![Jeff Herold](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>)
Jeff Herold
Vorstandsvorsitzender bei
J. Zechner Associates, Inc.
Profil
Mr. Jeffrey S.
Herold, CFA, is a Chief Executive Officer & Lead Fixed Income Manager at J.
Zechner Associates, Inc. His responsibilities have included all fixed income portfolio management as well as asset mix strategy for balanced portfolios.
He has been managing institutional, pension and mutual fund investments since 1978.
Mr. Herold was previously employed as a Vice President by Elliott & Page, an Analyst by Royal Bank of Canada, and an Analyst by Aetna Canada.
He received his BComm degree from the University of Toronto.
Aktive Positionen von Jeff Herold
| Unternehmen | Position | Beginn |
|---|---|---|
J. Zechner Associates, Inc.
 J. Zechner Associates, Inc. Investment ManagersFinance JZA is an active manager which aims to generate excellent returns for their clients over the years using a balanced investment strategy, in both up and down markets. The firm focuses on solid companies with realistic opportunities for significant growth and primarily buys larger capitalization securities. The firm utilizes top-down macroeconomic analysis, which spans government fiscal and monetary policies, foreign exchange, capital flows, investor psychology and projected asset class returns. | Vorstandsvorsitzender | 01.06.2015 |
Ehemalige bekannte Positionen von Jeff Herold
| Unternehmen | Position | Ende |
|---|---|---|
Elliott & Page
 Elliott & Page Investment ManagersFinance Provides invesment advice | Portfolio Manager-Fixed Income | 31.12.1996 |
| ROYAL BANK OF CANADA | Corporate Officer/Principal | 31.12.1988 |
Aetna Canada
 Aetna Canada Life/Health InsuranceFinance Provides life insurance | Corporate Officer/Principal | 31.12.1987 |
Ausbildung von Jeff Herold
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
82
Beziehungen ersten Grades
5
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 5 |
|---|---|
Royal Bank of Canada
 Royal Bank of Canada Major BanksFinance Operates as a national commercial bank | Finance |
Elliott & Page
Elliott & Page Investment ManagersFinance Provides invesment advice | Finance |
J. Zechner Associates, Inc.
J. Zechner Associates, Inc. Investment ManagersFinance JZA is an active manager which aims to generate excellent returns for their clients over the years using a balanced investment strategy, in both up and down markets. The firm focuses on solid companies with realistic opportunities for significant growth and primarily buys larger capitalization securities. The firm utilizes top-down macroeconomic analysis, which spans government fiscal and monetary policies, foreign exchange, capital flows, investor psychology and projected asset class returns. | Finance |
Aetna Canada
Aetna Canada Life/Health InsuranceFinance Provides life insurance | Finance |
University of Toronto
 University of Toronto Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
