
 Bowdoin College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Bryn Mawr College
 Bryn Mawr College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
BB&T Securities LLC
BB&T Securities LLC Investment ManagersFinance BB&T Securities provides investment advice on a broad array of stocks, bonds, money markets, municipal bonds and annuities. Though their Spectrum Investment Program, the firm assists clients in the selection of independent investment advisors to manage their assets. In this investment advisory capacity, they do not provide investment advice regarding securities in the construction of an investment portfolio. Through their CHOICE Wrap Portfolios, BB&T Securities provides investment advisory services to client accounts on a discretionary basis using one or more of 6 portfolios managed by Sterling Capital Management, a subsidiary of BB&T Corp. The firm’s Unified Managed Account Program is a discretionary account which incorporates various investment products including: manager model portfolios, separate account managers, mutual funds and ETFs. | Finance |
