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Jurika & Voyles

1999 Harrison Ste. 700
Oakland, California 94612
United States
 
Contact :      Ms. Kate Hughes
Phone :       (510) 446-1991
Fax :             (510) 874-4189
Email :         khughes@jurika.com
Web :           http://www.jurika.com

Jurika & Voyles Information

Type of organization :
Total Assets Managed ($Mil) : $1,038
Tax-Exempt Managed ($Mil) : $0
Taxable Assets Managed ($Mil) :
Year Founded : 1983
Wrap Programs Offered? : Yes
# of Accounts Managed : 231
In-House Research : %
Carries liability insurance? : No
Errors & Omission Insurance? : No
Socially Responsible? : No
Minority Owned? : No
Wrap Program Description  
In $ Thousands

Jurika & Voyles History

Jurika & Voyles is a wholly owned subsidiary of CDC Asset Management. CDC is the largest institutional asset management organization in France, and one of the largest global firms with approximately $300 billion under management. Jurika & Voyles was founded in 1983 by Bill Jurika and Glenn Voyles. In 1997, Nvest acquired the company. CDC IXIS Asset Management acquired Nvest in October 2000. This was a change at the holding company level only, and did not directly impact the operations of Jurika & Voyles. Jurika & Voyles is organized as a partnership, and acts independently of its parent company.

Assets by Client Category Professional Categories
Assets   # of Clients Amount ($Mil)  
Individuals/Trusts :
 
Limited Partnership :
 
Foundations :
ERISA :
Unions, Taft-Hartley :
Public :
Others :
Total # of Professional : Analysts :
Portfolio Managers : Traders :
Client Service : Operation :

Jurika & Voyles Personnel

Mr.  Guy Elliffe, CFA

Portfolio Manager
Tel : 510-273-8619
Email: gelliffe@jurika.com
Investment Experience: 20 years Guy Elliffe is a member of the Investment Committee and directs the research department at Jurika & Voyles. He is also the lead manager for the firm's Relative Value and Concentrated equity strategies. Before joining our firm, he worked at National Mutual Funds Management as Managing Director of Equities. Originally from New Zealand, Guy also worked at National Mutual Life Association as an Equities Manager. His education includes a Bachelor's degree in Mathematics at the University of Otago (New Zealand) and a Certificate of Finance and Investment at the Institute of Actuaries in London. He is also a CFA charterholder.

Mr.  Christopher Bittman, CIMA

President/CEO
Tel : 510-446-1984
Email: cbittman@jurika.com
Investment Experience: 13 years Chris Bittman is President & CEO of the firm. He was formerly an institutional portfolio manager and chief operating officer of Jurika & Voyles. Before joining the firm, he served as the Western Regional Manager for Merrill Lynch's Business Financial Services division. He is a nationally known speaker on investment management and consulting. Chris earned a Bachelor's degree in Journalism and Mass Communication from the University of Colorado at Boulder. He still serves his Alma Mater as a director of its Foundation and investment committee, and he is a past president of its Alumni Association. He has also earned a Certified Investment Management Analyst designation from the Wharton School of Business and the Investment Management Consultants Association.

Mr.  Jon Hickman

Portfolio Manager
Tel : 510-874-4337
Email: jhickman@jurika.com
Investment Experience: 20 years Jon Hickman co-manages the firm's small-cap strategy with Bill Jurika, and manages institutional small-cap relationships. Prior to joining the firm, Jon was a Senior Vice President and Managing Director for Wells Capital Management, where he was one of seven Managing Directors responsible for the strategic direction and operations for the firm. He was the team leader for the Aggressive Equity Group and was responsible for Wells Capital's small and mid cap growth strategies, accounting for $1.4 billion in institutional assets. While at Wells Capital/Wells Fargo he was the lead portfolio manager for the Stagecoach Strategic Growth and Small-Cap Funds. His education includes a Bachelor's in Chemistry with Zoology minor, and a Master's degree in Business Administration from Brigham Young University. He is a Level III candidate in the Chartered Financial Analyst Program.

Mr.  Eric Clark

Client Contact
Tel : 617-449-2628
Email: eclark@cdcixisadvisors.com
Eric Clark is responsible for directing the business development and investor services efforts for the retail channel in the Midwest region at Jurika & Voyles. Eric works directly with our retail brokerage partners on all sales & marketing, and educational training initiatives. Formerly a Regional Director at Jurika & Voyles, covering the West Coast, Eric has also spent time acting as a Research Liaison for the investor services group. Eric began his career with Merrill Lynch in the Washington, D.C. area. He earned a Bachelor’s degree from the University of Maryland at College Park. Eric enjoys volunteering for various, children-focused non-profit organizations. A health and fitness buff, Eric enjoys cross-country mountain biking, snowboarding, and weight training.

Ms.  Kate Hughes

Client Contact
Tel : (510) 446-1964
Email: khughes@jurika.com
Kate Hughes Walters is responsible for managing Institutional Consultants relationships nationally, for Jurika & Voyles. Before joining the firm, Kate spent the majority of her career in the Institutional Fixed Income business in New York City. Most recently she was Vice President of Institutional Fixed Income Sales at Credit Lyonnais Securities; she also had that role at Eastbridge Capital Inc. Kate earned her Bachelor’s degree in political science & Economics from Fordham University.

