Pete Schofield
Portfolio Manager-Equities at Chartwell Investment Partners LLC
Pete Schofield active positions
Companies | Position | Start | End |
---|---|---|---|
Chartwell Investment Partners LLC
Chartwell Investment Partners LLC Investment ManagersFinance Chartwell Investment Partners LLC (Chartwell) is a SEC-registered investment advisor headquartered in Berwyn, Pennsylvania. The firm was founded by Timothy Riddle in 1997 and is a subsidiary of Carillon Tower Advisers, Inc. (dba Raymond James Investment Management), which is owned by Raymond James Financial, Inc. (NYSE: RJF) in Great Britain. Chartwell provides investment supervisory services on a continuous basis to a variety of individual, institutional, investment company, private fund and corporate clients. The firm is a sub-adviser to investment companies registered under the Investment Company Act of 1940. | Portfolio Manager-Equities | 30/11/2010 | - |
Career history of Pete Schofield
Former positions of Pete Schofield
Companies | Position | Start | End |
---|---|---|---|
CAK Asset Management, Inc.
CAK Asset Management, Inc. Investment ManagersFinance Founded by Charles Knott in 1999, Knott Capital Management is a registered investment advisor located in Exton, Pennsylvania. The firm is also known as CAK Capital Management, Inc. They provide investment management to individuals, foundations, endowments and corporations. | Chief Investment Officer | 02/12/2009 | 02/12/2009 |
Head-Equity Investments | 02/12/2009 | 30/12/2010 | |
Investment Committee Member | 02/12/2009 | 30/12/2010 | |
Portfolio Manager-Equities | 31/12/2004 | 30/12/2010 | |
Sovereign Asset Management LLC
Sovereign Asset Management LLC Investment ManagersFinance Sovereign Asset Management LLC is privately-held investment advisory firm headquartered in Oklahoma City, Oklahoma. It was founded in 1991 by Donald L. Sazdanoff. The firm provides discretionary investment management services to individuals and institutional investors, through separately managed accounts. | Corporate Officer/Principal | 31/12/1995 | - |
Geewax, Terker & Co., Inc.
Geewax, Terker & Co., Inc. Investment ManagersFinance Geewax, Terker, & Co. (GTC) was founded in 1982 by John J. Geewax and is located in Chadds Ford, Pennsylvania. GTC operates as an investment advisory firm and serves individuals, pension and profit sharing plans, trusts, estates, charitable organizations and corporations. | Corporate Officer/Principal | - | - |
John Hancock Advisers, Inc.
John Hancock Advisers, Inc. Investment ManagersFinance Boston-based John Hancock Advisers, Inc. (JHA) is the mutual fund affiliate of John Hancock Financial Services, Inc. and manages the John Hancock family of retail and institutional mutual funds, as well as separate equity portfolios for private accounts and retirement plans for individual and institutional investors. In 2003, Manulife Financial Corp. (TSX, NYSE: MFC) and John Hancock Financial Services, Inc. (NYSE: JHF) announced that they would merge and would thus create a leading global insurance franchise. The combined company will market products and services under multiple brands including John Hancock in the US and Manulife in Canada and the US. | Portfolio Manager-Equities | 31/12/1995 | 31/10/2005 |
Training of Pete Schofield
University of Pennsylvania | Undergraduate Degree |
Statistics
International
United States | 7 |
Operational
Portfolio Manager-Equities | 3 |
Corporate Officer/Principal | 2 |
Chief Investment Officer | 1 |
Sectoral
Finance | 6 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 5 |
---|---|
CAK Asset Management, Inc.
CAK Asset Management, Inc. Investment ManagersFinance Founded by Charles Knott in 1999, Knott Capital Management is a registered investment advisor located in Exton, Pennsylvania. The firm is also known as CAK Capital Management, Inc. They provide investment management to individuals, foundations, endowments and corporations. | Finance |
John Hancock Advisers, Inc.
John Hancock Advisers, Inc. Investment ManagersFinance Boston-based John Hancock Advisers, Inc. (JHA) is the mutual fund affiliate of John Hancock Financial Services, Inc. and manages the John Hancock family of retail and institutional mutual funds, as well as separate equity portfolios for private accounts and retirement plans for individual and institutional investors. In 2003, Manulife Financial Corp. (TSX, NYSE: MFC) and John Hancock Financial Services, Inc. (NYSE: JHF) announced that they would merge and would thus create a leading global insurance franchise. The combined company will market products and services under multiple brands including John Hancock in the US and Manulife in Canada and the US. | Finance |
Sovereign Asset Management LLC
Sovereign Asset Management LLC Investment ManagersFinance Sovereign Asset Management LLC is privately-held investment advisory firm headquartered in Oklahoma City, Oklahoma. It was founded in 1991 by Donald L. Sazdanoff. The firm provides discretionary investment management services to individuals and institutional investors, through separately managed accounts. | Finance |
Geewax, Terker & Co., Inc.
Geewax, Terker & Co., Inc. Investment ManagersFinance Geewax, Terker, & Co. (GTC) was founded in 1982 by John J. Geewax and is located in Chadds Ford, Pennsylvania. GTC operates as an investment advisory firm and serves individuals, pension and profit sharing plans, trusts, estates, charitable organizations and corporations. | Finance |
Chartwell Investment Partners LLC
Chartwell Investment Partners LLC Investment ManagersFinance Chartwell Investment Partners LLC (Chartwell) is a SEC-registered investment advisor headquartered in Berwyn, Pennsylvania. The firm was founded by Timothy Riddle in 1997 and is a subsidiary of Carillon Tower Advisers, Inc. (dba Raymond James Investment Management), which is owned by Raymond James Financial, Inc. (NYSE: RJF) in Great Britain. Chartwell provides investment supervisory services on a continuous basis to a variety of individual, institutional, investment company, private fund and corporate clients. The firm is a sub-adviser to investment companies registered under the Investment Company Act of 1940. | Finance |
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