Profil
Mr. Jason M.
Recio, CFA, is Senior Investment Analyst at Herndon Capital Management LLC.
Mr. Recio brings more than a decade of equity experience to Herndon Capital Management where he presently covers the Information Technology and Consumer Discretionary sectors.
He has covered both U.S.
and international companies in multiple sectors, including Consumer Discretionary, Consumer Staples and Materials.
He has honed his professional experience at a couple of area firms, including Invesco and Atlanta Capital, where he analyzed companies across the market cap spectrum in both the Growth and Value styles.
Mr. Recio completed an undergraduate degree in Accounting and Finance at Emory University, graduating with High Distinction.
He earned the CFA designation in 2003 and is a member of the CFA Institute, Atlanta Society of Financial Analysts and Georgia Securities Association.
Ehemalige bekannte Positionen von Jason M. Recio
| Unternehmen | Position | Ende |
|---|---|---|
Herndon Capital Management LLC
 Herndon Capital Management LLC Investment ManagersFinance Founded in 2001, Herndon Capital Management LLC is a wealth management firm and registered investment advisor located in Atlanta, Georgia. The firm is a subsidiary of Atlanta Life Investment Advisors, Inc. and their ultimate parent is Atlanta Life Financial Group. | Analyst-Equity | 01.09.2012 |
Atlanta Capital Management Co. LLC
 Atlanta Capital Management Co. LLC Investment ManagersFinance Atlanta Capital Management Co. LLC (Atlanta Capital) is a registered investment advisor headquartered in Atlanta, Georgia. The firm was founded in 1969 and is a direct subsidiary of Eaton Vance Acquisitions LLC (EVA), which is owned by Morgan Stanley (NYSE: MS). Prior to March 2021, the firm was an indirect wholly owned subsidiary of Eaton Vance Corp. Atlanta Capital offers professional investment advisory services to a broad range of institutional and retail clients. | Analyst-Equity | 01.11.2008 |
Globalt, Inc.
 Globalt, Inc. Investment ManagersFinance Founded in 1990, Globalt Inc. is a registered investment advisor located in Atlanta, Georgia. The firm is a wholly-owned subsidiary of Synovus Financial Corp. (NYSE: SNV). The firm manages The firm manages Large-Cap Growth, Mid-Cap Growth, Large-Cap Core, Equity Income, Fixed-Income and ETF Asset Allocation strategies for corporate and public retirement plans, endowments and foundations, Taft-Hartley plans, individuals and families | Analyst-Equity | 01.11.2006 |
Invesco Realty, Inc.
 Invesco Realty, Inc. Investment ManagersFinance Invesco Realty, Inc. is a private equity firm located in Dallas, Texas. The firm is a subsidiary of Invesco Ltd. | Corporate Officer/Principal | 01.06.2003 |
Ausbildung von Jason M. Recio
| Emory 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 | 4 |
|---|---|
Globalt, Inc.
Globalt, Inc. Investment ManagersFinance Founded in 1990, Globalt Inc. is a registered investment advisor located in Atlanta, Georgia. The firm is a wholly-owned subsidiary of Synovus Financial Corp. (NYSE: SNV). The firm manages The firm manages Large-Cap Growth, Mid-Cap Growth, Large-Cap Core, Equity Income, Fixed-Income and ETF Asset Allocation strategies for corporate and public retirement plans, endowments and foundations, Taft-Hartley plans, individuals and families | Finance |
Atlanta Capital Management Co. LLC
Atlanta Capital Management Co. LLC Investment ManagersFinance Atlanta Capital Management Co. LLC (Atlanta Capital) is a registered investment advisor headquartered in Atlanta, Georgia. The firm was founded in 1969 and is a direct subsidiary of Eaton Vance Acquisitions LLC (EVA), which is owned by Morgan Stanley (NYSE: MS). Prior to March 2021, the firm was an indirect wholly owned subsidiary of Eaton Vance Corp. Atlanta Capital offers professional investment advisory services to a broad range of institutional and retail clients. | Finance |
Herndon Capital Management LLC
Herndon Capital Management LLC Investment ManagersFinance Founded in 2001, Herndon Capital Management LLC is a wealth management firm and registered investment advisor located in Atlanta, Georgia. The firm is a subsidiary of Atlanta Life Investment Advisors, Inc. and their ultimate parent is Atlanta Life Financial Group. | Finance |
Invesco Realty, Inc.
Invesco Realty, Inc. Investment ManagersFinance Invesco Realty, Inc. is a private equity firm located in Dallas, Texas. The firm is a subsidiary of Invesco Ltd. | Finance |
