![Jean Wopat Orr](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Profiel
Ms. Jean W.
Orr, CFA MBA, is a Director of Research at Fairpointe Capital LLC.
She is responsible for fundamental research of current portfolio companies and potential new investments.
Before joining the firm in 2012, she was a Senior Research Analyst with Nutmeg Securities, LLC.
Ms. Orr spent thirty years with major Wall Street firms including Smith Barney, Drexel Burnham and A.
G.
Edwards and with boutique firms Labé, Simpson & Company and Bluestone Capital.
Prior to that, she managed equity investments as an Analyst and Portfolio Manager with Penmark Investments.
Ms. Orr received her Bachelor of Arts in Economics from the University of Illinois, an MBA in Finance from the University of Chicago and is a Chartered Financial Analyst.
Eerdere bekende functies van Jean Wopat Orr
Bedrijven | Functie | Einde |
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Fairpointe Capital LLC
![]() Fairpointe Capital LLC Investment ManagersFinance Fairpointe Capital LLC is an independent, SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 2011 by Thyra Zerhusen, Marie Lorden, Mary Pierson and Robert Burnstine. Fairpointe Capital provides portfolio management services to high net-worth individuals, investment companies, pension or profit sharing plans, charitable institutions, foundations & endowments, corporations, governmental entities, pooled investment vehicles, other registered investment advisors and consultants. Their flagship fund is AMG Managers Fairpointe Mid-Cap. | Directeur van Onderzoek - Eigen Vermogen | 30-06-2021 |
Nutmeg Securities LLC
![]() Nutmeg Securities LLC Investment Banks/BrokersFinance Founded in 1986, Nutmeg Securities LLC is broker/dealer headquartered in Westport, Connecticut. The firm is a subsidiary of Fieldpoint Private Bank & Trust. Nutmeg Securities provides a full array of investment services. Their research focuses primarily on the technology sector. The firm specializes in value-added trading and small- and mid-cap block trading services. Nutmeg Securities is a member of the NASD, the SIPC and the Chicago Stock Exchange. | Analyst-Equity | 14-07-2010 |
Bluestone Capital Partners LP
![]() Bluestone Capital Partners LP Investment Banks/BrokersFinance Bluestone Capital Partners LP is a private company that provides brokerage services. The company is based in New York, NY. The company was founded by John H. Andreadis, Mark T. Behrman. | Analyst-Equity | 19-01-2001 |
Nutmeg Securities LLC
![]() Nutmeg Securities LLC Investment Banks/BrokersFinance Founded in 1986, Nutmeg Securities LLC is broker/dealer headquartered in Westport, Connecticut. The firm is a subsidiary of Fieldpoint Private Bank & Trust. Nutmeg Securities provides a full array of investment services. Their research focuses primarily on the technology sector. The firm specializes in value-added trading and small- and mid-cap block trading services. Nutmeg Securities is a member of the NASD, the SIPC and the Chicago Stock Exchange. | Corporate Officer/Principal | 31-12-1999 |
Penmark Investments, Inc. | Corporate Officer/Principal | - |
Opleiding van Jean Wopat Orr
The University of Chicago | Masters Business Admin |
University of Illinois | Undergraduate Degree |
Ervaring
Beklede functies
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Beursgenoteerde bedrijven
Bedrijven in privébezit
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Verwante bedrijven
Bedrijven in privébezit | 7 |
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A.G. Edwards & Sons, Inc.
![]() A.G. Edwards & Sons, Inc. Investment Banks/BrokersFinance A.G. Edwards & Sons, Inc. is a full-service brokerage firm. A.G. Edwards equity research team covers a wide range of industries including: consumer discretionary, consumer staples, energy, financials, health care, industrials, information technology, material, telecommunication services and utilities. They also provide fixed-income research in the utility, auto, banking and finance, and telecom industries. A.G. Edwards was founded in 1887 by General Albert Gallatin Edwards and his son Benjamin Franklin Edwards. They are a broker/dealer subsidiary of A.G. Edwards, Inc. They are a member of the SIPC. | Finance |
Drexel Burnham Lambert, Inc. | Process Industries |
Bluestone Capital Partners LP
![]() Bluestone Capital Partners LP Investment Banks/BrokersFinance Bluestone Capital Partners LP is a private company that provides brokerage services. The company is based in New York, NY. The company was founded by John H. Andreadis, Mark T. Behrman. | Finance |
Nutmeg Securities LLC
![]() Nutmeg Securities LLC Investment Banks/BrokersFinance Founded in 1986, Nutmeg Securities LLC is broker/dealer headquartered in Westport, Connecticut. The firm is a subsidiary of Fieldpoint Private Bank & Trust. Nutmeg Securities provides a full array of investment services. Their research focuses primarily on the technology sector. The firm specializes in value-added trading and small- and mid-cap block trading services. Nutmeg Securities is a member of the NASD, the SIPC and the Chicago Stock Exchange. | Finance |
Smith Barney Harris Upham & Co., Inc. | Finance |
Penmark Investments, Inc. | |
Fairpointe Capital LLC
![]() Fairpointe Capital LLC Investment ManagersFinance Fairpointe Capital LLC is an independent, SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 2011 by Thyra Zerhusen, Marie Lorden, Mary Pierson and Robert Burnstine. Fairpointe Capital provides portfolio management services to high net-worth individuals, investment companies, pension or profit sharing plans, charitable institutions, foundations & endowments, corporations, governmental entities, pooled investment vehicles, other registered investment advisors and consultants. Their flagship fund is AMG Managers Fairpointe Mid-Cap. | Finance |