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J.V. Shields
Plus aucun poste en cours
Profil
Mr. Joseph V.
Shields, Jr., is Chairman at Wellington Shields Capital Management LLC, a Member at New York Stock Exchange LLC and Chairman at Capital Management Associates, Inc. (New York).
He is on the Board of Directors at Flowers Foods, Inc.
Mr. Shields was previously employed as a Member by New York Stock Exchange, Inc., a Managing Director by Shields & Co., and Chairman by The BBH Funds.
He also served on the board at Flowers Industries, Inc.
He received his undergraduate degree from Georgetown University.
Anciens postes connus de J.V. Shields
| Sociétés | Poste | Fin |
|---|---|---|
| FLOWERS FOODS, INC. | Directeur/Membre du Conseil | 10/10/2018 |
Capital Management Associates, Inc. (New York)
 Capital Management Associates, Inc. (New York) Investment ManagersFinance CMA’s investment recommendations are not limited to any specific product or service offered by a broker dealer or insurance company. Client portfolio holdings may also include exchange-listed and over-the-counter securities, option contracts on securities, no-load or load-waived mutual funds, ETFs, corporate debt securities, US governmental securities, certificates of deposit, warrants, commercial paper, and municipal securities. | Président | 10/10/2018 |
New York Stock Exchange LLC
 New York Stock Exchange LLC Investment Banks/BrokersFinance Operates securities exchange market | Corporate Officer/Principal | 10/10/2018 |
Wellington Shields Capital Management LLC
 Wellington Shields Capital Management LLC Investment ManagersFinance WSCM develops a client's personal investment guidelines and creates and manages a portfolio based on the client’s individual objectives, time horizons, risk tolerance, and liquidity needs. The firm’s top-down investment approach emphasizes quality and growth at a reasonable price. They invest in businesses with strong balance sheets that are leaders in their respective industries. WSCM’s investment committee develops a macroeconomic view, which informs their asset allocation. | Président | 10/10/2018 |
The BBH Funds
 The BBH Funds Investment Trusts/Mutual FundsMiscellaneous Open-End Investment Fund/Unit Trust | Président | 01/01/2014 |
Formation de J.V. Shields
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
76
Relations au 1er degré
9
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 9 |
|---|---|
Flowers Industries, Inc.
 Flowers Industries, Inc. Food: Specialty/CandyConsumer Non-Durables Produces and distribute a full line of breads, cookies and other snack foods | Consumer Non-Durables |
Shields & Co.
 Shields & Co. Investment ManagersFinance Shields believes that a mid-cap value equity strategy can enhance investment performance in up markets and help protect capital in down markets by focusing on stocks that are significantly undervalued by the market, have the liquidity and financial stability associated with large-cap companies and possess the attractive growth characteristics of small-cap companies. The firm believes that investment risk can be managed by over- and underweighting economic sectors in accordance with economic conditions. The firm's investment process combines economic and industry insights with rigorous fundamental, quantitative and technical analysis of individual companies and their stocks. They identify economic sectors most likely to benefit from market conditions. Shields economic analysis looks at interest rate forecast, inflationary outlook and probable market direction. They next analyze the impact of interest rates on industries. Shields industry analysis also includes reviewing and analyzing industry reports and trade publications to identify major trends. Next, the firm narrows their universe of mid-cap stocks value stocks employing a multi factor model that seeks low price-to-cash flow, low p/e, moderate debt-to-total capitalization, high ROE and low price-to-asset value. Shields then reduces the value subset to a buy list via fundamental analysis that looks at balance sheets, income and cash flow. Their active due diligence process includes meeting with management, contacting competition and performing a quantitative/technical review. These analysis criteria include relative performance, insider trades, earnings momentum and technical position. For their sell process, every stock is assigned a two-year price objective. Via fundamental analysis, Shields determines whether a stock is overvalued and will sell if fundamentals have not changed. They liquidate their position in a company if its management loses focus, diversifies into unrelated business or sells off its best assets. All research is conducted in-house. | Finance |
Flowers Foods, Inc.
 Flowers Foods, Inc. Food: Specialty/CandyConsumer Non-Durables Produces and markets packaged bakery foods in the United States | Consumer Non-Durables |
New York Stock Exchange, Inc.
 New York Stock Exchange, Inc. Investment Banks/BrokersFinance Operates securities exchange market | Finance |
Georgetown University
 Georgetown University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
New York Stock Exchange LLC
New York Stock Exchange LLC Investment Banks/BrokersFinance Operates securities exchange market | Finance |
The BBH Funds
The BBH Funds Investment Trusts/Mutual FundsMiscellaneous Open-End Investment Fund/Unit Trust | Miscellaneous |
Capital Management Associates, Inc. (New York)
Capital Management Associates, Inc. (New York) Investment ManagersFinance CMA’s investment recommendations are not limited to any specific product or service offered by a broker dealer or insurance company. Client portfolio holdings may also include exchange-listed and over-the-counter securities, option contracts on securities, no-load or load-waived mutual funds, ETFs, corporate debt securities, US governmental securities, certificates of deposit, warrants, commercial paper, and municipal securities. | Finance |
Wellington Shields Capital Management LLC
Wellington Shields Capital Management LLC Investment ManagersFinance WSCM develops a client's personal investment guidelines and creates and manages a portfolio based on the client’s individual objectives, time horizons, risk tolerance, and liquidity needs. The firm’s top-down investment approach emphasizes quality and growth at a reasonable price. They invest in businesses with strong balance sheets that are leaders in their respective industries. WSCM’s investment committee develops a macroeconomic view, which informs their asset allocation. | Finance |
