Jeff Wardlow
Chief Investment Officer bij DeRoy & Devereaux Private Investment Counsel, Inc.
Profiel
Mr. Jeffrey W.
Wardlow, CFA MBA, is Chief Investment Officer & Portfolio Manager at DeRoy & Devereaux Private Investment Counsel, Inc. He has over 35 years of experience in investment management.
Prior to joining DeRoy & Devereaux, Mr. Wardlow served as Vice President and Chief Investment Officer of Large Cap Value Equities for Loomis, Sayles & Co. While at Loomis, Sayles he managed the Value Fund, institutional portfolios, and individual separate accounts.
He began his career with Bank of America (formerly called Nationsbank) as an equity analyst following financial services and retailing.
While at Nationsbank he was a Vice President and managed the Nationsbank Equity Income Fund and separate accounts.
He holds a BA and an MBA from Michigan State University and he is a member of the CFA Institute and the CFA Society of Detroit.
Actieve functies van Jeff Wardlow
| Bedrijven | Functie | Begin |
|---|---|---|
DeRoy & Devereaux Private Investment Counsel, Inc.
 DeRoy & Devereaux Private Investment Counsel, Inc. Investment ManagersFinance DeRoy & Devereaux Private Investment Counsel, Inc. (D&D) is a registered investment advisor headquartered in Southfield, Michigan. The firm’s predecessor, RAC Investment Advisors, was founded in 1979 by Arthur DeRoy Rodecker to provide investment management services to the DeRoy Testamentary Foundation. In May of 2002, Mr. Gregg D. Watkins joined Arthur Rodecker at RAC Advisors, acquired an ownership interest in the firm, and renamed the firm DeRoy & Devereaux. D&D provides investment advisory services for individuals, families, foundations, pension plans and other institutional investors on a discretionary basis. | Chief Investment Officer | 01-07-2004 |
Eerdere bekende functies van Jeff Wardlow
| Bedrijven | Functie | Einde |
|---|---|---|
Loomis, Sayles & Co. LP
 Loomis, Sayles & Co. LP Investment ManagersFinance Loomis, Sayles & Co. LP (Loomis Sayles) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Robert H. Loomis and Ralph T. Sayles in 1926. They are a direct subsidiary of Natixis Investment Managers LLC, ultimately owned by BPCE SA in France. Loomis Sayles provides investment advisory or sub advisory services to institutional clients through separate account management services. In addition, the firm provides investment advisory or sub-advised services to various investment funds. | Chief Investment Officer | 30-06-2004 |
| NationsBank Corp. | Corporate Officer/Principal | - |
Opleiding van Jeff Wardlow
| Michigan State University | Masters Business Admin |
Ervaring
Beklede functies
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Beursgenoteerde bedrijven
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Bedrijven verbonden in de eerste graad
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| Bedrijven in privébezit | 3 |
|---|---|
Loomis, Sayles & Co. LP
Loomis, Sayles & Co. LP Investment ManagersFinance Loomis, Sayles & Co. LP (Loomis Sayles) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Robert H. Loomis and Ralph T. Sayles in 1926. They are a direct subsidiary of Natixis Investment Managers LLC, ultimately owned by BPCE SA in France. Loomis Sayles provides investment advisory or sub advisory services to institutional clients through separate account management services. In addition, the firm provides investment advisory or sub-advised services to various investment funds. | Finance |
| NationsBank Corp. | Finance |
DeRoy & Devereaux Private Investment Counsel, Inc.
DeRoy & Devereaux Private Investment Counsel, Inc. Investment ManagersFinance DeRoy & Devereaux Private Investment Counsel, Inc. (D&D) is a registered investment advisor headquartered in Southfield, Michigan. The firm’s predecessor, RAC Investment Advisors, was founded in 1979 by Arthur DeRoy Rodecker to provide investment management services to the DeRoy Testamentary Foundation. In May of 2002, Mr. Gregg D. Watkins joined Arthur Rodecker at RAC Advisors, acquired an ownership interest in the firm, and renamed the firm DeRoy & Devereaux. D&D provides investment advisory services for individuals, families, foundations, pension plans and other institutional investors on a discretionary basis. | Finance |
