Jeff Herold
Chief Executive Officer at J. Zechner Associates, Inc.
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 J. Zechner Associates, Inc. (JZA) is an independent mutual fund manager headquartered in Toronto, Ontario. The firm was founded by John D. Zechner in 1993. The firm investment management services to their institutional clients, mutual funds, as well as high-net worth individuals and families. | Chief Executive Officer | 2015-05-31 |
Former positions of Jeff Herold
| Companies | Position | End |
|---|---|---|
| Elliott & Page | Portfolio Manager-Fixed Income | 1996-12-30 |
| ROYAL BANK OF CANADA | Corporate Officer/Principal | 1988-12-30 |
Aetna Canada
 Aetna Canada Life/Health InsuranceFinance Part of Manulife Financial Corp., Aetna Canada is a Canadian company that provides life insurance. The company is based in Vancouver, Canada. Aetna Canada was acquired by Maritime Life Assurance Co. from Aetna, Inc. on October 01, 1999 for $298.53 million. | Corporate Officer/Principal | 1987-12-30 |
Training of Jeff Herold
| University of Toronto | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| ROYAL BANK OF CANADA | Finance |
| Private companies | 3 |
|---|---|
J. Zechner Associates, Inc.
J. Zechner Associates, Inc. Investment ManagersFinance J. Zechner Associates, Inc. (JZA) is an independent mutual fund manager headquartered in Toronto, Ontario. The firm was founded by John D. Zechner in 1993. The firm investment management services to their institutional clients, mutual funds, as well as high-net worth individuals and families. | Finance |
Aetna Canada
Aetna Canada Life/Health InsuranceFinance Part of Manulife Financial Corp., Aetna Canada is a Canadian company that provides life insurance. The company is based in Vancouver, Canada. Aetna Canada was acquired by Maritime Life Assurance Co. from Aetna, Inc. on October 01, 1999 for $298.53 million. | Finance |
| Elliott & Page | Finance |
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