Terry Lee Pelzel
Analyst-Equity chez Barrow, Hanley, Mewhinney & Strauss LLC
Profil
Mr. Terry L.
Pelzel, CFA, is a Managing Director, Portfolio Manager & Analyst at Barrow, Hanley, Mewhinney & Strauss LLC.
He has over 18 years of industry experience and joined the firm in 2010.
During his investment career, Mr. Pelzel served as a senior portfolio analyst at Highland Capital Management, LP and as a financial analyst at Houlihan, Lokey, Howard & Zukin, Inc.
He graduated from Texas A&M University, where he earned his BBA in Finance, magna cum laude.
Postes actifs de Terry Lee Pelzel
Sociétés | Poste | Début |
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Barrow, Hanley, Mewhinney & Strauss LLC
Barrow, Hanley, Mewhinney & Strauss LLC Investment ManagersFinance Barrow, Hanley, Mewhinney & Strauss LLC, dba Barrow Hanley Global Investors (Barrow Hanley), is a registered investment advisor headquartered in Dallas, Texas. The firm was founded by Michael C. Mewhinney in 1979. They are a subsidiary of Perpetual US Holding Co., Inc., ultimately held by Perpetual Ltd. (ASX: PPT) in Australia. The firm provides investment management services to separately managed US and global equity and fixed income portfolios for large institutional clients, mutual funds, employee benefit plans, endowments, foundations, limited liability companies and other institutions and individuals. Barrow Hanley is a signatory to the United Nations' Principles for Responsible Investment (UN PRI). | Analyst-Equity | 01/01/2010 |
Anciens postes connus de Terry Lee Pelzel
Sociétés | Poste | Fin |
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Highland Capital Management LP
Highland Capital Management LP Investment ManagersFinance Highland Capital Management LP (Highland) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by James (Jim) Dondero and Mark Okada in 1993. They are owned by the Highland Claimant Trust. Highland acts as an investment adviser or sub-adviser to structured product vehicles (which include but not limited to CLOs and Collateralized Debt Obligations unregistered investment funds, and single Client accounts). | Analyst-Equity | 31/12/2009 |
HOULIHAN LOKEY, INC. | Corporate Officer/Principal | 31/07/2006 |
Formation de Terry Lee Pelzel
Texas A&M University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
Sociétés cotées | 1 |
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HOULIHAN LOKEY, INC. | Finance |
Entreprise privées | 2 |
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Highland Capital Management LP
Highland Capital Management LP Investment ManagersFinance Highland Capital Management LP (Highland) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by James (Jim) Dondero and Mark Okada in 1993. They are owned by the Highland Claimant Trust. Highland acts as an investment adviser or sub-adviser to structured product vehicles (which include but not limited to CLOs and Collateralized Debt Obligations unregistered investment funds, and single Client accounts). | Finance |
Barrow, Hanley, Mewhinney & Strauss LLC
Barrow, Hanley, Mewhinney & Strauss LLC Investment ManagersFinance Barrow, Hanley, Mewhinney & Strauss LLC, dba Barrow Hanley Global Investors (Barrow Hanley), is a registered investment advisor headquartered in Dallas, Texas. The firm was founded by Michael C. Mewhinney in 1979. They are a subsidiary of Perpetual US Holding Co., Inc., ultimately held by Perpetual Ltd. (ASX: PPT) in Australia. The firm provides investment management services to separately managed US and global equity and fixed income portfolios for large institutional clients, mutual funds, employee benefit plans, endowments, foundations, limited liability companies and other institutions and individuals. Barrow Hanley is a signatory to the United Nations' Principles for Responsible Investment (UN PRI). | Finance |