John E. Deiss
Corporate Officer/Principal presso Financial Analyst Federation
Profilo
Mr. Deiss joined SMC in 1992.
Mr. Deiss began his investment career at the Fidelity Bank as an Analyst in 1965.
In 1970, he became a Portfolio Manager in Fidelity's Trust Department with responsibility for the management and supervision of personal trusts, estates and charitable accounts.
In 1980, Mr. Deiss accepted a position at the Provident National Bank in the Personal Trust Department.
As Vice President, in 1982 he was given the responsibility for management of the equity portion of Provident Bank's Income Fund, in addition to his other responsibilities.
Over the next five years, the Income Fund's total compound return exceeded 20% per annum.
In 1986, Mr. Deiss was asked to join the Bank's Special Service Unit which manages accounts for high net worth clients.
Upon leaving the Bank, his accounts had a total market value in excess of $500 million.
In 1992 Mr. Deiss joined Stratton Management Company as a Managing Partner.
He is a Fellow of the Financial Analysts Federation and a member of the Financial Analysts Society of Philadelphia as well as the Philadelphia Securities Association.
Mr. Deiss received his B.S.
in Business Administration from Alderson-Broaddus College in Philippi, West Virginia.
Posizioni attive di John E. Deiss
Società | Posizione | Inizio |
---|---|---|
Financial Analyst Federation | Corporate Officer/Principal | - |
Precedenti posizioni note di John E. Deiss
Società | Posizione | Fine |
---|---|---|
The Provident Bank (Cincinnati, Ohio) | Gestore di Portafoglio-Azioni | 30/12/1991 |
The Fidelity Bank (Fuquay-Varina, North Carolina)
The Fidelity Bank (Fuquay-Varina, North Carolina) Regional BanksFinance The Fidelity Bank provides commercial banking services. The firm offers online services, business banking services and personal banking services. The company was founded in 1909 and is headquartered in Fuquay Varina, NC. | Gestore di Portafoglio-Azioni | 30/12/1979 |
Stratton Management Co.
Stratton Management Co. Investment ManagersFinance Founded in 1972, Stratton Management Co. is a registered investment advisor located in King of Prussia, Pennsylvania. The firm is a subsidiary of BB&T Corp. (NYSE: BBT). Stratton's clients include high net-worth individuals and families. They also manage money for institutional clients such as endowment funds, foundations and corporate pension and profit sharing plans. In addition, Stratton Management Co. is the investment advisor to the Stratton Mutual Funds and to various wrap account programs.^ | Gestore di Portafoglio-Azioni | - |
Formazione di John E. Deiss
Alderson-Broaddus 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 | 4 |
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The Provident Bank (Cincinnati, Ohio) | Finance |
Stratton Management Co.
Stratton Management Co. Investment ManagersFinance Founded in 1972, Stratton Management Co. is a registered investment advisor located in King of Prussia, Pennsylvania. The firm is a subsidiary of BB&T Corp. (NYSE: BBT). Stratton's clients include high net-worth individuals and families. They also manage money for institutional clients such as endowment funds, foundations and corporate pension and profit sharing plans. In addition, Stratton Management Co. is the investment advisor to the Stratton Mutual Funds and to various wrap account programs.^ | Finance |
The Fidelity Bank (Fuquay-Varina, North Carolina)
The Fidelity Bank (Fuquay-Varina, North Carolina) Regional BanksFinance The Fidelity Bank provides commercial banking services. The firm offers online services, business banking services and personal banking services. The company was founded in 1909 and is headquartered in Fuquay Varina, NC. | Finance |
Financial Analyst Federation |
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