Rockefeller & Co. Names State Street's Jeffrey P. Davis Chief Investment Officer.Business Editors NEW YORK--(BUSINESS WIRE)--Aug. 21, 2001 James S. McDonald, CEO (1) (Chief Executive Officer) The highest individual in command of an organization. Typically the president of the company, the CEO reports to the Chairman of the Board. of Rockefeller & Co., today announced the appointment of Jeffrey P. Davis as chief investment officer. Since 1997, Mr. Davis has been chief investment officer of the Global Fundamental Strategies Division of State Street Global Advisors; a division that manages more than $4 billion in institutional assets and advises on $18 billion of high net worth assets. Mr. Davis joined State Street in 1992 and has served in a variety of senior investment professional positions. Mr. Davis is an active external speaker and frequent contributor to financial news media. In announcing Mr. Davis' appointment, Mr. McDonald said: "Jeff Davis Jeff Davis may refer to:
"We are confident that Jeff' will be a terrific leader of the investment team and will provide Rock & Co. clients with the tailored solutions they require for meeting their unique wealth management needs." Mr. Davis received the BA degree in economics and philosophy from Duke University in 1980 and the MBA MBA abbr. Master of Business Administration Noun 1. MBA - a master's degree in business Master in Business, Master in Business Administration in finance from the Owen Graduate School of Management at Vanderbilt University Vanderbilt University, at Nashville, Tenn.; coeducational; chartered 1872 as Central Univ. of Methodist Episcopal Church, founded and renamed 1873, opened 1875 through a gift from Cornelius Vanderbilt. Until 1914 it operated under the auspices of the Methodist Church. in 1982. Upon graduation, he joined Wilmington Trust Wilmington Trust (NYSE: WL) was founded on July 8, 1903) as a banking, trust, and safe deposit company by DuPont president T. Coleman du Pont. He opened the business in the dining room and parlor of a former private residence at 915 Market Street in Wilmington, Delaware with a Company as an investment officer. In 1987, he joined Panagora Asset Management as a portfolio manager in the international investments area. In four years, Mr. Davis helped lead Panagora's international investment management business to an eight-fold increase. At State Street, after an initial tenure in the international product development and marketing areas, Mr. Davis became chief investment strategist and senior portfolio manager in the Global Fundamental Strategies Division. Since assuming management responsibilities, his group's performance has regularly ranked in the first and second quartiles. Mr. Davis is a popular financial commentator, who has appeared on such forums "Wall Street Week" and "CNN CNN or Cable News Network Subsidiary company of Turner Broadcasting Systems. It was created by Ted Turner in 1980 to present 24-hour live news broadcasts, using satellites to transmit reports from news bureaus around the world. Financial News." He has been a sponsored speaker for the Association for Investment management and Research, on international investment topics in Africa, Asia, Europe, the Middle East and North America North America, third largest continent (1990 est. pop. 365,000,000), c.9,400,000 sq mi (24,346,000 sq km), the northern of the two continents of the Western Hemisphere. . He has also written extensively on investment subjects. Rockefeller & Co. was founded in 1979 by Laurance S. Rockefeller, David Rockefeller, David (born June 12, 1915, New York, N.Y., U.S.) U.S. banker and philanthropist. He was the grandson of John D. Rockefeller and brother of Nelson Rockefeller. After earning a Ph.D. Rockefeller and the widows of John D. Rockefeller 3rd and Nelson A. Rockefeller. It was a successor company to the firm established in 1892 by John D. Rockefeller, to provide financial counseling and services to the Rockefeller family and their philanthropic enterprises. Today, the firm manages approximately $4 billion in assets for individual Rockefeller family members, foundations, endowments and other prominent international families. Rockefeller & Co.'s expertise encompasses, in addition to trust and estate management, global publicly traded equities, both large and small capitalization, fixed income and private investments worldwide. Rockefeller & Co. also provides asset allocation Asset Allocation The process of dividing a portfolio among major asset categories such as bonds, stocks or cash. The purpose of asset allocation is to reduce risk by diversifying the portfolio. services and a broad range of financial counseling. |
|
||||||||||||||
Printer friendly
Cite/link
Email
Feedback
Reader Opinion