Jeff Rex

Founder at

Rockshelter Capital Management LLC

Finance

Commercial Services

Technology Services

Profile

Mr. Jeffrey A. Rex, CPA, is Portfolio Manager & Analyst at Rockshelter Capital Management LLC.
Mr. Rex brings twenty-three years of investment experience to Rockshelter Capital Management having previously served as a portfolio manager and equity analyst with Quaker Capital Management.
He is the principal portfolio manager for the firm’s separately managed accounts.
Prior to his years in the investment advisor business, he was employed by Ernst & Young, a public accounting firm.
Mr. Rex received his BS in Accounting from Leigh University.
He is a Certified Public Accountant and is a member of the American Institute of CPA’s.

Jeff Rex active positions

Companies	Position	Start
Rockshelter Capital Management LLC Rockshelter Capital Management LLC Investment ManagersFinance RCM employs an opportunistic value-oriented investment approach. The firm uses a variety of methods and strategies to make investment decisions and recommendations.	Founder	30/09/2013

All active positions of Jeff Rex

Former positions of Jeff Rex

Companies	Position	End
Quaker Capital Investments LLC Quaker Capital Investments LLC Investment ManagersFinance QCI seeks to invest in long-term value and human potential, carrying forward the value-oriented investment philosophy established under Quaker Capital Management Corp. with a long-term (generational) investment horizon. The family office complements its core investments in public equities with regional early stage venture capital investments alongside select world class entrepreneurs based in western Pennsylvania and direct control investments in private companies experiencing a generational ownership transition.	Analyst-Equity	30/12/2013
Winbeam, Inc. Winbeam, Inc. Internet Software/ServicesTechnology Services Provides wireless Internet services	Director/Board Member	10/05/2011
Ernst & Young Corp. Finance LLC Ernst & Young Corp. Finance LLC Miscellaneous Commercial ServicesCommercial Services Provides consulting and investment services	Corporate Officer/Principal	30/12/1990

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Linked companies

Private companies	5
Quaker Capital Investments LLC Quaker Capital Investments LLC Investment ManagersFinance QCI seeks to invest in long-term value and human potential, carrying forward the value-oriented investment philosophy established under Quaker Capital Management Corp. with a long-term (generational) investment horizon. The family office complements its core investments in public equities with regional early stage venture capital investments alongside select world class entrepreneurs based in western Pennsylvania and direct control investments in private companies experiencing a generational ownership transition.	Finance
Ernst & Young Corp. Finance LLC Ernst & Young Corp. Finance LLC Miscellaneous Commercial ServicesCommercial Services Provides consulting and investment services	Commercial Services
Winbeam, Inc. Winbeam, Inc. Internet Software/ServicesTechnology Services Provides wireless Internet services	Technology Services
Lehigh University Lehigh University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Rockshelter Capital Management LLC Rockshelter Capital Management LLC Investment ManagersFinance RCM employs an opportunistic value-oriented investment approach. The firm uses a variety of methods and strategies to make investment decisions and recommendations.	Finance

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