Profiel
Prior to joining Navigator Investment Management, Mr. Fellingham spent 10 years in Rhode Island as a Portfolio Manager, Financial Planner, and Investment Analyst, working for The Providence Group and OConnell Investment Services.
In addition to serving on the Investment Policy Committee at both firms, he has served as a research and quantitative analyst.
Prior to that, he worked for Commerzbank AG in New York City for 10 years as a foreign exchange trader and arbitrageur.
Mr. Fellingham earned his Bachelor of Science degree in Mathematics at the State University of New York at Stonybrook and his MBA in Finance from Fordham University.
He is a CFA charterholder and has also received his designation as a Certified Financial Planner.
In addition to being a Registered Investment Advisor (RIA), he holds his NASDAQ Series 63 and 65 licenses.
He is member of the CFA Institute, The Providence Society of Financial Analysts and the Certified Financial Planning Association.
Eerdere bekende functies van John H. Fellingham
| Bedrijven | Functie | Einde |
|---|---|---|
Sheeley & Partners Wealth Management LLC
 Sheeley & Partners Wealth Management LLC Investment ManagersFinance Sheeley & Partners Wealth Management LLC (Sheeley & Partners) is a registered investment advisor headquartered in Providence, Rhode Island. The firm is principally owned by NCG LLC, which is principally owned by Lesley Sheeley, who founded the firm in 1998 as Navigator Investments LLC. Sheeley & Partners provides tailored investment solutions for investors, both individuals and corporations. | Analyst-Equity | 30-06-2010 |
Rockland Trust Co.
 Rockland Trust Co. Investment ManagersFinance Rockland Trust Co. is an investment management firm headquartered in Rockland, Massachusetts. The firm was founded in 1907 and is owned by Independent Bank Corp. (Massachusetts) (NASDAQ: INDB). Rockland Trust offers a wide range of investment services to businesses and individuals. | Analyst-Equity | 31-12-2007 |
O'Connell Investment Services, Inc.
 O'Connell Investment Services, Inc. Investment ManagersFinance Founded in 1993, O'Connell Investment Services, Inc. is a registered investment advisor based in Lincoln, Rhode Island. They manage individual equity accounts | Analyst-Equity | 31-10-2007 |
The Bank of New York Mellon Corp. (Wealth Management)
 The Bank of New York Mellon Corp. (Wealth Management) Investment ManagersFinance The Bank of New York Mellon Corp. (Wealth Management) (BNY Mellon Wealth Management) is the wealth management division of The Bank of New York Mellon Corp. (NYSE: BK), an investment banking services holding company headquartered in New York City. The firm was formed from the merger of The Bank of New York and the Mellon Financial Corporation in 2007. BNY Mellon Wealth Management provides investment management, wealth management and banking services to individuals, families, family offices, charitable gift programs, endowments and foundations. | Portefeuillebeheerder-Aandelen | 02-02-2005 |
The Providence Group Investment Advisory Co. LLC
 The Providence Group Investment Advisory Co. LLC Investment ManagersFinance The Providence Group Investment Advisory Co. LLC (PG) is an investment management firm that specializes in providing investment services to high net worth individuals and their families. Located in Providence, Rhode Island, the firm is a subsidiary of FleetBoston Financial Corp. (NYSE: FBF) | Portefeuillebeheerder-Aandelen | 31-12-2004 |
Opleiding van John H. Fellingham
| The State University of New York | Undergraduate Degree |
| Fordham University | Masters Business Admin |
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| Bedrijven in privébezit | 5 |
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The Bank of New York Mellon Corp. (Wealth Management)
The Bank of New York Mellon Corp. (Wealth Management) Investment ManagersFinance The Bank of New York Mellon Corp. (Wealth Management) (BNY Mellon Wealth Management) is the wealth management division of The Bank of New York Mellon Corp. (NYSE: BK), an investment banking services holding company headquartered in New York City. The firm was formed from the merger of The Bank of New York and the Mellon Financial Corporation in 2007. BNY Mellon Wealth Management provides investment management, wealth management and banking services to individuals, families, family offices, charitable gift programs, endowments and foundations. | Finance |
The Providence Group Investment Advisory Co. LLC
The Providence Group Investment Advisory Co. LLC Investment ManagersFinance The Providence Group Investment Advisory Co. LLC (PG) is an investment management firm that specializes in providing investment services to high net worth individuals and their families. Located in Providence, Rhode Island, the firm is a subsidiary of FleetBoston Financial Corp. (NYSE: FBF) | Finance |
O'Connell Investment Services, Inc.
O'Connell Investment Services, Inc. Investment ManagersFinance Founded in 1993, O'Connell Investment Services, Inc. is a registered investment advisor based in Lincoln, Rhode Island. They manage individual equity accounts | Finance |
Rockland Trust Co.
Rockland Trust Co. Investment ManagersFinance Rockland Trust Co. is an investment management firm headquartered in Rockland, Massachusetts. The firm was founded in 1907 and is owned by Independent Bank Corp. (Massachusetts) (NASDAQ: INDB). Rockland Trust offers a wide range of investment services to businesses and individuals. | Finance |
Sheeley & Partners Wealth Management LLC
Sheeley & Partners Wealth Management LLC Investment ManagersFinance Sheeley & Partners Wealth Management LLC (Sheeley & Partners) is a registered investment advisor headquartered in Providence, Rhode Island. The firm is principally owned by NCG LLC, which is principally owned by Lesley Sheeley, who founded the firm in 1998 as Navigator Investments LLC. Sheeley & Partners provides tailored investment solutions for investors, both individuals and corporations. | Finance |
