Jared B. Perry
Director/Board Member at Chartway Federal Credit Union
Jared B. Perry active positions
Companies | Position | Start | End |
---|---|---|---|
Chartway Federal Credit Union
Chartway Federal Credit Union Savings BanksFinance Chartway Federal Credit Union provides financial services. The firm offers loans and credit cards, auto, recreational and student loan, online banking, and other related services. The company was founded on September 4, 1959 and is headquartered in Virginia Beach, VA. | Director/Board Member | - | - |
Career history of Jared B. Perry
Former positions of Jared B. Perry
Companies | Position | Start | End |
---|---|---|---|
Fiduciary Trust International LLC
Fiduciary Trust International LLC Investment ManagersFinance Fiduciary Trust International LLC (FTI) is a SEC-registered investment advisor and wealth management firm headquartered in Lincoln, Massachusetts. The firm was founded by Dr. Lisette Cooper in 1931 as Athena Capital Advisors LLC and rebranded as Fiduciary Trust International LLC in 2020. They are a subsidiary of Fiduciary International Holding, Inc., ultimately held by Franklin Resources, Inc. (NYSE: BEN). FTI provides highly customized portfolio management, research, and related wealth management services to high- and ultra-high-net worth individuals, families, and nonprofit institutions. The firm also provides advisory services to privately offered investment funds. | Portfolio Manager-Equities | 31/12/2010 | 30/03/2013 |
Portfolio Manager-Fixed Income | 31/12/2010 | 30/03/2013 | |
Stonehorse Capital Management
Stonehorse Capital Management Investment ManagersFinance Part of Franklin Resources, Inc., Stonehorse Capital Management is a company that manages an investment fund. The company is based in Boston, MA. Stonehorse Capital Management was acquired by Fiduciary Trust International LLC on July 22, 2011. | Corporate Officer/Principal | 30/12/2010 | 30/12/2010 |
DUMAC, Inc.
DUMAC, Inc. Investment ManagersFinance DUMAC, Inc. is the investment arm of Duke University, a private research university headquartered in Durham, North Carolina. Founded in 1989, the firm manages Duke University’s endowment assets. In addition to managing Duke’s endowment, DUMAC also manages the university’s defined benefit pension plan assets, Duke University Health System’s investments, and much of the university’s working capital. DUMAC also manages the assets of The Duke Endowment, the private charitable trust established by Duke University’s founder, James B. Duke. | Corporate Officer/Principal | 31/12/2003 | - |
Duke University Health System, Inc.
Duke University Health System, Inc. Medical/Nursing ServicesHealth Services Duke University Health System, Inc. engages in the provision of health care services. It offers cancer treatment, primary care, orthopedics, aesthetics, and fertility services. The company was founded in 1998 and is headquartered in Durham, NC. | Corporate Officer/Principal | 30/12/2003 | 30/12/2003 |
CSS INDUSTRIES, INC. | Corporate Officer/Principal | 30/12/2001 | 30/12/2001 |
CARMAX, INC. | Corporate Officer/Principal | 30/12/2001 | 30/12/2001 |
Training of Jared B. Perry
Wake Forest University | Undergraduate Degree |
Statistics
International
United States | 9 |
Operational
Corporate Officer/Principal | 5 |
Portfolio Manager-Equities | 1 |
Portfolio Manager-Fixed Income | 1 |
Sectoral
Finance | 5 |
Health Services | 2 |
Commercial Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Listed companies | 1 |
---|---|
CARMAX, INC. | Retail Trade |
Private companies | 6 |
---|---|
Fiduciary Trust International LLC
Fiduciary Trust International LLC Investment ManagersFinance Fiduciary Trust International LLC (FTI) is a SEC-registered investment advisor and wealth management firm headquartered in Lincoln, Massachusetts. The firm was founded by Dr. Lisette Cooper in 1931 as Athena Capital Advisors LLC and rebranded as Fiduciary Trust International LLC in 2020. They are a subsidiary of Fiduciary International Holding, Inc., ultimately held by Franklin Resources, Inc. (NYSE: BEN). FTI provides highly customized portfolio management, research, and related wealth management services to high- and ultra-high-net worth individuals, families, and nonprofit institutions. The firm also provides advisory services to privately offered investment funds. | Finance |
Stonehorse Capital Management
Stonehorse Capital Management Investment ManagersFinance Part of Franklin Resources, Inc., Stonehorse Capital Management is a company that manages an investment fund. The company is based in Boston, MA. Stonehorse Capital Management was acquired by Fiduciary Trust International LLC on July 22, 2011. | Finance |
DUMAC, Inc.
DUMAC, Inc. Investment ManagersFinance DUMAC, Inc. is the investment arm of Duke University, a private research university headquartered in Durham, North Carolina. Founded in 1989, the firm manages Duke University’s endowment assets. In addition to managing Duke’s endowment, DUMAC also manages the university’s defined benefit pension plan assets, Duke University Health System’s investments, and much of the university’s working capital. DUMAC also manages the assets of The Duke Endowment, the private charitable trust established by Duke University’s founder, James B. Duke. | Finance |
Duke University Health System, Inc.
Duke University Health System, Inc. Medical/Nursing ServicesHealth Services Duke University Health System, Inc. engages in the provision of health care services. It offers cancer treatment, primary care, orthopedics, aesthetics, and fertility services. The company was founded in 1998 and is headquartered in Durham, NC. | Health Services |
CSS Industries, Inc.
CSS Industries, Inc. Commercial Printing/FormsCommercial Services CSS Industries, Inc. operates as a consumer products company. It provides craft, gift, and seasonal brands. The company was founded on November 5, 1923 and is headquartered in Plymouth Meeting, PA. | Commercial Services |
Chartway Federal Credit Union
Chartway Federal Credit Union Savings BanksFinance Chartway Federal Credit Union provides financial services. The firm offers loans and credit cards, auto, recreational and student loan, online banking, and other related services. The company was founded on September 4, 1959 and is headquartered in Virginia Beach, VA. | Finance |
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