John A. Appleby
Chief Executive Officer at Rockwood Investment Counsel LLC
John A. Appleby active positions
| Companies | Position | Start | End |
|---|---|---|---|
Rockwood Investment Counsel LLC
 Rockwood Investment Counsel LLC Investment ManagersFinance Rockwood Investment Counsel LLC provides investment advisory services. The firm offers investment management, financial planning, equity research and trading and consulting services. The company was founded by John A. Appleby and is headquartered in La Jolla, CA. | Chief Executive Officer | - | - |
| Chief Investment Officer | - | - | |
| Founder | - | - |
Career history of John A. Appleby
Former positions of John A. Appleby
| Companies | Position | Start | End |
|---|---|---|---|
Forward Management LLC
 Forward Management LLC Investment ManagersFinance Founded in 1998 by Alan Reid, Forward Management LLC is a registered investment advisor located in San Francisco, California. The firm is a subsidiary of Salient Partners LP. | Portfolio Manager-Equities | 05/12/2007 | 31/12/2008 |
Dean Investment Associates LLC
 Dean Investment Associates LLC Investment ManagersFinance Dean Investment Associates LLC provides investment advisory services. The company was founded in 1972 and is headquartered in Beavercreek, OH. | Portfolio Manager-Equities | 01/01/2002 | 31/01/2007 |
Needelman Asset Management, Inc.
 Needelman Asset Management, Inc. Investment ManagersFinance Needelman Asset Management, Inc. (Needelman) is a wealth management firm and registered investment advisor headquartered in Ladera Ranch, California, founded by Chet Needelman in 2002. Needelman is a subsidiary of Spectrum Asset Management, Inc., an SEC-registered investment adviser, whose principal owner is Ryan L. Kelly. The firm provides investment management services to high net-worth individuals, pension and profit sharing plans, charitable organizations and corporations. | Portfolio Manager-Equities | - | - |
Training of John A. Appleby
| University of Southern California | Masters Business Admin |
Statistics
International
| United States | 6 |
Operational
| Portfolio Manager-Equities | 3 |
| Masters Business Admin | 1 |
| Undergraduate Degree | 1 |
Sectoral
| Finance | 5 |
| Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 4 |
|---|---|
Dean Investment Associates LLC
Dean Investment Associates LLC Investment ManagersFinance Dean Investment Associates LLC provides investment advisory services. The company was founded in 1972 and is headquartered in Beavercreek, OH. | Finance |
Needelman Asset Management, Inc.
Needelman Asset Management, Inc. Investment ManagersFinance Needelman Asset Management, Inc. (Needelman) is a wealth management firm and registered investment advisor headquartered in Ladera Ranch, California, founded by Chet Needelman in 2002. Needelman is a subsidiary of Spectrum Asset Management, Inc., an SEC-registered investment adviser, whose principal owner is Ryan L. Kelly. The firm provides investment management services to high net-worth individuals, pension and profit sharing plans, charitable organizations and corporations. | Finance |
Forward Management LLC
Forward Management LLC Investment ManagersFinance Founded in 1998 by Alan Reid, Forward Management LLC is a registered investment advisor located in San Francisco, California. The firm is a subsidiary of Salient Partners LP. | Finance |
Rockwood Investment Counsel LLC
Rockwood Investment Counsel LLC Investment ManagersFinance Rockwood Investment Counsel LLC provides investment advisory services. The firm offers investment management, financial planning, equity research and trading and consulting services. The company was founded by John A. Appleby and is headquartered in La Jolla, CA. | Finance |
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