![Jordan Waldrep](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
Jordan Cayce Waldrep is currently the Chief Investment Officer at Bank OZK since 2022.
Prior to this, he was the Principal & Chief Investment Officer at Truemark Investments LLC from 2019 to 2022.
He worked as a Senior Portfolio Manager at USA Mutuals Advisors, Inc. from 2017 to 2019 and as an Investment Analyst at Hourglass Capital LLC.
He also worked as a Business Analyst at FMR LLC from 1999 to 2001.
Mr. Waldrep completed his undergraduate degree from Texas A&M University in 1999 and received his MBA from The University of Texas at Austin in 2004.
Aktive Positionen von Jordan Waldrep
| Unternehmen | Position | Beginn |
|---|---|---|
| BANK OZK | Chief Investment Officer | 21.12.2022 |
Ehemalige bekannte Positionen von Jordan Waldrep
| Unternehmen | Position | Ende |
|---|---|---|
Truemark Investments LLC
 Truemark Investments LLC Investment ManagersFinance TrueMark portfolios are specifically designed to capture the potential alpha of a secular growth story. The firm seeks to deliver better long-term results to their investors by choosing the winners and avoiding the losers in each of the industries they invest in. Their goal is to buy and hold these best-of-breed names while limiting turnover to only the necessary levels. | Chief Investment Officer | 01.12.2022 |
USA Mutuals Advisors, Inc.
 USA Mutuals Advisors, Inc. Investment ManagersFinance USA Mutuals aims to clearly define the fundamental expectations of each of their strategies in various types of market cycles. Transparent and accurate expectations evolve into predictable risk management tools, and predictable risk management tools are the foundation of the firm’s portfolio construction philosophy. | Portfolio Manager-Aktien | 01.09.2019 |
FMR LLC
 FMR LLC Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | 31.12.2001 |
Hourglass Capital LLC
 Hourglass Capital LLC Investment ManagersFinance Hourglass is a value-oriented, fundamental investor that utilizes a combined top-down and bottom-up investment approach. A top-down analysis of macro-economic factors guides their view on portfolio weightings and client exposures. Their bottom-up process highlights assets disconnected from their true intrinsic values. The firm aims to exploit the disparity between market prices and longer term values. | Analyst-Equity | - |
Ausbildung von Jordan Waldrep
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
91
Beziehungen ersten Grades
7
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 7 |
|---|---|
Hourglass Capital LLC
Hourglass Capital LLC Investment ManagersFinance Hourglass is a value-oriented, fundamental investor that utilizes a combined top-down and bottom-up investment approach. A top-down analysis of macro-economic factors guides their view on portfolio weightings and client exposures. Their bottom-up process highlights assets disconnected from their true intrinsic values. The firm aims to exploit the disparity between market prices and longer term values. | Finance |
USA Mutuals Advisors, Inc.
USA Mutuals Advisors, Inc. Investment ManagersFinance USA Mutuals aims to clearly define the fundamental expectations of each of their strategies in various types of market cycles. Transparent and accurate expectations evolve into predictable risk management tools, and predictable risk management tools are the foundation of the firm’s portfolio construction philosophy. | Finance |
Texas A&M University
 Texas A&M University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The University of Texas at Austin
 The University of Texas at Austin Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
FMR LLC
FMR LLC Investment ManagersFinance Provides investment advice | Finance |
Bank OZK
 Bank OZK Regional BanksFinance Provides retail and commercial banking services | Finance |
Truemark Investments LLC
Truemark Investments LLC Investment ManagersFinance TrueMark portfolios are specifically designed to capture the potential alpha of a secular growth story. The firm seeks to deliver better long-term results to their investors by choosing the winners and avoiding the losers in each of the industries they invest in. Their goal is to buy and hold these best-of-breed names while limiting turnover to only the necessary levels. | Finance |
