Joseph Brian Childrey
Portefeuillebeheerder-Aandelen bij CPR Investments, Inc.
Profiel
Mr. Joseph B.
Childrey is an Executive Vice President & Portfolio Manager at CPR Investments, Inc. He developed an investment philosophy incorporating behavioral finance principles and trend following.
For fifteen years, Mr. Childrey managed the Probabilities Fund L.P., a long/short hedge fund, and a substantially similar mutual fund from 2008 through February 2020; the strategy outperformed the S&P 500.
Mr. Childrey served private and institutional clients at AG Edwards/Wells Fargo for 15 years, starting his career at PaineWebber.
He graduated from Western Maryland College with a BA in Sociology.
Actieve functies van Joseph Brian Childrey
Bedrijven | Functie | Begin |
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CPR Investments, Inc.
CPR Investments, Inc. Investment ManagersFinance CPR Investments, Inc. (CPR) is an independent registered investment advisor headquartered in Rochester, Michigan. The firm was founded in 2006 and is majority owned by Charles P. Reinhold. CPR offers retirement planning solutions for individuals, small-medium size businesses and not-for-profit entities (schools, municipalities, hospitals, churches, etc). | Portefeuillebeheerder-Aandelen | 01-11-2023 |
Eerdere bekende functies van Joseph Brian Childrey
Bedrijven | Functie | Einde |
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Probabilities Fund Management LLC
Probabilities Fund Management LLC Investment ManagersFinance Probabilities Fund Management LLC is an investment management company that provides tactical strategies for "buy and hold" investors. The private company is based in Bellevue, WA and was founded in 2007 by Joseph Brian Childrey, who has been the CEO since then. The company aims to provide exposure to liquid alternatives that outperform the S&P 500 over the long run while providing low correlation. The company also aims to reduce equity exposure during high probability of downside risk and increase equity exposure during high probability of upside reward. The company's strategy incorporates behavioral finance principles and trend following. | Algemeen Directeur | 01-10-2023 |
Wells Fargo Clearing Services LLC
Wells Fargo Clearing Services LLC Investment ManagersFinance Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. They also act as portfolio manager for certain wrap fee advisory programs. | Corporate Officer/Principal | 31-12-2004 |
A.G. Edwards, Inc.
A.G. Edwards, Inc. Investment Banks/BrokersFinance A.G. Edwards, Inc. operate as a securities broker-dealer in the United States. It provides investment products and financial services including annuities, bonds, futures & commodities, mutual funds, banking and business services, education funding, and retirement planning. The company was founded by Albert Gallatin Edwards in 1887 and is headquartered in St. Louis, MO. | Corporate Officer/Principal | 31-12-2004 |
PaineWebber, Inc. | Corporate Officer/Principal | 31-12-1989 |
UBS AG (New York)
UBS AG (New York) Investment ManagersFinance UBS AG's (NYSE: UBS) New York City-based wealth management arm is known as UBS Private Banking (US). The firm provides a range of customized wealth management products and services for private clients. | Corporate Officer/Principal | - |
Ervaring
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Bedrijven in privébezit | 6 |
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PaineWebber, Inc. | Finance |
A.G. Edwards, Inc.
A.G. Edwards, Inc. Investment Banks/BrokersFinance A.G. Edwards, Inc. operate as a securities broker-dealer in the United States. It provides investment products and financial services including annuities, bonds, futures & commodities, mutual funds, banking and business services, education funding, and retirement planning. The company was founded by Albert Gallatin Edwards in 1887 and is headquartered in St. Louis, MO. | Finance |
Wells Fargo Clearing Services LLC
Wells Fargo Clearing Services LLC Investment ManagersFinance Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. They also act as portfolio manager for certain wrap fee advisory programs. | Finance |
Probabilities Fund Management LLC
Probabilities Fund Management LLC Investment ManagersFinance Probabilities Fund Management LLC is an investment management company that provides tactical strategies for "buy and hold" investors. The private company is based in Bellevue, WA and was founded in 2007 by Joseph Brian Childrey, who has been the CEO since then. The company aims to provide exposure to liquid alternatives that outperform the S&P 500 over the long run while providing low correlation. The company also aims to reduce equity exposure during high probability of downside risk and increase equity exposure during high probability of upside reward. The company's strategy incorporates behavioral finance principles and trend following. | Finance |
UBS AG (New York)
UBS AG (New York) Investment ManagersFinance UBS AG's (NYSE: UBS) New York City-based wealth management arm is known as UBS Private Banking (US). The firm provides a range of customized wealth management products and services for private clients. | Finance |
CPR Investments, Inc.
CPR Investments, Inc. Investment ManagersFinance CPR Investments, Inc. (CPR) is an independent registered investment advisor headquartered in Rochester, Michigan. The firm was founded in 2006 and is majority owned by Charles P. Reinhold. CPR offers retirement planning solutions for individuals, small-medium size businesses and not-for-profit entities (schools, municipalities, hospitals, churches, etc). | Finance |