John David Reese
Chief Executive Officer at Price Asset Management LLC
Profile
Mr. John D.
Reese is a Partner & Chief Executive Officer at Price Asset Management LLC.
Mr. Reese was an Executive Managing Director and Senior Vice-President of Wells Fargo Asset Management‘s Evergreen Investments division.
He was principally responsible for the European Credit Management Ltd.
(ECM) investment subsidiary business in North America subsequent to its acquisition by Wachovia Bank in 2007, and Wachovia’s acquisition by Wells Fargo in 2008.
At the time of Wachovia’s purchase of ECM, an institutional fixed income investment manager based in London, Mr. Reese was President of ECM Inc., the U.S.
subsidiary, and a partner and member of the Board of Directors of ECM.
Before leaving to join ECM, Mr. Reese was employed by Merrill Lynch for 20 years in a variety of capacities, including most recently as Managing Director in the Global Debt Markets division in New York, responsible for the Corporate, Insurance, and Pension Client Groups for North America; Head of Institutional Fixed Income Sales for Merrill’s Midwest Region in Chicago; and Head of Global Sales for BondBook LLC, a Goldman Sachs/Merrill Lynch jointly sponsored electronic trading platform.
Mr. Reese earned a B.A.
in Economics from Westminster College with continuing study focusing on behavioral finance, portfolio management strategies, and global macro at Harvard’s Kennedy School, University of Chicago’s Booth GSB, Wharton, and MIT.
He holds FINRA Series 3, 5, 7, 8, 24, and 63 licenses and is an NFA principal.
John David Reese active positions
Companies | Position | Start |
---|---|---|
Price Asset Management LLC
Price Asset Management LLC Investment ManagersFinance Part of Peak View Capital, LLC, Price Asset Management LLC provides investment advice. The company is based in Chicago, IL. John David Reese has been the CEO of the company since 2012. | Chief Executive Officer | 01/01/2012 |
Former positions of John David Reese
Companies | Position | End |
---|---|---|
Price Asset Management, Inc.
Price Asset Management, Inc. Investment ManagersFinance Price Asset Management, Inc. provides investment advice. The company is based in Chicago, IL and was founded in 1998. | Chief Executive Officer | 29/02/2016 |
Evergreen Investment Management Co., Inc.
Evergreen Investment Management Co., Inc. Investment ManagersFinance Founded in 1932, Evergreen Investment Management Co., Inc. is a registered investment advisor headquartered in Boston. The firm is a subsidiary of Wells Fargo & Co. (NYSE: WFC). Evergreen provides services to the institutional marketplace including retirement plans, endowments, foundations and provides specialty applications for insurance companies, government entities and corporations. They offer a broad range of domestic, international and emerging markets equity, fixed-income and alternative investment strategies. Their products include mutual funds, institutional portfolios, alternative investments and separately managed accounts. | Corporate Officer/Principal | - |
Merrill Lynch & Co., Inc. | Corporate Officer/Principal | - |
Training of John David Reese
Westminster College (Missouri) | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 4 |
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Price Asset Management, Inc.
Price Asset Management, Inc. Investment ManagersFinance Price Asset Management, Inc. provides investment advice. The company is based in Chicago, IL and was founded in 1998. | Finance |
Evergreen Investment Management Co., Inc.
Evergreen Investment Management Co., Inc. Investment ManagersFinance Founded in 1932, Evergreen Investment Management Co., Inc. is a registered investment advisor headquartered in Boston. The firm is a subsidiary of Wells Fargo & Co. (NYSE: WFC). Evergreen provides services to the institutional marketplace including retirement plans, endowments, foundations and provides specialty applications for insurance companies, government entities and corporations. They offer a broad range of domestic, international and emerging markets equity, fixed-income and alternative investment strategies. Their products include mutual funds, institutional portfolios, alternative investments and separately managed accounts. | Finance |
Merrill Lynch & Co., Inc. | Finance |
Price Asset Management LLC
Price Asset Management LLC Investment ManagersFinance Part of Peak View Capital, LLC, Price Asset Management LLC provides investment advice. The company is based in Chicago, IL. John David Reese has been the CEO of the company since 2012. | Finance |
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