Profil
Ms. Thompson joined Boys, Arnold at its Hilton Head Island, South Carolina, office in 1999, becoming the firm's first fulltime employee at that location.
Prior to 1999, Ms. Thompson worked in computer software and more recently with a private investment counsel firm.
She received an undergraduate degree in Economics and Political Science from Duke University and an M.B.A. from the University of Queensland in Australia.
She holds the designation of Certified Financial Planner (CFP).
Anciens postes connus de Jennifer Ahrendt Thompson
| Sociétés | Poste | Fin |
|---|---|---|
Boys, Arnold & Co., Inc.
Boys, Arnold & Co., Inc. Investment ManagersFinance Boys Arnold & Co. (BAC) conducts in-house research in support of their growth investment strategy and security selection process. Each client's financial objectives are considered when establishing asset allocation guidelines that will govern the firm's investment mix of assets. For equities, stocks must meet established standards at three levels of evaluation. First, companies are screened for market cap, historical operating performance and balance sheet soundness. Next, each stock is evaluated for growth of profits and trend in the level of profitability, measured by CFROI. The final phase of analysis focuses on the company's products, management, and the perceived value at its current price. This evaluation process applies to both buy and sell decisions. When managing fixed-income, non-taxable portfolios are managed on a total return approach. While guarding against loss of principal, BAC adds value through active management of maturity, sector weightings and individual issues. These portfolios are heavily weighted in government bonds and high-quality corporate obligations and are diversified across maturities, industries and issues. Taxable portfolios are managed with an emphasis on current income and minimization of taxes. BAC attempts to control risk by diversifying issues and maturities, by emphasizing excellent quality and by continuously monitoring the credit quality of all holdings. Although the presence of capital gains taxes leads to less frequent trading in taxable accounts, they initiate trades to adjust average maturity and to capitalize on occasional inefficiencies in the market. | Membre du Comité d'Investissement | 31/05/2008 |
| WINLAND HOLDINGS CORPORATION | Directeur Financier/CFO | 08/05/2006 |
Formation de Jennifer Ahrendt Thompson
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 | 4 |
|---|---|
Winland Holdings Corp.
Winland Holdings Corp. Electronic Equipment/InstrumentsElectronic Technology Provides investment holdings for the marketing and selling of its line of proprietary critical condition monitoring products | Electronic Technology |
Boys, Arnold & Co., Inc.
Boys, Arnold & Co., Inc. Investment ManagersFinance Boys Arnold & Co. (BAC) conducts in-house research in support of their growth investment strategy and security selection process. Each client's financial objectives are considered when establishing asset allocation guidelines that will govern the firm's investment mix of assets. For equities, stocks must meet established standards at three levels of evaluation. First, companies are screened for market cap, historical operating performance and balance sheet soundness. Next, each stock is evaluated for growth of profits and trend in the level of profitability, measured by CFROI. The final phase of analysis focuses on the company's products, management, and the perceived value at its current price. This evaluation process applies to both buy and sell decisions. When managing fixed-income, non-taxable portfolios are managed on a total return approach. While guarding against loss of principal, BAC adds value through active management of maturity, sector weightings and individual issues. These portfolios are heavily weighted in government bonds and high-quality corporate obligations and are diversified across maturities, industries and issues. Taxable portfolios are managed with an emphasis on current income and minimization of taxes. BAC attempts to control risk by diversifying issues and maturities, by emphasizing excellent quality and by continuously monitoring the credit quality of all holdings. Although the presence of capital gains taxes leads to less frequent trading in taxable accounts, they initiate trades to adjust average maturity and to capitalize on occasional inefficiencies in the market. | Finance |
Duke University
Duke University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The University of Queensland
The University of Queensland Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















