Michael Shields
Director/Board Member at ROYCE GLOBAL TRUST, INC.
Net worth: 111 825 $ as of 29/04/2024
Profile
Michael K.
Shields currently works at Piedmont Trust Co., as President & Chief Executive Officer from 2012, Royce Micro-Cap Trust, Inc., as Independent Director from 2015, Royce Value Trust, Inc., as Independent Director from 2015, Royce Global Value Trust, Inc., as Independent Director from 2015, The Royce Fund, as Trustee from 2015, and Royce Capital Fund, as Trustee.
Mr. Shields also formerly worked at Eastover Investment Advisors LLC, as President & Chief Executive Officer from 2005 to 2007, Campbell, Cowperthwait & Co., Inc., as President & Chief Executive Officer from 1997 to 2002, NCNB Corp, as Principal from 1980 to 1990, Scudder Stevens & Clark Inc, as Portfolio Manager from 1992 to 2000, NationsBank Corp., as Principal in 1991, and BlackHawk Capital Management LLC, as Principal.
Mr. Shields received his undergraduate degree and Masters Business Admin degree from The University of North Carolina at Charlotte.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
ROYCE GLOBAL TRUST, INC.
0.13% | 23/07/2023 | 8,500 ( 0.13% ) | 85 935 $ | 29/04/2024 |
| 23/07/2023 | 1,500 ( 0.00% ) | 13 155 $ | 29/04/2024 | |
| 23/07/2023 | 900 ( 0.00% ) | 12 735 $ | 29/04/2024 |
Michael Shields active positions
| Companies | Position | Start |
|---|---|---|
| ROYCE GLOBAL TRUST, INC. | Director/Board Member | 31/03/2015 |
| ROYCE MICRO-CAP TRUST, INC. | Director/Board Member | 31/12/2014 |
| ROYCE SMALL-CAP TRUST, INC. | Director/Board Member | 31/12/2014 |
| Piedmont Trust Co. | Chief Executive Officer | 30/04/2012 |
| Royce Capital Fund | Director/Board Member | - |
| The Royce Fund | Director/Board Member | 31/03/2015 |
Former positions of Michael Shields
| Companies | Position | End |
|---|---|---|
Eastover Investment Advisors LLC
 Eastover Investment Advisors LLC Investment ManagersFinance Eastover Investment Advisors LLC, dba Eastover Capital Management (Eastover Capital), is an independent, SEC-registered investment advisor and wealth management firm headquartered in Charlotte, North Carolina. The firm was founded in 2009 when it purchased Eastover Capital Management, which was originally formed in 1988 by Donn Toney and Robert Pharr. Eastover Capital provides active portfolio management for individual and institutional clients throughout the country. | President | 30/12/2007 |
| Campbell, Cowperthwait & Co., Inc. | Chief Executive Officer | 31/12/2001 |
| Scudder Stevens & Clark Inc | Portfolio Manager-Equities | 31/12/1999 |
| ░░░░░░░░░░░ ░░░░░ | ░░░░░░░░░ ░░░░░░░░░░░░░░░░░ | ░░░░░░░░░░ |
| ░░░░ ░░░░ | ░░░░░░░░░ ░░░░░░░░░░░░░░░░░ | ░░░░░░░░░░ |
Training of Michael Shields
| The University of North Carolina at Charlotte | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 12 |
|---|---|
| NCNB Corp | Finance |
| The Royce Fund | Miscellaneous |
Royce Micro-Cap Trust, Inc.
 Royce Micro-Cap Trust, Inc. Investment Trusts/Mutual FundsMiscellaneous Royce Micro-Cap Trust, Inc. operates as a closed-end management investment company. It engages in the provision of current income exempt from regular Federal income tax. The company was founded on September 9, 1993 and is headquartered in New York, NY. | Miscellaneous |
Royce Value Trust, Inc.
 Royce Value Trust, Inc. Investment Trusts/Mutual FundsMiscellaneous Royce Small-Cap Trust, Inc. operates as a closed-end diversified management investment fund, which engages in investments on small-cap stocks by investing in companies with high returns on invested capital or those with strong fundamentals. The company was founded on July 1, 1986 and is headquartered in New York, NY. | Miscellaneous |
| Scudder Stevens & Clark Inc | Finance |
| Royce Capital Fund | Miscellaneous |
| NationsBank Corp. | Finance |
Eastover Investment Advisors LLC
Eastover Investment Advisors LLC Investment ManagersFinance Eastover Investment Advisors LLC, dba Eastover Capital Management (Eastover Capital), is an independent, SEC-registered investment advisor and wealth management firm headquartered in Charlotte, North Carolina. The firm was founded in 2009 when it purchased Eastover Capital Management, which was originally formed in 1988 by Donn Toney and Robert Pharr. Eastover Capital provides active portfolio management for individual and institutional clients throughout the country. | Finance |
Royce Global Value Trust, Inc.
 Royce Global Value Trust, Inc. Investment Trusts/Mutual FundsMiscellaneous Royce Global Trust, Inc. operates as closed-end investment fund. The company investment objective is to provide long-term growth of capital. It invests in both U.S. and non-U.S. small-cap stocks. The company was founded on February 14, 2011 and is headquartered in New York, NY. | Miscellaneous |
BlackHawk Capital Management LLC
 BlackHawk Capital Management LLC Investment ManagersFinance Founded in 2003, BlackHawk Capital Management LLC is a private equity firm and alternative investment manager located in Charlotte, North Carolina. The firm manages specialized funds for sophisticated investors | Finance |
| Piedmont Trust Co. | |
| Campbell, Cowperthwait & Co., Inc. | Finance |
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