Trey Sheain
Profile
Prior to joining IFS in October 2008, Mr. Sheain worked at T.
Rowe Price in Baltimore as a Financial Institution Services Representative.
Prior to that role, he was an intern on the Portfolio Analysis team at T.
Rowe Price.
He also interned at Ferris, Baker Watts on the institutional bond desk in Baltimore.
Mr. Sheain graduated from the University of North Carolina at Chapel Hill with a B.S.
in Economics and Management.
He is currently enrolled at Johns Hopkins University, where he is earning an MBA with a concentration in Finance.
He is a CFA Level I Candidate for June 2009, and has earned his Series 6 and Series 63 licenses.
Former positions of Trey Sheain
Companies | Position | End |
---|---|---|
T. ROWE PRICE GROUP INC. | Corporate Officer/Principal | - |
Independent Fiduciary Services, Inc.
Independent Fiduciary Services, Inc. Investment ManagersFinance Founded in 1996 by Frank Lilly and Samuel 'Skip' Halpern, Independent Fiduciary Services Inc. is a registered investment advisor headquartered in Washington, DC. The firm provides investment advisory services to institutional investors including ERISA employee benefit plans (including corporate and Taft-Hartley pension, 401k and welfare funds), public pension funds, foundations, endowments, and non-profit organizations and charitable organizations | Analyst-Equity | - |
Training of Trey Sheain
The University of North Carolina at Charlotte | Undergraduate Degree |
Experiences
Positions held
Linked companies
Listed companies | 1 |
---|---|
T. ROWE PRICE GROUP INC. | Finance |
Private companies | 1 |
---|---|
Independent Fiduciary Services, Inc.
Independent Fiduciary Services, Inc. Investment ManagersFinance Founded in 1996 by Frank Lilly and Samuel 'Skip' Halpern, Independent Fiduciary Services Inc. is a registered investment advisor headquartered in Washington, DC. The firm provides investment advisory services to institutional investors including ERISA employee benefit plans (including corporate and Taft-Hartley pension, 401k and welfare funds), public pension funds, foundations, endowments, and non-profit organizations and charitable organizations | Finance |
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