Mr.  Eric Hull, CFA

Researcher/Analyst
Tel : 510-446-1993
Email: ehull@jurika.com
Senior Vice President & Principal, Equity Research Investment Experience: 13 years Eric Hull is an equity analyst and has spent several years as a generalist in investment banking. He currently follows companies in a diverse group of industries, ranging from autos and chemicals to publishing, food processing, and medical devices. Most recently, he was a Vice President of Corporate Finance at Kemper Securities, Inc., where he specialized in structuring and marketing IPO's and secondary offerings for middle-market companies. From 1986-1990, Eric worked in the Merger & Acquisition Group at C.S. First Boston, where he executed over 25 acquisition, divestiture, takeover, defense, and corporate restructuring transactions. Eric began his career in 1984 in the Audit Division of Arthur Andersen & Co. He is a graduate of the Haas School of Business at the University of California at Berkeley, where he earned a Bachelor's degree, Magna Cum Laude. He is also a CFA charterholder.

Mr.  Nicholas Moore

Researcher/Analyst
Tel : 510-446-1995
Email: nmoore@jurika.com
Senior Vice President, Principal & Analyst, Equity Research Investment Experience: 14 years Nick Moore is a senior research analyst specializing in technology stocks, and co-manages our concentrated equity strategy. Prior to joining Jurika & Voyles, Nick worked at Orbitex Management, Inc., where he was a Vice President and Portfolio Manager of the Orbitex Growth Fund. He was formerly with the Franklin Templeton Group. At Franklin Templeton, Nick served as the Co-manager of the Franklin California Growth Fund and as Assistant Manager of the Franklin Small Cap Growth Fund. As Co-manager of the California Growth Fund, he had full responsibility for daily management activities. For the Small Cap Growth Fund, his activities were primarily directed toward stock selection. When Nick left the Franklin Templeton Group, the two funds had a combined total of $3.5 billion in assets under management. He earned a Bachelor's degree from Menlo College in California and is an avid outdoorsman.

Mr.  Ken Wemer, CFA

Researcher/Analyst
Tel : 510-874-4359
Email: kwemer@jurika.com
Vice President, Principal, Analyst, Equity Research Investment Experience: 7 years Ken Wemer is an equity research analyst, specializing in telecommunications and building/real estate related sectors. He is a graduate of the Haas School of Business at the University of California at Berkeley, where he earned a Master's degree in Business Administration. He previously earned a Bachelor's degree in Civil Engineering from the University of California at Berkeley and is a CFA charterholder. He is an avid skier and loves the outdoors.

Mr.  Curtis Overway, CFA

Portfolio Manager
Tel : 510-874-4356
Email: coverway@jurika.com
Vice President, Principal & Portfolio Manager Investment Experience: 6 years Curt Overway is a portfolio manager focusing on institutional and individual clients. Before joining our firm, he worked as a financial analyst in the Municipal and Corporate Financing group at USL Capital. Curt earned a Master's degree in Business Administration from the University of California at Berkeley, and a Bachelor's degree from the University of Michigan. He also served as an officer in the U.S. Navy. Curt is also a CFA charterholder.

Mr.  William L. Martin, CFA

Client Contact
Tel : 510-273-8729
Email: bmartin@jurika.com
Mr. Martin joined Jurika & Voyles in 2001. He focuses on marketing to the institutional and consultant community. He was previously employed at Prudential Securities as a Financial Advisor. He is a CFA charterholder.

Ms.  Jennifer Pinnick, CFA

Researcher/Analyst
Tel : 510-273-8714
Email: jpinnick@jurika.com
Jennifer Pinnick is a Senior Analyst of the firm with responsibility for equity research in the consumer and retail sectors. She joined the firm in August, 2002. Prior to joining Jurika & Voyles, Jennifer spent over six years at McCullough, Andrews & Cappiello as an equity analyst, covering the retail, consumer, and financial industries. She also worked at Bear Stearns and C. J. Lawrence (now part of Deutschebank), as an analyst covering the retail industry. Jennifer is a graduate of Fairfield University, where she earned a Bachelor of Arts, Cum Laude, in Economics. She also received a Master of Arts in Economics from Tufts University. She is CFA charterholder.

Mr.  Greg Welch

Client Contact
Tel : 510-874-4343
Email: gwelch@jurika.com
Greg Welch is a portfolio manager responsible for corporate, Taft-Hartley, foundation and private client portfolios. Before joining Jurika & Voyles, he served as Vice President at Prudential Securities where he was responsible for portfolio management of individual accounts and corporate retirement plans. Greg began his career with Merrill Lynch in 1977, working with retail and institutional clients. He earned a Bachelor's degree in Finance from California State University, Hayward. Course work includes graduate level studies in finance, investments, and taxation from Golden Gate University. He is active in local charitable organizations and is a former school board president.

Mr.  Ron Caldwell, CFP, CIMA

Client Contact
Tel : 214-564-1587
Email: rcaldwell@cdcixisadvisors.com
Ron Caldwell is the Regional Director for the Southeast region. He is responsible for directing the business development and investor services efforts for the retail channel in that area. Ron works directly with our retail brokerage partners on all sales & marketing, and educational training initiatives. Formerly a Vice President at Morgan Stanley, Ron has extensive experience in planning and executing sales and marketing campaigns in the financial industry. Prior to his time at Morgan Stanley, Ron has worked for Lord Abbett, John Nuveen, and Charles Schwab. He received his Bachelor of Arts from the University of Texas, Austin, and a Masters of Liberal Arts from Southern Methodist University. Ron holds securities licenses 6, 7, 63, and 65 from the NASD, as well as CFP, CIMA, ChFC, and CLU designations.

Jurika & Voyles Product Name

Report Created: September,26 2020.  Copyright Money Manager Review , All rights Reserved.
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