![Jeff Coe](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>)
Jeff Coe
Portefeuillebeheerder-Aandelen bij
Neville, Rodie & Shaw, Inc.
Profiel
Mr. Jeffrey N.
Coe is a Vice President at Neville, Rodie & Shaw, Inc. He has over 25 years of investment experience.
In his role as an Investment Advisor, he works closely with families and individuals to help them achieve their wealth management goals and investment objectives.
Prior to joining the firm in 2011, Mr. Coe was a Managing Director at Atlantic Trust Co., where he was responsible for managing portfolios for individuals and select institutional accounts.
He also held positions as a Managing Director at Whitehall Asset Management, where he was a member of the investment policy committee, and as a Senior Vice President at Campbell Advisors.
Mr. Coe received his Bachelor of Arts degree from Middlebury College in 1978 and a Master of Business Administration degree from Columbia University in 1983.
Actieve functies van Jeff Coe
| Bedrijven | Functie | Begin |
|---|---|---|
Neville, Rodie & Shaw, Inc.
 Neville, Rodie & Shaw, Inc. Investment ManagersFinance NRS aims to provide superior investment management based on informed awareness of each client's financial resources, objectives, and capacity for risk. Portfolios are separately managed, taking into account all relevant factors. Equities form the cornerstone of their philosophy, based upon the firm's conviction that stocks offer the best long-term potential for building wealth and enhancing purchasing power. They recognize the need for stability and current income for many clients, and they complement their core equity holdings with quality fixed-income instruments of varying maturities. | Portefeuillebeheerder-Aandelen | 01-09-2011 |
Eerdere bekende functies van Jeff Coe
| Bedrijven | Functie | Einde |
|---|---|---|
Campbell Advisors, Inc.
 Campbell Advisors, Inc. Investment ManagersFinance Provides investment advisory services | Corporate Officer/Principal | - |
Atlantic Trust Co., NA (Massachusetts)
 Atlantic Trust Co., NA (Massachusetts) Major BanksFinance Operates as a nationally chartered commercial bank | Corporate Officer/Principal | - |
Whitehall Asset Management, Inc.
 Whitehall Asset Management, Inc. Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | - |
Opleiding van Jeff Coe
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
88
Eerstegraads connecties
6
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 6 |
|---|---|
Whitehall Asset Management, Inc.
Whitehall Asset Management, Inc. Investment ManagersFinance Provides investment advice | Finance |
Neville, Rodie & Shaw, Inc.
Neville, Rodie & Shaw, Inc. Investment ManagersFinance NRS aims to provide superior investment management based on informed awareness of each client's financial resources, objectives, and capacity for risk. Portfolios are separately managed, taking into account all relevant factors. Equities form the cornerstone of their philosophy, based upon the firm's conviction that stocks offer the best long-term potential for building wealth and enhancing purchasing power. They recognize the need for stability and current income for many clients, and they complement their core equity holdings with quality fixed-income instruments of varying maturities. | Finance |
Campbell Advisors, Inc.
Campbell Advisors, Inc. Investment ManagersFinance Provides investment advisory services | Finance |
Atlantic Trust Co., NA (Massachusetts)
Atlantic Trust Co., NA (Massachusetts) Major BanksFinance Operates as a nationally chartered commercial bank | Finance |
The Trustees of Columbia University in The City of New York
 The Trustees of Columbia University in The City of New York Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Middlebury College
 Middlebury College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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