Jeff Wardlow

Chief Investment Officer at

DeRoy & Devereaux Private Investment Counsel, Inc.

66 year

Finance

Consumer Services

Profile

Mr. Jeffrey W.
Wardlow, CFA MBA, is a Chief Investment Officer & Portfolio Manager at DeRoy & Devereaux Private Investment Counsel, Inc. He has over 40 years of experience in investment management.
Prior to joining DeRoy & Devereaux, Mr. Wardlow served as Vice President and Chief Investment Officer of Large Cap Value Equities for Loomis, Sayles & Co. While at Loomis, Sayles he managed the Value Fund, institutional portfolios, and individual separate accounts.
He began his career with Bank of America (formerly called Nationsbank) as an equity analyst following financial services and retailing.
While at Nationsbank he was a Vice President and managed the Nationsbank Equity Income Fund and separate accounts.
He holds a BA and an MBA from Michigan State University and he is a member of the CFA Institute and the CFA Society of Detroit.

Jeff Wardlow active positions

Companies	Position	Start
DeRoy & Devereaux Private Investment Counsel, Inc. DeRoy & Devereaux Private Investment Counsel, Inc. Investment ManagersFinance D&D actively manages diversified portfolios of publicly traded equities and debt securities for investors whose objectives are long-term capital appreciation and income growth. The firm employs a value approach to equity and bond investing. It invests in equities across all market cap sizes and in bonds of all investment quality grades, depending on a client’s goals and investment profile. D&D uses fundamental analysis to assess the intrinsic value of a security by examining relevant economic, financial, and other qualitative and quantitative factors that can impact the value of a security. They utilize several valuation methods for comparisons of peer companies to determine whether it believes a security is undervalued.	Chief Investment Officer	01/07/2004

All active positions of Jeff Wardlow

Former positions of Jeff Wardlow

Companies	Position	End
Loomis, Sayles & Co. LP Loomis, Sayles & Co. LP Investment ManagersFinance Loomis Sayles bases their overall investment approach on the premise that their disciplined, research-based investment strategies can identify market inefficiencies that can lead to consistent outperformance of benchmarks. The firm's fixed-income research team seeks to identify attractive securities and assign ratings to various issues. Their equity investment approach is based on their belief that equity markets are inefficient. Loomis Sayles employs an intensive bottom-up investment analysis with the goal of delivering superior risk adjusted performance.	Chief Investment Officer	30/06/2004
NationsBank Corp. NationsBank Corp. Major BanksFinance Bank holding company	Corporate Officer/Principal	-

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Private companies	4
Loomis, Sayles & Co. LP Loomis, Sayles & Co. LP Investment ManagersFinance Loomis Sayles bases their overall investment approach on the premise that their disciplined, research-based investment strategies can identify market inefficiencies that can lead to consistent outperformance of benchmarks. The firm's fixed-income research team seeks to identify attractive securities and assign ratings to various issues. Their equity investment approach is based on their belief that equity markets are inefficient. Loomis Sayles employs an intensive bottom-up investment analysis with the goal of delivering superior risk adjusted performance.	Finance
NationsBank Corp. NationsBank Corp. Major BanksFinance Bank holding company	Finance
DeRoy & Devereaux Private Investment Counsel, Inc. DeRoy & Devereaux Private Investment Counsel, Inc. Investment ManagersFinance D&D actively manages diversified portfolios of publicly traded equities and debt securities for investors whose objectives are long-term capital appreciation and income growth. The firm employs a value approach to equity and bond investing. It invests in equities across all market cap sizes and in bonds of all investment quality grades, depending on a client’s goals and investment profile. D&D uses fundamental analysis to assess the intrinsic value of a security by examining relevant economic, financial, and other qualitative and quantitative factors that can impact the value of a security. They utilize several valuation methods for comparisons of peer companies to determine whether it believes a security is undervalued.	Finance
Michigan State University Michigan State University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services