Historique de carrière de John Shepard
Anciens postes connus de John Shepard
Sociétés | Poste | Début | Fin |
---|---|---|---|
ZWJ Investment Counsel, Inc.
ZWJ Investment Counsel, Inc. Investment ManagersFinance ZWJ Investment Counsel, Inc. (ZWJ) is a privately-held, SEC-registered investment advisor headquartered in Atlanta, Georgia. The firm was founded in 1974 as Zeliff Wallace Jackson Investment Counsel, Inc. ZWJ provides discretionary asset management services to individual persons, pension and profit-sharing plans, trusts, estates, charitable organizations and corporations or similar business entities. | Membre du Comité d'Investissement | 01/01/2003 | 01/12/2022 |
Gestionnaire de Portefeuille-Actions | 01/01/2003 | 01/12/2022 | |
Shepard Investment Group LLC | Corporate Officer/Principal | 31/12/2002 | 31/12/2002 |
Wellington Management Co. LLP
Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors. | Gestionnaire de Portefeuille-Actions | 01/01/1989 | 31/12/1998 |
Formation de John Shepard
Duke University | Undergraduate Degree |
The University of Chicago Booth School of Business | Masters Business Admin |
Statistiques
Internationale
Etats-Unis | 6 |
Opérationnelle
Portfolio Manager-Equities | 2 |
Investment Committee Member | 1 |
Undergraduate Degree | 1 |
Sectorielle
Finance | 3 |
Consumer Services | 3 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 3 |
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Wellington Management Co. LLP
Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors. | Finance |
ZWJ Investment Counsel, Inc.
ZWJ Investment Counsel, Inc. Investment ManagersFinance ZWJ Investment Counsel, Inc. (ZWJ) is a privately-held, SEC-registered investment advisor headquartered in Atlanta, Georgia. The firm was founded in 1974 as Zeliff Wallace Jackson Investment Counsel, Inc. ZWJ provides discretionary asset management services to individual persons, pension and profit-sharing plans, trusts, estates, charitable organizations and corporations or similar business entities. | Finance |
Shepard Investment Group LLC |
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