Amy Allen Lord
Portefeuillebeheerder-Aandelen bij Suncoast Equity Management LLC
Profiel
Ms. Amy A.
Lord, CFA, is Senior Vice President & Co-Portfolio Manager at Suncoast Equity Management LLC.
Prior to joining Suncoast Equity Management in September 2008, Ms. Lord was Vice President and Portfolio Manager with Intrepid Capital where she was sole manager of the company’s Large Cap Equity and Investment Grade Fixed Income portfolios.
Prior to joining Intrepid in 2001, she was Managing Director, Senior Portfolio Manager of The Investment Counsel Company.
During her nine years with the firm, her responsibilities included equity and fixed income portfolio management and analysis marketing and client servicing and overseeing GIPS performance compliance.
She is a past President of the CFA Society of Orlando, as well as a member of the CFA Institute.
She earned a Bachelor of Science in Advertising, with a minor in Mathematics, from the University of Florida.
She is a CFA charterholder.
Actieve functies van Amy Allen Lord
| Bedrijven | Functie | Begin |
|---|---|---|
Suncoast Equity Management LLC
 Suncoast Equity Management LLC Investment ManagersFinance Suncoast Equity Management LLC (SEM) is an independent, SEC-registered investment advisor headquartered in Tampa, Florida. The firm was founded by Don Jowdyin 1997. SEM provides investment advisory services to individuals, families and foundations, corporate pensions, profit-sharing plans and individual retirement accounts. | Portefeuillebeheerder-Aandelen | 01-09-2008 |
Eerdere bekende functies van Amy Allen Lord
| Bedrijven | Functie | Einde |
|---|---|---|
Intrepid Capital Management, Inc. (Florida)
 Intrepid Capital Management, Inc. (Florida) Investment ManagersFinance Intrepid Capital Management, Inc. (Intrepid Capital) is a registered investment advisor headquartered in Jacksonville Beach, Florida. The firm was founded by Forrest Travis and Mark Travis in 1994. They are a wholly-owned subsidiary of Intrepid Capital Corp. (NASDAQ: ICAP). Intrepid Capital provides advisory services and non-advisory services to corporate, institutional, and high net worth individuals. They also provide advisory services to mutual funds (registered investment companies) and pooled investment vehicles that are not registered as investment companies. | Portefeuillebeheerder-Aandelen | 01-08-2008 |
| Investment Counsel Co. | Corporate Officer/Principal | 31-12-2000 |
Opleiding van Amy Allen Lord
| University of Florida | Undergraduate Degree |
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| Bedrijven in privébezit | 3 |
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Intrepid Capital Management, Inc. (Florida)
Intrepid Capital Management, Inc. (Florida) Investment ManagersFinance Intrepid Capital Management, Inc. (Intrepid Capital) is a registered investment advisor headquartered in Jacksonville Beach, Florida. The firm was founded by Forrest Travis and Mark Travis in 1994. They are a wholly-owned subsidiary of Intrepid Capital Corp. (NASDAQ: ICAP). Intrepid Capital provides advisory services and non-advisory services to corporate, institutional, and high net worth individuals. They also provide advisory services to mutual funds (registered investment companies) and pooled investment vehicles that are not registered as investment companies. | Finance |
| Investment Counsel Co. | Finance |
Suncoast Equity Management LLC
Suncoast Equity Management LLC Investment ManagersFinance Suncoast Equity Management LLC (SEM) is an independent, SEC-registered investment advisor headquartered in Tampa, Florida. The firm was founded by Don Jowdyin 1997. SEM provides investment advisory services to individuals, families and foundations, corporate pensions, profit-sharing plans and individual retirement accounts. | Finance |
