Jack McPherson
President chez Aristotle Capital Boston LLC
Profil
Mr. Jack McPherson, CFA MBA, is a President & Portfolio Manager at Aristotle Capital Boston LLC.
He is a member of the Aristotle Boston research team.
Prior to joining Aristotle Boston, Mr. McPherson served as Managing Director and Co-Portfolio Manager at Eagle Boston Investment Management; Vice President and Portfolio Manager at Pioneer Investment Management, Inc.; Security Analyst at Middleton & Company, Inc.; Vice President and Equity Analyst at Evergreen Investment Management Company, LLC; and Equity Analyst at Pell, Rudman & Company, Inc.
Mr. McPherson earned his Bachelor of Science degree in Finance from Northeastern University and his MBA from Babson College.
He is a CFA charterholder.
Postes actifs de Jack McPherson
| Sociétés | Poste | Début |
|---|---|---|
Aristotle Capital Boston LLC
 Aristotle Capital Boston LLC Investment ManagersFinance Aristotle Capital Boston LLC (Aristotle Boston) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded in 2014 and is majority owned by Aristotle Capital Management LLC. Aristotle Boston serves as a discretionary investment adviser to institutional and retail separate account clients, as a discretionary investment adviser to registered investment companies (mutual funds) and as a sub-adviser to Collective Investment Trusts (CITs). | President | 01/01/2015 |
Anciens postes connus de Jack McPherson
| Sociétés | Poste | Fin |
|---|---|---|
Evergreen Investment Management Co., Inc.
 Evergreen Investment Management Co., Inc. Investment ManagersFinance Founded in 1932, Evergreen Investment Management Co., Inc. is a registered investment advisor headquartered in Boston. The firm is a subsidiary of Wells Fargo & Co. (NYSE: WFC). Evergreen provides services to the institutional marketplace including retirement plans, endowments, foundations and provides specialty applications for insurance companies, government entities and corporations. They offer a broad range of domestic, international and emerging markets equity, fixed-income and alternative investment strategies. Their products include mutual funds, institutional portfolios, alternative investments and separately managed accounts. | Analyst-Equity | - |
Pell Rudman & Co., Inc.
 Pell Rudman & Co., Inc. Investment ManagersFinance Part of Invesco Ltd., Pell Rudman & Co., Inc. is a company that owns 45 institutional investment firms. The company is based in Boston, MA. Pell Rudman & Co. was acquired by Invesco Ltd. from OM Residual UK Ltd. on August 02, 2001 for $200 million. | Corporate Officer/Principal | - |
Eagle Boston Investment Management, Inc.
 Eagle Boston Investment Management, Inc. Investment ManagersFinance Founded in 1992 by James Awad, Eagle Boston Investment Management, Inc., formerly Awad Asset Management, Inc., is a registered investment advisor located in St. Petersburg, Florida with an additional office in Boston. The firm is a wholly-owned subsidiary of Eagle Asset Management, Inc. and their ultimate parent is Raymond James Financial, Inc. (NYSE: RJF). Eagle Boston provides investment advisory services to the following groups of clients: institutions such as pension plans, public funds, endowments, multi-managers, foundations and other tax-exempt entities, and other mutual funds on a sub-advisory basis; and high net-worth clients such as individual investors, trusts and smaller employee benefit plans.^ | Gestionnaire de Portefeuille-Actions | - |
Middleton & Co., Inc.
 Middleton & Co., Inc. Investment ManagersFinance Middleton & Co., Inc. is a registered investment counseling firm headquartered in Boston, Massachusetts. The firm was founded by Thomas Mike Middleton in 1984 and is principally owned by the Middleton & Co. Employee Stock Ownership Trust. They provide objective advice and disciplined investment management to individuals, families, trusts, endowments, and foundations. | Gestionnaire de Portefeuille-Actions | - |
Amundi Asset Management US, Inc.
