Profile
Mr. James V.
Quereau, Jr. CFA, is Chief Investment Officer at Stratton Management Co. and a Member at CFA Institute.
He joined the firm in 1990.
He is a member of the investment policy committee and the Director of Qualitative Research for the Firm.
Mr. Quereau serves as a trustee for of the Boston based CGM Mutual Funds.
He is also a member of the Inglis House Investment Committee.
Mr. Quereau's investment management career began at Loomis, Sayles and Company in Boston where he was hired as a security analyst in 1972, primarily responsible for researching companies in aerospace, building materials and finance.
In 1979, he became a portfolio manager and was named an institutional managing partner in 1986.
Mr. Quereau received his BA in Economics from Penn State University and his MBA in Finance from The Wharton School of the University of Pennsylvania.
Mr. Quereau has earned the right to use the Chartered Financial Analyst designation and is a member of the CFA Institute.
Former positions of James Van Dyke Quereau
| Companies | Position | End |
|---|---|---|
Loomis, Sayles & Co. LP
 Loomis, Sayles & Co. LP Investment ManagersFinance Loomis, Sayles & Co. LP (Loomis Sayles) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Robert H. Loomis and Ralph T. Sayles in 1926. They are a direct subsidiary of Natixis Investment Managers LLC, ultimately owned by BPCE SA in France. Loomis Sayles provides investment advisory or sub advisory services to institutional clients through separate account management services. In addition, the firm provides investment advisory or sub-advised services to various investment funds. | Portfolio Manager-Equities | 31/12/1989 |
Stratton Management Co.
 Stratton Management Co. Investment ManagersFinance Founded in 1972, Stratton Management Co. is a registered investment advisor located in King of Prussia, Pennsylvania. The firm is a subsidiary of BB&T Corp. (NYSE: BBT). Stratton's clients include high net-worth individuals and families. They also manage money for institutional clients such as endowment funds, foundations and corporate pension and profit sharing plans. In addition, Stratton Management Co. is the investment advisor to the Stratton Mutual Funds and to various wrap account programs.^ | Chief Investment Officer | - |
Training of James Van Dyke Quereau
| The Pennsylvania State University | Undergraduate Degree |
| The Wharton School of the University of Pennsylvania | Masters Business Admin |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Stratton Management Co.
Stratton Management Co. Investment ManagersFinance Founded in 1972, Stratton Management Co. is a registered investment advisor located in King of Prussia, Pennsylvania. The firm is a subsidiary of BB&T Corp. (NYSE: BBT). Stratton's clients include high net-worth individuals and families. They also manage money for institutional clients such as endowment funds, foundations and corporate pension and profit sharing plans. In addition, Stratton Management Co. is the investment advisor to the Stratton Mutual Funds and to various wrap account programs.^ | Finance |
Loomis, Sayles & Co. LP
Loomis, Sayles & Co. LP Investment ManagersFinance Loomis, Sayles & Co. LP (Loomis Sayles) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Robert H. Loomis and Ralph T. Sayles in 1926. They are a direct subsidiary of Natixis Investment Managers LLC, ultimately owned by BPCE SA in France. Loomis Sayles provides investment advisory or sub advisory services to institutional clients through separate account management services. In addition, the firm provides investment advisory or sub-advised services to various investment funds. | Finance |
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