![Jeff Rex](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 Rex
Gründer bei
Rockshelter Capital Management LLC
Profil
Mr. Jeffrey A. Rex, CPA, is Portfolio Manager & Analyst at Rockshelter Capital Management LLC.
Mr. Rex brings twenty-three years of investment experience to Rockshelter Capital Management having previously served as a portfolio manager and equity analyst with Quaker Capital Management.
He is the principal portfolio manager for the firm’s separately managed accounts.
Prior to his years in the investment advisor business, he was employed by Ernst & Young, a public accounting firm.
Mr. Rex received his BS in Accounting from Leigh University.
He is a Certified Public Accountant and is a member of the American Institute of CPA’s.
Aktive Positionen von Jeff Rex
| Unternehmen | Position | Beginn |
|---|---|---|
Rockshelter Capital Management LLC
 Rockshelter Capital Management LLC Investment ManagersFinance RCM employs an opportunistic value-oriented investment approach. The firm uses a variety of methods and strategies to make investment decisions and recommendations. | Gründer | 01.10.2013 |
Ehemalige bekannte Positionen von Jeff Rex
| Unternehmen | Position | Ende |
|---|---|---|
Quaker Capital Investments LLC
 Quaker Capital Investments LLC Investment ManagersFinance QCI seeks to invest in long-term value and human potential, carrying forward the value-oriented investment philosophy established under Quaker Capital Management Corp. with a long-term (generational) investment horizon. The family office complements its core investments in public equities with regional early stage venture capital investments alongside select world class entrepreneurs based in western Pennsylvania and direct control investments in private companies experiencing a generational ownership transition. | Analyst-Equity | 31.12.2013 |
Winbeam, Inc.
 Winbeam, Inc. Internet Software/ServicesTechnology Services Provides wireless Internet services | Direktor/Vorstandsmitglied | 11.05.2011 |
Ernst & Young Corp. Finance LLC
 Ernst & Young Corp. Finance LLC Miscellaneous Commercial ServicesCommercial Services Provides consulting and investment services | Corporate Officer/Principal | 31.12.1990 |
Ausbildung von Jeff Rex
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
6
Beziehungen ersten Grades
5
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 5 |
|---|---|
Quaker Capital Investments LLC
Quaker Capital Investments LLC Investment ManagersFinance QCI seeks to invest in long-term value and human potential, carrying forward the value-oriented investment philosophy established under Quaker Capital Management Corp. with a long-term (generational) investment horizon. The family office complements its core investments in public equities with regional early stage venture capital investments alongside select world class entrepreneurs based in western Pennsylvania and direct control investments in private companies experiencing a generational ownership transition. | Finance |
Ernst & Young Corp. Finance LLC
Ernst & Young Corp. Finance LLC Miscellaneous Commercial ServicesCommercial Services Provides consulting and investment services | Commercial Services |
Winbeam, Inc.
Winbeam, Inc. Internet Software/ServicesTechnology Services Provides wireless Internet services | Technology Services |
Lehigh University
 Lehigh University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Rockshelter Capital Management LLC
Rockshelter Capital Management LLC Investment ManagersFinance RCM employs an opportunistic value-oriented investment approach. The firm uses a variety of methods and strategies to make investment decisions and recommendations. | Finance |
