![Jeffrey Simon](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Mr. Simon joined JPMorgan from Bear Stearns.
Mr. Simon joined BSAM in 1999 as a member of the equity investment team with responsibility for the management of value equity portfolios.
Prior to joining BSAM, Mr. Simon was a Managing Director at MacKay-Shields, where he was a senior member of and portfolio manager in the large cap value team, responsible for institutional and mutual fund assets from 1992 to 1999.
Previously, he was a portfolio manager at Neuberger & Berman and at Lord, Abbett & Co.
Mr. Simon holds a B.A. and an MBA both in Finance & Investments, from the University of Alabama.
Anciens postes connus de Jeffrey Simon
| Sociétés | Poste | Fin |
|---|---|---|
JPMorgan Investment Management, Inc.
 JPMorgan Investment Management, Inc. Investment ManagersFinance JPMIM seeks to generate positive excess return through both a bottom-up approach emphasizing security selection and a top-down approach focusing on macro investment themes and trends to aid in determining sector weightings, currency, and yield curve weighting where appropriate. The firm offers a broad range of US, non-US and global investment management products and provides different strategies that span the full spectrum of asset classes including equity, fixed-income, cash liquidity, currency, real estate, hedge funds and private equity. | Gestionnaire de Portefeuille-Actions | 31/12/2009 |
Bear Stearns Asset Management, Inc.
 Bear Stearns Asset Management, Inc. Investment ManagersFinance Bear Stearns Asset Management, Inc. is an asset management firm and broker/dealer located in New York City. The firm is a subsidiary of JPMorgan Asset Management, Inc. and their ultimate parent is JPMorgan Chase & Co., Inc. (NYSE: JPM). They manage equity and fixed-income separate accounts, mutual funds, hedge funds, private equity funds and venture capital funds. Their clients include corporations, municipal governments, multi-employer plans, endowments, foundations, family groups and high net-worth individuals | Corporate Officer/Principal | 31/05/2008 |
MacKay Shields LLC
 MacKay Shields LLC Investment ManagersFinance MacKay Shields offers a variety of fixed income and equity strategies and solutions that clients can select depending on their investment objectives. They maintain independently managed investment strategy teams, each of which conducts its own research and acts autonomously with its own distinct investment process. Investment strategies may be available through separately managed accounts, wrap programs and/or collective investment vehicles. | Gestionnaire de Portefeuille-Actions | 31/12/1998 |
Neuberger Berman BD LLC
 Neuberger Berman BD LLC Investment ManagersFinance NBBD-IM offers clients investment solutions across asset classes, styles, capitalizations and geographies in both public and private markets, as well as multi-asset class solutions that bring them all together. For equity investments, the firm tends to focus on stocks with solid balance sheets, relatively low price-to-earnings ratios, low price-to-cash flow ratios, strong cash flows, above-average yields, sustainable earnings growth, reasonable valuation multiples relative to growth prospects, sound franchise values and significant insider ownership. They use both top-down and bottom-up analysis to select investments. In addition, the firm uses options and futures and occasionally invests in ADRs and private equity opportunities. | Gestionnaire de Portefeuille-Actions | 31/12/1991 |
Lord, Abbett & Co. LLC
 Lord, Abbett & Co. LLC Investment ManagersFinance Lord Abbett manages equity, fixed income, and multi-asset class portfolios across a wide range of investment strategies. Portfolio management teams employ a rigorous investment approach, and the firm’s investment processes are supported by a strong internal focus on fundamental and quantitative research. | Gestionnaire de Portefeuille-Actions | 31/12/1991 |
Formation de Jeffrey Simon
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
84
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Lord, Abbett & Co. LLC
Lord, Abbett & Co. LLC Investment ManagersFinance Lord Abbett manages equity, fixed income, and multi-asset class portfolios across a wide range of investment strategies. Portfolio management teams employ a rigorous investment approach, and the firm’s investment processes are supported by a strong internal focus on fundamental and quantitative research. | Finance |
MacKay Shields LLC
MacKay Shields LLC Investment ManagersFinance MacKay Shields offers a variety of fixed income and equity strategies and solutions that clients can select depending on their investment objectives. They maintain independently managed investment strategy teams, each of which conducts its own research and acts autonomously with its own distinct investment process. Investment strategies may be available through separately managed accounts, wrap programs and/or collective investment vehicles. | Finance |
JPMorgan Investment Management, Inc.
JPMorgan Investment Management, Inc. Investment ManagersFinance JPMIM seeks to generate positive excess return through both a bottom-up approach emphasizing security selection and a top-down approach focusing on macro investment themes and trends to aid in determining sector weightings, currency, and yield curve weighting where appropriate. The firm offers a broad range of US, non-US and global investment management products and provides different strategies that span the full spectrum of asset classes including equity, fixed-income, cash liquidity, currency, real estate, hedge funds and private equity. | Finance |
Bear Stearns Asset Management, Inc.
Bear Stearns Asset Management, Inc. Investment ManagersFinance Bear Stearns Asset Management, Inc. is an asset management firm and broker/dealer located in New York City. The firm is a subsidiary of JPMorgan Asset Management, Inc. and their ultimate parent is JPMorgan Chase & Co., Inc. (NYSE: JPM). They manage equity and fixed-income separate accounts, mutual funds, hedge funds, private equity funds and venture capital funds. Their clients include corporations, municipal governments, multi-employer plans, endowments, foundations, family groups and high net-worth individuals | Finance |
Neuberger Berman BD LLC
Neuberger Berman BD LLC Investment ManagersFinance NBBD-IM offers clients investment solutions across asset classes, styles, capitalizations and geographies in both public and private markets, as well as multi-asset class solutions that bring them all together. For equity investments, the firm tends to focus on stocks with solid balance sheets, relatively low price-to-earnings ratios, low price-to-cash flow ratios, strong cash flows, above-average yields, sustainable earnings growth, reasonable valuation multiples relative to growth prospects, sound franchise values and significant insider ownership. They use both top-down and bottom-up analysis to select investments. In addition, the firm uses options and futures and occasionally invests in ADRs and private equity opportunities. | Finance |
The University of Alabama at Birmingham
 The University of Alabama at Birmingham Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
