Profil
Ms. Cheryl L.
Grandfield, CFA MBA, is a Co-Founder & Principal at Grandfield & Dodd LLC.
She has over 40 years of investment experience.
She co-founded the firm in 2001.
From 1976 through 2000, Ms. Grandfield was with Brundage, Story & Rose, where she was made a partner in 1984.
At BS&R, her responsibilities included portfolio management for families and individuals, and equity research and analysis.
At various times, she directed BS&R’s activities in equity research, tax-exempt bond analysis and trading, and regulatory compliance.
She began her investment career in the Personal Trust Investment Department of Bankers Trust Co. in 1973.
Ms. Grandfield earned a Bachelor of Arts in English Literature from St. Lawrence University and a Master of Business Administration from Fordham University.
Aktive Positionen von Cheryl Lee Grandfield
| Unternehmen | Position | Beginn |
|---|---|---|
Grandfield & Dodd LLC
 Grandfield & Dodd LLC Investment ManagersFinance Grandfield & Dodd LLC (G&D) is an independent, SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Cheryl Grandfield and Richard Dodd in 2001. G&D provides customized investment advisory and management services to individuals and their families, including assets held in trusts, estates, foundations, and retirement plans. | Gründer | 01.01.2001 |
Ehemalige bekannte Positionen von Cheryl Lee Grandfield
| Unternehmen | Position | Ende |
|---|---|---|
Brundage, Story & Rose LLC
 Brundage, Story & Rose LLC Investment ManagersFinance Brundage, Story & Rose LLC provides investment advice. The company is based in New York, NY. Brundage, Story & Rose was acquired by Bessemer Trust Co., NA on August 04, 2000. | Corporate Officer/Principal | - |
Bankers Trust Co. (Des Moines, Iowa)
 Bankers Trust Co. (Des Moines, Iowa) Investment ManagersFinance Bankers Trust Co. is an asset management headquartered in Des Moines, Iowa. The firm was founded in 1917 and is a subsidiary of BTC Financial Corp. The firm serves as a trusted partner for individuals’ comprehensive financial planning, trust and fiduciary needs. | Corporate Officer/Principal | - |
Ausbildung von Cheryl Lee Grandfield
| Fordham University | Masters Business Admin |
| St. Lawrence University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 3 |
|---|---|
Grandfield & Dodd LLC
Grandfield & Dodd LLC Investment ManagersFinance Grandfield & Dodd LLC (G&D) is an independent, SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Cheryl Grandfield and Richard Dodd in 2001. G&D provides customized investment advisory and management services to individuals and their families, including assets held in trusts, estates, foundations, and retirement plans. | Finance |
Brundage, Story & Rose LLC
Brundage, Story & Rose LLC Investment ManagersFinance Brundage, Story & Rose LLC provides investment advice. The company is based in New York, NY. Brundage, Story & Rose was acquired by Bessemer Trust Co., NA on August 04, 2000. | Finance |
Bankers Trust Co. (Des Moines, Iowa)
Bankers Trust Co. (Des Moines, Iowa) Investment ManagersFinance Bankers Trust Co. is an asset management headquartered in Des Moines, Iowa. The firm was founded in 1917 and is a subsidiary of BTC Financial Corp. The firm serves as a trusted partner for individuals’ comprehensive financial planning, trust and fiduciary needs. | Finance |
