Todd Michael Sheridan
Analyst-Equity presso David Vaughan Investments LLC
Profilo
Mr. Todd M.
Sheridan, CFA, is a Vice President of Portfolio Management & Research & Partner at David Vaughan Investments LLC.
His primary role with the firm includes his membership on the DVI Investment Committee and his leadership position on that committee spearheading a quantitative research process that is geared towards enhancing our equity investment selection process.
In addition to these primary duties, he is also active on a daily basis overseeing individual and institutional client portfolios and meeting with those clients as appropriate.
He joined David Vaughan Investments as firm's Senior Portfolio Manager and was promoted to Vice President in January 2006.
Mr. Sheridan began his career with a variety of corporate treasury assignments at Caterpillar, Inc. In 1992, he joined Caterpillar Investment Management Ltd., Caterpillar's investment subsidiary and ultimately assumed a leadership position as a portfolio manager, responsible for more than $1 billion of equity and fixed income assets.
Mr. Sheridan graduated with a bachelor's degree in Finance from the University of Illinois-Urbana/Champaign in 1988.
He earned the Chartered Financial Analyst designation in 1995.
Posizioni attive di Todd Michael Sheridan
Società | Posizione | Inizio |
---|---|---|
David Vaughan Investments LLC
David Vaughan Investments LLC Investment ManagersFinance David Vaughan Investments, Inc. (DVI) is a registered investment advisor headquartered in Peoria, Illinois. The firm was founded by David J. Vaughan in 1977 and they are a subsidiary of Hometown Community Bancorp, Inc. DVI provides investment advisory services to high-net worth individuals, trusts, estates, charitable organizations, public & private foundations, qualified plans, corporations, and other business entities. | Analyst-Equity | 01/01/2006 |
Precedenti posizioni note di Todd Michael Sheridan
Società | Posizione | Fine |
---|---|---|
CATERPILLAR INC. | Corporate Officer/Principal | - |
Caterpillar Investment Management Ltd.
Caterpillar Investment Management Ltd. Investment ManagersFinance Based in Peoria, Illinois, Caterpillar Investment Management Ltd. (CIML) is a wholly owned investment management subsidiary of Caterpillar Inc. (NYSE: CAT) They got their start in 1989 when they began managing a portion of Caterpillar's retirement fund and insurance reserves. Today, CIML manages assets for their parent, small- and mid-size retirement plan sponsors and individual and institutional investors. CIML is the sponsor of the Preferred Group of Mutual funds, a public fund group, and manages commingled and separate accounts for defined benefit, profit sharing and other sponsor-directed plans. The firm is also the advisor for some of the Saratoga Advantage Trust mutual funds. | Gestore di Portafoglio-Azioni | 31/12/1998 |
Formazione di Todd Michael Sheridan
University of Illinois | Undergraduate Degree |
South Texas College | Graduate 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
Società quotate in Borsa | 1 |
---|---|
CATERPILLAR INC. | Producer Manufacturing |
Aziende private | 2 |
---|---|
David Vaughan Investments LLC
David Vaughan Investments LLC Investment ManagersFinance David Vaughan Investments, Inc. (DVI) is a registered investment advisor headquartered in Peoria, Illinois. The firm was founded by David J. Vaughan in 1977 and they are a subsidiary of Hometown Community Bancorp, Inc. DVI provides investment advisory services to high-net worth individuals, trusts, estates, charitable organizations, public & private foundations, qualified plans, corporations, and other business entities. | Finance |
Caterpillar Investment Management Ltd.
Caterpillar Investment Management Ltd. Investment ManagersFinance Based in Peoria, Illinois, Caterpillar Investment Management Ltd. (CIML) is a wholly owned investment management subsidiary of Caterpillar Inc. (NYSE: CAT) They got their start in 1989 when they began managing a portion of Caterpillar's retirement fund and insurance reserves. Today, CIML manages assets for their parent, small- and mid-size retirement plan sponsors and individual and institutional investors. CIML is the sponsor of the Preferred Group of Mutual funds, a public fund group, and manages commingled and separate accounts for defined benefit, profit sharing and other sponsor-directed plans. The firm is also the advisor for some of the Saratoga Advantage Trust mutual funds. | Finance |
- Borsa valori
- Insiders
- Todd Michael Sheridan