Profil
Mr. Sheffield joined The Burney Co. in 2007 after working 20 years in the investment management business in the Washington, DC, area as both an equity analyst and portfolio manager.
He received his CFA designation in 1992.
He holds an MBA from Georgetown University, a JD from Embry University, and a BA from Yale.
Anciens postes connus de Sheffield C. Richey
| Sociétés | Poste | Fin |
|---|---|---|
The Burney Co.
The Burney Co. Investment ManagersFinance Burney seeks to maximize long-term returns through proprietary fundamental/quantitative techniques and equity research tools. Their Customized Portfolios, model portfolios, and the Burney Master Portfolio combine a strategic perspective on size and style with Burney's time-tested stock selection methodology. The Master Portfolio provides a classic value-oriented approach, while customized and model portfolios are more adaptive to each client's specific situation. | Gestionnaire de Portefeuille-Actions | 30/04/2009 |
Middleburg Investment Advisors, Inc.
Middleburg Investment Advisors, Inc. Investment ManagersFinance GPIA specializes in managing fixed-income assets for total return. Equity holdings are mid/large-cap core value stocks. | Analyst-Equity | 01/01/2007 |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
The Burney Co.
The Burney Co. Investment ManagersFinance Burney seeks to maximize long-term returns through proprietary fundamental/quantitative techniques and equity research tools. Their Customized Portfolios, model portfolios, and the Burney Master Portfolio combine a strategic perspective on size and style with Burney's time-tested stock selection methodology. The Master Portfolio provides a classic value-oriented approach, while customized and model portfolios are more adaptive to each client's specific situation. | Finance |
Middleburg Investment Advisors, Inc.
Middleburg Investment Advisors, Inc. Investment ManagersFinance GPIA specializes in managing fixed-income assets for total return. Equity holdings are mid/large-cap core value stocks. | Finance |
















