Jean Wopat Orr

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Finance

Consumer Services

Process Industries

Profile

Ms. Jean W.
Orr, CFA MBA, is a Director of Research at Fairpointe Capital LLC.
She is responsible for fundamental research of current portfolio companies and potential new investments.
Before joining the firm in 2012, she was a Senior Research Analyst with Nutmeg Securities, LLC.
Ms. Orr spent thirty years with major Wall Street firms including Smith Barney, Drexel Burnham and A. G.
Edwards and with boutique firms Labé, Simpson & Company and Bluestone Capital.
Prior to that, she managed equity investments as an Analyst and Portfolio Manager with Penmark Investments.
Ms. Orr received her Bachelor of Arts in Economics from the University of Illinois, an MBA in Finance from the University of Chicago and is a Chartered Financial Analyst.

Former positions of Jean Wopat Orr

Companies	Position	End
Fairpointe Capital LLC Fairpointe Capital LLC Investment ManagersFinance Fairpointe Capital manages equity portfolios for clients. Their Mid-Cap strategy employs a fundamental bottom-up, valuation-based process to select companies that they believe are inefficiently priced relative to their earnings growth outlook over the next three to five years. The firm’s ESG Equity strategy integrates structured ESG analysis with their bottom-up, fundamental valuation-based approach to investing. They seek companies that adhere to principled corporate governance practices, are environmentally accountable and socially responsible. Fairpointe Capital primarily invests in domestic equities and ADRs. If fixed income exposure is required by the client, the firm typically invests in bond funds.	Director of Research - Equity	2021-06-29
Nutmeg Securities LLC Nutmeg Securities LLC Investment Banks/BrokersFinance Provides brokerage services	Analyst-Equity	2010-07-13
Bluestone Capital Partners LP Bluestone Capital Partners LP Investment Banks/BrokersFinance Provides brokerage services	Analyst-Equity	2001-01-18
Nutmeg Securities LLC Nutmeg Securities LLC Investment Banks/BrokersFinance Provides brokerage services	Corporate Officer/Principal	1999-12-30
Penmark Investments, Inc.	Corporate Officer/Principal	-

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Linked companies

Private companies	9
A.G. Edwards & Sons, Inc. A.G. Edwards & Sons, Inc. Investment Banks/BrokersFinance Provides brokerage dealing services	Finance
Drexel Burnham Lambert, Inc. Drexel Burnham Lambert, Inc. Agricultural Commodities/MillingProcess Industries Manufactures chocolates and sugar candies.	Process Industries
Bluestone Capital Partners LP Bluestone Capital Partners LP Investment Banks/BrokersFinance Provides brokerage services	Finance
Nutmeg Securities LLC Nutmeg Securities LLC Investment Banks/BrokersFinance Provides brokerage services	Finance
The University of Chicago The University of Chicago Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
University of Illinois University of Illinois Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Smith Barney Harris Upham & Co., Inc. Smith Barney Harris Upham & Co., Inc. Investment Banks/BrokersFinance Provides securities brokerage services	Finance
Penmark Investments, Inc.
Fairpointe Capital LLC Fairpointe Capital LLC Investment ManagersFinance Fairpointe Capital manages equity portfolios for clients. Their Mid-Cap strategy employs a fundamental bottom-up, valuation-based process to select companies that they believe are inefficiently priced relative to their earnings growth outlook over the next three to five years. The firm’s ESG Equity strategy integrates structured ESG analysis with their bottom-up, fundamental valuation-based approach to investing. They seek companies that adhere to principled corporate governance practices, are environmentally accountable and socially responsible. Fairpointe Capital primarily invests in domestic equities and ADRs. If fixed income exposure is required by the client, the firm typically invests in bond funds.	Finance