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John Reading Wilson
Gestionnaire de Portefeuille-Actions chez
Shepherd Kaplan Krochuk LLC
Profil
John Reading Wilson currently works at Shepherd Kaplan Krochuk LLC, as Portfolio Manager from 2014.
Mr. Wilson also formerly worked at CIBC Private Wealth Advisors, Inc., as Senior Vice President from 2004 to 2007, Stein Roe Investment Counsel LLC, as Senior Vice President from 2002 to 2003, Banc of America Securities LLC, as Principal, River Capital Advisors, Inc., as Investment Analyst in 2008, and Kidder, Peabody & Co., Inc., as Principal.
Mr. Wilson received his undergraduate degree in 1986 from Northwestern University.
Postes actifs de John Reading Wilson
| Sociétés | Poste | Début |
|---|---|---|
Shepherd Kaplan Krochuk LLC
 Shepherd Kaplan Krochuk LLC Investment ManagersFinance SKK provides an array of complementary and innovative solutions that seek to provide investors with attractive risk-adjusted returns. | Gestionnaire de Portefeuille-Actions | 01/12/2014 |
Anciens postes connus de John Reading Wilson
| Sociétés | Poste | Fin |
|---|---|---|
River Capital Advisors, Inc.
 River Capital Advisors, Inc. Investment ManagersFinance River Capital Advisors invests primarily in the stocks of micro-cap US companies in the finance sector. The firm maintains a very low turnover rate | Corporate Officer/Principal | 31/12/2008 |
CIBC Private Wealth Advisors, Inc.
 CIBC Private Wealth Advisors, Inc. Investment ManagersFinance CPWA offers a broad opportunity set across asset classes, global geographic regions and managers because in their experience, they found this to be the best way to preserve and grow a client’s assets. The firm has an investment policy committee that oversees their investment policies and strategies. They utilize both fundamental and technical analysis to determine their recommendations and fulfill their respective responsibilities. | Gestionnaire de Portefeuille-Actions | 31/12/2007 |
Stein Roe Investment Counsel LLC
 Stein Roe Investment Counsel LLC Investment ManagersFinance Portfolio managers, research analysts and investment strategists work together to construct the most appropriate portfolio to meet each client's objectives. Growth stocks serve as the core of every client's equity portfolio. In addition, Stein uses opportunity stocks to provide an element of balance and diversity in each portfolio. Opportunity stocks include attractively priced companies with more modest growth rates as well as special situations that are value driven. Their fixed-income investment process incorporates both top-down and bottom-up factors by emphasizing three key components: yield curve management, sector analysis and individual security selection. After determining asset allocation guidelines in league with their clients, Roe employs a 'best of breed' approach to implementation over a variety of asset classes. For many of their clients they utilize external expertise in niche areas that complement their core portfolio structure (these may include small capitalization stocks, international equities and alternative investments). | Gestionnaire de Portefeuille-Actions | 31/12/2003 |
Kidder, Peabody & Co., Inc.
 Kidder, Peabody & Co., Inc. Regional BanksFinance Provides investment banking services | Corporate Officer/Principal | - |
Banc of America Securities LLC
 Banc of America Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
Formation de John Reading Wilson
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
90
Relations au 1er degré
7
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
CIBC Private Wealth Advisors, Inc.
CIBC Private Wealth Advisors, Inc. Investment ManagersFinance CPWA offers a broad opportunity set across asset classes, global geographic regions and managers because in their experience, they found this to be the best way to preserve and grow a client’s assets. The firm has an investment policy committee that oversees their investment policies and strategies. They utilize both fundamental and technical analysis to determine their recommendations and fulfill their respective responsibilities. | Finance |
Stein Roe Investment Counsel LLC
Stein Roe Investment Counsel LLC Investment ManagersFinance Portfolio managers, research analysts and investment strategists work together to construct the most appropriate portfolio to meet each client's objectives. Growth stocks serve as the core of every client's equity portfolio. In addition, Stein uses opportunity stocks to provide an element of balance and diversity in each portfolio. Opportunity stocks include attractively priced companies with more modest growth rates as well as special situations that are value driven. Their fixed-income investment process incorporates both top-down and bottom-up factors by emphasizing three key components: yield curve management, sector analysis and individual security selection. After determining asset allocation guidelines in league with their clients, Roe employs a 'best of breed' approach to implementation over a variety of asset classes. For many of their clients they utilize external expertise in niche areas that complement their core portfolio structure (these may include small capitalization stocks, international equities and alternative investments). | Finance |
Shepherd Kaplan Krochuk LLC
Shepherd Kaplan Krochuk LLC Investment ManagersFinance SKK provides an array of complementary and innovative solutions that seek to provide investors with attractive risk-adjusted returns. | Finance |
Banc of America Securities LLC
Banc of America Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Northwestern University
 Northwestern University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
River Capital Advisors, Inc.
River Capital Advisors, Inc. Investment ManagersFinance River Capital Advisors invests primarily in the stocks of micro-cap US companies in the finance sector. The firm maintains a very low turnover rate | Finance |
Kidder, Peabody & Co., Inc.
Kidder, Peabody & Co., Inc. Regional BanksFinance Provides investment banking services | Finance |
