Roger Alan Sheffield
Gestore di Portafoglio-Azioni presso CornerCap Investment Counsel, Inc.
Profilo
Mr. Roger A.
Sheffield, CFA, is a Senior Vice President & Wealth Advisor at CornerCap Investment Counsel, Inc. He joined the CornerCap in 2017.
r.
Sheffield was previously employed as a Founder & Chief Investment Officer by Sheffield Investment Management, Inc. and an Analyst by Securities & Exchange Commission Historical Society.
In his prior firm during the past 35 years, his primary responsibilities included setting client investment objectives, determining client asset allocations, researching both equity and fixed income investments, managing portfolios and reporting and analyzing portfolio performance.
Posizioni attive di Roger Alan Sheffield
| Società | Posizione | Inizio |
|---|---|---|
CornerCap Investment Counsel, Inc.
 CornerCap Investment Counsel, Inc. Investment ManagersFinance CornerCap Investment Counsel, Inc. (CornerCap) is an independent registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Thomas Quinn and Gene Hoots in 1989. CornerCap provides guidance and tailored portfolio management services to high-net-worth individuals, group retirement plans, foundations, endowments, and other types of clients. The firm is also investment adviser to The CornerCap Group of Funds and to CornerCap Fundamentrics® Large Cap ETF. | Gestore di Portafoglio-Azioni | 01/10/2017 |
Precedenti posizioni note di Roger Alan Sheffield
| Società | Posizione | Fine |
|---|---|---|
Sheffield Investment Management, Inc.
 Sheffield Investment Management, Inc. Investment ManagersFinance Founded in 1979, Sheffield Investment Management, Inc. is an independent registered investment advisor located in Atlanta, Georgia. They manage accounts for families, trusts, qualified retirement plans and endowments | Fondatore | 01/10/2017 |
| Securities & Exchange Commission Historical Society | Corporate Officer/Principal | - |
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 | 3 |
|---|---|
CornerCap Investment Counsel, Inc.
CornerCap Investment Counsel, Inc. Investment ManagersFinance CornerCap Investment Counsel, Inc. (CornerCap) is an independent registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Thomas Quinn and Gene Hoots in 1989. CornerCap provides guidance and tailored portfolio management services to high-net-worth individuals, group retirement plans, foundations, endowments, and other types of clients. The firm is also investment adviser to The CornerCap Group of Funds and to CornerCap Fundamentrics® Large Cap ETF. | Finance |
Sheffield Investment Management, Inc.
Sheffield Investment Management, Inc. Investment ManagersFinance Founded in 1979, Sheffield Investment Management, Inc. is an independent registered investment advisor located in Atlanta, Georgia. They manage accounts for families, trusts, qualified retirement plans and endowments | Finance |
| Securities & Exchange Commission Historical Society |
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