Jeff Walkenhorst
Analyst-Equity chez Copeland Capital Management LLC
Profil
Mr. Jeffrey A.
Walkenhorst, CFA, is a Portfolio Manager & Research Analyst at Copeland Capital Management LLC.
His primary coverage responsibilities are in the Consumer Staples, Real Estate, and Technology/Telecom sectors across all domestic portfolios.
Mr. Walkenhorst was previously employed as a Vice President & Equity Research Analyst by Banc of America Securities LLC, a Principal by Prudential Securities, Inc. (Michigan), and a Senior Research Analyst by The Research Board, Inc.
He received his undergraduate degree in Economics from Stanford University.
Postes actifs de Jeff Walkenhorst
| Sociétés | Poste | Début |
|---|---|---|
Copeland Capital Management LLC
 Copeland Capital Management LLC Investment ManagersFinance Copeland Capital Management LLC (Copeland) is an independent registered investment advisor headquartered in Conshohocken, Pennsylvania. The firm was founded by Eric Brown in 2005. Copeland provides investment management services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, state and municipal government entities, corporations and business entities, and pooled investment vehicles. | Analyst-Equity | 01/03/2011 |
Anciens postes connus de Jeff Walkenhorst
| Sociétés | Poste | Fin |
|---|---|---|
The Research Board, Inc.
 The Research Board, Inc. Miscellaneous Commercial ServicesCommercial Services Part of Gartner, Inc., The Research Board, Inc. is a company that provides information technology, research and consulting services. The company is based in New York, NY. The company was founded by Ernest M. von Simson, Naomi O. Seligman. | Corporate Officer/Principal | 28/02/2011 |
Prudential Securities, Inc. (Michigan)
 Prudential Securities, Inc. (Michigan) Investment Banks/BrokersFinance Part of Prudential Financial, Inc., Prudential Securities, Inc. (Michigan) is a company based in West Bloomfield, MI. | Corporate Officer/Principal | - |
Banc of America Securities LLC
 Banc of America Securities LLC Investment Banks/BrokersFinance Headquartered in Charlotte, North Carolina, Banc of America Securities (BAS) is the investment banking subsidiary of Bank of America Corp (NYSE: BAC). The firm provides both the domestic and international equity and investment banking markets, and pursues a strategy pioneered by Citigroup that combines corporate lending with investment banking advice and services. They provide high-yield debt underwriting and leveraged finance, in addition to industry coverage groups such as healthcare, media and telecom, financial institutions, real estate and gaming. BAS also does a significant amount of work for Financial Sponsors, or private equity firms, often financing leveraged transactions. Following the strategy of Goldman Sachs, the firm lacks a standalone mergers and acquisitions department, instead employing mergers and acquisitions senior bankers throughout the industry coverage groups. The firm is registered as a broker/dealer with the SEC, is a member of the NYSE, and the NASD. The use of Banc in the BAS's name is indicative of the fact that the company is not a bank, and their deposits and other holdings are not insured by the FDIC. | Analyst-Equity | 31/01/2008 |
Formation de Jeff Walkenhorst
| Stanford University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 4 |
|---|---|
Banc of America Securities LLC
Banc of America Securities LLC Investment Banks/BrokersFinance Headquartered in Charlotte, North Carolina, Banc of America Securities (BAS) is the investment banking subsidiary of Bank of America Corp (NYSE: BAC). The firm provides both the domestic and international equity and investment banking markets, and pursues a strategy pioneered by Citigroup that combines corporate lending with investment banking advice and services. They provide high-yield debt underwriting and leveraged finance, in addition to industry coverage groups such as healthcare, media and telecom, financial institutions, real estate and gaming. BAS also does a significant amount of work for Financial Sponsors, or private equity firms, often financing leveraged transactions. Following the strategy of Goldman Sachs, the firm lacks a standalone mergers and acquisitions department, instead employing mergers and acquisitions senior bankers throughout the industry coverage groups. The firm is registered as a broker/dealer with the SEC, is a member of the NYSE, and the NASD. The use of Banc in the BAS's name is indicative of the fact that the company is not a bank, and their deposits and other holdings are not insured by the FDIC. | Finance |
Copeland Capital Management LLC
Copeland Capital Management LLC Investment ManagersFinance Copeland Capital Management LLC (Copeland) is an independent registered investment advisor headquartered in Conshohocken, Pennsylvania. The firm was founded by Eric Brown in 2005. Copeland provides investment management services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, state and municipal government entities, corporations and business entities, and pooled investment vehicles. | Finance |
The Research Board, Inc.
The Research Board, Inc. Miscellaneous Commercial ServicesCommercial Services Part of Gartner, Inc., The Research Board, Inc. is a company that provides information technology, research and consulting services. The company is based in New York, NY. The company was founded by Ernest M. von Simson, Naomi O. Seligman. | Commercial Services |
Prudential Securities, Inc. (Michigan)
Prudential Securities, Inc. (Michigan) Investment Banks/BrokersFinance Part of Prudential Financial, Inc., Prudential Securities, Inc. (Michigan) is a company based in West Bloomfield, MI. | Finance |
