Mercer Treadwell
Portfolio Manager-Aktien bei FinTrust Capital Advisors LLC
Profil
Mr. James M.
Treadwell is a Senior Vice President & Investment Advisor at FinTrust Capital Advisors LLC.
His primary focus is leading and directing the investment process for client portfolios.
Mr. Treadwell and his team are responsible for strategic and dynamic allocation modeling, along with manager research, and due diligence on all money managers and fund managers considered by the investment policy committee.
With over 23 years of experience in the industry, he is well equipped to interpret performance-related data including: basic rate of return, peer group analysis, attribution analysis and risk analysis including single and multi-factor models, information ratio, tracking error, volatility of returns and Sharpe ratio.
Before working at FinTrust, Mr. Treadwell worked for SunTrust Bank in their Master Trust department and Creative Financial Group in their Asset Management department.
He holds a Bachelors of Business Administration in Accounting from the University of Georgia.
Aktive Positionen von Mercer Treadwell
Unternehmen | Position | Beginn |
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FinTrust Capital Advisors LLC
FinTrust Capital Advisors LLC Investment ManagersFinance FinTrust Capital Advisors LLC (FCA) is a SEC-registered investment adviser headquartered in Greenville, South Carolina. The firm was co-founded by Pat Sheridan in 2007 as Broad Street Capital Advisors LLC. They are a wholly owned subsidiary of United Community Banks, Inc. (NASDAQ: UCBI). FCA provides investment advisory services to personal wealth clients such as individuals, trusts, estates, and family offices and to corporate and institutional clients. | Portfolio Manager-Aktien | 01.03.2018 |
Ausbildung von Mercer Treadwell
University of Georgia | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
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Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
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Führungskräfte
Unternehmensverbindungen
Private Unternehmen | 1 |
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FinTrust Capital Advisors LLC
FinTrust Capital Advisors LLC Investment ManagersFinance FinTrust Capital Advisors LLC (FCA) is a SEC-registered investment adviser headquartered in Greenville, South Carolina. The firm was co-founded by Pat Sheridan in 2007 as Broad Street Capital Advisors LLC. They are a wholly owned subsidiary of United Community Banks, Inc. (NASDAQ: UCBI). FCA provides investment advisory services to personal wealth clients such as individuals, trusts, estates, and family offices and to corporate and institutional clients. | Finance |