Profil
Jeffery Brent Middleswart worked as a Vice President at David W.
Tice & Associates, Inc. and as a Senior Analyst at Barre & Co., Inc. He was a Member of the Advisory Board at Behind The Numbers LLC from 1993 to 2014.
He also worked as a Senior Analyst at Rady Asset Management LLC.
Later, he worked as an Assistant Portfolio Manager at Western Pacific Wealth Management LP from 2014 to 2019.
Mr. Middleswart received his undergraduate degree from Texas Christian University in 1989.
Anciens postes connus de Jeffery Middleswart
| Sociétés | Poste | Fin |
|---|---|---|
Behind The Numbers LLC
 Behind The Numbers LLC Investment Banks/BrokersFinance Founded by David W. Tice in 1988, Behind the Numbers LLC is a financial research firm located in Dallas, Texas. Behind the Numbers analyzes company fundamentals and reviews accounting policies looking for aggressive accounting, poor business models and instances in which Wall Street has extrapolated positive trends too far into the future, while ignoring or underestimating negative trends. They identify early signs of fundamental weakness, long before they are incorporated into Wall Street analysts' estimates. Behind the Numbers reviews companies for quality of earnings factors, including analysis of footnotes, operating earnings momentum, and balance sheet/cash flow ratios. Research is also conducted by talking with customers, suppliers, competitors and/or governmental agencies to determine if investors' expectations are justified. | Analyst-Equity | 05/05/2014 |
Rady Asset Management LLC
 Rady Asset Management LLC Investment ManagersFinance Rady Asset Management LLC is an independent hedge fund manager headquartered in La Jolla, California. The firm was founded by Harry M. Rady in 1995. They provide investment management services to high net worth investors. | Analyst-Equity | 31/12/2010 |
David W. Tice & Associates, Inc.
 David W. Tice & Associates, Inc. Investment ManagersFinance Based in Dallas, David W. Tice & Associates, Inc. (DWT) is the investment advisor to the Prudent Bear and Prudent Safe Harbor funds. | Corporate Officer/Principal | - |
Barre & Co., Inc.
 Barre & Co., Inc. Investment Banks/BrokersFinance Part of Hilltop Holdings, Inc., Barre & Co., Inc. is a professional tax and accounting firm based in Union, NJ. The company offers a range of services, including assurance and advisory services, accounting, estate and trust planning, and tax preparation. Barre & Co. primarily services school districts, charter schools, litigation services, business valuations, non-profit, and other businesses or organizations in the greater metropolitan area. The company has been providing tax and audit services for over 30 years and has a 99.9% customer satisfaction rate. Barre & Co. was acquired by SWS Group, Inc. on March 27, 1995. | Corporate Officer/Principal | - |
Western Pacific Wealth Management LP
 Western Pacific Wealth Management LP Investment ManagersFinance Western Pacific Wealth Management LP (Western Pacific) is a registered investment advisor headquartered in Dallas, Texas. It was founded by William R. Andersen in 2010 as Ranger International Management LP. The firm is a subsidiary of Andersen Capital International LLC. Western Pacific provides continuous investment management services to separately managed accounts. | Analyst-Equity | 01/03/2014 |
Formation de Jeffery Middleswart
| Texas Christian University | Undergraduate Degree |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
David W. Tice & Associates, Inc.
David W. Tice & Associates, Inc. Investment ManagersFinance Based in Dallas, David W. Tice & Associates, Inc. (DWT) is the investment advisor to the Prudent Bear and Prudent Safe Harbor funds. | Finance |
Barre & Co., Inc.
Barre & Co., Inc. Investment Banks/BrokersFinance Part of Hilltop Holdings, Inc., Barre & Co., Inc. is a professional tax and accounting firm based in Union, NJ. The company offers a range of services, including assurance and advisory services, accounting, estate and trust planning, and tax preparation. Barre & Co. primarily services school districts, charter schools, litigation services, business valuations, non-profit, and other businesses or organizations in the greater metropolitan area. The company has been providing tax and audit services for over 30 years and has a 99.9% customer satisfaction rate. Barre & Co. was acquired by SWS Group, Inc. on March 27, 1995. | Finance |
Behind The Numbers LLC
Behind The Numbers LLC Investment Banks/BrokersFinance Founded by David W. Tice in 1988, Behind the Numbers LLC is a financial research firm located in Dallas, Texas. Behind the Numbers analyzes company fundamentals and reviews accounting policies looking for aggressive accounting, poor business models and instances in which Wall Street has extrapolated positive trends too far into the future, while ignoring or underestimating negative trends. They identify early signs of fundamental weakness, long before they are incorporated into Wall Street analysts' estimates. Behind the Numbers reviews companies for quality of earnings factors, including analysis of footnotes, operating earnings momentum, and balance sheet/cash flow ratios. Research is also conducted by talking with customers, suppliers, competitors and/or governmental agencies to determine if investors' expectations are justified. | Finance |
Western Pacific Wealth Management LP
Western Pacific Wealth Management LP Investment ManagersFinance Western Pacific Wealth Management LP (Western Pacific) is a registered investment advisor headquartered in Dallas, Texas. It was founded by William R. Andersen in 2010 as Ranger International Management LP. The firm is a subsidiary of Andersen Capital International LLC. Western Pacific provides continuous investment management services to separately managed accounts. | Finance |
Rady Asset Management LLC
Rady Asset Management LLC Investment ManagersFinance Rady Asset Management LLC is an independent hedge fund manager headquartered in La Jolla, California. The firm was founded by Harry M. Rady in 1995. They provide investment management services to high net worth investors. | Finance |