Jere Edward Estes
Nessuna posizione attualmente
Profilo
Jere Edward Estes worked as a Unit Manager at CoreStates Bank, NA from 1981 to 1987 and from 1972 to 1978.
He also served as a Junior Analyst at CoreStates Bank, NA in 1967-1968.
Additionally, he held the position of Chief Investment Officer & Senior Vice President at The Bryn Mawr Trust Co. from 1999 to 2003 and from 1988 to 1991.
He worked as an Analyst at Hopper Soliday & Co., Inc. from 1978 to 1980 and as an Associate Portfolio Manager at John Hancock Funds, Inc. in 1992-1998.
From 2004 to 2017, he was an Economist & Portfolio Manager at Dividend Assets Capital LLC.
Prior to his career in finance, he served as a Petty Officer in the US Department of the Navy in 1968-1972.
Mr. Estes holds an MBA from Drexel University (1967) and an undergraduate degree from Gettysburg College (1965).
Precedenti posizioni note di Jere Edward Estes
| Società | Posizione | Fine |
|---|---|---|
Dividend Assets Capital LLC
 Dividend Assets Capital LLC Investment ManagersFinance Dividend Assets Capital LLC (DAC) is a registered investment advisor headquartered in Ridgeland, South Carolina. Formerly known as Dividend Growth Advisors LLC, the firm was founded by C. Troy Shaver, Jr. in 2003 and is a subsidiary of Dividend Assets Capital Holdings, Inc. DAC provides portfolio management services to individuals and families that seeks customized portfolios to meet their wealth management needs such as retirement planning, legacy planning and philanthropic initiatives. | Direttore degli Investimenti | - |
The Bryn Mawr Trust Co.
 The Bryn Mawr Trust Co. Investment ManagersFinance Founded in 1889, The Bryn Mawr Trust Co. is a wholly-owned subsidiary of the Bryn Mawr Bank Corp. (NASDAQ: BMTC), a publicly-held, one-bank holding company. The firm is located in Bryn Mawr, Pennsylvania. | Direttore degli Investimenti | 31/12/2003 |
John Hancock Funds, Inc.
 John Hancock Funds, Inc. Investment Banks/BrokersFinance Part of Manulife Financial Corp., John Hancock Funds, Inc. provides investment services. The company is based in Lansdowne, PA. Andrew Grant Arnott has been the CEO of the company since 2012. | Corporate Officer/Principal | 31/12/1998 |
The Bryn Mawr Trust Co.
The Bryn Mawr Trust Co. Investment ManagersFinance Founded in 1889, The Bryn Mawr Trust Co. is a wholly-owned subsidiary of the Bryn Mawr Bank Corp. (NASDAQ: BMTC), a publicly-held, one-bank holding company. The firm is located in Bryn Mawr, Pennsylvania. | Direttore degli Investimenti | 31/12/1991 |
| CoreStates Bank, NA (Philadelphia, Pennsylvania) | Corporate Officer/Principal | 31/12/1987 |
Formazione di Jere Edward Estes
| Drexel University | Masters Business Admin |
| Gettysburg College | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 6 |
|---|---|
Dividend Assets Capital LLC
Dividend Assets Capital LLC Investment ManagersFinance Dividend Assets Capital LLC (DAC) is a registered investment advisor headquartered in Ridgeland, South Carolina. Formerly known as Dividend Growth Advisors LLC, the firm was founded by C. Troy Shaver, Jr. in 2003 and is a subsidiary of Dividend Assets Capital Holdings, Inc. DAC provides portfolio management services to individuals and families that seeks customized portfolios to meet their wealth management needs such as retirement planning, legacy planning and philanthropic initiatives. | Finance |
| CoreStates Bank, NA (Philadelphia, Pennsylvania) | Finance |
| Hopper Soliday & Co., Inc. | Finance |
The Bryn Mawr Trust Co.
The Bryn Mawr Trust Co. Investment ManagersFinance Founded in 1889, The Bryn Mawr Trust Co. is a wholly-owned subsidiary of the Bryn Mawr Bank Corp. (NASDAQ: BMTC), a publicly-held, one-bank holding company. The firm is located in Bryn Mawr, Pennsylvania. | Finance |
John Hancock Funds, Inc.
John Hancock Funds, Inc. Investment Banks/BrokersFinance Part of Manulife Financial Corp., John Hancock Funds, Inc. provides investment services. The company is based in Lansdowne, PA. Andrew Grant Arnott has been the CEO of the company since 2012. | Finance |
| US Department of the Navy (District of Columbia) | Government |
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