Jeffrey Leigh Holmes
Analyst-Equity chez Ziegler Capital Management LLC
Profil
Mr. Jeffrey L.
Holmes, CFA, is a Senior Equity Analyst at Ziegler Capital Management LLC.
He is managing Red Granite Growth Equity strategies at ZCM, focusing on the Health Care and Consumer Staples sectors.
He has over 26 years of experience related to health care, including 22 years managing equity investments and six years of clinical and marketing experience in pharmaceuticals.
Prior to joining the firm in 2011, he was a Partner and Research Director at Red Granite Advisors, LLC.
Prior to that, he was with Baird Investment Management as a Senior Research Analyst for the health care sector.
Prior to joining Baird Investment Management, he also held positions at Tucker Anthony Sutro and Principal Financial Securities, Inc. After he earned a B.S.
degree in Pharmacy from the University of Wisconsin-Madison, he worked as a hospital pharmacist and a sales representative for Sandoz Pharmaceuticals.
He received his M.B.A.
in Finance from the University of Wisconsin-Milwaukee.
He is a CFA charter holder and a member of CFA Institute and CFA Society.
Postes actifs de Jeffrey Leigh Holmes
| Sociétés | Poste | Début |
|---|---|---|
Ziegler Capital Management LLC
 Ziegler Capital Management LLC Investment ManagersFinance Ziegler Capital Management LLC (ZCM) is an asset management firm headquartered in Chicago, Illinois. The firm was founded in 1991 as the investment management division of the Ziegler Companies. They became a wholly owned subsidiary of Stifel Financial Corp. (NYSE: SF), when it acquired ZCM in 2013. The firm provides tailored investment solutions to a wide range of investors. | Analyst-Equity | - |
Anciens postes connus de Jeffrey Leigh Holmes
| Sociétés | Poste | Fin |
|---|---|---|
Red Granite Advisors LLC
 Red Granite Advisors LLC Investment ManagersFinance Founded in 2006 by David Bowman, Matthew MacLean and Joel Vrabel, Red Granite Advisors LLC is an investment advisor firm located in Milwaukee, Wisconsin. | Analyst-Equity | 01/03/2013 |
Robert W. Baird & Co., Inc. (Equity)
 Robert W. Baird & Co., Inc. (Equity) Investment ManagersFinance Robert W. Baird & Co., Inc. (Equity) (Baird Equity Asset Management) is a SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded in 1971 and is a subsidiary of Baird Financial Corp., which is owned by Baird Financial Group, Inc. Baird Equity Asset Management is investment management department within Baird that provides investment management and other services to certain Baird Funds, which invests primarily in equity securities (Baird Equity Funds). The firm also serves as investment sub-adviser to a mutual fund series of the Principal Funds, Inc. | Analyst-Equity | 01/05/2006 |
| Tucker Anthony Sutro | Analyst-Equity | 27/09/2001 |
| Principal Financial Securities, Inc. | Corporate Officer/Principal | - |
| Sandoz Pharmaceuticals Corp. | Corporate Officer/Principal | - |
Formation de Jeffrey Leigh Holmes
| University of Wisconsin | Undergraduate Degree |
| University of Wisconsin-Milwaukee | Graduate 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 | 7 |
|---|---|
Robert W. Baird & Co., Inc. (Equity)
Robert W. Baird & Co., Inc. (Equity) Investment ManagersFinance Robert W. Baird & Co., Inc. (Equity) (Baird Equity Asset Management) is a SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded in 1971 and is a subsidiary of Baird Financial Corp., which is owned by Baird Financial Group, Inc. Baird Equity Asset Management is investment management department within Baird that provides investment management and other services to certain Baird Funds, which invests primarily in equity securities (Baird Equity Funds). The firm also serves as investment sub-adviser to a mutual fund series of the Principal Funds, Inc. | Finance |
| Tucker Anthony Sutro | Finance |
Red Granite Advisors LLC
Red Granite Advisors LLC Investment ManagersFinance Founded in 2006 by David Bowman, Matthew MacLean and Joel Vrabel, Red Granite Advisors LLC is an investment advisor firm located in Milwaukee, Wisconsin. | Finance |
Novartis Pharmaceuticals Corp.
 Novartis Pharmaceuticals Corp. Pharmaceuticals: MajorHealth Technology Novartis Pharmaceuticals Corp. develops, manufactures, and markets prescription drugs. It manufactures and markets prescription drugs used to treat a number of diseases and conditions including cardiovascular, dermatological, central nervous system, bone disease, cancer, organ transplantation, psychiatry, infectious disease, and respiratory. The company was founded in 1996 and is headquartered in East Hanover, NJ. | Health Technology |
Ziegler Capital Management LLC
Ziegler Capital Management LLC Investment ManagersFinance Ziegler Capital Management LLC (ZCM) is an asset management firm headquartered in Chicago, Illinois. The firm was founded in 1991 as the investment management division of the Ziegler Companies. They became a wholly owned subsidiary of Stifel Financial Corp. (NYSE: SF), when it acquired ZCM in 2013. The firm provides tailored investment solutions to a wide range of investors. | Finance |
| Sandoz Pharmaceuticals Corp. | |
| Principal Financial Securities, Inc. | Finance |
