![Jeffrey Alan Baker](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Jeffrey Alan Baker worked as the Director of Portfolio Strategies at Brookmont Capital Management LLC from 2017 to 2018.
Prior to that, he worked as a Regional Vice President at First Trust Portfolios LP.
He received an undergraduate degree from Indiana University.
| Sociétés | Poste | Fin |
|---|---|---|
Brookmont Capital Management LLC
 Brookmont Capital Management LLC Investment ManagersFinance Brookmont invests in small to large companies that offer attractive valuations and above-average dividend yields. Their bottom-up fundamental analysis and security selection process is supported by analyzing overarching economic trends and themes. Brookmont’s direct clients have the option to invest in the (a) Dividend Growth Strategy, (b) Core Dividend Strategy, (c) Quality Growth Strategy, and (d) Global Equity Strategy. The first three strategies normally include 30-50 individual holdings that covers the major sectors of the US economy. International stocks may be included in these holdings. The Global Equity Strategy normally include 25-40 individual holdings that comprise of the major sectors of the economies of all major regions outside of the US – while such companies will typically be headquartered outside of the US, they may nevertheless sell products in the US. The firm attempts to minimize portfolio turnover by purchasing stocks that it believes are attractive on a long-term basis. | Membre du Comité d'Investissement | 01/11/2018 |
First Trust Portfolios LP
 First Trust Portfolios LP Investment ManagersFinance Operates as an investment trust | Corporate Officer/Principal | - |
Actives
Inactives
Sociétés cotées
Entreprise privées
| Entreprise privées | 3 |
|---|---|
Brookmont Capital Management LLC
Brookmont Capital Management LLC Investment ManagersFinance Brookmont invests in small to large companies that offer attractive valuations and above-average dividend yields. Their bottom-up fundamental analysis and security selection process is supported by analyzing overarching economic trends and themes. Brookmont’s direct clients have the option to invest in the (a) Dividend Growth Strategy, (b) Core Dividend Strategy, (c) Quality Growth Strategy, and (d) Global Equity Strategy. The first three strategies normally include 30-50 individual holdings that covers the major sectors of the US economy. International stocks may be included in these holdings. The Global Equity Strategy normally include 25-40 individual holdings that comprise of the major sectors of the economies of all major regions outside of the US – while such companies will typically be headquartered outside of the US, they may nevertheless sell products in the US. The firm attempts to minimize portfolio turnover by purchasing stocks that it believes are attractive on a long-term basis. | Finance |
First Trust Portfolios LP
First Trust Portfolios LP Investment ManagersFinance Operates as an investment trust | Finance |
Indiana University
 Indiana University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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