Profile
Jere Edward Estes worked as a Junior Analyst and Unit Manager at CoreStates Bank, NA, as well as an Analyst at Hopper Soliday & Co., Inc. He was also an Associate Portfolio Manager at John Hancock Funds, Inc. and served as Chief Investment Officer & Senior Vice President at The Bryn Mawr Trust Co. He worked as an Economist & Portfolio Manager at Dividend Assets Capital LLC.
Additionally, he served as a Petty Officer in the United States Navy.
Estes earned an undergraduate degree from Gettysburg College in 1965 and an MBA from Drexel University in 1967.
Former positions of Jere Edward Estes
| Companies | Position | End |
|---|---|---|
Dividend Assets Capital LLC
 Dividend Assets Capital LLC Investment ManagersFinance Dividend Assets Capital LLC (DAC) is a registered investment advisor headquartered in Ridgeland, South Carolina. Formerly known as Dividend Growth Advisors LLC, the firm was founded by C. Troy Shaver, Jr. in 2003 and is a subsidiary of Dividend Assets Capital Holdings, Inc. DAC provides portfolio management services to individuals and families that seeks customized portfolios to meet their wealth management needs such as retirement planning, legacy planning and philanthropic initiatives. | Chief Investment Officer | - |
The Bryn Mawr Trust Co.
 The Bryn Mawr Trust Co. Investment ManagersFinance Founded in 1889, The Bryn Mawr Trust Co. is a wholly-owned subsidiary of the Bryn Mawr Bank Corp. (NASDAQ: BMTC), a publicly-held, one-bank holding company. The firm is located in Bryn Mawr, Pennsylvania. | Chief Investment Officer | 31/12/2003 |
John Hancock Funds, Inc.
 John Hancock Funds, Inc. Investment Banks/BrokersFinance Part of Manulife Financial Corp., John Hancock Funds, Inc. provides investment services. The company is based in Lansdowne, PA. Andrew Grant Arnott has been the CEO of the company since 2012. | Corporate Officer/Principal | 31/12/1998 |
The Bryn Mawr Trust Co.
The Bryn Mawr Trust Co. Investment ManagersFinance Founded in 1889, The Bryn Mawr Trust Co. is a wholly-owned subsidiary of the Bryn Mawr Bank Corp. (NASDAQ: BMTC), a publicly-held, one-bank holding company. The firm is located in Bryn Mawr, Pennsylvania. | Chief Investment Officer | 31/12/1991 |
| CoreStates Bank, NA (Philadelphia, Pennsylvania) | Corporate Officer/Principal | 31/12/1987 |
Training of Jere Edward Estes
| Drexel University | Masters Business Admin |
| Gettysburg College | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 6 |
|---|---|
Dividend Assets Capital LLC
Dividend Assets Capital LLC Investment ManagersFinance Dividend Assets Capital LLC (DAC) is a registered investment advisor headquartered in Ridgeland, South Carolina. Formerly known as Dividend Growth Advisors LLC, the firm was founded by C. Troy Shaver, Jr. in 2003 and is a subsidiary of Dividend Assets Capital Holdings, Inc. DAC provides portfolio management services to individuals and families that seeks customized portfolios to meet their wealth management needs such as retirement planning, legacy planning and philanthropic initiatives. | Finance |
| CoreStates Bank, NA (Philadelphia, Pennsylvania) | Finance |
| Hopper Soliday & Co., Inc. | Finance |
The Bryn Mawr Trust Co.
The Bryn Mawr Trust Co. Investment ManagersFinance Founded in 1889, The Bryn Mawr Trust Co. is a wholly-owned subsidiary of the Bryn Mawr Bank Corp. (NASDAQ: BMTC), a publicly-held, one-bank holding company. The firm is located in Bryn Mawr, Pennsylvania. | Finance |
John Hancock Funds, Inc.
John Hancock Funds, Inc. Investment Banks/BrokersFinance Part of Manulife Financial Corp., John Hancock Funds, Inc. provides investment services. The company is based in Lansdowne, PA. Andrew Grant Arnott has been the CEO of the company since 2012. | Finance |
| United States Navy (District of Columbia) | Government |
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