Roger David Hennefeld
Portfolio Manager-Fixed Income at Obermeyer Wood Investment Counsel LLLP
Roger David Hennefeld active positions
Companies | Position | Start | End |
---|---|---|---|
Obermeyer Wood Investment Counsel LLLP
Obermeyer Wood Investment Counsel LLLP Investment ManagersFinance Obermeyer Wood Investment Counsel LLLP (Obermeyer Wood) is a SEC-registered investment adviser headquartered in Aspen, Colorado. The firm was founded in 2014 through the merger of Obermeyer Asset Management Co. and Wood Investment Counsel LLC. They are ultimately owned by Walter R. Obermeyer Holdings, Inc. Obermeyer Wood provides advisory services to individuals, high-net worth individuals, trusts, pension and profit-sharing plans, charitable organizations and endowments, government entities, corporations, and other business entities. | Portfolio Manager-Fixed Income | 2014-09-30 | - |
Trading-Fixed Income | 2014-09-30 | - |
Career history of Roger David Hennefeld
Former positions of Roger David Hennefeld
Companies | Position | Start | End |
---|---|---|---|
Obermeyer Asset Management LLC
Obermeyer Asset Management LLC Investment ManagersFinance Founded in 1997, Obermeyer Asset Management Co. is a registered investment advisor headquartered in Aspen, Colorado. | Investment Committee Member | 1997-12-31 | - |
Portfolio Manager-Fixed Income | 1997-12-31 | - | |
Trading-Fixed Income | 1997-12-31 | - | |
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | Corporate Officer/Principal | - | - |
ASB Capital Management LLC
ASB Capital Management LLC Investment ManagersFinance ASB Capital Management, Inc. (ASBCM) is a SEC-registered investment advisor headquartered in Bethesda, Maryland. The firm was founded in 1983 and is owned by Chevy Chase Trust Holdings LLC, ultimately owned by Chevy Chase Holdings LLC. ASBCM provides investment management services to qualified individual and institutional clients that include Taft-Hartley plans, pension and retirement programs, separate accounts, endowments and foundations, corporations and other types of accounts, and private investment vehicles. | Analyst-Equity | - | - |
Columbia Partners LLC Investment Management
Columbia Partners LLC Investment Management Investment ManagersFinance Columbia Partners LLC Investment Management is an asset management firm headquartered in Chevy Chase, Maryland. The firm was founded in 1995 and provides investment advisory services to institutions, individuals, employees of Columbia Partners, investment companies, unions, Taft-Hartley plans, pension and profit sharing plans, trusts, estates, charitable organizations and corporations. | Analyst-Equity | - | - |
Training of Roger David Hennefeld
The University of Colorado | Masters Business Admin |
University of Delaware | Undergraduate Degree |
Statistics
International
United States | 8 |
Operational
Portfolio Manager-Fixed Income | 2 |
Trading-Fixed Income | 2 |
Analyst-Equity | 2 |
Sectoral
Finance | 6 |
Consumer Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 5 |
---|---|
Obermeyer Asset Management LLC
Obermeyer Asset Management LLC Investment ManagersFinance Founded in 1997, Obermeyer Asset Management Co. is a registered investment advisor headquartered in Aspen, Colorado. | Finance |
Columbia Partners LLC Investment Management
Columbia Partners LLC Investment Management Investment ManagersFinance Columbia Partners LLC Investment Management is an asset management firm headquartered in Chevy Chase, Maryland. The firm was founded in 1995 and provides investment advisory services to institutions, individuals, employees of Columbia Partners, investment companies, unions, Taft-Hartley plans, pension and profit sharing plans, trusts, estates, charitable organizations and corporations. | Finance |
ASB Capital Management LLC
ASB Capital Management LLC Investment ManagersFinance ASB Capital Management, Inc. (ASBCM) is a SEC-registered investment advisor headquartered in Bethesda, Maryland. The firm was founded in 1983 and is owned by Chevy Chase Trust Holdings LLC, ultimately owned by Chevy Chase Holdings LLC. ASBCM provides investment management services to qualified individual and institutional clients that include Taft-Hartley plans, pension and retirement programs, separate accounts, endowments and foundations, corporations and other types of accounts, and private investment vehicles. | Finance |
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | Finance |
Obermeyer Wood Investment Counsel LLLP
Obermeyer Wood Investment Counsel LLLP Investment ManagersFinance Obermeyer Wood Investment Counsel LLLP (Obermeyer Wood) is a SEC-registered investment adviser headquartered in Aspen, Colorado. The firm was founded in 2014 through the merger of Obermeyer Asset Management Co. and Wood Investment Counsel LLC. They are ultimately owned by Walter R. Obermeyer Holdings, Inc. Obermeyer Wood provides advisory services to individuals, high-net worth individuals, trusts, pension and profit-sharing plans, charitable organizations and endowments, government entities, corporations, and other business entities. | Finance |