Sheila Peck Pettee
Algemeen Directeur bij Pettee Investors, Inc.
Profiel
Ms. Sheila P.
Pettee, CFA, is a Chief Executive Officer & Chief Compliance Officer at Hoya Capital Real Estate LLC and a President at Pettee Investors, Inc. She was responsible for managing both individual and institutional accounts.
In January, 1989.
From December 1986 to December 1988, she was a Vice President and Portfolio manager at Peter Ehrlich Associates Inc., an independent investment advisory firm in Bedford, New York.
From late 1984 to late 1986, she was employed at Carret and Company Inc., an independent investment advisory firm in New York City.
She was a Vice President, again responsible for the management of various portfolios.
In 1983, she moved to the Retirement System for Savings Institutions and co- managed the internal equity portion of the System's $450 million in total assets.
From 1979 to 1983 she was employed at Standard & Poor's Corporation in New York City as a securities analyst.
She graduated from Rollins College with a B.A.
in Business Administration.
She is a CFA Charterholder (Chartered Financial Analyst) and a member of the New York Society of Security Analysts.
Actieve functies van Sheila Peck Pettee
Bedrijven | Functie | Begin |
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Pettee Investors, Inc.
Pettee Investors, Inc. Investment ManagersFinance Pettee Investors, Inc. is an independent registered investment advisor and wealth management firm headquartered in Rowayton, Connecticut. The firm was founded by Sheila Pettee in 1989. Pettee Investors provides investment management services to individuals, trusts, estates, 401k and IRA plans, foundations and institutional clients. | Algemeen Directeur | 01-01-1989 |
Hoya Capital Real Estate LLC
Hoya Capital Real Estate LLC Investment ManagersFinance Hoya Capital Real Estate LLC (Hoya Capital) is a registered investment advisor headquartered in Rowayton, Connecticut. The firm was founded by Alexander Pettee in 2015 and is majority-owned by Pettee Investors, Inc. Hoya Capital provides investment advisory services to ETFs, individuals, and institutions. | Algemeen Directeur | 01-08-2018 |
Opleiding van Sheila Peck Pettee
Rollins College (Florida) | Undergraduate Degree |
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Bedrijven in privébezit | 2 |
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Pettee Investors, Inc.
Pettee Investors, Inc. Investment ManagersFinance Pettee Investors, Inc. is an independent registered investment advisor and wealth management firm headquartered in Rowayton, Connecticut. The firm was founded by Sheila Pettee in 1989. Pettee Investors provides investment management services to individuals, trusts, estates, 401k and IRA plans, foundations and institutional clients. | Finance |
Hoya Capital Real Estate LLC
Hoya Capital Real Estate LLC Investment ManagersFinance Hoya Capital Real Estate LLC (Hoya Capital) is a registered investment advisor headquartered in Rowayton, Connecticut. The firm was founded by Alexander Pettee in 2015 and is majority-owned by Pettee Investors, Inc. Hoya Capital provides investment advisory services to ETFs, individuals, and institutions. | Finance |