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Jeffrey Leigh Holmes
Analyst-Equity chez
F/m Investments LLC
Profil
Jeffrey Leigh Holmes currently works at F, as Senior Equity Analyst from 2024.
Mr. Holmes also formerly worked at Tucker Anthony Sutro, as Research Analyst from 1996 to 2001, Robert W.
Baird & Co., Inc. (Equity), as Senior Research Analyst from 2002 to 2006, Principal Financial Securities, Inc., as Principal, Novartis Pharmaceuticals Corp., as Sales Representative, Red Granite Advisors LLC, as Partner from 2006 to 2013, Sandoz Pharmaceuticals Corp., as Sales Representative, and Ziegler Capital Management LLC, as Senior Equity Analyst.
Mr. Holmes received his undergraduate degree in 1979 from the University of Wisconsin and graduate degree from the University of Wisconsin-Milwaukee.
Postes actifs de Jeffrey Leigh Holmes
| Sociétés | Poste | Début |
|---|---|---|
F/m Investments LLC
 F/m Investments LLC Investment ManagersFinance F/m Investments believes that active portfolio management by their boutique manager partners can produce long-term results that are vital for investors to capture performance, mitigate risk, and reach their goals. The firm offers the F/m Global Dividend ADR strategy, which generally invests in global securities, REITS, and Real Estate. This strategy also provides exposure to ESG investing. | Analyst-Equity | 01/04/2024 |
Anciens postes connus de Jeffrey Leigh Holmes
| Sociétés | Poste | Fin |
|---|---|---|
Ziegler Capital Management LLC
 Ziegler Capital Management LLC Investment ManagersFinance ZCM manages a diversified slate of investment strategies designed to improve the resilience of their clients' investment portfolios while seeking to provide strategic opportunities for increased alpha across the risk spectrum. | Analyst-Equity | 01/04/2024 |
Red Granite Advisors LLC
 Red Granite Advisors LLC Investment ManagersFinance Red Granite Advisors invests in high-growth companies for the long term. The firm invests primarily in large-cap US companies in the health technology, manufacturing, energy minerals and retail sectors. They maintain a medium turnover rate. Their investment approach is fundamental in nature and is driven by a bottom-up analytical research process. They employ asset allocation and sector weighting decisions add to their analysis. | Analyst-Equity | 01/03/2013 |
Robert W. Baird & Co., Inc. (Equity)
 Robert W. Baird & Co., Inc. (Equity) Investment ManagersFinance Baird Equity Asset Management manages client portfolios with full investment discretion and tailors its advisory services to the individual needs of clients. The firm analyzes a client’s specific needs, investment time horizon, and risk tolerance to help the client develop investment objectives and guidelines for the client’s portfolio. They seek to add incremental value through more bottom-up yield curve positioning, sector allocation, security selection and competitive execution of trades. | Analyst-Equity | 01/05/2006 |
Tucker Anthony Sutro
 Tucker Anthony Sutro Investment Banks/BrokersFinance Provides retail brokerage and investment banking services | Analyst-Equity | 27/09/2001 |
Principal Financial Securities, Inc.
 Principal Financial Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
Formation de Jeffrey Leigh Holmes
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
65
Relations au 1er degré
10
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 10 |
|---|---|
Tucker Anthony Sutro
Tucker Anthony Sutro Investment Banks/BrokersFinance Provides retail brokerage and investment banking services | Finance |
Robert W. Baird & Co., Inc. (Equity)
Robert W. Baird & Co., Inc. (Equity) Investment ManagersFinance Baird Equity Asset Management manages client portfolios with full investment discretion and tailors its advisory services to the individual needs of clients. The firm analyzes a client’s specific needs, investment time horizon, and risk tolerance to help the client develop investment objectives and guidelines for the client’s portfolio. They seek to add incremental value through more bottom-up yield curve positioning, sector allocation, security selection and competitive execution of trades. | Finance |
Principal Financial Securities, Inc.
Principal Financial Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
University of Wisconsin
 University of Wisconsin Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Novartis Pharmaceuticals Corp.
 Novartis Pharmaceuticals Corp. Pharmaceuticals: MajorHealth Technology Manufactures medicines and provides healthcare solutions | Health Technology |
Red Granite Advisors LLC
Red Granite Advisors LLC Investment ManagersFinance Red Granite Advisors invests in high-growth companies for the long term. The firm invests primarily in large-cap US companies in the health technology, manufacturing, energy minerals and retail sectors. They maintain a medium turnover rate. Their investment approach is fundamental in nature and is driven by a bottom-up analytical research process. They employ asset allocation and sector weighting decisions add to their analysis. | Finance |
Sandoz Pharmaceuticals Corp. | |
Ziegler Capital Management LLC
Ziegler Capital Management LLC Investment ManagersFinance ZCM manages a diversified slate of investment strategies designed to improve the resilience of their clients' investment portfolios while seeking to provide strategic opportunities for increased alpha across the risk spectrum. | Finance |
University of Wisconsin-Milwaukee
 University of Wisconsin-Milwaukee Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
F/m Investments LLC
F/m Investments LLC Investment ManagersFinance F/m Investments believes that active portfolio management by their boutique manager partners can produce long-term results that are vital for investors to capture performance, mitigate risk, and reach their goals. The firm offers the F/m Global Dividend ADR strategy, which generally invests in global securities, REITS, and Real Estate. This strategy also provides exposure to ESG investing. | Finance |
