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Roger David Hennefeld
Portfolio Manager-Fixed Income presso Obermeyer Wood Investment Counsel LLLP
Profilo
Mr. Roger D.
Hennefeld, CFA MBA, is a Vice President of Trading & Investments at Obermeyer Wood Investment Counsel LLLP.
He oversees the firm's trading operations, fixed income portfolio and performance reporting, while also managing select client relationships.
Mr. Hennefeld has worked in the financial sector since 1984 and joining Obermeyer as one of the firm’s first team members in 1998.
Previously, he was employed with ASB Capital Management and, later, with Columbia Partners, LLC as a fixed income and equity analyst providing quantitative portfolio and security analytics.
He was also an equity trader and did econometric modeling at Merrill Lynch in the 1980s.
Mr. Hennefeld holds an MBA in finance from the University of Colorado and a BS in mathematics from the University of Delaware.
Posizioni attive di Roger David Hennefeld
Società | Posizione | Inizio |
---|---|---|
Obermeyer Wood Investment Counsel LLLP
![]() Obermeyer Wood Investment Counsel LLLP Investment ManagersFinance Obermeyer Wood Investment Counsel LLLP (Obermeyer Wood) is a SEC-registered investment adviser headquartered in Aspen, Colorado. The firm was founded in 2014 through the merger of Obermeyer Asset Management Co. and Wood Investment Counsel LLC. They are ultimately owned by Walter R. Obermeyer Holdings, Inc. Obermeyer Wood provides advisory services to individuals, high-net worth individuals, trusts, pension and profit-sharing plans, charitable organizations and endowments, government entities, corporations, and other business entities. | Portfolio Manager-Fixed Income | 01/10/2014 |
Precedenti posizioni note di Roger David Hennefeld
Società | Posizione | Fine |
---|---|---|
Obermeyer Asset Management LLC
![]() Obermeyer Asset Management LLC Investment ManagersFinance Founded in 1997, Obermeyer Asset Management Co. is a registered investment advisor headquartered in Aspen, Colorado. | Membro del Comitato di Investimento | - |
Merrill Lynch & Co., Inc. /Old/
![]() Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | Corporate Officer/Principal | - |
ASB Capital Management LLC
![]() ASB Capital Management LLC Investment ManagersFinance ASB Capital Management, Inc. (ASBCM) is a SEC-registered investment advisor headquartered in Bethesda, Maryland. The firm was founded in 1983 and is owned by Chevy Chase Trust Holdings LLC, ultimately owned by Chevy Chase Holdings LLC. ASBCM provides investment management services to qualified individual and institutional clients that include Taft-Hartley plans, pension and retirement programs, separate accounts, endowments and foundations, corporations and other types of accounts, and private investment vehicles. | Analyst-Equity | - |
Columbia Partners LLC Investment Management
![]() Columbia Partners LLC Investment Management Investment ManagersFinance Columbia Partners LLC Investment Management is an asset management firm headquartered in Chevy Chase, Maryland. The firm was founded in 1995 and provides investment advisory services to institutions, individuals, employees of Columbia Partners, investment companies, unions, Taft-Hartley plans, pension and profit sharing plans, trusts, estates, charitable organizations and corporations. | Analyst-Equity | - |
Formazione di Roger David Hennefeld
The University of Colorado | Masters Business Admin |
University of Delaware | 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 | 5 |
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Merrill Lynch & Co., Inc. /Old/
![]() Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | Finance |
ASB Capital Management LLC
![]() ASB Capital Management LLC Investment ManagersFinance ASB Capital Management, Inc. (ASBCM) is a SEC-registered investment advisor headquartered in Bethesda, Maryland. The firm was founded in 1983 and is owned by Chevy Chase Trust Holdings LLC, ultimately owned by Chevy Chase Holdings LLC. ASBCM provides investment management services to qualified individual and institutional clients that include Taft-Hartley plans, pension and retirement programs, separate accounts, endowments and foundations, corporations and other types of accounts, and private investment vehicles. | Finance |
Columbia Partners LLC Investment Management
![]() Columbia Partners LLC Investment Management Investment ManagersFinance Columbia Partners LLC Investment Management is an asset management firm headquartered in Chevy Chase, Maryland. The firm was founded in 1995 and provides investment advisory services to institutions, individuals, employees of Columbia Partners, investment companies, unions, Taft-Hartley plans, pension and profit sharing plans, trusts, estates, charitable organizations and corporations. | Finance |
Obermeyer Asset Management LLC
![]() Obermeyer Asset Management LLC Investment ManagersFinance Founded in 1997, Obermeyer Asset Management Co. is a registered investment advisor headquartered in Aspen, Colorado. | Finance |
Obermeyer Wood Investment Counsel LLLP
![]() Obermeyer Wood Investment Counsel LLLP Investment ManagersFinance Obermeyer Wood Investment Counsel LLLP (Obermeyer Wood) is a SEC-registered investment adviser headquartered in Aspen, Colorado. The firm was founded in 2014 through the merger of Obermeyer Asset Management Co. and Wood Investment Counsel LLC. They are ultimately owned by Walter R. Obermeyer Holdings, Inc. Obermeyer Wood provides advisory services to individuals, high-net worth individuals, trusts, pension and profit-sharing plans, charitable organizations and endowments, government entities, corporations, and other business entities. | Finance |
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