Historial de carrera de John Shepard
Antiguos cargos conocidos de John Shepard.
Empresas | Cargo | Inicio | Fin |
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ZWJ Investment Counsel, Inc.
ZWJ Investment Counsel, Inc. Investment ManagersFinance ZWJ Investment Counsel, Inc. (ZWJ) is a privately-held, SEC-registered investment advisor headquartered in Atlanta, Georgia. The firm was founded in 1974 as Zeliff Wallace Jackson Investment Counsel, Inc. ZWJ provides discretionary asset management services to individual persons, pension and profit-sharing plans, trusts, estates, charitable organizations and corporations or similar business entities. | Miembro del Comité de Inversión | 01/01/2003 | 01/12/2022 |
Gestor de Cartera-Acciones | 01/01/2003 | 01/12/2022 | |
Shepard Investment Group LLC | Corporate Officer/Principal | 31/12/2002 | 31/12/2002 |
Wellington Management Co. LLP
Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors. | Gestor de Cartera-Acciones | 01/01/1989 | 31/12/1998 |
Formación de John Shepard.
Duke University | Undergraduate Degree |
The University of Chicago Booth School of Business | Masters Business Admin |
Estadísticas
Internacional
Estados Unidos | 6 |
Operativa
Portfolio Manager-Equities | 2 |
Investment Committee Member | 1 |
Undergraduate Degree | 1 |
Sectorial
Finance | 3 |
Consumer Services | 3 |
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Empresas relacionadas
Empresas privadas | 3 |
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ZWJ Investment Counsel, Inc.
ZWJ Investment Counsel, Inc. Investment ManagersFinance ZWJ Investment Counsel, Inc. (ZWJ) is a privately-held, SEC-registered investment advisor headquartered in Atlanta, Georgia. The firm was founded in 1974 as Zeliff Wallace Jackson Investment Counsel, Inc. ZWJ provides discretionary asset management services to individual persons, pension and profit-sharing plans, trusts, estates, charitable organizations and corporations or similar business entities. | Finance |
Wellington Management Co. LLP
Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors. | Finance |
Shepard Investment Group LLC |
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