![Jeremy Velocci](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Jeremy Velocci
Compliance Officer på
Baker Gilmore & Associates, Inc.
Profil
Mr. Jeremy S.
Velocci, CFA, is a Chief Compliance Officer & Portfolio Manager at Baker Gilmore & Associates, Inc. He is responsible for credit research and security selection and ensuring regulatory compliance and adherence to industry standards.
He has 20 years of investment industry experience and has been with the firm since 2001.
Previously, he was a Financial Analyst at Future Electronics.
He earned a Bachelor of Administration degree from Bishop’s University, majoring in Finance and Economics.
He holds the Chartered Financial Analyst (CFA) and Financial Risk Manager (FRM) designations.
Aktiva positioner av Jeremy Velocci
| Företag | Position | Start |
|---|---|---|
Baker Gilmore & Associates, Inc.
 Baker Gilmore & Associates, Inc. Investment ManagersFinance Baker Gilmore is a specialty fixed income manager which aims to provide superior investment performance and service to its clients. The firm’s investment approach combines fundamentally driven forecasts of the key factors driving bond market returns with active management that is underpinned by rigorous portfolio construction and sophisticated risk management. They employ a value-driven approach to generate superior returns over a longer-term investment horizon. Their credit research combines in-house analysis of corporate financial strength with information from credit rating agencies. | Compliance Officer | 2023-01-01 |
Jeremy Veloccis utbildningar
Erfarenheter
Innehade positioner
Aktiva
Inaktiva
Börsnoterade företag
Privata företag
Relationer
34
Första gradens relationer
2
Företag kopplade till första graden
Man
Kvinna
Styrelseledamöter
Chefer
Kopplade företag
| Privata företag | 2 |
|---|---|
Baker Gilmore & Associates, Inc.
Baker Gilmore & Associates, Inc. Investment ManagersFinance Baker Gilmore is a specialty fixed income manager which aims to provide superior investment performance and service to its clients. The firm’s investment approach combines fundamentally driven forecasts of the key factors driving bond market returns with active management that is underpinned by rigorous portfolio construction and sophisticated risk management. They employ a value-driven approach to generate superior returns over a longer-term investment horizon. Their credit research combines in-house analysis of corporate financial strength with information from credit rating agencies. | Finance |
Bishop's University
 Bishop's University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
