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Perfil
Ms. Cheryl L.
Grandfield, CFA MBA, is a Co-Founder & Principal at Grandfield & Dodd LLC.
She has over 40 years of investment experience.
She co-founded the firm in 2001.
From 1976 through 2000, Ms. Grandfield was with Brundage, Story & Rose, where she was made a partner in 1984.
At BS&R, her responsibilities included portfolio management for families and individuals, and equity research and analysis.
At various times, she directed BS&R’s activities in equity research, tax-exempt bond analysis and trading, and regulatory compliance.
She began her investment career in the Personal Trust Investment Department of Bankers Trust Co. in 1973.
Ms. Grandfield earned a Bachelor of Arts in English Literature from St. Lawrence University and a Master of Business Administration from Fordham University.
Cargos activos de Cheryl Lee Grandfield
| Empresas | Cargo | Inicio |
|---|---|---|
Grandfield & Dodd LLC
 Grandfield & Dodd LLC Investment ManagersFinance G&D seeks to preserve and enhance the real purchasing power of their clients' wealth through investments in publicly-traded securities and other assets. The firm bases their investment recommendations and decisions on their analysis of the broad economic outlook and financial market conditions, as well as fundamental research on industries and companies. G&D evaluates opportunities from the perspective of a potential business owner, and as a result, they are long-term investors with a horizon that often extends well beyond one year. The firm specifically looks for industry-leading companies that are positioned to grow in size and profitability through some sustainable competitive advantage. They prefer financially strong firms led by competent and experienced management teams. | Fundador | 01/01/2001 |
Antiguos cargos conocidos de Cheryl Lee Grandfield.
| Empresas | Cargo | Fin |
|---|---|---|
Brundage, Story & Rose LLC
 Brundage, Story & Rose LLC Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | - |
Bankers Trust Co. (Des Moines, Iowa)
 Bankers Trust Co. (Des Moines, Iowa) Investment ManagersFinance Bankers Trust treats investment management as an ongoing process to help clients achieve their future goals. The firm’s approach addresses their whole financial picture, from retirement planning to education funding to managing risk, and developing appropriate investment strategies for each area. | Corporate Officer/Principal | - |
Formación de Cheryl Lee Grandfield.
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
21
Relaciones de 1er grado
5
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
| Empresas privadas | 5 |
|---|---|
Brundage, Story & Rose LLC
Brundage, Story & Rose LLC Investment ManagersFinance Provides investment advice | Finance |
Bankers Trust Co. (Des Moines, Iowa)
Bankers Trust Co. (Des Moines, Iowa) Investment ManagersFinance Bankers Trust treats investment management as an ongoing process to help clients achieve their future goals. The firm’s approach addresses their whole financial picture, from retirement planning to education funding to managing risk, and developing appropriate investment strategies for each area. | Finance |
Grandfield & Dodd LLC
Grandfield & Dodd LLC Investment ManagersFinance G&D seeks to preserve and enhance the real purchasing power of their clients' wealth through investments in publicly-traded securities and other assets. The firm bases their investment recommendations and decisions on their analysis of the broad economic outlook and financial market conditions, as well as fundamental research on industries and companies. G&D evaluates opportunities from the perspective of a potential business owner, and as a result, they are long-term investors with a horizon that often extends well beyond one year. The firm specifically looks for industry-leading companies that are positioned to grow in size and profitability through some sustainable competitive advantage. They prefer financially strong firms led by competent and experienced management teams. | Finance |
Fordham University
 Fordham University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
St. Lawrence University
 St. Lawrence University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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