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Profil
Mr. Jerome E.
Hoeniges, CFA MBA, is Chief Investment Officer at BancorpSouth, Inc.
Prior to joining BancorpSouth, Mr. Hoeniges was employed as a Principal by UVEST Financial Services Group, Inc. and Trustmark Investment Advisors, Inc.
He received his undergraduate degree from the University of Southern Mississippi and his MBA from the University of Southern Mississippi.
Anciens postes connus de Jerome Edward Hoeniges
| Sociétés | Poste | Fin |
|---|---|---|
Trustmark Investment Advisors, Inc.
 Trustmark Investment Advisors, Inc. Investment ManagersFinance TIAI seeks to invest assets for long-term growth of capital that is fundamentally driven by the needs and objectives of the clients. The firm utilizes a tactical asset allocation model as a risk/return management tool. Their asset allocation process consists of a monthly review of all asset classes considered within their allocation framework. With respect to equities, TIAI endeavors to create an actively managed portfolio of sound companies, purchased at sensible prices, which are performing well in the stock market. Their fixed income philosophy seek to evaluate the prevailing interest rate landscape with attention on the risk associated with credit spreads and the impact of yield curve changes. | Corporate Officer/Principal | 01/08/2006 |
UVEST Financial Services Group, Inc.
 UVEST Financial Services Group, Inc. Finance/Rental/LeasingFinance Provides third party brokerage services | Corporate Officer/Principal | 01/08/2006 |
BancorpSouth, Inc. (Asset Management)
 BancorpSouth, Inc. (Asset Management) Investment ManagersFinance BancorpSouth's investment philosophy focuses on investors' individual objectives. Their philosophy is based on five principles: asset allocation, portfolio structure, tax management, multiple specialist managers and continuous portfolio management. The strategy is geared toward achieving both short- and long-term investment goals that make sense in any financial climate. BancorpSouth's mutual fund strategies consist of industry leading, no-load mutual funds. BancorpSouth performs extensive screening of the funds, looking for quality of management, minimum comparable risk, low turnover, financial strength, good long-term performance and low expense ratios. Their mutual fund offering consists of five strategies categorized by risk from Growth to Income. BancorpSouth's Equity Income Strategy is market-cap and style agnostic and utilizes a bottom-up stock selection. The goal is to purchase shares of companies that have the following characteristics: dividend paying stocks that have historically increased those dividends; easy to understand business models; durable competitive advantages; strong balance sheets with low debt to total capital ratios; strong free cash flow; and honest and capable management. BancorpSouth offers three ETF strategies including Growth (95% Equity - 5% Bonds), Growth with Income (75% Equity - 25% Bonds) and Balanced (50% Equity - 50% Bonds). BancorpSouth's Capital Advantage Portfolios - SMA/UMA Strategies employ various external, industry-leading private equity managers to fulfill a particular investment style. Managers are selected based on a number of variables, such as length of time the manager firm has existed, its size, its return relative to their peer group, and risk vs. return. Clients utilizing these services receive individual stock management from up to ten managers who specialize in a single management style, such as large-cap growth, large-cap value, international, mid-cap growth or value, small-cap, etc. | Directeur en chef des Investissements | - |
Formation de Jerome Edward Hoeniges
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
14
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
UVEST Financial Services Group, Inc.
UVEST Financial Services Group, Inc. Finance/Rental/LeasingFinance Provides third party brokerage services | Finance |
BancorpSouth, Inc. (Asset Management)
BancorpSouth, Inc. (Asset Management) Investment ManagersFinance BancorpSouth's investment philosophy focuses on investors' individual objectives. Their philosophy is based on five principles: asset allocation, portfolio structure, tax management, multiple specialist managers and continuous portfolio management. The strategy is geared toward achieving both short- and long-term investment goals that make sense in any financial climate. BancorpSouth's mutual fund strategies consist of industry leading, no-load mutual funds. BancorpSouth performs extensive screening of the funds, looking for quality of management, minimum comparable risk, low turnover, financial strength, good long-term performance and low expense ratios. Their mutual fund offering consists of five strategies categorized by risk from Growth to Income. BancorpSouth's Equity Income Strategy is market-cap and style agnostic and utilizes a bottom-up stock selection. The goal is to purchase shares of companies that have the following characteristics: dividend paying stocks that have historically increased those dividends; easy to understand business models; durable competitive advantages; strong balance sheets with low debt to total capital ratios; strong free cash flow; and honest and capable management. BancorpSouth offers three ETF strategies including Growth (95% Equity - 5% Bonds), Growth with Income (75% Equity - 25% Bonds) and Balanced (50% Equity - 50% Bonds). BancorpSouth's Capital Advantage Portfolios - SMA/UMA Strategies employ various external, industry-leading private equity managers to fulfill a particular investment style. Managers are selected based on a number of variables, such as length of time the manager firm has existed, its size, its return relative to their peer group, and risk vs. return. Clients utilizing these services receive individual stock management from up to ten managers who specialize in a single management style, such as large-cap growth, large-cap value, international, mid-cap growth or value, small-cap, etc. | Finance |
Trustmark Investment Advisors, Inc.
Trustmark Investment Advisors, Inc. Investment ManagersFinance TIAI seeks to invest assets for long-term growth of capital that is fundamentally driven by the needs and objectives of the clients. The firm utilizes a tactical asset allocation model as a risk/return management tool. Their asset allocation process consists of a monthly review of all asset classes considered within their allocation framework. With respect to equities, TIAI endeavors to create an actively managed portfolio of sound companies, purchased at sensible prices, which are performing well in the stock market. Their fixed income philosophy seek to evaluate the prevailing interest rate landscape with attention on the risk associated with credit spreads and the impact of yield curve changes. | Finance |
University of Southern Mississippi
 University of Southern Mississippi Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
