Avery Sheffield
Portfolio Manager-Equities at Rockefeller & Co. LLC
Profile
Ms. Avery M.
Sheffield is a Senior Portfolio Manager at Rockefeller & Co. LLC.
She is a Managing Director and Co-Founder, Chief Investment Officer & Senior Portfolio Manager of VantageRock, a long/short equity hedge fund within Rockefeller Asset Management.
Prior to joining Rockefeller in 2020, she was a Portfolio Manager by MSD Capital a private investment firm that manages the capital of Michael Dell and his family.
Before MSD Capital, Ms. Sheffield spent over 6 years at Brandywine Global, where she most recently was the Portfolio Manager of the 30th Street Fund, a long/short equity hedge fund, and was also a Senior Equity Analyst on the US Large Cap Value Fund.
She began her investment career as a Senior Research Associate on the US Hardlines Retail Team at Sanford Bernstein.
Ms. Sheffield previously worked primarily in the wireless industry in Silicon Valley.
She received a B.A.
in Neuroscience from Pomona College where she graduated summa cum laude, and an M.B.A from the Wharton School.
Avery Sheffield active positions
| Companies | Position | Start |
|---|---|---|
Rockefeller & Co. LLC
 Rockefeller & Co. LLC Investment ManagersFinance Rockefeller & Co. LLC, do-business-as Rockefeller Asset Management (RAM), is a SEC-registered investment advisor headquartered in New York City. The firm is a direct subsidiary of RFS OPCO LLC, which is owned by Rockefeller Capital Management LP. RAM provides investment advisory services to institutional clients, intermediaries and high net-worth individuals and families. | Portfolio Manager-Equities | 01/02/2020 |
Former positions of Avery Sheffield
| Companies | Position | End |
|---|---|---|
MSD Capital LP
 MSD Capital LP Investment ManagersFinance MSD Capital LP is the family office arm of MSD Capital Management LLC. Headquartered in New York City, the firm was founded in 1998 to exclusively manage the assets of Michael Dell and his family. | Corporate Officer/Principal | 01/12/2019 |
Sanford C. Bernstein & Co. LLC
 Sanford C. Bernstein & Co. LLC Investment Banks/BrokersFinance Sanford C. Bernstein & Co. LLC is a registered broker-dealer headquartered in New York City. The firm was founded in 1967 and is a subsidiary of Alliance Capital Management LLC, ultimately held by Equitable Holdings, Inc. (NYSE: EQH). Sanford C. Bernstein & Co. provides trading and executions services to their clients. | Analyst-Equity | 01/08/2011 |
Telephia, Inc.
 Telephia, Inc. Miscellaneous Commercial ServicesCommercial Services Telephia, Inc. provides consulting services to the wireless industries. It offers syndicated performance measurement information to the converging communications and mobile industries. The company uses its unique measurement tools and large scale consumer panels to completely understand the digital consumer's behavior, attitudes and experience. Telephia portfolio of marketing and service quality information products helps clients to make better business decisions. The company was founded in 1999 and is headquartered in San Francisco, CA. | Corporate Officer/Principal | - |
Brandywine Global Investment Management LLC
 Brandywine Global Investment Management LLC Investment ManagersFinance Brandywine Global Investment Management LLC (Brandywine Global) is a registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 1986 and is a wholly-owned subsidiary of Legg Mason, Inc., which is owned by Franklin Resources, Inc. (NYSE: BEN). Brandywine Global provides discretionary investment management services to a variety of clients such as institutions, individuals, and various registered and unregistered pooled investment vehicles. In addition, they are the sub-advisor to affiliated and non-affiliated mutual funds and act as a sub-advisor to several wrap programs sponsored by unaffiliated program sponsors. | Analyst-Equity | - |
Training of Avery Sheffield
| Pomona College | Undergraduate Degree |
| The Wharton School of the University of Pennsylvania | 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 |
|---|---|
Sanford C. Bernstein & Co. LLC
Sanford C. Bernstein & Co. LLC Investment Banks/BrokersFinance Sanford C. Bernstein & Co. LLC is a registered broker-dealer headquartered in New York City. The firm was founded in 1967 and is a subsidiary of Alliance Capital Management LLC, ultimately held by Equitable Holdings, Inc. (NYSE: EQH). Sanford C. Bernstein & Co. provides trading and executions services to their clients. | Finance |
Brandywine Global Investment Management LLC
Brandywine Global Investment Management LLC Investment ManagersFinance Brandywine Global Investment Management LLC (Brandywine Global) is a registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 1986 and is a wholly-owned subsidiary of Legg Mason, Inc., which is owned by Franklin Resources, Inc. (NYSE: BEN). Brandywine Global provides discretionary investment management services to a variety of clients such as institutions, individuals, and various registered and unregistered pooled investment vehicles. In addition, they are the sub-advisor to affiliated and non-affiliated mutual funds and act as a sub-advisor to several wrap programs sponsored by unaffiliated program sponsors. | Finance |
Telephia, Inc.
Telephia, Inc. Miscellaneous Commercial ServicesCommercial Services Telephia, Inc. provides consulting services to the wireless industries. It offers syndicated performance measurement information to the converging communications and mobile industries. The company uses its unique measurement tools and large scale consumer panels to completely understand the digital consumer's behavior, attitudes and experience. Telephia portfolio of marketing and service quality information products helps clients to make better business decisions. The company was founded in 1999 and is headquartered in San Francisco, CA. | Commercial Services |
Rockefeller & Co. LLC
Rockefeller & Co. LLC Investment ManagersFinance Rockefeller & Co. LLC, do-business-as Rockefeller Asset Management (RAM), is a SEC-registered investment advisor headquartered in New York City. The firm is a direct subsidiary of RFS OPCO LLC, which is owned by Rockefeller Capital Management LP. RAM provides investment advisory services to institutional clients, intermediaries and high net-worth individuals and families. | Finance |
MSD Capital LP
MSD Capital LP Investment ManagersFinance MSD Capital LP is the family office arm of MSD Capital Management LLC. Headquartered in New York City, the firm was founded in 1998 to exclusively manage the assets of Michael Dell and his family. | Finance |
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