Seth Kimball Sherwood
Gestionnaire de Portefeuille-Actions chez Lee, Turner & Associates, Inc.
Profil
Mr. Seth K.
Sherwood, CFA, is a Portfolio Manager at Lee, Turner & Associates, Inc.
Mr. Sherwood comes to firm from Morningstar in Chicago, IL where he spent the last three years covering the tech sector in the company’s equity research department.
Aside from publishing research and analysis on software, semiconductor, and hardware companies, Seth also led the department’s ESG strategy.
He earned Bachelor of Arts and Master of Arts degrees from Brigham Young University and King’s College London, respectively.
He is a Chartered Financial Analyst charterholder and is a regular member of the CFA Society Vancouver.
He is also a member of the Responsible Investing Association and holds an FSA Credential from the Sustainability Accounting Standards Board.
Postes actifs de Seth Kimball Sherwood
| Sociétés | Poste | Début |
|---|---|---|
Lee, Turner & Associates, Inc.
 Lee, Turner & Associates, Inc. Investment ManagersFinance Lee, Turner & Associates, Inc. provides investment advice. The Canadian company was founded in 1991 by Harry Kai Lee, Eva Ho Turner. Eva Ho Turner has been the CEO since 1991. | Gestionnaire de Portefeuille-Actions | 01/05/2022 |
Anciens postes connus de Seth Kimball Sherwood
| Sociétés | Poste | Fin |
|---|---|---|
Morningstar, Inc. (Research)
 Morningstar, Inc. (Research) Investment ManagersFinance Morningstar, Inc. (Research) is the investment research arm of Morningstar, Inc. (NASDAQ: MORN), an American financial services firm headquartered in Chicago, Illinois. The firm was founded by Joseph Mansueto in 1984 and provides independent portfolio information offering star ratings and analysis of managed funds. They also provide economic commentary and asset allocation information based on qualitative research. | Analyst-Equity | 01/03/2020 |
| Washington State Housing Finance Commission | Corporate Officer/Principal | - |
Formation de Seth Kimball Sherwood
| Brigham Young University | Undergraduate Degree |
| King's College London | Graduate Degree |
Expériences
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Sociétés cotées
Entreprise privées
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Relations au 1er degré
Entreprises liées au 1er degré
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| Entreprise privées | 3 |
|---|---|
| Washington State Housing Finance Commission | Government |
Morningstar, Inc. (Research)
Morningstar, Inc. (Research) Investment ManagersFinance Morningstar, Inc. (Research) is the investment research arm of Morningstar, Inc. (NASDAQ: MORN), an American financial services firm headquartered in Chicago, Illinois. The firm was founded by Joseph Mansueto in 1984 and provides independent portfolio information offering star ratings and analysis of managed funds. They also provide economic commentary and asset allocation information based on qualitative research. | Finance |
Lee, Turner & Associates, Inc.
Lee, Turner & Associates, Inc. Investment ManagersFinance Lee, Turner & Associates, Inc. provides investment advice. The Canadian company was founded in 1991 by Harry Kai Lee, Eva Ho Turner. Eva Ho Turner has been the CEO since 1991. | Finance |
