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J. B. Fox
Stratège de marché chez
Franklin Street Advisors, Inc.
Profil
Mr. Joseph B. Fox is a Principal at Franklin Street Advisors, Inc.
Prior to joining the firm in 2007, Mr. Fox was a portfolio manager at Capital One Asset Management, LLC, following several years as an analyst within Capital One Private Client Group where he provided due diligence and research for strategic business initiatives and client investments.
He began his career at JPMorgan Private Bank, focusing on wealth management for high net worth individuals.
Mr. Fox holds the Chartered Financial Analyst designation, is a Certified Financial Planner professional, and graduated with honors from Duke University with a degree in Economics.
Postes actifs de J. B. Fox
| Sociétés | Poste | Début |
|---|---|---|
Franklin Street Advisors, Inc.
 Franklin Street Advisors, Inc. Investment ManagersFinance FSA’s investment committee meets at least quarterly to assess the current global investment environment and to formulate asset allocation strategies for equities, fixed income investments, and alternative investments. Their recommended strategic asset allocation models include growth, moderate and conservative. The firm constructs portfolios for clients with specific investment mandates. | Stratège de marché | 01/01/2007 |
Anciens postes connus de J. B. Fox
| Sociétés | Poste | Fin |
|---|---|---|
Capital One Asset Management LLC
 Capital One Asset Management LLC Investment ManagersFinance Capital One Asset Management's (COAM) equity philosophy is based on a core belief that fundamentals ultimately drive stock prices. Within the domestic (US) market, COAM manages separately-managed account (SMA) portfolios of common stocks using a proprietary process that combines two major, complementary components: a fundamental equity evaluation and ranking component, and a risk-controlled portfolio construction component. In evaluating common stocks to determine their candidacy for inclusion in portfolios, COAM focuses on identifying stocks with a superior potential for earnings growth relative to its peers and the valuation level of stocks relative to earnings growth potential. The firm's proprietary equity strategies include: Institutional Large-Cap Core, Large-Cap Growth, Large-Cap Value, Large-Cap Leaders, Mid-Cap Core, Small-Cap Value, Defined Growth, and Diversity Leaders. COAM manages fixed income portfolios on both a passive (buy and hold or laddered maturity) and active basis according to the Bank’s client direction and portfolio size. The firm's investment process is designed to produce positive excess return to the selected benchmark over the longer term through modest duration adjustments, yield curve positioning, modest to significant variations in sector emphasis and security selection. COAM typically employs the use of sector and security emphasis in sectors such as corporate bonds, mortgage-backed securities, and municipal bonds in the pursuit of excess returns. In addition, allocations to securities/sectors not included in the benchmark may also be utilized, with limitations, where permissible,to enhance the portfolio’s return. Actively managed proprietary strategies employed by COAM may encompass all dollar-denominated investment grade securities, including but not limited to, US Treasury securities, US Agency securities, Agency Mortgage Backed Securities (MBS), corporate securities, Commercial Mortgage Backed securities (CMBS), and Municipal securities. COAM’s strategies target defined maturity and duration ranges and include cash and equivalents, ultra-liquid, ultra-short, intermediate, and long strategies as well as tax- exempt variants. | Analyst-Equity | 31/12/2006 |
JPMorgan Chase Co. (Investment Management)
 JPMorgan Chase Co. (Investment Management) Investment ManagersFinance JPM-IM actively manages portfolios and focuses on identifying opportunities through proprietary in-house research that seeks to assess the fundamental value of securities. The firm invests globally, across all market-caps. | Corporate Officer/Principal | - |
Formation de J. B. Fox
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
92
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Franklin Street Advisors, Inc.
Franklin Street Advisors, Inc. Investment ManagersFinance FSA’s investment committee meets at least quarterly to assess the current global investment environment and to formulate asset allocation strategies for equities, fixed income investments, and alternative investments. Their recommended strategic asset allocation models include growth, moderate and conservative. The firm constructs portfolios for clients with specific investment mandates. | Finance |
Duke University
 Duke University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
JPMorgan Chase Co. (Investment Management)
JPMorgan Chase Co. (Investment Management) Investment ManagersFinance JPM-IM actively manages portfolios and focuses on identifying opportunities through proprietary in-house research that seeks to assess the fundamental value of securities. The firm invests globally, across all market-caps. | Finance |
Capital One Asset Management LLC
Capital One Asset Management LLC Investment ManagersFinance Capital One Asset Management's (COAM) equity philosophy is based on a core belief that fundamentals ultimately drive stock prices. Within the domestic (US) market, COAM manages separately-managed account (SMA) portfolios of common stocks using a proprietary process that combines two major, complementary components: a fundamental equity evaluation and ranking component, and a risk-controlled portfolio construction component. In evaluating common stocks to determine their candidacy for inclusion in portfolios, COAM focuses on identifying stocks with a superior potential for earnings growth relative to its peers and the valuation level of stocks relative to earnings growth potential. The firm's proprietary equity strategies include: Institutional Large-Cap Core, Large-Cap Growth, Large-Cap Value, Large-Cap Leaders, Mid-Cap Core, Small-Cap Value, Defined Growth, and Diversity Leaders. COAM manages fixed income portfolios on both a passive (buy and hold or laddered maturity) and active basis according to the Bank’s client direction and portfolio size. The firm's investment process is designed to produce positive excess return to the selected benchmark over the longer term through modest duration adjustments, yield curve positioning, modest to significant variations in sector emphasis and security selection. COAM typically employs the use of sector and security emphasis in sectors such as corporate bonds, mortgage-backed securities, and municipal bonds in the pursuit of excess returns. In addition, allocations to securities/sectors not included in the benchmark may also be utilized, with limitations, where permissible,to enhance the portfolio’s return. Actively managed proprietary strategies employed by COAM may encompass all dollar-denominated investment grade securities, including but not limited to, US Treasury securities, US Agency securities, Agency Mortgage Backed Securities (MBS), corporate securities, Commercial Mortgage Backed securities (CMBS), and Municipal securities. COAM’s strategies target defined maturity and duration ranges and include cash and equivalents, ultra-liquid, ultra-short, intermediate, and long strategies as well as tax- exempt variants. | Finance |
