![Jacqueline Elizabeth Moss](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Jacqueline Elizabeth Moss
Plus aucun poste en cours
Profil
Prior to joining Trees Investment, Ms. Moss was previously a Research Analyst at Thomas Weisel Partners and Montgomery Securities in San Francisco from 1998-2001.
She was also a Research Analyst at Janus Funds in the summer of 1997.
Ms. Moss was also a Financial Analyst in Corporate Finance at Montgomery Securities in San Francisco from 1994-1996 and Research Associate in Domestic Policy at The Heritage Foundation in Washington D.C.
from 1993-1994.
Ms. Moss received a MBA from Northwestern University in 1998 and Bachelor degree from Princeton University in Economics with a concentration in Politics in 1993.
She received the Chartered Financial Analyst designation from the CFA Institute.
Ms. Moss is Founding Chairman of the Board of METROsquash, Member of Guild Board of Boys and Girls Club of Chicago, Member of CFA Society of Chicago and CFA Institute.
Anciens postes connus de Jacqueline Elizabeth Moss
| Sociétés | Poste | Fin |
|---|---|---|
The Heritage Foundation
 The Heritage Foundation Miscellaneous Commercial ServicesCommercial Services Provides research and educational services | Corporate Officer/Principal | 31/12/1993 |
Janus Fund
 Janus Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Corporate Officer/Principal | - |
Thomas Weisel Partners LLC
 Thomas Weisel Partners LLC Regional BanksFinance Operates as an investment banking firm | Corporate Officer/Principal | - |
Montgomery Securities, Inc.
 Montgomery Securities, Inc. Investment Banks/BrokersFinance Provides investment banking services | Corporate Officer/Principal | - |
Trees Investment Counsel LLC
 Trees Investment Counsel LLC Investment ManagersFinance Trees seeks out well-financed concerns with above average prospects and superior management. They emphasize strong balance sheets, growing cash flows and dividends. The firm uses REITs in most portfolios to provide a combination of income, growth and decreased volatility. For fixed-income, they favor high-grade debt securities (AA or better) in U.S. government, agency, foreign, corporate and tax-exempt bonds. The average maturity is 6 years or less. | President | - |
Formation de Jacqueline Elizabeth Moss
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
99
Relations au 1er degré
7
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
Trees Investment Counsel LLC
Trees Investment Counsel LLC Investment ManagersFinance Trees seeks out well-financed concerns with above average prospects and superior management. They emphasize strong balance sheets, growing cash flows and dividends. The firm uses REITs in most portfolios to provide a combination of income, growth and decreased volatility. For fixed-income, they favor high-grade debt securities (AA or better) in U.S. government, agency, foreign, corporate and tax-exempt bonds. The average maturity is 6 years or less. | Finance |
Janus Fund
Janus Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Miscellaneous |
Montgomery Securities, Inc.
Montgomery Securities, Inc. Investment Banks/BrokersFinance Provides investment banking services | Finance |
Thomas Weisel Partners LLC
Thomas Weisel Partners LLC Regional BanksFinance Operates as an investment banking firm | Finance |
Northwestern University
 Northwestern University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Princeton University
 Princeton University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The Heritage Foundation
The Heritage Foundation Miscellaneous Commercial ServicesCommercial Services Provides research and educational services | Commercial Services |
