Profil
Mr. Jeff P.
Waters, CFA, is an Associate Director of Fixed Income at Pavilion Advisory Group, Inc. His main duties include fixed income manager due diligence, market research, and client communication across all strategies fixed-income related.
He joined Pavilion in 2011 and has over six years of investment experience.
Mr. Waters earned a Bachelor of Science with honors degree in Finance with a minor in Management Information Systems from Butler University.
He is a CFA charterholder and a member of the CFA Society of Chicago.
Anciens postes connus de Jeff p. Waters
| Sociétés | Poste | Fin |
|---|---|---|
Pavilion Advisory Group, Inc.
Pavilion Advisory Group, Inc. Investment ManagersFinance Pavilion Advisory Group bases their investment advice on internal research, information derived from numerous publicly-available information sources, third-party analysis and quantitative investment tools. The firm recommends the hiring of independent investment managers for security selection. The implementation of investment strategy through asset allocation and manager selection is the primary focus of their investment process. Pavilion utilizes an array of models and they routinely create quantitative models that integrate various market factors to develop the specific strategy for each client. The firm's investment advice includes such matters as the allocation of assets among different asset classes, managing portfolio risk and other general economic and financial topics. Pavilion identifies professionally managed investment products that are compatible with the client's investment objectives. They consult with clients on a wide range of financial and real asset classes including publicly-traded equities, fixed-income securities and alternative investments. Alternative investments include: timberland, natural resource funds, commodities, commodity trading advisors (CTAs), commodity futures, real estate investment trusts (REITs), private real estate, hedge funds, hedge fund-of-funds, private equity funds and private equity fund-of-funds. | Analyst-Fixed Income | - |
Formation de Jeff p. Waters
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Sociétés cotées
Entreprise privées
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Relations au 1er degré
Entreprises liées au 1er degré
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| Entreprise privées | 2 |
|---|---|
Butler University
Butler University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Pavilion Advisory Group, Inc.
Pavilion Advisory Group, Inc. Investment ManagersFinance Pavilion Advisory Group bases their investment advice on internal research, information derived from numerous publicly-available information sources, third-party analysis and quantitative investment tools. The firm recommends the hiring of independent investment managers for security selection. The implementation of investment strategy through asset allocation and manager selection is the primary focus of their investment process. Pavilion utilizes an array of models and they routinely create quantitative models that integrate various market factors to develop the specific strategy for each client. The firm's investment advice includes such matters as the allocation of assets among different asset classes, managing portfolio risk and other general economic and financial topics. Pavilion identifies professionally managed investment products that are compatible with the client's investment objectives. They consult with clients on a wide range of financial and real asset classes including publicly-traded equities, fixed-income securities and alternative investments. Alternative investments include: timberland, natural resource funds, commodities, commodity trading advisors (CTAs), commodity futures, real estate investment trusts (REITs), private real estate, hedge funds, hedge fund-of-funds, private equity funds and private equity fund-of-funds. | Finance |
















