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Profile
Jenna Whittaker worked as a Portfolio Manager at Parsec Financial Management, Inc. from 2019 to 2023.
She obtained an undergraduate degree from North Carolina State University.
Former positions of Jenna Whittaker
| Companies | Position | End |
|---|---|---|
Parsec Financial Management, Inc. (Old)
 Parsec Financial Management, Inc. (Old) Investment ManagersFinance Parsec Financial uses fundamental analysis in formulating their investment advice and/or managing client assets. The firm prefers to invest in companies that engage in shareholder-friendly activities, including a history of dividend payments and, when external growth opportunities are subpar, share buybacks. They take a long-term investment approach that focuses on diversification, client suitability, and tax efficiency. With regard to individual stock selection, Parsec Financial employs a bottom-up process that seeks to identify high-quality companies with market caps, trading at attractive or discounted valuations. | Portfolio Manager-Equities | 2023-03-31 |
Training of Jenna Whittaker
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
17
1st degree connections
2
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Parsec Financial Management, Inc. (Old)
Parsec Financial Management, Inc. (Old) Investment ManagersFinance Parsec Financial uses fundamental analysis in formulating their investment advice and/or managing client assets. The firm prefers to invest in companies that engage in shareholder-friendly activities, including a history of dividend payments and, when external growth opportunities are subpar, share buybacks. They take a long-term investment approach that focuses on diversification, client suitability, and tax efficiency. With regard to individual stock selection, Parsec Financial employs a bottom-up process that seeks to identify high-quality companies with market caps, trading at attractive or discounted valuations. | Finance |
North Carolina State University
 North Carolina State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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- Jenna Whittaker
