Jeff Rex
Founder at Rockshelter Capital Management LLC
Profile
Mr. Jeffrey A.
Rex, CPA, is Portfolio Manager & Analyst at Rockshelter Capital Management LLC.
Mr. Rex brings twenty-three years of investment experience to Rockshelter Capital Management having previously served as a portfolio manager and equity analyst with Quaker Capital Management.
He is the principal portfolio manager for the firm’s separately managed accounts.
Prior to his years in the investment advisor business, he was employed by Ernst & Young, a public accounting firm.
Mr. Rex received his BS in Accounting from Leigh University.
He is a Certified Public Accountant and is a member of the American Institute of CPA’s.
Jeff Rex active positions
| Companies | Position | Start |
|---|---|---|
Rockshelter Capital Management LLC
 Rockshelter Capital Management LLC Investment ManagersFinance Rockshelter Capital Management LLC (RCM) is an independent wealth management firm headquartered in Canonsburg, Pennsylvania. The firm was founded in 2013 by Jeffrey Rex, David Fallgren and Albert Madison. RCM serves as the asset manager to long-only, separately managed accounts on behalf of individuals, pension and profit sharing plans, trusts and endowments. | Founder | 2013-09-30 |
Former positions of Jeff Rex
| Companies | Position | End |
|---|---|---|
Quaker Capital Investments LLC
 Quaker Capital Investments LLC Investment ManagersFinance Quaker Capital Investments LLC (QCI) is a private investment office headquartered by Canonsburg, Pennsylvania. The firm was founded by Mark G. Schoeppner in 2014 as Quaker Capital Management Corp. QCI manages assets of a single family. | Analyst-Equity | 2013-12-30 |
Winbeam, Inc.
 Winbeam, Inc. Internet Software/ServicesTechnology Services Winbeam, Inc. provides wireless Internet services. It offers access services to consumers and business users in central and western Pennsylvania. The company's service areas include Altoona, Bellwood, Duncansville, Erie, East Freedom, Hermitage, Hollidaysburg, Martinsburg, Roaring Spring, Sharon, Tyrone & Tipton. Winbeam was founded in 2000 and is located in Greensburg, PA. | Director/Board Member | 2011-05-10 |
| Ernst & Young Corp. Finance LLC | Corporate Officer/Principal | 1990-12-30 |
Training of Jeff Rex
| Lehigh University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
Quaker Capital Investments LLC
Quaker Capital Investments LLC Investment ManagersFinance Quaker Capital Investments LLC (QCI) is a private investment office headquartered by Canonsburg, Pennsylvania. The firm was founded by Mark G. Schoeppner in 2014 as Quaker Capital Management Corp. QCI manages assets of a single family. | Finance |
| Ernst & Young Corp. Finance LLC | Commercial Services |
Winbeam, Inc.
Winbeam, Inc. Internet Software/ServicesTechnology Services Winbeam, Inc. provides wireless Internet services. It offers access services to consumers and business users in central and western Pennsylvania. The company's service areas include Altoona, Bellwood, Duncansville, Erie, East Freedom, Hermitage, Hollidaysburg, Martinsburg, Roaring Spring, Sharon, Tyrone & Tipton. Winbeam was founded in 2000 and is located in Greensburg, PA. | Technology Services |
Rockshelter Capital Management LLC
Rockshelter Capital Management LLC Investment ManagersFinance Rockshelter Capital Management LLC (RCM) is an independent wealth management firm headquartered in Canonsburg, Pennsylvania. The firm was founded in 2013 by Jeffrey Rex, David Fallgren and Albert Madison. RCM serves as the asset manager to long-only, separately managed accounts on behalf of individuals, pension and profit sharing plans, trusts and endowments. | Finance |
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