 Amundi Asset Management US, Inc. Investment ManagersFinance Amundi Asset Management US, Inc. (Amundi US) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and formerly known as Pioneer Investment Management, Inc. and Amundi Pioneer Asset Management, Inc. In 2021, they merged with and into Amundi Pioneer Institutional Asset Management, Inc. and subsequently changed their name to Amundi Asset Management US, Inc. They are a wholly owned subsidiary of Amundi US, Inc., ultimately held by Rue La Boëtie SAS’ Credit Agricole SA (EPA: ACA) in France. Amundi US provides investment management services to pooled investment vehicles and separately managed accounts. | Gestionnaire de Portefeuille-Actions | 31/10/2006 |
Formation de Jack McPherson
| Northeastern University | Undergraduate Degree |
| Babson College | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Amundi Asset Management US, Inc.
Amundi Asset Management US, Inc. Investment ManagersFinance Amundi Asset Management US, Inc. (Amundi US) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and formerly known as Pioneer Investment Management, Inc. and Amundi Pioneer Asset Management, Inc. In 2021, they merged with and into Amundi Pioneer Institutional Asset Management, Inc. and subsequently changed their name to Amundi Asset Management US, Inc. They are a wholly owned subsidiary of Amundi US, Inc., ultimately held by Rue La Boëtie SAS’ Credit Agricole SA (EPA: ACA) in France. Amundi US provides investment management services to pooled investment vehicles and separately managed accounts. | Finance |
Eagle Boston Investment Management, Inc.
Eagle Boston Investment Management, Inc. Investment ManagersFinance Founded in 1992 by James Awad, Eagle Boston Investment Management, Inc., formerly Awad Asset Management, Inc., is a registered investment advisor located in St. Petersburg, Florida with an additional office in Boston. The firm is a wholly-owned subsidiary of Eagle Asset Management, Inc. and their ultimate parent is Raymond James Financial, Inc. (NYSE: RJF). Eagle Boston provides investment advisory services to the following groups of clients: institutions such as pension plans, public funds, endowments, multi-managers, foundations and other tax-exempt entities, and other mutual funds on a sub-advisory basis; and high net-worth clients such as individual investors, trusts and smaller employee benefit plans.^ | Finance |
Middleton & Co., Inc.
Middleton & Co., Inc. Investment ManagersFinance Middleton & Co., Inc. is a registered investment counseling firm headquartered in Boston, Massachusetts. The firm was founded by Thomas Mike Middleton in 1984 and is principally owned by the Middleton & Co. Employee Stock Ownership Trust. They provide objective advice and disciplined investment management to individuals, families, trusts, endowments, and foundations. | Finance |
Evergreen Investment Management Co., Inc.
Evergreen Investment Management Co., Inc. Investment ManagersFinance Founded in 1932, Evergreen Investment Management Co., Inc. is a registered investment advisor headquartered in Boston. The firm is a subsidiary of Wells Fargo & Co. (NYSE: WFC). Evergreen provides services to the institutional marketplace including retirement plans, endowments, foundations and provides specialty applications for insurance companies, government entities and corporations. They offer a broad range of domestic, international and emerging markets equity, fixed-income and alternative investment strategies. Their products include mutual funds, institutional portfolios, alternative investments and separately managed accounts. | Finance |
Aristotle Capital Boston LLC
Aristotle Capital Boston LLC Investment ManagersFinance Aristotle Capital Boston LLC (Aristotle Boston) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded in 2014 and is majority owned by Aristotle Capital Management LLC. Aristotle Boston serves as a discretionary investment adviser to institutional and retail separate account clients, as a discretionary investment adviser to registered investment companies (mutual funds) and as a sub-adviser to Collective Investment Trusts (CITs). | Finance |
Pell Rudman & Co., Inc.
Pell Rudman & Co., Inc. Investment ManagersFinance Part of Invesco Ltd., Pell Rudman & Co., Inc. is a company that owns 45 institutional investment firms. The company is based in Boston, MA. Pell Rudman & Co. was acquired by Invesco Ltd. from OM Residual UK Ltd. on August 02, 2001 for $200 million. | Finance |
