John A. Appleby
Amministratore Delegato presso Rockwood Investment Counsel LLC
Profilo
John A.
Appleby is the founder of Rockwood Investment Counsel LLC.
Prior to founding Rockwood, he worked as a Senior Portfolio Manager at Needelman Asset Management, Inc. and as a Portfolio Manager at Dean Investment Associates LLC and Forward Management LLC.
He received his undergraduate degree and MBA from the University of Southern California.
Posizioni attive di John A. Appleby
| Società | Posizione | Inizio |
|---|---|---|
Rockwood Investment Counsel LLC
 Rockwood Investment Counsel LLC Investment ManagersFinance Rockwood Investment Counsel LLC provides investment advisory services. The firm offers investment management, financial planning, equity research and trading and consulting services. The company was founded by John A. Appleby and is headquartered in La Jolla, CA. | Amministratore Delegato | - |
Precedenti posizioni note di John A. Appleby
| Società | Posizione | Fine |
|---|---|---|
Forward Management LLC
 Forward Management LLC Investment ManagersFinance Founded in 1998 by Alan Reid, Forward Management LLC is a registered investment advisor located in San Francisco, California. The firm is a subsidiary of Salient Partners LP. | Gestore di Portafoglio-Azioni | 31/12/2008 |
Dean Investment Associates LLC
 Dean Investment Associates LLC Investment ManagersFinance Dean Investment Associates LLC provides investment advisory services. The company was founded in 1972 and is headquartered in Beavercreek, OH. | Gestore di Portafoglio-Azioni | 31/01/2007 |
Needelman Asset Management, Inc.
 Needelman Asset Management, Inc. Investment ManagersFinance Needelman Asset Management, Inc. (Needelman) is a wealth management firm and registered investment advisor headquartered in Ladera Ranch, California, founded by Chet Needelman in 2002. Needelman is a subsidiary of Spectrum Asset Management, Inc., an SEC-registered investment adviser, whose principal owner is Ryan L. Kelly. The firm provides investment management services to high net-worth individuals, pension and profit sharing plans, charitable organizations and corporations. | Gestore di Portafoglio-Azioni | - |
Formazione di John A. Appleby
| University of Southern California | Masters Business Admin |
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 | 4 |
|---|---|
Needelman Asset Management, Inc.
Needelman Asset Management, Inc. Investment ManagersFinance Needelman Asset Management, Inc. (Needelman) is a wealth management firm and registered investment advisor headquartered in Ladera Ranch, California, founded by Chet Needelman in 2002. Needelman is a subsidiary of Spectrum Asset Management, Inc., an SEC-registered investment adviser, whose principal owner is Ryan L. Kelly. The firm provides investment management services to high net-worth individuals, pension and profit sharing plans, charitable organizations and corporations. | Finance |
Dean Investment Associates LLC
Dean Investment Associates LLC Investment ManagersFinance Dean Investment Associates LLC provides investment advisory services. The company was founded in 1972 and is headquartered in Beavercreek, OH. | Finance |
Forward Management LLC
Forward Management LLC Investment ManagersFinance Founded in 1998 by Alan Reid, Forward Management LLC is a registered investment advisor located in San Francisco, California. The firm is a subsidiary of Salient Partners LP. | Finance |
Rockwood Investment Counsel LLC
Rockwood Investment Counsel LLC Investment ManagersFinance Rockwood Investment Counsel LLC provides investment advisory services. The firm offers investment management, financial planning, equity research and trading and consulting services. The company was founded by John A. Appleby and is headquartered in La Jolla, CA. | Finance |
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