Profil
Dr. Peavy joined Smith Group Asset Management in January 2010 and is a member of the RVI Portfolio Management team.
He began his career at Goldman, Sachs & Co in the 1970’s conducting fundamental analysis.
While earning his Ph.D.
in Finance from the University of Texas at Arlington John developed pioneering research in relative value investing.
This served as the basis for RVI portfolios at Founders Trust in the 1990’s, Dana Investment Advisors from 1999 to 2006, and Cimarron Asset Management, LLC from 2006 to 2010, where he was CEO and CIO, and now Smith Group.
In addition, John was CIO for the $80 billion Teacher Retirement System of Texas from 1999 to 2002.
He remained active in the academic community as the Vaughn-Rauscher Professor of Investments at Southern Methodist University and Director of Research for the Research Foundation of the CFA Institute.
John received his BBA in Banking and Finance from Southern Methodist University, and his MBA from the University of Pennsylvania’s Wharton School.
Dr. Peavy was awarded the Chartered Financial Analyst (CFA) designation in 1982.
He is a member of the CFA Institute and the CFA Society of Dallas-Ft.
Worth.
Anciens postes connus de John W. Peavy
| Sociétés | Poste | Fin |
|---|---|---|
Cimarron Asset Management LLC
 Cimarron Asset Management LLC Investment ManagersFinance Founded in 2006 by John Peavy, Cimarron Asset Management LLC, formerly RPF Equity Advisors LLC, is a registered investment advisor located in Irving, Texas. The firm focuses on managing portfolios of US equities for institutional investors. | Fondateur | 31/12/2009 |
Dana Investment Advisors, Inc.
 Dana Investment Advisors, Inc. Investment ManagersFinance Dana Investment Advisors, Inc. (Dana) is an independent, SEC-registered investment advisor headquartered in Waukesha, Wisconsin. The firm was founded by Michael Dana in 1980. Dana provides investment supervisory services to qualified pension and profit-sharing plans, Taft Hartley plans, unions, financial institutions such as banks and credit unions, insurance companies, public sector entities such as cities and counties, health care facilities, corporations, charitable foundations and other charitable organizations, and certain high net -worth individuals. They also act as an investment manager for multiple wrap fee programs that are sponsored by third party institutions. Dana is a socially responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI). | Gestionnaire de Portefeuille-Actions | 31/03/2008 |
Smith Asset Management Group LP
 Smith Asset Management Group LP Investment ManagersFinance Smith Asset Management Group LP (Smith Group) is a wealth management firm and registered investment advisor headquartered in Dallas, Texas. The firm was founded by Steve Smith in 1995 and they do-business-as Smith Group Asset Management. They are a subsidiary of Cantor Fitzgerald Investment Advisors LP, ultimately held by Cantor Fitzgerald LP. Smith Group provides portfolio management services to individuals, high net-worth individuals, banking and thrift institutions, investment companies including mutual funds, corporate pension and profit-sharing plans, multi-employer plans, other pooled investment vehicles, charitable institutions, corporations and businesses not listed above, state or municipal government entities, WRAP platforms and UMAs. | Gestionnaire de Portefeuille-Actions | - |
| Founders Bancshares, Inc. (Texas) | Président | - |
Southern Methodist University
 Southern Methodist University Other Consumer ServicesConsumer Services Southern Methodist University is a private university near the center of Dallas, SMU offers undergraduate, graduate, and professional programs through seven schools in the humanities and sciences, business, the performing, visual, and communication arts, engineering, education and human development, law, and theology. | Corporate Officer/Principal | - |
Formation de John W. Peavy
| Southern Methodist University | Undergraduate Degree |
| The University of Texas at Austin | Doctorate Degree |
| University of Pennsylvania | Masters Business Admin |
Expériences
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Sociétés liées
| Entreprise privées | 4 |
|---|---|
Dana Investment Advisors, Inc.
Dana Investment Advisors, Inc. Investment ManagersFinance Dana Investment Advisors, Inc. (Dana) is an independent, SEC-registered investment advisor headquartered in Waukesha, Wisconsin. The firm was founded by Michael Dana in 1980. Dana provides investment supervisory services to qualified pension and profit-sharing plans, Taft Hartley plans, unions, financial institutions such as banks and credit unions, insurance companies, public sector entities such as cities and counties, health care facilities, corporations, charitable foundations and other charitable organizations, and certain high net -worth individuals. They also act as an investment manager for multiple wrap fee programs that are sponsored by third party institutions. Dana is a socially responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI). | Finance |
| Founders Bancshares, Inc. (Texas) | Finance |
Cimarron Asset Management LLC
Cimarron Asset Management LLC Investment ManagersFinance Founded in 2006 by John Peavy, Cimarron Asset Management LLC, formerly RPF Equity Advisors LLC, is a registered investment advisor located in Irving, Texas. The firm focuses on managing portfolios of US equities for institutional investors. | Finance |
Smith Asset Management Group LP
Smith Asset Management Group LP Investment ManagersFinance Smith Asset Management Group LP (Smith Group) is a wealth management firm and registered investment advisor headquartered in Dallas, Texas. The firm was founded by Steve Smith in 1995 and they do-business-as Smith Group Asset Management. They are a subsidiary of Cantor Fitzgerald Investment Advisors LP, ultimately held by Cantor Fitzgerald LP. Smith Group provides portfolio management services to individuals, high net-worth individuals, banking and thrift institutions, investment companies including mutual funds, corporate pension and profit-sharing plans, multi-employer plans, other pooled investment vehicles, charitable institutions, corporations and businesses not listed above, state or municipal government entities, WRAP platforms and UMAs. | Finance |
