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Mike Seppelt
Gestionnaire de Portefeuille-Actions chez
Evercore Wealth Management LLC
Profil
Mr. Michael W.
Seppelt, CFA, is a Partner & Portfolio Manager at Evercore Wealth Management LLC and at Evercore Trust Co. NA. He is a member of the firm’s Equity Selection Committee and has over 20 years of equity analysis and portfolio management experience.
Mr. Seppelt joined Evercore in September 2011 after 11 years as an investment principal and a portfolio manager at Lowry Hill.
He previously worked at Wells Fargo Private Asset Management.
He is a former Secretary of the Board of the CFA Society of Minnesota, and a member of the Association for Corporate Growth.
Mr. Seppelt received a B.A. in Economics and Computer Science at St. John’s University in Collegeville, Minnesota.
He holds the Chartered Financial Analyst designation.
Postes actifs de Mike Seppelt
| Sociétés | Poste | Début |
|---|---|---|
Evercore Wealth Management LLC
 Evercore Wealth Management LLC Investment ManagersFinance Evercore Wealth seeks to build customized and diversified portfolios based on each client's individual and specific needs, objectives, investment guidelines and restrictions, which may be adjusted to market or client circumstances. Their fixed income investment team seeks to provide clients with a steady income stream while preserving principal. The firm seeks to maximize portfolio returns by creating fixed income portfolios with a focus on tax-considerations and specific client objectives. For equity investment management, Evercore Wealth seeks to generate long-term returns and capital appreciation by investing in the large, small and mid-cap stocks of domestic, foreign, and global businesses. | Gestionnaire de Portefeuille-Actions | 01/09/2011 |
Evercore Trust Co. NA (Invt Mgmt)
 Evercore Trust Co. NA (Invt Mgmt) Investment ManagersFinance Evercore-IM establishes the client’s goals and appetite for risk and determines how to maximize their chances of success on their terms. | Gestionnaire de Portefeuille-Actions | 01/09/2011 |
Anciens postes connus de Mike Seppelt
| Sociétés | Poste | Fin |
|---|---|---|
Lowry Hill Investment Advisors, Inc.
 Lowry Hill Investment Advisors, Inc. Investment ManagersFinance Lowry Hill Investment Advisors' core investment strategy, the Growth Equity strategy, focuses on investments in large-cap US companies. The firm seeks to invest in quality growth companies with enduring business franchises that are capable of successfully compounding shareholder value through market appreciation and dividends. Their preference is to make investments when companies are trading at what they believe to be discounts to their intrinsic values. In performing in-house research and bottom-up analysis, Lowry Hill combines valuation disciplines, risk assessment and industry diversification criteria in constructing this portfolio. For small-cap equities, Lowry Hill employs a sub-portfolio of smaller domestic companies. They seek companies with a strong competitive franchise, solid cash flow and high inside ownership, and then use a cash flow valuation method to purchase these companies at attractive prices. For international equities, Lowry Hill invests in a portfolio of large companies. These are high quality companies with businesses in attractive, growing markets. This portfolio is designed to complement investments in other Lowry Hill US stock portfolios by investing in companies with most of their revenues derived from outside the US. The firm's income equity portfolio consists of companies with a dividend yield higher than that of the S&P 500 and has the potential for capital appreciation in excess of the rate of inflation. They select companies that possess a stable business with the opportunity to grow revenue and earnings, a strong balance sheet, a management team that adds to shareholder value and a stock valuation that is at a discount to intrinsic value. Lowry Hill's goal in including REITs in their clients' portfolios is to reduce portfolio volatility, produce current income and participate in the appreciation of the underlying properties. The firm buys investment grade fixed-income securities to generate current income and add stability to a portfolio. They analyze each client's portfolio within the context of their unique objectives and build portfolios of individual bonds taking into consideration credit risk, the yield curve and call structure. Though not limited by sector, Lowry Hill tends to invest in the stocks of companies in the finance, producer manufacturing, health technology, electronic technology, technology services and consumer non-durables sectors. They invest globally, across all-market-caps. The firm maintains a low turnover rate. | Analyst-Equity | 20/01/2011 |
Wells Fargo Bank Nebraska, NA
 Wells Fargo Bank Nebraska, NA Major BanksFinance Operates as a nationally chartered commercial bank | Corporate Officer/Principal | - |
Formation de Mike Seppelt
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
68
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Wells Fargo Bank Nebraska, NA
Wells Fargo Bank Nebraska, NA Major BanksFinance Operates as a nationally chartered commercial bank | Finance |
Lowry Hill Investment Advisors, Inc.
Lowry Hill Investment Advisors, Inc. Investment ManagersFinance Lowry Hill Investment Advisors' core investment strategy, the Growth Equity strategy, focuses on investments in large-cap US companies. The firm seeks to invest in quality growth companies with enduring business franchises that are capable of successfully compounding shareholder value through market appreciation and dividends. Their preference is to make investments when companies are trading at what they believe to be discounts to their intrinsic values. In performing in-house research and bottom-up analysis, Lowry Hill combines valuation disciplines, risk assessment and industry diversification criteria in constructing this portfolio. For small-cap equities, Lowry Hill employs a sub-portfolio of smaller domestic companies. They seek companies with a strong competitive franchise, solid cash flow and high inside ownership, and then use a cash flow valuation method to purchase these companies at attractive prices. For international equities, Lowry Hill invests in a portfolio of large companies. These are high quality companies with businesses in attractive, growing markets. This portfolio is designed to complement investments in other Lowry Hill US stock portfolios by investing in companies with most of their revenues derived from outside the US. The firm's income equity portfolio consists of companies with a dividend yield higher than that of the S&P 500 and has the potential for capital appreciation in excess of the rate of inflation. They select companies that possess a stable business with the opportunity to grow revenue and earnings, a strong balance sheet, a management team that adds to shareholder value and a stock valuation that is at a discount to intrinsic value. Lowry Hill's goal in including REITs in their clients' portfolios is to reduce portfolio volatility, produce current income and participate in the appreciation of the underlying properties. The firm buys investment grade fixed-income securities to generate current income and add stability to a portfolio. They analyze each client's portfolio within the context of their unique objectives and build portfolios of individual bonds taking into consideration credit risk, the yield curve and call structure. Though not limited by sector, Lowry Hill tends to invest in the stocks of companies in the finance, producer manufacturing, health technology, electronic technology, technology services and consumer non-durables sectors. They invest globally, across all-market-caps. The firm maintains a low turnover rate. | Finance |
St. John's University
 St. John's University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Evercore Trust Co. NA (Invt Mgmt)
Evercore Trust Co. NA (Invt Mgmt) Investment ManagersFinance Evercore-IM establishes the client’s goals and appetite for risk and determines how to maximize their chances of success on their terms. | Finance |
Evercore Wealth Management LLC
Evercore Wealth Management LLC Investment ManagersFinance Evercore Wealth seeks to build customized and diversified portfolios based on each client's individual and specific needs, objectives, investment guidelines and restrictions, which may be adjusted to market or client circumstances. Their fixed income investment team seeks to provide clients with a steady income stream while preserving principal. The firm seeks to maximize portfolio returns by creating fixed income portfolios with a focus on tax-considerations and specific client objectives. For equity investment management, Evercore Wealth seeks to generate long-term returns and capital appreciation by investing in the large, small and mid-cap stocks of domestic, foreign, and global businesses. | Finance |
