James D. Peterson
Directeur de la Recherche - Actions chez GlobeFlex Capital LP
Profil
Mr. James D.
Peterson, CFA, is a Partner & Deputy Chief Investment Officer at GlobeFlex Capital LP.
Prior to GlobeFlex, Mr. Peterson was Mid Cap equity portfolio manager at NCM Capital Management and also spent several years at Duncan-Hurst as Portfolio Manager and Director of Quantitative Research.
He began his career straight out of college with FactSet Research Systems.
Mr. Peterson graduated from the University of Oregon, Lundquist College of Business, with a B.S.
degree in Economics and Finance.
Postes actifs de James D. Peterson
| Sociétés | Poste | Début |
|---|---|---|
GlobeFlex Capital LP
 GlobeFlex Capital LP Investment ManagersFinance GlobeFlex Capital LP (GlobeFlex) is an independent, SEC-registered investment advisor headquartered in San Diego, California. The firm was co-founded by Robert J. Anslow, Jr. and Marina L. Marrelli in 1994. GlobeFlex provides investment advisory services primarily to institutions (such as pension plans, foundations, corporations, and family office entities). They also manage private funds and act as sub-adviser to certain outside pooled investment vehicles. | Directeur de la Recherche - Actions | 01/06/2008 |
Anciens postes connus de James D. Peterson
| Sociétés | Poste | Fin |
|---|---|---|
| FACTSET RESEARCH SYSTEMS, INC. | Corporate Officer/Principal | - |
NCM Capital Management Group, Inc.
 NCM Capital Management Group, Inc. Investment ManagersFinance Founded in 1986 by Maceo Sloan, NCM Capital Management Group, Inc. is a registered investment advisor located in Durham, North Carolina. The firm provides equity and fixed-income investment management services for institutional clients. | Gestionnaire de Portefeuille-Actions | - |
Cutler Investment Counsel LLC
 Cutler Investment Counsel LLC Investment ManagersFinance Cutler Investment Counsel LLC (Cutler) is an independent, SEC-registered investment advisor headquartered in Jacksonville, Oregon. Founded in 2003, Cutler provides investment management services to individuals (which includes high-net-worth individuals), corporate pension and profit-sharing plans (including 401k plans), corporations, charitable institutions, foundations, endowments, registered affiliated mutual funds, trusts, and government entities. | Analyst-Equity | - |
| Dean Witter Reynolds, Inc. | Analyst-Equity | - |
Parametric Portfolio Associates LLC
 Parametric Portfolio Associates LLC Investment ManagersFinance Parametric Portfolio Associates LLC (Parametric) is a SEC-registered investment advisor headquartered in Seattle, Washington. The firm was founded in 1987 and is directly owned by Eaton Vance Acquisitions LLC. They became ultimately owned by Morgan Stanley (NYSE: MS) in 2021. Parametric provides various portfolio management services and investment strategies directly to institutional investors and indirectly to individual investors through financial intermediaries. | Analyst-Equity | - |
Formation de James D. Peterson
| University of Oregon | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Sociétés cotées | 1 |
|---|---|
| FACTSET RESEARCH SYSTEMS, INC. | Technology Services |
| Entreprise privées | 6 |
|---|---|
Duncan-Hurst Capital Management, Inc.
 Duncan-Hurst Capital Management, Inc. Investment ManagersFinance Founded in 1990 by William 'Beau' Duncan, Duncan-Hurst Capital Management, Inc. is an investment advisor located in San Diego, California. The firm specializes in managing growth equity investments for institutional clients | Finance |
Parametric Portfolio Associates LLC
Parametric Portfolio Associates LLC Investment ManagersFinance Parametric Portfolio Associates LLC (Parametric) is a SEC-registered investment advisor headquartered in Seattle, Washington. The firm was founded in 1987 and is directly owned by Eaton Vance Acquisitions LLC. They became ultimately owned by Morgan Stanley (NYSE: MS) in 2021. Parametric provides various portfolio management services and investment strategies directly to institutional investors and indirectly to individual investors through financial intermediaries. | Finance |
| Dean Witter Reynolds, Inc. | Finance |
Cutler Investment Counsel LLC
Cutler Investment Counsel LLC Investment ManagersFinance Cutler Investment Counsel LLC (Cutler) is an independent, SEC-registered investment advisor headquartered in Jacksonville, Oregon. Founded in 2003, Cutler provides investment management services to individuals (which includes high-net-worth individuals), corporate pension and profit-sharing plans (including 401k plans), corporations, charitable institutions, foundations, endowments, registered affiliated mutual funds, trusts, and government entities. | Finance |
NCM Capital Management Group, Inc.
NCM Capital Management Group, Inc. Investment ManagersFinance Founded in 1986 by Maceo Sloan, NCM Capital Management Group, Inc. is a registered investment advisor located in Durham, North Carolina. The firm provides equity and fixed-income investment management services for institutional clients. | Finance |
GlobeFlex Capital LP
GlobeFlex Capital LP Investment ManagersFinance GlobeFlex Capital LP (GlobeFlex) is an independent, SEC-registered investment advisor headquartered in San Diego, California. The firm was co-founded by Robert J. Anslow, Jr. and Marina L. Marrelli in 1994. GlobeFlex provides investment advisory services primarily to institutions (such as pension plans, foundations, corporations, and family office entities). They also manage private funds and act as sub-adviser to certain outside pooled investment vehicles. | Finance |
