Jacqueline Elizabeth Moss
Plus aucun poste en cours
Profil
Prior to joining Trees Investment, Ms. Moss was previously a Research Analyst at Thomas Weisel Partners and Montgomery Securities in San Francisco from 1998-2001.
She was also a Research Analyst at Janus Funds in the summer of 1997.
Ms. Moss was also a Financial Analyst in Corporate Finance at Montgomery Securities in San Francisco from 1994-1996 and Research Associate in Domestic Policy at The Heritage Foundation in Washington D.C.
from 1993-1994.
Ms. Moss received a MBA from Northwestern University in 1998 and Bachelor degree from Princeton University in Economics with a concentration in Politics in 1993.
She received the Chartered Financial Analyst designation from the CFA Institute.
Ms. Moss is Founding Chairman of the Board of METROsquash, Member of Guild Board of Boys and Girls Club of Chicago, Member of CFA Society of Chicago and CFA Institute.
Anciens postes connus de Jacqueline Elizabeth Moss
| Sociétés | Poste | Fin |
|---|---|---|
The Heritage Foundation
 The Heritage Foundation Miscellaneous Commercial ServicesCommercial Services The Heritage Foundation provides research and educational services. Its mission is to formulate and promote conservative public policies based on the principles of free enterprise, limited government, individual freedom, traditional American values, and a strong national defense. The company was founded in 1973 and is headquartered in Washington, DC. | Corporate Officer/Principal | 31/12/1993 |
| Janus Fund | Corporate Officer/Principal | - |
Thomas Weisel Partners LLC
 Thomas Weisel Partners LLC Investment Banks/BrokersFinance Founded in 1998, Thomas Weisel Partners (TWP) is a broker/dealer headquartered in San Francisco with offices in New York City, Boston, Denver, Colorado and Palo Alto, California. The firm is a subsidiary of Thomas Weisel Partners Group, Inc. (Nasdaq: TWPG), a San Francisco-based investment banking firm. Their ultimate parent is Stifel Financial Corp. (NYSE: SF). TWP's investment banking, brokerage and equity research divisions serve emerging growth companies and institutional investors around the world. They are a member of the NYSE, the SIPC and FINRA. TWP specializes in the growth sectors of the economy with a particular focus on the consumer, energy, healthcare, Internet, media/telecommunications, metals/mining and technology sectors. Within the consumer sector, the firm focuses on: financial products, gaming/lodging, interactive market services, lifestyles/sports retailers, restaurants and hardlines and softlines retailing. TWP's global energy research is provided by analysts in three countries and covers the following trends: (1) fast-growing oil and natural gas producers in North America and worldwide (2) domestic and international energy service companies and (3) alternative energy technology and resource developers. Within the healthcare sector, TWP focuses on: biotechnology, diagnostics, healthcare information technology, pharmaceutical services, life science technology, medical devices and specialty pharmaceuticals. The firm's interest in the Internet, media and telecommunications sector include: Internet services, media, broadcasting and telecommunications services. Their focus within the metals and mining sector include: base metals, gold, precious metals and uranium. TWP's technology research focuses on: (1) applied technologies (2) communications components (3) core and wireless communications equipment (4) IP networking communications equipment (5) electronic supply chain (6) enterprise hardware (7) information and financial technology services (8) semiconductor capital equipment (9) broadline and specialty semiconductors (10) applications and communications software and (11) infrastructure software. TWP also provides value-added equities analysis across a variety of sectors including: industrials, financials, consumer, technology and healthcare. | Corporate Officer/Principal | - |
| Montgomery Securities, Inc. | Corporate Officer/Principal | - |
Trees Investment Counsel LLC
 Trees Investment Counsel LLC Investment ManagersFinance Located in Chicago, Trees Investment Counsel LLC provides discretionary investment management for individuals, trusts, trustees, IRAs, retirement plans and foundations. | President | - |
Formation de Jacqueline Elizabeth Moss
| Northwestern University | Masters Business Admin |
| Princeton University | Undergraduate Degree |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Trees Investment Counsel LLC
Trees Investment Counsel LLC Investment ManagersFinance Located in Chicago, Trees Investment Counsel LLC provides discretionary investment management for individuals, trusts, trustees, IRAs, retirement plans and foundations. | Finance |
| Montgomery Securities, Inc. | Finance |
Thomas Weisel Partners LLC
Thomas Weisel Partners LLC Investment Banks/BrokersFinance Founded in 1998, Thomas Weisel Partners (TWP) is a broker/dealer headquartered in San Francisco with offices in New York City, Boston, Denver, Colorado and Palo Alto, California. The firm is a subsidiary of Thomas Weisel Partners Group, Inc. (Nasdaq: TWPG), a San Francisco-based investment banking firm. Their ultimate parent is Stifel Financial Corp. (NYSE: SF). TWP's investment banking, brokerage and equity research divisions serve emerging growth companies and institutional investors around the world. They are a member of the NYSE, the SIPC and FINRA. TWP specializes in the growth sectors of the economy with a particular focus on the consumer, energy, healthcare, Internet, media/telecommunications, metals/mining and technology sectors. Within the consumer sector, the firm focuses on: financial products, gaming/lodging, interactive market services, lifestyles/sports retailers, restaurants and hardlines and softlines retailing. TWP's global energy research is provided by analysts in three countries and covers the following trends: (1) fast-growing oil and natural gas producers in North America and worldwide (2) domestic and international energy service companies and (3) alternative energy technology and resource developers. Within the healthcare sector, TWP focuses on: biotechnology, diagnostics, healthcare information technology, pharmaceutical services, life science technology, medical devices and specialty pharmaceuticals. The firm's interest in the Internet, media and telecommunications sector include: Internet services, media, broadcasting and telecommunications services. Their focus within the metals and mining sector include: base metals, gold, precious metals and uranium. TWP's technology research focuses on: (1) applied technologies (2) communications components (3) core and wireless communications equipment (4) IP networking communications equipment (5) electronic supply chain (6) enterprise hardware (7) information and financial technology services (8) semiconductor capital equipment (9) broadline and specialty semiconductors (10) applications and communications software and (11) infrastructure software. TWP also provides value-added equities analysis across a variety of sectors including: industrials, financials, consumer, technology and healthcare. | Finance |
The Heritage Foundation
The Heritage Foundation Miscellaneous Commercial ServicesCommercial Services The Heritage Foundation provides research and educational services. Its mission is to formulate and promote conservative public policies based on the principles of free enterprise, limited government, individual freedom, traditional American values, and a strong national defense. The company was founded in 1973 and is headquartered in Washington, DC. | Commercial Services |
| Janus Fund | Miscellaneous |
