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Arthur Sheer
Chairman at The Roosevelt Investment Group LLC
Arthur Sheer active positions
Companies | Position | Start | End |
---|---|---|---|
The Roosevelt Investment Group LLC
![]() The Roosevelt Investment Group LLC Investment ManagersFinance The Roosevelt Investment Group LLC (dba Roosevelt Investments) is a SEC-registered investment advisor headquartered in New York City. The firm was founded by P. James Roosevelt in 1971 as P. James Roosevelt, Inc. and changed their name to The Roosevelt Investment Group, Inc. in 1993. They are a wholly-owned subsidiary of CI Private Wealth LLC, an indirect majority-owned subsidiary of CI Financial Corp. (TSE: CIX, NYSE: CIXX) in Canada. Roosevelt Investments offers services to institutional and retail clients and wrap program sponsors. | Chairman | 31/12/2001 | - |
Chief Investment Officer | 31/12/2001 | - |
Career history of Arthur Sheer
Former positions of Arthur Sheer
Companies | Position | Start | End |
---|---|---|---|
Hudson Capital Advisors, Inc.
![]() Hudson Capital Advisors, Inc. Investment ManagersFinance Part of Macquarie Group Ltd., Hudson Capital Advisors, Inc. is an American company that provides investment advice. The company is based in NY. Hudson Capital Advisors was acquired by Mackenzie Investment Management, Inc. from Oppenheimer Holdings, Inc. on June 18, 1999. | Corporate Officer/Principal | 31/12/1986 | 30/12/1990 |
Fidelity Management & Research Co. LLC
![]() Fidelity Management & Research Co. LLC Investment ManagersFinance Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts. | Portfolio Manager-Equities | 01/01/1970 | 30/12/1980 |
Keystone Custodian Funds, Inc. | Corporate Officer/Principal | - | - |
First National Bank of Chicago (Illinois) | Corporate Officer/Principal | 01/01/1970 | - |
Training of Arthur Sheer
University of Rhode Island | Undergraduate Degree |
Babson College | Masters Business Admin |
Statistics
International
United States | 8 |
Operational
Corporate Officer/Principal | 3 |
Chairman | 1 |
Chief Investment Officer | 1 |
Sectoral
Finance | 5 |
Consumer Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 5 |
---|---|
The Roosevelt Investment Group LLC
![]() The Roosevelt Investment Group LLC Investment ManagersFinance The Roosevelt Investment Group LLC (dba Roosevelt Investments) is a SEC-registered investment advisor headquartered in New York City. The firm was founded by P. James Roosevelt in 1971 as P. James Roosevelt, Inc. and changed their name to The Roosevelt Investment Group, Inc. in 1993. They are a wholly-owned subsidiary of CI Private Wealth LLC, an indirect majority-owned subsidiary of CI Financial Corp. (TSE: CIX, NYSE: CIXX) in Canada. Roosevelt Investments offers services to institutional and retail clients and wrap program sponsors. | Finance |
Fidelity Management & Research Co. LLC
![]() Fidelity Management & Research Co. LLC Investment ManagersFinance Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts. | Finance |
Hudson Capital Advisors, Inc.
![]() Hudson Capital Advisors, Inc. Investment ManagersFinance Part of Macquarie Group Ltd., Hudson Capital Advisors, Inc. is an American company that provides investment advice. The company is based in NY. Hudson Capital Advisors was acquired by Mackenzie Investment Management, Inc. from Oppenheimer Holdings, Inc. on June 18, 1999. | Finance |
First National Bank of Chicago (Illinois) | Finance |
Keystone Custodian Funds, Inc. |
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