John A. Appleby
Algemeen Directeur bij Rockwood Investment Counsel LLC
Profiel
John A.
Appleby is the founder of Rockwood Investment Counsel LLC.
Prior to founding Rockwood, he worked as a Senior Portfolio Manager at Needelman Asset Management, Inc. and as a Portfolio Manager at Dean Investment Associates LLC and Forward Management LLC.
He received his undergraduate degree and MBA from the University of Southern California.
Actieve functies van John A. Appleby
| Bedrijven | Functie | Begin |
|---|---|---|
Rockwood Investment Counsel LLC
 Rockwood Investment Counsel LLC Investment ManagersFinance Rockwood Investment Counsel LLC provides investment advisory services. The firm offers investment management, financial planning, equity research and trading and consulting services. The company was founded by John A. Appleby and is headquartered in La Jolla, CA. | Algemeen Directeur | - |
Eerdere bekende functies van John A. Appleby
| Bedrijven | Functie | Einde |
|---|---|---|
Forward Management LLC
 Forward Management LLC Investment ManagersFinance Founded in 1998 by Alan Reid, Forward Management LLC is a registered investment advisor located in San Francisco, California. The firm is a subsidiary of Salient Partners LP. | Portefeuillebeheerder-Aandelen | 31-12-2008 |
Dean Investment Associates LLC
 Dean Investment Associates LLC Investment ManagersFinance Dean Investment Associates LLC provides investment advisory services. The company was founded in 1972 and is headquartered in Beavercreek, OH. | Portefeuillebeheerder-Aandelen | 31-01-2007 |
Needelman Asset Management, Inc.
 Needelman Asset Management, Inc. Investment ManagersFinance Needelman Asset Management, Inc. (Needelman) is a wealth management firm and registered investment advisor headquartered in Ladera Ranch, California, founded by Chet Needelman in 2002. Needelman is a subsidiary of Spectrum Asset Management, Inc., an SEC-registered investment adviser, whose principal owner is Ryan L. Kelly. The firm provides investment management services to high net-worth individuals, pension and profit sharing plans, charitable organizations and corporations. | Portefeuillebeheerder-Aandelen | - |
Opleiding van John A. Appleby
| University of Southern California | Masters Business Admin |
Ervaring
Beklede functies
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Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
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Bedrijven verbonden in de eerste graad
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Verwante bedrijven
| Bedrijven in privébezit | 4 |
|---|---|
Needelman Asset Management, Inc.
Needelman Asset Management, Inc. Investment ManagersFinance Needelman Asset Management, Inc. (Needelman) is a wealth management firm and registered investment advisor headquartered in Ladera Ranch, California, founded by Chet Needelman in 2002. Needelman is a subsidiary of Spectrum Asset Management, Inc., an SEC-registered investment adviser, whose principal owner is Ryan L. Kelly. The firm provides investment management services to high net-worth individuals, pension and profit sharing plans, charitable organizations and corporations. | Finance |
Dean Investment Associates LLC
Dean Investment Associates LLC Investment ManagersFinance Dean Investment Associates LLC provides investment advisory services. The company was founded in 1972 and is headquartered in Beavercreek, OH. | Finance |
Forward Management LLC
Forward Management LLC Investment ManagersFinance Founded in 1998 by Alan Reid, Forward Management LLC is a registered investment advisor located in San Francisco, California. The firm is a subsidiary of Salient Partners LP. | Finance |
Rockwood Investment Counsel LLC
Rockwood Investment Counsel LLC Investment ManagersFinance Rockwood Investment Counsel LLC provides investment advisory services. The firm offers investment management, financial planning, equity research and trading and consulting services. The company was founded by John A. Appleby and is headquartered in La Jolla, CA. | Finance |
