Jeff Shields
Vertrieb & Marketing bei Excel-Tech Ltd.
Profil
Prior to joining Watershed in February 2009, Mr. Shields worked for Hall Capital Partners.
He also worked as a vice president and senior relationship manager in the endowment and foundation group at U.S.
Trust Institutional.
He was responsible for the administration and asset management of charitable organizations' planned giving programs and for overseeing other investment management mandates for foundations and endowments throughout the western United States.
Before joining U.S.
Trust, Mr. Shields was a consultant with the San Francisco financial planning firm, Planning & Financial Advisors.
The firm specializes in developing wealth transfer strategies for wealthy individuals and families.
Prior to that (at the Council on Foundations, The San Francisco Foundation, and the Peninsula Community Foundation), he worked in the community foundation field, marketing to professional advisors and their clients various philanthropic planning options.
He is a director of Excel Tech Ltd.
Mr. Shields graduated from the University of Maryland with a Bachelor of Arts degree.
Aktive Positionen von Jeff Shields
Unternehmen | Position | Beginn |
---|---|---|
Excel-Tech Ltd.
Excel-Tech Ltd. Medical SpecialtiesHealth Technology Excel-Tech Ltd. engages in the manufacture of musculoskeletal therapy equipment. It designs and produces neuromuscular and neurophysiological instruments. Its IP-enabled medical solutions address the complete spectrum of monitoring and diagnosis of conditions affecting the central and peripheral nervous systems. The company was founded by John Mumford in 1985 and is headquartered in Oakville, Canada. | Vertrieb & Marketing | - |
Ehemalige bekannte Positionen von Jeff Shields
Unternehmen | Position | Ende |
---|---|---|
Hall Capital Partners LLC
Hall Capital Partners LLC Investment ManagersFinance Hall Capital Partners LLC (HCP) is an independent, SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. The firm was founded by Kathryn Hall in 1994. HCP advises on and manages multi-asset class portfolios for families, endowments, foundations, and other clients. | Portfolio Manager-Aktien | 31.01.2009 |
Watershed Asset Management LLC
Watershed Asset Management LLC Investment ManagersFinance Founded in 2002 by Meridee Moore, Watershed Asset Management LLC is a registered investment and hedge fund manager located in San Francisco, California. The firm manages capital for a variety of institutional and private investors. The firm offers investment advisory services to a limited number of private fund clients. | Corporate Officer/Principal | - |
Ausbildung von Jeff Shields
University of Maryland | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Private Unternehmen | 3 |
---|---|
Hall Capital Partners LLC
Hall Capital Partners LLC Investment ManagersFinance Hall Capital Partners LLC (HCP) is an independent, SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. The firm was founded by Kathryn Hall in 1994. HCP advises on and manages multi-asset class portfolios for families, endowments, foundations, and other clients. | Finance |
Excel-Tech Ltd.
Excel-Tech Ltd. Medical SpecialtiesHealth Technology Excel-Tech Ltd. engages in the manufacture of musculoskeletal therapy equipment. It designs and produces neuromuscular and neurophysiological instruments. Its IP-enabled medical solutions address the complete spectrum of monitoring and diagnosis of conditions affecting the central and peripheral nervous systems. The company was founded by John Mumford in 1985 and is headquartered in Oakville, Canada. | Health Technology |
Watershed Asset Management LLC
Watershed Asset Management LLC Investment ManagersFinance Founded in 2002 by Meridee Moore, Watershed Asset Management LLC is a registered investment and hedge fund manager located in San Francisco, California. The firm manages capital for a variety of institutional and private investors. The firm offers investment advisory services to a limited number of private fund clients. | Finance |