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Jeff Wardlow
Director de Inversiones en
DeRoy & Devereaux Private Investment Counsel, Inc.
.
Perfil
Mr. Jeffrey W.
Wardlow, CFA MBA, is a Chief Investment Officer & Portfolio Manager at DeRoy & Devereaux Private Investment Counsel, Inc. He has over 40 years of experience in investment management.
Prior to joining DeRoy & Devereaux, Mr. Wardlow served as Vice President and Chief Investment Officer of Large Cap Value Equities for Loomis, Sayles & Co. While at Loomis, Sayles he managed the Value Fund, institutional portfolios, and individual separate accounts.
He began his career with Bank of America (formerly called Nationsbank) as an equity analyst following financial services and retailing.
While at Nationsbank he was a Vice President and managed the Nationsbank Equity Income Fund and separate accounts.
He holds a BA and an MBA from Michigan State University and he is a member of the CFA Institute and the CFA Society of Detroit.
Cargos activos de Jeff Wardlow
| Empresas | Cargo | Inicio |
|---|---|---|
DeRoy & Devereaux Private Investment Counsel, Inc.
 DeRoy & Devereaux Private Investment Counsel, Inc. Investment ManagersFinance D&D actively manages diversified portfolios of publicly traded equities and debt securities for investors whose objectives are long-term capital appreciation and income growth. The firm employs a value approach to equity and bond investing. It invests in equities across all market cap sizes and in bonds of all investment quality grades, depending on a client’s goals and investment profile. D&D uses fundamental analysis to assess the intrinsic value of a security by examining relevant economic, financial, and other qualitative and quantitative factors that can impact the value of a security. They utilize several valuation methods for comparisons of peer companies to determine whether it believes a security is undervalued. | Director de Inversiones | 01/07/2004 |
Antiguos cargos conocidos de Jeff Wardlow.
| Empresas | Cargo | Fin |
|---|---|---|
Loomis, Sayles & Co. LP
 Loomis, Sayles & Co. LP Investment ManagersFinance Loomis Sayles bases their overall investment approach on the premise that their disciplined, research-based investment strategies can identify market inefficiencies that can lead to consistent outperformance of benchmarks. The firm's fixed-income research team seeks to identify attractive securities and assign ratings to various issues. Their equity investment approach is based on their belief that equity markets are inefficient. Loomis Sayles employs an intensive bottom-up investment analysis with the goal of delivering superior risk adjusted performance. | Director de Inversiones | 30/06/2004 |
NationsBank Corp.
 NationsBank Corp. Major BanksFinance Bank holding company | Corporate Officer/Principal | - |
Formación de Jeff Wardlow.
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
82
Relaciones de 1er grado
4
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
| Empresas privadas | 4 |
|---|---|
Loomis, Sayles & Co. LP
Loomis, Sayles & Co. LP Investment ManagersFinance Loomis Sayles bases their overall investment approach on the premise that their disciplined, research-based investment strategies can identify market inefficiencies that can lead to consistent outperformance of benchmarks. The firm's fixed-income research team seeks to identify attractive securities and assign ratings to various issues. Their equity investment approach is based on their belief that equity markets are inefficient. Loomis Sayles employs an intensive bottom-up investment analysis with the goal of delivering superior risk adjusted performance. | Finance |
NationsBank Corp.
NationsBank Corp. Major BanksFinance Bank holding company | Finance |
DeRoy & Devereaux Private Investment Counsel, Inc.
DeRoy & Devereaux Private Investment Counsel, Inc. Investment ManagersFinance D&D actively manages diversified portfolios of publicly traded equities and debt securities for investors whose objectives are long-term capital appreciation and income growth. The firm employs a value approach to equity and bond investing. It invests in equities across all market cap sizes and in bonds of all investment quality grades, depending on a client’s goals and investment profile. D&D uses fundamental analysis to assess the intrinsic value of a security by examining relevant economic, financial, and other qualitative and quantitative factors that can impact the value of a security. They utilize several valuation methods for comparisons of peer companies to determine whether it believes a security is undervalued. | Finance |
Michigan State University
 Michigan State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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