Jeffrey Zipper
Portfolio Manager-Equities at U.S. Bank NA (Cincinnati Ohio Investment Management)
Profile
Jeffrey T.
Zipper is currently the Managing Director of Investments at U.S.
Bank NA.
Prior to this, he worked as a Senior Vice President & Senior Investment Advisor at PNC Bank, NA (Investment Management) from 2008 to 2013, as a Senior Portfolio Manager at Suntrust Investment Services, Inc. (Investment Adviser) from 2001 to 2008, and as a Portfolio Manager at Fleet Investment Advisors from 1997 to 2001.
He also worked as an Account Executive at PaineWebber, Inc. from 1991 to 1993.
Mr. Zipper holds an MBA degree from Suffolk University and an undergraduate degree from State University of New York at Albany.
Jeffrey Zipper active positions
| Companies | Position | Start |
|---|---|---|
U.S. Bank NA (Cincinnati Ohio Investment Management)
 U.S. Bank NA (Cincinnati Ohio Investment Management) Investment ManagersFinance U.S. Bank NA (Cincinnati Ohio Investment Management) (USB-IM) is the investment management division of U.S. Bank NA, a commercial bank headquartered in Minneapolis, Minnesota. The firm is ultimately held by the US Bancorp (NYSE: USB). USB-IM provides tailored investment management services to individuals and institutional investors. | Portfolio Manager-Equities | 2013-11-30 |
Former positions of Jeffrey Zipper
| Companies | Position | End |
|---|---|---|
PNC Bank, NA (Investment Management)
 PNC Bank, NA (Investment Management) Investment ManagersFinance PNC Bank, NA (Investment Management) (PNC-IM) is the asset management division of PNC Bank, NA, a banking company headquartered in Pittsburgh, Pennsylvania. The firm is ultimately held by The PNC Financial Services Group, Inc. (NYSE: PNC). PNC-IM manages assets for institutions and high-net worth individuals and provides tailored investments, wealth planning, trust and estate administration and private banking to high-net-worth families and individuals. | Corporate Officer/Principal | 2013-11-30 |
Suntrust Investment Services, Inc. (Investment Adviser)
 Suntrust Investment Services, Inc. (Investment Adviser) Investment ManagersFinance SunTrust Investment Services, Inc. (STIS) is a dual investment advisor and broker-dealer headquartered in Atlanta, Georgia and was founded in 2005. The firm is a subsidiary of SunTrust Bank Holdings, Co. STIS is an introducing broker-dealer clearing its trades through National Financial Services LLC and its affiliate Fidelity Management Trust Co. STIS is a member of FINRA and the SIPC. | Corporate Officer/Principal | 2007-12-31 |
| Fleet Investment Advisors | Corporate Officer/Principal | 2000-12-31 |
| PaineWebber, Inc. | Corporate Officer/Principal | 1992-12-31 |
Training of Jeffrey Zipper
| State University of New York at Albany | Undergraduate Degree |
| Suffolk University | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
| PaineWebber, Inc. | Finance |
| Fleet Investment Advisors | Finance |
Suntrust Investment Services, Inc. (Investment Adviser)
Suntrust Investment Services, Inc. (Investment Adviser) Investment ManagersFinance SunTrust Investment Services, Inc. (STIS) is a dual investment advisor and broker-dealer headquartered in Atlanta, Georgia and was founded in 2005. The firm is a subsidiary of SunTrust Bank Holdings, Co. STIS is an introducing broker-dealer clearing its trades through National Financial Services LLC and its affiliate Fidelity Management Trust Co. STIS is a member of FINRA and the SIPC. | Finance |
PNC Bank, NA (Investment Management)
PNC Bank, NA (Investment Management) Investment ManagersFinance PNC Bank, NA (Investment Management) (PNC-IM) is the asset management division of PNC Bank, NA, a banking company headquartered in Pittsburgh, Pennsylvania. The firm is ultimately held by The PNC Financial Services Group, Inc. (NYSE: PNC). PNC-IM manages assets for institutions and high-net worth individuals and provides tailored investments, wealth planning, trust and estate administration and private banking to high-net-worth families and individuals. | Finance |
U.S. Bank NA (Cincinnati Ohio Investment Management)
U.S. Bank NA (Cincinnati Ohio Investment Management) Investment ManagersFinance U.S. Bank NA (Cincinnati Ohio Investment Management) (USB-IM) is the investment management division of U.S. Bank NA, a commercial bank headquartered in Minneapolis, Minnesota. The firm is ultimately held by the US Bancorp (NYSE: USB). USB-IM provides tailored investment management services to individuals and institutional investors. | Finance |
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