Phyllis Gregory Thomas
Portefeuillebeheerder-Aandelen bij Poplar Forest Capital LLC
Profiel
Ms. Phyllis G.
Thomas, CFA MBA, is a Partner & Portfolio Manager at Poplar Forest Capital LLC.
Before joining Poplar Forest in 2019, she spent 29 years at NWQ, where most recently, she was Senior Managing Director, Chair of the Investment Oversight Committee and Portfolio Manager.
Previously in her career, Ms. Thomas held the position of Vice President and Senior Portfolio Manager with the Boston Company where she managed institutional portfolios for three years.
She also spent seven years at Beneficial Standard Investment Management Company as a Senior Portfolio Manager for the company’s equity funds and outside advisory accounts.
Ms. Thomas graduated from Northern Illinois University and received her M.B.A.
from University of California at Los Angeles.
She earned the designation of Chartered Financial Analyst.
Actieve functies van Phyllis Gregory Thomas
| Bedrijven | Functie | Begin |
|---|---|---|
Poplar Forest Capital LLC
 Poplar Forest Capital LLC Investment ManagersFinance Poplar Forest Capital LLC (Poplar Forest) is an independent, SEC-registered investment advisor headquartered in Pasadena, California. The firm was founded in 2007 by J. Dale Harvey II. Poplar Forest provides active investment management to select individual and institutional investors. | Portefeuillebeheerder-Aandelen | 31-07-2019 |
Eerdere bekende functies van Phyllis Gregory Thomas
| Bedrijven | Functie | Einde |
|---|---|---|
NWQ Investment Management Co. LLC
 NWQ Investment Management Co. LLC Investment ManagersFinance NWQ Investment Management Co. LLC (NWQ) is an investment advisory firm headquartered in Los Angeles, California. The firm was founded in 1982 and is a subsidiary of Nuveen NWQ Holdings LLC, ultimately held by Nuveen Investments, Inc. NWQ provides investment advisory services to a wide variety of retail and high net-worth individual and institutional clients, such as corporate and multi-employer plans, charitable organizations, educational institutions, trust accounts, estates, corporations or other business entities, banks and thrift institutions, insurance companies, governments and municipalities. Additionally, the firm provides investment sub-advisory services to affiliated and unaffiliated open-end and closed-end investment companies, CITs, and UCITS Funds. | Lid van de Investeringscommissie | 31-07-2019 |
| Boston Co. Real Estate Counsel, Inc. | Corporate Officer/Principal | - |
Opleiding van Phyllis Gregory Thomas
| University of California, Los Angeles | Masters Business Admin |
| Northern Illinois University | Undergraduate Degree |
Ervaring
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| Bedrijven in privébezit | 3 |
|---|---|
NWQ Investment Management Co. LLC
NWQ Investment Management Co. LLC Investment ManagersFinance NWQ Investment Management Co. LLC (NWQ) is an investment advisory firm headquartered in Los Angeles, California. The firm was founded in 1982 and is a subsidiary of Nuveen NWQ Holdings LLC, ultimately held by Nuveen Investments, Inc. NWQ provides investment advisory services to a wide variety of retail and high net-worth individual and institutional clients, such as corporate and multi-employer plans, charitable organizations, educational institutions, trust accounts, estates, corporations or other business entities, banks and thrift institutions, insurance companies, governments and municipalities. Additionally, the firm provides investment sub-advisory services to affiliated and unaffiliated open-end and closed-end investment companies, CITs, and UCITS Funds. | Finance |
| Boston Co. Real Estate Counsel, Inc. | |
Poplar Forest Capital LLC
Poplar Forest Capital LLC Investment ManagersFinance Poplar Forest Capital LLC (Poplar Forest) is an independent, SEC-registered investment advisor headquartered in Pasadena, California. The firm was founded in 2007 by J. Dale Harvey II. Poplar Forest provides active investment management to select individual and institutional investors. | Finance |
