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Storia della carriera di Jeffrey Scott McCallum
Precedenti posizioni note di Jeffrey Scott McCallum
Società | Posizione | Inizio | Fine |
---|---|---|---|
BB&T Securities LLC
![]() BB&T Securities LLC Investment ManagersFinance BB&T Securities LLC is a SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was founded in 2013 as the result of a merger between Scott & Stringfellow LLC firm and Clearview Correspondent Services LLC. Effective upon the merger, Clearview changed its name to BB&T Securities LLC and began conducting business as BB&T Scott & Stringfellow and BB&T Capital Markets, both divisions of BB&T Securities LLC. They are a wholly-owned, non-bank subsidiary of Truist Financial Corp. (NYSE: TFC). BB&T Securities provides services to individuals, including high net-worth individuals; trusts, estates and charitable organizations; corporations or other business entities; Taft-Hartley plans, governmental plans, municipalities; not-for-profit entities; private equity firms (consulting only); and outside investment platform. | Gestore di Portafoglio-Azioni | 01/03/2016 | 10/03/2021 |
Valley Forge Asset Management LLC
![]() Valley Forge Asset Management LLC Investment ManagersFinance Valley Forge Asset Management LLC is a registered investment advisor located in King of Prussia, Pennsylvania, Corp. The firm provides investment services to retirement funds, public funds, individuals, foundations, endowments and corporations. They are a subsidiary of Susquehanna Bancshares, Inc. (NASDAQ: SUSQ). | Analyst-Equity | 01/12/2008 | 01/03/2016 |
Analista-Rendimento Fisso | 01/12/2008 | 01/03/2016 | |
Gestore di Portafoglio-Azioni | 01/12/2008 | 01/03/2016 | |
Portfolio Manager-Fixed Income | 01/12/2008 | 01/03/2016 | |
Widmann, Siff & Co., Inc.
![]() Widmann, Siff & Co., Inc. Investment ManagersFinance Founded in 1970, Widmann, Siff & Co. is an investment advisory firm that manages investment accounts for individuals, pension and profit sharing plans, corporations, family trusts, IRAs, 401(k)s and 403(b)s and Taft Hartley plans. The firm is based in Exton, Pennsylvania. They are a subsidiary of Valley Forge Asset Management Corp. Their ultimate parent is Susquehanna Bancshares, Inc. (NasdaqGS: SUSQ). | Analyst-Equity | 01/01/1985 | 30/11/2008 |
Membro del Comitato di Investimento | 01/01/1985 | 30/11/2008 | |
Gestore di Portafoglio-Azioni | 01/01/1985 | 30/11/2008 | |
The Vanguard Group, Inc.
![]() The Vanguard Group, Inc. Investment ManagersFinance The Vanguard Group, Inc. (VGI) is an independent, SEC-registered investment advisor and mutual fund manager headquartered in Malvern, Pennsylvania. The firm was founded in 1975 by John Bogle. In 1976, they introduced the first indexed mutual fund, the First Index Investment Trust (now known as the Vanguard 500 Index Fund), to individual investors. VGI provides investment advisory services to Vanguard family of funds and Vanguard's non-US clients, which are comprised of funds established as trusts under the laws of the Province of Ontario in Canada and separate account clients of Vanguard's international subsidiaries. | Corporate Officer/Principal | - | - |
Formazione di Jeffrey Scott McCallum
Bowdoin College | Undergraduate Degree |
Bryn Mawr College | Graduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 7 |
Posizioni
Portfolio Manager-Equities | 3 |
Analyst-Equity | 2 |
Investment Committee Member | 1 |
Settori
Finance | 5 |
Consumer Services | 3 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 4 |
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Widmann, Siff & Co., Inc.
![]() Widmann, Siff & Co., Inc. Investment ManagersFinance Founded in 1970, Widmann, Siff & Co. is an investment advisory firm that manages investment accounts for individuals, pension and profit sharing plans, corporations, family trusts, IRAs, 401(k)s and 403(b)s and Taft Hartley plans. The firm is based in Exton, Pennsylvania. They are a subsidiary of Valley Forge Asset Management Corp. Their ultimate parent is Susquehanna Bancshares, Inc. (NasdaqGS: SUSQ). | Finance |
The Vanguard Group, Inc.
![]() The Vanguard Group, Inc. Investment ManagersFinance The Vanguard Group, Inc. (VGI) is an independent, SEC-registered investment advisor and mutual fund manager headquartered in Malvern, Pennsylvania. The firm was founded in 1975 by John Bogle. In 1976, they introduced the first indexed mutual fund, the First Index Investment Trust (now known as the Vanguard 500 Index Fund), to individual investors. VGI provides investment advisory services to Vanguard family of funds and Vanguard's non-US clients, which are comprised of funds established as trusts under the laws of the Province of Ontario in Canada and separate account clients of Vanguard's international subsidiaries. | Finance |
Valley Forge Asset Management LLC
![]() Valley Forge Asset Management LLC Investment ManagersFinance Valley Forge Asset Management LLC is a registered investment advisor located in King of Prussia, Pennsylvania, Corp. The firm provides investment services to retirement funds, public funds, individuals, foundations, endowments and corporations. They are a subsidiary of Susquehanna Bancshares, Inc. (NASDAQ: SUSQ). | Finance |
BB&T Securities LLC
![]() BB&T Securities LLC Investment ManagersFinance BB&T Securities LLC is a SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was founded in 2013 as the result of a merger between Scott & Stringfellow LLC firm and Clearview Correspondent Services LLC. Effective upon the merger, Clearview changed its name to BB&T Securities LLC and began conducting business as BB&T Scott & Stringfellow and BB&T Capital Markets, both divisions of BB&T Securities LLC. They are a wholly-owned, non-bank subsidiary of Truist Financial Corp. (NYSE: TFC). BB&T Securities provides services to individuals, including high net-worth individuals; trusts, estates and charitable organizations; corporations or other business entities; Taft-Hartley plans, governmental plans, municipalities; not-for-profit entities; private equity firms (consulting only); and outside investment platform. | Finance |