Profiel
Mr. John H.
Pieper, CFA MBA, is a Managing Director at Logan Capital Management, Inc. since 2012.
Mr. Pieper began his investment management career in 1966 as a security analyst for Citibank in New York.
After serving for three years as an officer in the U.
S.
Army, he moved to Tampa and joined The First National Bank of Tampa (now Bank of America) where he served as a senior investment manager for personal trust accounts and employee benefit plans.
In 1983, he and William A.
Eickhoff, CFA, formed what is now known as EPW Investment Management, Inc.
Mr. Pieper served as a founding director of The Financial Analysts Society of Central Florida, which is now The Financial Analyst Society of Tampa Bay, Inc. He served as President of the Society in 1976-1977 and earned his Chartered Financial Analysts designation in 1976.
As a member of the Association for Investment Management and Research, he has served a number of national committees, including early efforts on behalf of AIMR to strengthen its Professional Conduct Program.
He currently sits on AIMR's Disciplinary Review Committee and is responsible for reviewing violations of AIMR's Code of Ethics and Standards of Professional Conduct.
In 1998, he represented small to medium size investment management firms on a "blue ribbon" committee formed by AIMR to define commission "soft-dollar" standards for the profession, standards that were eventually endorsed by the Securities and Exchange Commission for the industry as a whole.
Mr. Pieper holds a Bachelor of Arts degree in English Literature from Princeton University, a Masters of Business Administration from Columbia University's Graduate School of Business Administration, and he is a graduate of the Stonier Graduate School of Banking.
Eerdere bekende functies van John H. Pieper
| Bedrijven | Functie | Einde |
|---|---|---|
Lara, May & Associates LLC
 Lara, May & Associates LLC Investment ManagersFinance Lara, May & Associates LLC is a registered investment advisor headquartered in Falls Church, Virginia. The firm was founded Lara, May & Associates in 1981. On October 1, 2007 Lara, May & Associates LLC was established and became a wholly-owned subsidiary of Focus Operating LLC, which is a wholly-owned subsidiary of Focus Financial Partners LLC. Lara, May They provide wealth management and financial planning services to individuals, high net worth individuals, home owner associations, businesses, corporate pension and profit-sharing plans, ERISA plans, charitable institutions, foundations, endowments, and trusts. Lara, May & Associates offers the custodial services of RBC Correspondent Services, Charles Schwab, Fidelity/Morningstar and TD Ameritrade. | Corporate Officer/Principal | 01-02-2012 |
Sabal Investment Management Co.
 Sabal Investment Management Co. Investment ManagersFinance Tampa, Florida-based Sabal Investment Management Company provides investment management, trust administration, estate and custody services to individuals, families, corporations and not-for-profit organizations. The firm was formerly known as EPW Investment Management. | Portefeuillebeheerder-Aandelen | 25-08-2008 |
| First Florida Bank (Naples) | Corporate Officer/Principal | 01-06-1983 |
| Banc of America Capital Management LLC | Corporate Officer/Principal | - |
Citibank NA (New York)
 Citibank NA (New York) Major BanksFinance Citibank NA engages in the provision of banking services. It offers retail and commercial banking; credit cards; banking, capital markets, and advisory; markets and securities services; private banking; and treasury and trade solutions. The company was founded on June 16, 1812 and is headquartered in New York, NY. | Corporate Officer/Principal | - |
Opleiding van John H. Pieper
| The Trustees of Columbia University in The City of New York | Masters Business Admin |
| Rutgers State University of New Jersey | Graduate Degree |
| Princeton University | Undergraduate Degree |
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| Bedrijven in privébezit | 6 |
|---|---|
Citibank NA (New York)
Citibank NA (New York) Major BanksFinance Citibank NA engages in the provision of banking services. It offers retail and commercial banking; credit cards; banking, capital markets, and advisory; markets and securities services; private banking; and treasury and trade solutions. The company was founded on June 16, 1812 and is headquartered in New York, NY. | Finance |
Sabal Investment Management Co.
Sabal Investment Management Co. Investment ManagersFinance Tampa, Florida-based Sabal Investment Management Company provides investment management, trust administration, estate and custody services to individuals, families, corporations and not-for-profit organizations. The firm was formerly known as EPW Investment Management. | Finance |
Logan Capital Management, Inc.
 Logan Capital Management, Inc. Investment ManagersFinance Logan Capital Management, Inc. (Logan Capital) is employee-owned, SEC-registered investment advisor headquartered in Newtown Square, Pennsylvania. The firm was founded in 1993 by Al Besse, Stephen S. Lee, and Dana H. Stewardson. Logan Capital provides investment supervisory services either on a discretionary or non-discretionary basis to institutions, individuals and high net-worth individuals, corporations or other business entities, registered investment companies (mutual funds), private comingled funds/pooled investment vehicles, endowments, foundations, and trusts, private pensions and profit sharing plans (ERISA), insurance companies, public funds, Taft-Hartley Plans, wrap programs, and sub-advisory relationships to RIAs and broker-dealers. | Finance |
| Banc of America Capital Management LLC | Finance |
Lara, May & Associates LLC
Lara, May & Associates LLC Investment ManagersFinance Lara, May & Associates LLC is a registered investment advisor headquartered in Falls Church, Virginia. The firm was founded Lara, May & Associates in 1981. On October 1, 2007 Lara, May & Associates LLC was established and became a wholly-owned subsidiary of Focus Operating LLC, which is a wholly-owned subsidiary of Focus Financial Partners LLC. Lara, May They provide wealth management and financial planning services to individuals, high net worth individuals, home owner associations, businesses, corporate pension and profit-sharing plans, ERISA plans, charitable institutions, foundations, endowments, and trusts. Lara, May & Associates offers the custodial services of RBC Correspondent Services, Charles Schwab, Fidelity/Morningstar and TD Ameritrade. | Finance |
| First Florida Bank (Naples) | Finance |