Jeff Moeller
Directeur de la Recherche - Actions chez CornerCap Investment Counsel, Inc.
Profil
Mr. Jeffrey P.
Moeller, CFA, is a Head of Investment Analysis at CornerCap Investment Counsel, Inc. He oversees this proprietary investment research platform which, in turn, drives the day-to-day trading decisions in clients’ portfolios.
He also oversees investment decisions within the three CornerCap mutual funds..
He joined CornerCap in 2000 and served as the firm’s trader for three years.
He returned in 2004 as a research analyst.
He has a BS in Finance from Oklahoma State University.
He is a Chartered Financial Analyst Charterholder and a member of the CFA Institute and the Atlanta Society of Finance and Investment Professionals.
Postes actifs de Jeff Moeller
| Sociétés | Poste | Début |
|---|---|---|
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. | Directeur de la Recherche - Actions | 13/09/2010 |
Anciens postes connus de Jeff Moeller
| Sociétés | Poste | Fin |
|---|---|---|
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. | Trading-Equity | - |
Formation de Jeff Moeller
| Oklahoma State University | Undergraduate Degree |
Expériences
Fonctions occupées
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
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 |
