Profil
Ms. Jill A. Harvey, CFA, is a Managing Director & Wealth Advisor at William Blair & Co. LLC.
Ms. Harvey joined the firm from Fieldpoint Private Advisors, where she was Portfolio Manager and Managing Director.
She began her career in 1992 as an Analyst at Gray, Seifert and Co., specializing first in Asian markets and then in the consumer, finance, and transportation industries before assuming portfolio management duties.
Ms. Harvey graduated magna cum laude with an Asian studies concentration from the College of the Holy Cross, where she was elected to Phi Beta Kappa.
She earned the CFA designation in 1996 and is a member of the New York Society of Securities Analysts.
Postes actifs de Jill Arkwright Harvey
| Sociétés | Poste | Début |
|---|---|---|
William Blair & Co. LLC (Investment Management)
William Blair & Co. LLC (Investment Management) Investment ManagersFinance William Blair-IM is an active investment manager that utilizes a variety of methods and strategies to make investment decisions and recommendations. When evaluating investment opportunities, they employ fundamental and technical research methods using various resources. | Gestionnaire de Portefeuille-Actions | 01/01/2017 |
Anciens postes connus de Jill Arkwright Harvey
| Sociétés | Poste | Fin |
|---|---|---|
Fieldpoint Private Advisors, Inc.
Fieldpoint Private Advisors, Inc. Investment ManagersFinance Provides wealth management, investment advisory and securities brokerage services | Corporate Officer/Principal | 01/01/2017 |
The Seifert Group
The Seifert Group Investment Banks/BrokersFinance Investment conseling concern | Corporate Officer/Principal | 31/12/2001 |
Bishop Kearney High School
Bishop Kearney High School Miscellaneous Commercial ServicesCommercial Services Provides educational services | Directeur/Membre du Conseil | - |
Analytic Asset Management, Inc.
Analytic Asset Management, Inc. Investment ManagersFinance Analytic is a mid- to large-cap value and growth manager. They invest heavily in the finance sector, but are not limited to any particular sector. The firm maintains a medium turnover rate | Directeur de la Recherche - Actions | 13/07/2010 |
Formation de Jill Arkwright Harvey
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Actives
Inactives
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Entreprise privées
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Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 6 |
|---|---|
Analytic Asset Management, Inc.
Analytic Asset Management, Inc. Investment ManagersFinance Analytic is a mid- to large-cap value and growth manager. They invest heavily in the finance sector, but are not limited to any particular sector. The firm maintains a medium turnover rate | Finance |
Fieldpoint Private Advisors, Inc.
Fieldpoint Private Advisors, Inc. Investment ManagersFinance Provides wealth management, investment advisory and securities brokerage services | Finance |
The Seifert Group
The Seifert Group Investment Banks/BrokersFinance Investment conseling concern | Finance |
College of the Holy Cross (Massachusetts)
College of the Holy Cross (Massachusetts) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Bishop Kearney High School
Bishop Kearney High School Miscellaneous Commercial ServicesCommercial Services Provides educational services | Commercial Services |
William Blair & Co. LLC (Investment Management)
William Blair & Co. LLC (Investment Management) Investment ManagersFinance William Blair-IM is an active investment manager that utilizes a variety of methods and strategies to make investment decisions and recommendations. When evaluating investment opportunities, they employ fundamental and technical research methods using various resources. | Finance |
















