John T. Packard
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Profil
John T.
Packard is the founder of Mt.
Eden Investment Advisors LLC, which was founded in 2004.
He held the title of Senior Advisor from 2011 to 2012.
Mr. Packard's former jobs include Director at Montgomery Street Income Securities, Inc. from 2001 to 2010, Managing Director at Robeco Weiss, Peck & Greer Investments, Managing Director at DWS Scudder Distributors, Inc., and Principal at Scudder Stevens & Clark Inc. Mr. Packard received his undergraduate degree and MBA from Stanford University.
Anciens postes connus de John T. Packard
| Sociétés | Poste | Fin |
|---|---|---|
| MONTGOMERY STREET INCOME SECURITIES INC. | Directeur/Membre du Conseil | 14/04/2010 |
Robeco Weiss, Peck & Greer Investments
 Robeco Weiss, Peck & Greer Investments Investment ManagersFinance A subsidiary of Robeco Investment Management, Robeco Weiss, Peck & Greer Investments is an investment adviser headquartered in New York City with an additional office in Menlo Park, California. The firm was founded in 1970. Their ultimate parent is Cooperative Centrale Raiffeisen Boerenleenbank. | Gestionnaire de Portefeuille-Actions | 31/12/2007 |
| Scudder Stevens & Clark Inc | Corporate Officer/Principal | - |
DWS Scudder Distributors, Inc.
 DWS Scudder Distributors, Inc. Investment Trusts/Mutual FundsMiscellaneous DWS Scudder Distributors, Inc. provides investments solutions. The company's products include variable annuities, alternative investments, defined contribution retirement plans, individual retirement accounts and retail mutual funds representing a range of investment styles. DWS Scudder serves large corporations, financial institutions, government and individual investors. The company is headquartered in Chicago, IL. | Corporate Officer/Principal | - |
Mt. Eden Investment Advisors LLC
 Mt. Eden Investment Advisors LLC Investment ManagersFinance Founded by Keith McWilliams and John Packard, Mt. Eden Investment Advisors LLC is an independent, institutional-class boutique asset management and wealth consulting firm located in San Francisco with an additional office in Los Angeles. The firm was founded in 2004 as the result of a spin-off from the West Coast office of Weiss, Peck & Greer Private Client Services. Evercore Wealth Management LLC, a subsidiary of Evercore Partners, Inc. (. (NYSE: EVR) acquired Mt. Eden Investment Advisors in 2012. | Fondateur | - |
Formation de John T. Packard
| Stanford University | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Mt. Eden Investment Advisors LLC
Mt. Eden Investment Advisors LLC Investment ManagersFinance Founded by Keith McWilliams and John Packard, Mt. Eden Investment Advisors LLC is an independent, institutional-class boutique asset management and wealth consulting firm located in San Francisco with an additional office in Los Angeles. The firm was founded in 2004 as the result of a spin-off from the West Coast office of Weiss, Peck & Greer Private Client Services. Evercore Wealth Management LLC, a subsidiary of Evercore Partners, Inc. (. (NYSE: EVR) acquired Mt. Eden Investment Advisors in 2012. | Finance |
DWS Scudder Distributors, Inc.
DWS Scudder Distributors, Inc. Investment Trusts/Mutual FundsMiscellaneous DWS Scudder Distributors, Inc. provides investments solutions. The company's products include variable annuities, alternative investments, defined contribution retirement plans, individual retirement accounts and retail mutual funds representing a range of investment styles. DWS Scudder serves large corporations, financial institutions, government and individual investors. The company is headquartered in Chicago, IL. | Miscellaneous |
Montgomery Street Income Securities, Inc.
 Montgomery Street Income Securities, Inc. Investment Trusts/Mutual FundsMiscellaneous Montgomery Street Income Securities, Inc. is a mutual fund closed-end engages in the provision of investments. It has an objective to seeks a high level of current income as is consistent with prudent investment risks from a diversified portfolio primarily of debt securities. It has also an objective of capital appreciation. The company was founded on December 11, 1972 and is headquartered in Chicago, IL. | Miscellaneous |
| Scudder Stevens & Clark Inc | Finance |
Robeco Weiss, Peck & Greer Investments
Robeco Weiss, Peck & Greer Investments Investment ManagersFinance A subsidiary of Robeco Investment Management, Robeco Weiss, Peck & Greer Investments is an investment adviser headquartered in New York City with an additional office in Menlo Park, California. The firm was founded in 1970. Their ultimate parent is Cooperative Centrale Raiffeisen Boerenleenbank. | Finance |
