![JP Weaver](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>)
JP Weaver
Head-Fixed Income Invts chez
Stewart Capital Advisors LLC
Profil
Mr. John P.
Weaver, CFA, is a Director of Fixed Income at Stewart Capital Advisors LLC.
He supports fixed income research and portfolio strategy decisions and works directly with clients to construct and to manage their investment portfolios.
His research effort is focused on fixed income.
With other members of the Investment Policy and Strategy Committee, his work and decision-making guide the Firm's fixed income strategy and contribute to the Firm's equity strategies.
Before joining Stewart Capital in July 2017, Mr. Weaver was director of fixed income investments at McGlinn Capital Management, where he managed the fixed income practice.
He also was a senior fixed income portfolio manager and director of fixed income research for the Evergreen Asset Management subsidiary of Wells Fargo Bank and was an investment officer and portfolio manager for the One Federal Asset Management subsidiary of Bank of America.
He holds the Chartered Financial Analyst® designation and is a member of the Philadelphia Society of Financial Analysts.
Postes actifs de JP Weaver
| Sociétés | Poste | Début |
|---|---|---|
Stewart Capital Advisors LLC
 Stewart Capital Advisors LLC Investment ManagersFinance SCA uses a fundamental bottom-up approach with a long-term perspective. The firm primarily invests in equities, fixed income securities, mutual funds, exchange traded funds (ETFs) through its managed portfolios and asset allocation strategies. Stocks are considered for purchase when they are trading below a calculated value. They will sell a stock when it believes the stock becomes fairly valued, the stock can be replaced with a better risk/reward opportunity, the stock declines substantially in price or the stock is subject to a merger or acquisition. | Head-Fixed Income Invts | - |
Anciens postes connus de JP Weaver
| Sociétés | Poste | Fin |
|---|---|---|
McGlinn Capital Management, Inc.
 McGlinn Capital Management, Inc. Investment ManagersFinance McGlinn Capital Management manages accounts as a team, utilizing a top-down approach. Their equity process allocates assets to sectors that they perceive to have the greatest probability of outperforming the market as a whole and diminishes exposure to market sectors deemed either to be higher risk or lower reward. The firm then establishes target returns; and once achieved, they rotate assets elsewhere using the same process. McGlinn's client portfolios typically differ from the performance benchmark in terms of sector and industry weightings (e.g., S&P 500 and Russell 1000 Value indexes). Their equity process is comprised of three phases: top-down economic, business and financial. McGlinn's fixed income portfolios utilize a risk-adjusted, income-based approach that blends top-down and bottom-up fundamentals and analytical tools. The firm seeks to enhance value through fundamental analysis of financial and economic conditions. They also add value through duration and segment (overweight/underweight) calls, statistical analysis and centralized decision making. | Head-Fixed Income Invts | 07/04/2016 |
Formation de JP Weaver
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
11
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
McGlinn Capital Management, Inc.
McGlinn Capital Management, Inc. Investment ManagersFinance McGlinn Capital Management manages accounts as a team, utilizing a top-down approach. Their equity process allocates assets to sectors that they perceive to have the greatest probability of outperforming the market as a whole and diminishes exposure to market sectors deemed either to be higher risk or lower reward. The firm then establishes target returns; and once achieved, they rotate assets elsewhere using the same process. McGlinn's client portfolios typically differ from the performance benchmark in terms of sector and industry weightings (e.g., S&P 500 and Russell 1000 Value indexes). Their equity process is comprised of three phases: top-down economic, business and financial. McGlinn's fixed income portfolios utilize a risk-adjusted, income-based approach that blends top-down and bottom-up fundamentals and analytical tools. The firm seeks to enhance value through fundamental analysis of financial and economic conditions. They also add value through duration and segment (overweight/underweight) calls, statistical analysis and centralized decision making. | Finance |
Stewart Capital Advisors LLC
Stewart Capital Advisors LLC Investment ManagersFinance SCA uses a fundamental bottom-up approach with a long-term perspective. The firm primarily invests in equities, fixed income securities, mutual funds, exchange traded funds (ETFs) through its managed portfolios and asset allocation strategies. Stocks are considered for purchase when they are trading below a calculated value. They will sell a stock when it believes the stock becomes fairly valued, the stock can be replaced with a better risk/reward opportunity, the stock declines substantially in price or the stock is subject to a merger or acquisition. | Finance |
Kenyon College
 Kenyon College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
