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Profiel
Ms. Jean W.
Orr, CFA MBA, is a Director of Research at Fairpointe Capital LLC.
She is responsible for fundamental research of current portfolio companies and potential new investments.
Before joining the firm in 2012, she was a Senior Research Analyst with Nutmeg Securities, LLC.
Ms. Orr spent thirty years with major Wall Street firms including Smith Barney, Drexel Burnham and A. G.
Edwards and with boutique firms Labé, Simpson & Company and Bluestone Capital.
Prior to that, she managed equity investments as an Analyst and Portfolio Manager with Penmark Investments.
Ms. Orr received her Bachelor of Arts in Economics from the University of Illinois, an MBA in Finance from the University of Chicago and is a Chartered Financial Analyst.
Eerdere bekende functies van Jean Wopat Orr
| Bedrijven | Functie | Einde |
|---|---|---|
Fairpointe Capital LLC
 Fairpointe Capital LLC Investment ManagersFinance Fairpointe Capital manages equity portfolios for clients. Their Mid-Cap strategy employs a fundamental bottom-up, valuation-based process to select companies that they believe are inefficiently priced relative to their earnings growth outlook over the next three to five years. The firm’s ESG Equity strategy integrates structured ESG analysis with their bottom-up, fundamental valuation-based approach to investing. They seek companies that adhere to principled corporate governance practices, are environmentally accountable and socially responsible. Fairpointe Capital primarily invests in domestic equities and ADRs. If fixed income exposure is required by the client, the firm typically invests in bond funds. | Directeur van Onderzoek - Eigen Vermogen | 30-06-2021 |
Nutmeg Securities LLC
 Nutmeg Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 14-07-2010 |
Bluestone Capital Partners LP
 Bluestone Capital Partners LP Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 19-01-2001 |
Nutmeg Securities LLC
Nutmeg Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 31-12-1999 |
Penmark Investments, Inc. | Corporate Officer/Principal | - |
Opleiding van Jean Wopat Orr
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
10
Eerstegraads connecties
9
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 9 |
|---|---|
A.G. Edwards & Sons, Inc.
 A.G. Edwards & Sons, Inc. Investment Banks/BrokersFinance Provides brokerage dealing services | Finance |
Drexel Burnham Lambert, Inc.
 Drexel Burnham Lambert, Inc. Agricultural Commodities/MillingProcess Industries Manufactures chocolates and sugar candies. | Process Industries |
Bluestone Capital Partners LP
Bluestone Capital Partners LP Investment Banks/BrokersFinance Provides brokerage services | Finance |
Nutmeg Securities LLC
Nutmeg Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
The University of Chicago
 The University of Chicago Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Illinois
 University of Illinois Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Smith Barney Harris Upham & Co., Inc.
 Smith Barney Harris Upham & Co., Inc. Investment Banks/BrokersFinance Provides securities brokerage services | Finance |
Penmark Investments, Inc. | |
Fairpointe Capital LLC
Fairpointe Capital LLC Investment ManagersFinance Fairpointe Capital manages equity portfolios for clients. Their Mid-Cap strategy employs a fundamental bottom-up, valuation-based process to select companies that they believe are inefficiently priced relative to their earnings growth outlook over the next three to five years. The firm’s ESG Equity strategy integrates structured ESG analysis with their bottom-up, fundamental valuation-based approach to investing. They seek companies that adhere to principled corporate governance practices, are environmentally accountable and socially responsible. Fairpointe Capital primarily invests in domestic equities and ADRs. If fixed income exposure is required by the client, the firm typically invests in bond funds. | Finance |
