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Profile
Jon Windham is currently an Analyst at UBS Securities LLC since 2017.
Formerly, Mr. Windham was an Analyst at Rochdale Investment Management LLC from 2005 to 2007, Head of Industrial Research at Macquarie Capital Ltd. from 2007 to 2010, Head of Infrastructure & Transport Research at Barclays Capital Asia Ltd. from 2010 to 2015, and an Analyst at Barclays Capital, Inc. from 2015 to 2017.
Education includes an MBA from the University of Michigan and an undergraduate degree from the University of Mary Washington.
Jon Windham active positions
| Companies | Position | Start |
|---|---|---|
UBS Securities LLC
 UBS Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 01/10/2017 |
Former positions of Jon Windham
| Companies | Position | End |
|---|---|---|
Barclays Capital, Inc.
 Barclays Capital, Inc. Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 01/10/2017 |
Barclays Capital Asia Ltd.
 Barclays Capital Asia Ltd. Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 30/04/2015 |
Macquarie Capital Ltd.
 Macquarie Capital Ltd. Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 31/08/2010 |
Rochdale Investment Management LLC
 Rochdale Investment Management LLC Investment ManagersFinance Rochdale Investment Management (RIM) provides affluent individuals and families with innovative and customized portfolio management based on proprietary research competencies. The firm also manages the Rochdale family of mutual firms. RIM is a growth manager that researches companies using a fundamental quantitative process in combination with qualitative reasoning. Steady growth companies are evaluated on earnings growth, price momentum, and analyst sentiment. Cyclical growth companies are evaluated based on their ability to generate increasing cash flow. They also utilize a price strength indicator to focus on those cyclical growth companies most likely to be recognized earlier as strong performers. Each analyst develops research on companies using information from a variety of sources to assess the prospects for growth in revenue and earnings as well as potential stock price appreciation. For those companies that meet their fundamental criteria, RIM develops proprietary financial models to determine the valuation level at which they consider them attractively priced. Once purchased, companies are monitored for changes in their fundamentals and in industry conditions. The firm will continue to own a company as long as its revenue and earnings growth continues in line with their expectations, valuation is attractive and industry trends remain favorable. RIM clients may access large company holdings through individual equities or through their proprietary funds. | Analyst-Equity | 30/03/2007 |
Training of Jon Windham
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
87
1st degree connections
7
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 7 |
|---|---|
Rochdale Investment Management LLC
Rochdale Investment Management LLC Investment ManagersFinance Rochdale Investment Management (RIM) provides affluent individuals and families with innovative and customized portfolio management based on proprietary research competencies. The firm also manages the Rochdale family of mutual firms. RIM is a growth manager that researches companies using a fundamental quantitative process in combination with qualitative reasoning. Steady growth companies are evaluated on earnings growth, price momentum, and analyst sentiment. Cyclical growth companies are evaluated based on their ability to generate increasing cash flow. They also utilize a price strength indicator to focus on those cyclical growth companies most likely to be recognized earlier as strong performers. Each analyst develops research on companies using information from a variety of sources to assess the prospects for growth in revenue and earnings as well as potential stock price appreciation. For those companies that meet their fundamental criteria, RIM develops proprietary financial models to determine the valuation level at which they consider them attractively priced. Once purchased, companies are monitored for changes in their fundamentals and in industry conditions. The firm will continue to own a company as long as its revenue and earnings growth continues in line with their expectations, valuation is attractive and industry trends remain favorable. RIM clients may access large company holdings through individual equities or through their proprietary funds. | Finance |
UBS Securities LLC
UBS Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Barclays Capital Asia Ltd.
Barclays Capital Asia Ltd. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Barclays Capital, Inc.
Barclays Capital, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
University of Michigan
 University of Michigan Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Macquarie Capital Ltd.
Macquarie Capital Ltd. Investment Banks/BrokersFinance Provides brokerage services | Finance |
University of Mary Washington
 University of Mary Washington Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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