John Roberson Pearce
Portfolio Manager-Equities at Van Hulzen Asset Management LLC
Profile
John Roberson Pearce is currently a Managing Director at Van Hulzen Asset Management LLC since 2008.
Prior to this, he worked as a Director at Credit Suisse Securities (USA) LLC (Broker) from 2002 to 2007.
He also worked as a Portfolio Consultant at Holt Value Associates LP from 1999 to 2001 and as a Principal at Arthur Andersen & Co. from 1997 to 2000.
Additionally, he was a Managing Director at GoalPath Financial Planning.
Mr. Pearce received his undergraduate degree from the University of Virginia in 1994 and his graduate degree from the College of Charleston.
John Roberson Pearce active positions
| Companies | Position | Start |
|---|---|---|
Van Hulzen Asset Management LLC
 Van Hulzen Asset Management LLC Investment ManagersFinance Van Hulzen Asset Management LLC, dba Van Hulzen Financial Advisors (Van Hulzen), is an independent, SEC-registered investment advisor and wealth management firm headquartered in El Dorado Hills, California. The firm was founded by Craig D. Van Hulzen in 1998. Van Hulzen provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, private investment vehicles and corporations on a discretionary and non-discretionary basis. | Portfolio Manager-Equities | 2008-01-31 |
Former positions of John Roberson Pearce
| Companies | Position | End |
|---|---|---|
Credit Suisse Securities (USA) LLC (Broker)
 Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Corporate Officer/Principal | 2007-12-30 |
| Holt Value Associates LP | Corporate Officer/Principal | 2001-12-30 |
| Arthur Andersen & Co. /Tax Unit/ | Corporate Officer/Principal | 2000-12-30 |
GoalPath Financial Planning
 GoalPath Financial Planning Investment ManagersFinance GoalPath Financial Planning is a registered investment advisor located in Los Altos Hills, California | Investment Committee Member | 2011-04-07 |
Training of John Roberson Pearce
| University of Virginia | Undergraduate Degree |
| College of Charleston | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
GoalPath Financial Planning
GoalPath Financial Planning Investment ManagersFinance GoalPath Financial Planning is a registered investment advisor located in Los Altos Hills, California | Finance |
Van Hulzen Asset Management LLC
Van Hulzen Asset Management LLC Investment ManagersFinance Van Hulzen Asset Management LLC, dba Van Hulzen Financial Advisors (Van Hulzen), is an independent, SEC-registered investment advisor and wealth management firm headquartered in El Dorado Hills, California. The firm was founded by Craig D. Van Hulzen in 1998. Van Hulzen provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, private investment vehicles and corporations on a discretionary and non-discretionary basis. | Finance |
| Arthur Andersen & Co. /Tax Unit/ | Commercial Services |
| Holt Value Associates LP | Finance |
Credit Suisse Securities (USA) LLC (Broker)
Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Finance |
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