Profil
Mr. Ellis Sloan holds the Chartered Financial Analyst designation and is a member of CFA Institute.
He is a past president and director of the Arkansas Financial Analysts Society.
He received his B.A.
in Political Science in 1980 and his M.B.A.
with a concentration in Finance in 1983 from the University of South Carolina.
Mr. Sloan is an Adjunct Professor in the Finance Department teaching investment courses at Harding University from 1983 to present.
Prior to Lathrop Invesment Mr. Ellis was a Partner, Portfolio Manager & Analyst with Meridian Management Company, Little Rock, AR from 1989 to 2005; Director of Research & Analyst for T.J.
Raney & Sons, Inc., Little Rock, AR from 1983 to 1989.
Anciens postes connus de Ellis Sloan
| Sociétés | Poste | Fin |
|---|---|---|
Meridian Management Co.
 Meridian Management Co. Investment ManagersFinance Founded by Lee Bodenhamer, Meridian Management Co., is a registered investment advisor located in Little Rock, Arkansas. The firm was founded in 1977 as a subsidiary of First Variable Life Insurance Co. and became an independent firm in 1983. They are also known as Meridian Investment Advisors. Meridian manages discretionary equity, fixed-income and balanced portfolios using individual securities and/or no-load mutual funds. Their clients include endowments, foundations, company retirement plans, individuals, and high net-worth families. | Directeur de la Recherche - Actions | 28/02/2005 |
Morgan Keegan & Co., Inc. (Old)
 Morgan Keegan & Co., Inc. (Old) Investment Banks/BrokersFinance Founded in 1969, Morgan Keegan & Co., Inc. is a full-service regional investment firm and broker/dealer headquartered in Memphis, Tennessee. The firm is a subsidiary of Regions Financial Corp. (NYSE: RF). They offer equity-oriented investment banking functions, securities brokerage, trust services, asset management, research, trading and institutional sales | Directeur de la Recherche - Actions | 01/01/1989 |
Lathrop Investment Management Corp.
 Lathrop Investment Management Corp. Investment ManagersFinance Lathrop Investment Management Corp. (LIMC) is an independent investment counseling firm headquartered in Little Rock, Arkansas. The firm was founded by Gregory C. Lathrop in 1981. LIMC provides discretionary investment counseling to individuals, families, trusts, estates, retirement plans, businesses and not-for-profit institutions. | Analyst-Equity | - |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Morgan Keegan & Co., Inc. (Old)
Morgan Keegan & Co., Inc. (Old) Investment Banks/BrokersFinance Founded in 1969, Morgan Keegan & Co., Inc. is a full-service regional investment firm and broker/dealer headquartered in Memphis, Tennessee. The firm is a subsidiary of Regions Financial Corp. (NYSE: RF). They offer equity-oriented investment banking functions, securities brokerage, trust services, asset management, research, trading and institutional sales | Finance |
Meridian Management Co.
Meridian Management Co. Investment ManagersFinance Founded by Lee Bodenhamer, Meridian Management Co., is a registered investment advisor located in Little Rock, Arkansas. The firm was founded in 1977 as a subsidiary of First Variable Life Insurance Co. and became an independent firm in 1983. They are also known as Meridian Investment Advisors. Meridian manages discretionary equity, fixed-income and balanced portfolios using individual securities and/or no-load mutual funds. Their clients include endowments, foundations, company retirement plans, individuals, and high net-worth families. | Finance |
Lathrop Investment Management Corp.
Lathrop Investment Management Corp. Investment ManagersFinance Lathrop Investment Management Corp. (LIMC) is an independent investment counseling firm headquartered in Little Rock, Arkansas. The firm was founded by Gregory C. Lathrop in 1981. LIMC provides discretionary investment counseling to individuals, families, trusts, estates, retirement plans, businesses and not-for-profit institutions. | Finance |
