Jeffery Surles

Jeffery Surles

Portfolio Manager-Equities at Macquarie Investment Management Business Trust

Finance
Consumer Services

Profile

Mr. William J.
Surles, CFA MBA, is a Senior Vice President at Macquarie Investment Management Business Trust.
Mr. Surles was previously employed as a Senior Vice President by Ivy Investment Management Co. and a Senior Vice President by Waddell & Reed Investment Management Co. He received his undergraduate degree from Vanderbilt University and an MBA from the University of Wisconsin.

Jeffery Surles active positions

CompaniesPositionStart
Portfolio Manager-Equities 28/02/2021
All active positions of Jeffery Surles

Former positions of Jeffery Surles

CompaniesPositionEnd
Portfolio Manager-Equities 28/02/2021
Analyst-Fixed Income 31/01/2018
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Training of Jeffery Surles

Vanderbilt University Undergraduate Degree
University of Wisconsin Masters Business Admin

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

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Connections

100 +

1st degree connections

5

1st degree companies

Male

Female

Members of the board

Executives

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Linked companies

Private companies3

Finance

Finance

Finance

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