Career history of Jeff Phelps
Former positions of Jeff Phelps
Companies | Position | Start | End |
---|---|---|---|
Avalon Advisors LLC
Avalon Advisors LLC Investment ManagersFinance Avalon Advisors LLC, do-business-as Avalon Investment & Advisory (Avalon), is a wealth management firm and SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded in 2001 by Henry Lartigue, Willie Langston and Kevin Lilly. They were acquired in 2023 by CI Financial Corp. (TSX: CIX) in Canada through its indirect subsidiaries. Avalon provides both discretionary and non-discretionary investment advice, asset allocation and related services to high net-worth separate account clients and institutional investors. The firm also acts as investment manager for several privately placed pooled investment funds. | Head-Equity Investments | 31/12/2006 | 31/12/2021 |
Portfolio Manager-Equities | 31/12/2006 | 31/12/2021 | |
Smith, Graham & Co. Investment Advisors LP
Smith, Graham & Co. Investment Advisors LP Investment ManagersFinance Smith, Graham & Co. Investment Advisors LP (Smith Graham) is a SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded in 1990 by Gerald Smith and is a subsidiary of SGC Ventures, Inc. Smith Graham manages portfolios for a broadly diversified, institutional client base which includes public funds, corporations, endowments and foundations, sovereign wealth and Taft-Hartley funds. | Analyst-Equity | - | - |
Head-Equity Investments | - | - | |
Reliant Energy, Inc.
Reliant Energy, Inc. Electric UtilitiesUtilities Reliant Energy, Inc. generates and markets electricity. It has more than 14,000 megawatts of power generation capacity at 36 coal, oil and gas-fired plants across the United States. Reliant Energy is headquartered in Houston, TX. | Corporate Officer/Principal | - | - |
JPMorgan Fleming Asset Management (USA), Inc.
JPMorgan Fleming Asset Management (USA), Inc. Investment ManagersFinance Part of JPMorgan Chase & Co., JPMorgan Fleming Asset Management (USA), Inc. provides investment advice. The company is based in Wilmington, DE. The CEO of the company is Paul T. Bateman. | Corporate Officer/Principal | - | - |
JPMORGAN CHASE & CO. | Corporate Officer/Principal | - | - |
Training of Jeff Phelps
The Pennsylvania State University | Undergraduate Degree |
Lincoln University (Pennsylvania) | Undergraduate Degree |
Statistics
International
United States | 8 |
Operational
Corporate Officer/Principal | 3 |
Head-Equity Investments | 2 |
Undergraduate Degree | 2 |
Sectoral
Finance | 5 |
Consumer Services | 3 |
Utilities | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Listed companies | 1 |
---|---|
JPMORGAN CHASE & CO. | Finance |
Private companies | 4 |
---|---|
Smith, Graham & Co. Investment Advisors LP
Smith, Graham & Co. Investment Advisors LP Investment ManagersFinance Smith, Graham & Co. Investment Advisors LP (Smith Graham) is a SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded in 1990 by Gerald Smith and is a subsidiary of SGC Ventures, Inc. Smith Graham manages portfolios for a broadly diversified, institutional client base which includes public funds, corporations, endowments and foundations, sovereign wealth and Taft-Hartley funds. | Finance |
Avalon Advisors LLC
Avalon Advisors LLC Investment ManagersFinance Avalon Advisors LLC, do-business-as Avalon Investment & Advisory (Avalon), is a wealth management firm and SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded in 2001 by Henry Lartigue, Willie Langston and Kevin Lilly. They were acquired in 2023 by CI Financial Corp. (TSX: CIX) in Canada through its indirect subsidiaries. Avalon provides both discretionary and non-discretionary investment advice, asset allocation and related services to high net-worth separate account clients and institutional investors. The firm also acts as investment manager for several privately placed pooled investment funds. | Finance |
JPMorgan Fleming Asset Management (USA), Inc.
JPMorgan Fleming Asset Management (USA), Inc. Investment ManagersFinance Part of JPMorgan Chase & Co., JPMorgan Fleming Asset Management (USA), Inc. provides investment advice. The company is based in Wilmington, DE. The CEO of the company is Paul T. Bateman. | Finance |
Reliant Energy, Inc.
Reliant Energy, Inc. Electric UtilitiesUtilities Reliant Energy, Inc. generates and markets electricity. It has more than 14,000 megawatts of power generation capacity at 36 coal, oil and gas-fired plants across the United States. Reliant Energy is headquartered in Houston, TX. | Utilities |
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