Profiel
Ms. Jennifer A.
Robertson, CFA, is an Associate Portfolio Manager at Allspring Global Investments LLC.
She has over 15 years of investment experience.
She is an Associate Portfolio Manager and Senior Analyst with the MetWest Capital Equity team at Wells Capital Management.
She began her investment industry career in 2004.
Before joining Wells Fargo in 2011, Ms. Robertson served as Senior Securities Analyst at Transamerica Investment Management, LLC (Westcap Investors, LLC).
She earned her Bachelor's degree in History from Yale University.
She has earned the right to use the Chartered Financial Analyst designation.
Eerdere bekende functies van Jen Robertson
Bedrijven | Functie | Einde |
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Allspring Global Investments LLC
Allspring Global Investments LLC Investment ManagersFinance Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 1, 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, collective investment trusts (CITs), pooled vehicles, and other institutional clients and high net-worth individuals. | Analyst-Equity | 01-09-2019 |
Metropolitan West Capital Management LLC
Metropolitan West Capital Management LLC Investment ManagersFinance Founded in 1997, Metropolitan West Capital Management LLC (MetWest) is a registered investment advisor located in Newport Beach, California. The firm is a subsidiary of Wells Fargo Bank NA and their ultimate parent is Wells Fargo & Co., Inc. (NYSE: WFC). They manage investment portfolios for clients throughout the U.S. and abroad. | Analyst-Equity | 01-07-2016 |
Westcap Investors LLC | Corporate Officer/Principal | - |
Transamerica Investment Management LLC
Transamerica Investment Management LLC Investment ManagersFinance Founded in 2000, Transamerica Investment Management LLC is a registered investment advisor located in Los Angeles with additional offices in San Francisco and Dayton, Ohio. The firm is a of Transamerica Corp. and their ultimate parent is AEGON NV (NYSE: AEG), a multinational insurance organization headquartered in The Hague, The Netherlands. Transamerica Investment Management provides fee-based investment management to retail and institutional clients. Their institutional clients include corporations, foundations, endowments, hospitals, religious organizations, public funds and Taft-Hartley accounts. The firm also manages 22 mutual funds. | Analyst-Equity | 24-05-2010 |
Opleiding van Jen Robertson
Yale University | Undergraduate Degree |
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Bedrijven in privébezit | 4 |
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Transamerica Investment Management LLC
Transamerica Investment Management LLC Investment ManagersFinance Founded in 2000, Transamerica Investment Management LLC is a registered investment advisor located in Los Angeles with additional offices in San Francisco and Dayton, Ohio. The firm is a of Transamerica Corp. and their ultimate parent is AEGON NV (NYSE: AEG), a multinational insurance organization headquartered in The Hague, The Netherlands. Transamerica Investment Management provides fee-based investment management to retail and institutional clients. Their institutional clients include corporations, foundations, endowments, hospitals, religious organizations, public funds and Taft-Hartley accounts. The firm also manages 22 mutual funds. | Finance |
Westcap Investors LLC | Finance |
Metropolitan West Capital Management LLC
Metropolitan West Capital Management LLC Investment ManagersFinance Founded in 1997, Metropolitan West Capital Management LLC (MetWest) is a registered investment advisor located in Newport Beach, California. The firm is a subsidiary of Wells Fargo Bank NA and their ultimate parent is Wells Fargo & Co., Inc. (NYSE: WFC). They manage investment portfolios for clients throughout the U.S. and abroad. | Finance |
Allspring Global Investments LLC
Allspring Global Investments LLC Investment ManagersFinance Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 1, 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, collective investment trusts (CITs), pooled vehicles, and other institutional clients and high net-worth individuals. | Finance |