Profile
Mr. John A. Shepley, CFA MBA, is a Portfolio Manager of Private Clients at Kornitzer Capital Management, Inc. He joined KCM in 2005 and has 40 years of professional investment experience.
He has been with the firm for over 18 years.
Prior to joining KCM, he worked at Tom Johnson Investments as a Portfolio Manager and Equity Research Analyst.
He received a B.A. in Business Administration from Midwestern State University and an M.B.A. from Oklahoma City University.
He also holds the Chartered Financial Analyst designation.
John Shepley active positions
| Companies | Position | Start |
|---|---|---|
Kornitzer Capital Management, Inc.
Kornitzer Capital Management, Inc. Investment ManagersFinance KCM helps clients achieve their long-term financial goals throughout the various investment stages including accumulation, preservation, and retirement. The firm conducts their own research to analyze investments, follow a disciplined method of analysis, and thoroughly research investment opportunities. | Portfolio Manager-Equities | 31/12/2004 |
Former positions of John Shepley
| Companies | Position | End |
|---|---|---|
Tom Johnson Investment Management LLC
Tom Johnson Investment Management LLC Investment ManagersFinance TJIM has a conservative philosophy for investing client assets. They believe that attractive risk-adjusted performance is best achieved by building a prudent, well-diversified, high-quality portfolio that addresses capital preservation and risk. The firm builds fixed income, equity, and asset allocation portfolios. Their research is a blend of economic, earnings, and credit analysis which uncovers interesting opportunities. | Analyst-Equity | 29/03/2005 |
Training of John Shepley
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
Kornitzer Capital Management, Inc.
Kornitzer Capital Management, Inc. Investment ManagersFinance KCM helps clients achieve their long-term financial goals throughout the various investment stages including accumulation, preservation, and retirement. The firm conducts their own research to analyze investments, follow a disciplined method of analysis, and thoroughly research investment opportunities. | Finance |
Tom Johnson Investment Management LLC
Tom Johnson Investment Management LLC Investment ManagersFinance TJIM has a conservative philosophy for investing client assets. They believe that attractive risk-adjusted performance is best achieved by building a prudent, well-diversified, high-quality portfolio that addresses capital preservation and risk. The firm builds fixed income, equity, and asset allocation portfolios. Their research is a blend of economic, earnings, and credit analysis which uncovers interesting opportunities. | Finance |
Midwestern State University (Texas)
Midwestern State University (Texas) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Oklahoma City University
Oklahoma City University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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