Roger Alan Sheffield

Portfolio Manager-Equities at CornerCap Investment Counsel, Inc.

Finance

Profile

Mr. Roger A.
Sheffield, CFA, is a Senior Vice President & Wealth Advisor at CornerCap Investment Counsel, Inc. He joined the CornerCap in 2017.
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Sheffield was previously employed as a Founder & Chief Investment Officer by Sheffield Investment Management, Inc. and an Analyst by Securities & Exchange Commission Historical Society.
In his prior firm during the past 35 years, his primary responsibilities included setting client investment objectives, determining client asset allocations, researching both equity and fixed income investments, managing portfolios and reporting and analyzing portfolio performance.

Roger Alan Sheffield active positions

Companies	Position	Start
CornerCap Investment Counsel, Inc. CornerCap Investment Counsel, Inc. Investment ManagersFinance CornerCap Investment Counsel, Inc. (CornerCap) is an independent registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Thomas Quinn and Gene Hoots in 1989. CornerCap provides guidance and tailored portfolio management services to high-net-worth individuals, group retirement plans, foundations, endowments, and other types of clients. The firm is also investment adviser to The CornerCap Group of Funds and to CornerCap Fundamentrics® Large Cap ETF.	Portfolio Manager-Equities	2017-09-30

All active positions of Roger Alan Sheffield

Former positions of Roger Alan Sheffield

Companies	Position	End
Sheffield Investment Management, Inc. Sheffield Investment Management, Inc. Investment ManagersFinance Founded in 1979, Sheffield Investment Management, Inc. is an independent registered investment advisor located in Atlanta, Georgia. They manage accounts for families, trusts, qualified retirement plans and endowments	Founder	2017-09-30
Securities & Exchange Commission Historical Society	Corporate Officer/Principal	-

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Private companies	3
CornerCap Investment Counsel, Inc. CornerCap Investment Counsel, Inc. Investment ManagersFinance CornerCap Investment Counsel, Inc. (CornerCap) is an independent registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Thomas Quinn and Gene Hoots in 1989. CornerCap provides guidance and tailored portfolio management services to high-net-worth individuals, group retirement plans, foundations, endowments, and other types of clients. The firm is also investment adviser to The CornerCap Group of Funds and to CornerCap Fundamentrics® Large Cap ETF.	Finance
Sheffield Investment Management, Inc. Sheffield Investment Management, Inc. Investment ManagersFinance Founded in 1979, Sheffield Investment Management, Inc. is an independent registered investment advisor located in Atlanta, Georgia. They manage accounts for families, trusts, qualified retirement plans and endowments	Finance
Securities & Exchange Commission Historical Society

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