Profil
Mr. Jeffrey E.
Markunas, CFA, is a Principal & Portfolio Manager at The London Company of Virginia LLC.
He is a member of the firm’s investment and management teams.
He has over 35 years of investment experience, managing equity portfolios and teams.
Prior to joining The London Company, Mr. Markunas served as President & Chief Investment Officer of Iron Oak Advisers (subsidiary of Ridgeworth Investments), Managing Director Equity for SunTrust Investment Advisory Group, and Director of Equity Management for Crestar Asset Management.
He received his B.A.
from the College of the Holy Cross and his MS in Finance from Virginia Commonwealth University.
He is a CFA charter holder, a member and Past President of the CFA Society Virginia.
Anciens postes connus de Jeff Markunas
| Sociétés | Poste | Fin |
|---|---|---|
The London Company of Virginia LLC
 The London Company of Virginia LLC Investment ManagersFinance The London Company of Virginia LLC (The London Company) is a SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was originally founded in 1994 by Stephen Goddard. In its present state, the firm was formed in 2012 through a corporate reorganization in connection with a minority equity investment made in the firm by LPC London LP, an affiliate of Lincoln Peak Capital. They are a subsidiary of TLC Holdings LLC. The London Company provides discretionary portfolio management services to individuals and institutional investors through separately managed accounts, mutual funds and select channels. | Gestionnaire de Portefeuille-Actions | 01/07/2021 |
IronOak Advisors LLC
 IronOak Advisors LLC Investment ManagersFinance Founded in 2007, IronOak Advisors LLC is a registered investment advisor located in Richmond, Virginia. The firm manages investments for endowments, foundations, not-for-profit organizations, Taft-Hartley plans, pension plans and sub-advised mutual funds, common trust funds, collective investment trusts and variable investment trusts. IronOak Advisors is an independently-managed subsidiary of RidgeWorth Capital Management, Inc. Prior to 2008, IronOak Advisors was known as the Core Equity Division of Trusco Capital Management Inc., which became RidgeWorth in 2008. IronOak Advisors' ultimate parent is SunTrust Banks, Inc. (NYSE: STI). | Directeur en chef des Investissements | 28/02/2011 |
Trusco Capital Management, Inc.
 Trusco Capital Management, Inc. Investment ManagersFinance Based in Atlanta, Georgia, Ridgeworth Capital Management, formerly Trusco Capital Management, Inc., provides investment management services to associations, corporations, endowments, foundations, healthcare organizations, insurance companies, labor unions and municipalities. Trusco provides services to clients world-wide and serves as the advisor to the STI Classic family of mutual funds. The firm is a subsidiary of Atlanta-based SunTrust Banks Inc. (NYSE: STI), currently has offices in Orlando, Nashville, Chattanooga, Richmond, Chapel Hill, Washington, DC and Woodcliff Lake, New Jersey. | Gestionnaire de Portefeuille-Actions | 01/01/2008 |
Formation de Jeff Markunas
| Virginia Commonwealth University | Graduate Degree |
| College of the Holy Cross (Massachusetts) | Undergraduate Degree |
Expériences
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Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
Trusco Capital Management, Inc.
Trusco Capital Management, Inc. Investment ManagersFinance Based in Atlanta, Georgia, Ridgeworth Capital Management, formerly Trusco Capital Management, Inc., provides investment management services to associations, corporations, endowments, foundations, healthcare organizations, insurance companies, labor unions and municipalities. Trusco provides services to clients world-wide and serves as the advisor to the STI Classic family of mutual funds. The firm is a subsidiary of Atlanta-based SunTrust Banks Inc. (NYSE: STI), currently has offices in Orlando, Nashville, Chattanooga, Richmond, Chapel Hill, Washington, DC and Woodcliff Lake, New Jersey. | Finance |
IronOak Advisors LLC
IronOak Advisors LLC Investment ManagersFinance Founded in 2007, IronOak Advisors LLC is a registered investment advisor located in Richmond, Virginia. The firm manages investments for endowments, foundations, not-for-profit organizations, Taft-Hartley plans, pension plans and sub-advised mutual funds, common trust funds, collective investment trusts and variable investment trusts. IronOak Advisors is an independently-managed subsidiary of RidgeWorth Capital Management, Inc. Prior to 2008, IronOak Advisors was known as the Core Equity Division of Trusco Capital Management Inc., which became RidgeWorth in 2008. IronOak Advisors' ultimate parent is SunTrust Banks, Inc. (NYSE: STI). | Finance |
The London Company of Virginia LLC
The London Company of Virginia LLC Investment ManagersFinance The London Company of Virginia LLC (The London Company) is a SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was originally founded in 1994 by Stephen Goddard. In its present state, the firm was formed in 2012 through a corporate reorganization in connection with a minority equity investment made in the firm by LPC London LP, an affiliate of Lincoln Peak Capital. They are a subsidiary of TLC Holdings LLC. The London Company provides discretionary portfolio management services to individuals and institutional investors through separately managed accounts, mutual funds and select channels. | Finance |
