![Trey Sheain](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Mr. Trey Sheain, CFA MBA, is a Portfolio Manager at Pennington Partners & Co. LLC.
Prior to joining Pennington, he was co-Head of Public Markets at Alfred I.
DuPont Trust – a foundation dedicated to pediatric healthcare with $9 billion in assets.
Previously, he was an Investment Officer at Johns Hopkins University’s endowment where he oversaw an investment portfolio of $7 billion across both public and private markets.
Before JHU, he was a Senior Investment Analyst at Gallagher Fiduciary Advisors providing investment consulting services to clients totaling $28 billion in AUM.
Mr. Sheain graduated from the University of North Carolina at Chapel Hill with a degree in Economics.
He earned an MBA from Johns Hopkins Carey Business School.
Postes actifs de Trey Sheain
| Sociétés | Poste | Début |
|---|
Anciens postes connus de Trey Sheain
| Sociétés | Poste | Fin |
|---|---|---|
| T. ROWE PRICE GROUP, INC. | Corporate Officer/Principal | - |
Independent Fiduciary Services, Inc.
 Independent Fiduciary Services, Inc. Investment ManagersFinance Independent Fiduciary Services (IFS) provides three primary product/service lines of service including retainer investment consulting, operational review/fiduciary audit projects and fiduciary decision-making transactions. IFS structures and monitors institutional investment programs including: (1) analyzing and proposing asset allocations (2) controlling investment risk and expenses (3) selecting investment managers (4) measuring and evaluating investment returns (5) analyzing non-traditional investments including private equity, hedge funds and real estate and (6) instituting investment best practices and prudent procedures. Though not limited by sector, Independent Fiduciary Services tends to invest in the stocks of US small-cap and large-cap companies in the process industries, non-energy minerals and finance sectors. | Analyst-Equity | - |
Formation de Trey Sheain
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
1
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
T. Rowe Price Group, Inc.
 T. Rowe Price Group, Inc. Investment ManagersFinance Functions as a financial services holding company through its subsidiaries provides investment advisory services | Finance |
Independent Fiduciary Services, Inc.
Independent Fiduciary Services, Inc. Investment ManagersFinance Independent Fiduciary Services (IFS) provides three primary product/service lines of service including retainer investment consulting, operational review/fiduciary audit projects and fiduciary decision-making transactions. IFS structures and monitors institutional investment programs including: (1) analyzing and proposing asset allocations (2) controlling investment risk and expenses (3) selecting investment managers (4) measuring and evaluating investment returns (5) analyzing non-traditional investments including private equity, hedge funds and real estate and (6) instituting investment best practices and prudent procedures. Though not limited by sector, Independent Fiduciary Services tends to invest in the stocks of US small-cap and large-cap companies in the process industries, non-energy minerals and finance sectors. | Finance |
The University of North Carolina at Charlotte
 The University of North Carolina at Charlotte Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
