Jeff Herold

Chief Executive Officer at

J. Zechner Associates, Inc.

Finance

Consumer Services

Profile

Mr. Jeffrey S.
Herold, CFA, is a Chief Executive Officer & Lead Fixed Income Manager at J.
Zechner Associates, Inc. His responsibilities have included all fixed income portfolio management as well as asset mix strategy for balanced portfolios.
He has been managing institutional, pension and mutual fund investments since 1978.
Mr. Herold was previously employed as a Vice President by Elliott & Page, an Analyst by Royal Bank of Canada, and an Analyst by Aetna Canada.
He received his BComm degree from the University of Toronto.

Jeff Herold active positions

Companies	Position	Start
J. Zechner Associates, Inc. J. Zechner Associates, Inc. Investment ManagersFinance JZA is an active manager which aims to generate excellent returns for their clients over the years using a balanced investment strategy, in both up and down markets. The firm focuses on solid companies with realistic opportunities for significant growth and primarily buys larger capitalization securities. The firm utilizes top-down macroeconomic analysis, which spans government fiscal and monetary policies, foreign exchange, capital flows, investor psychology and projected asset class returns.	Chief Executive Officer	01/06/2015

All active positions of Jeff Herold

Former positions of Jeff Herold

Companies	Position	End
Elliott & Page Elliott & Page Investment ManagersFinance Provides invesment advice	Portfolio Manager-Fixed Income	31/12/1996
ROYAL BANK OF CANADA	Corporate Officer/Principal	31/12/1988
Aetna Canada Aetna Canada Life/Health InsuranceFinance Provides life insurance	Corporate Officer/Principal	31/12/1987

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Training of Jeff Herold

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Linked companies

Private companies	5
Royal Bank of Canada Royal Bank of Canada Major BanksFinance Operates as a national commercial bank	Finance
Elliott & Page Elliott & Page Investment ManagersFinance Provides invesment advice	Finance
J. Zechner Associates, Inc. J. Zechner Associates, Inc. Investment ManagersFinance JZA is an active manager which aims to generate excellent returns for their clients over the years using a balanced investment strategy, in both up and down markets. The firm focuses on solid companies with realistic opportunities for significant growth and primarily buys larger capitalization securities. The firm utilizes top-down macroeconomic analysis, which spans government fiscal and monetary policies, foreign exchange, capital flows, investor psychology and projected asset class returns.	Finance
Aetna Canada Aetna Canada Life/Health InsuranceFinance Provides life insurance	Finance
University of Toronto University of Toronto Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services