John Mowrey
Chief Investment Officer at NFJ Investment Group LLC
Profile
Mr. John R.
Mowrey, CFA MBA, is an Executive Managing Director, Chief Investment Officer, Senior Portfolio Manager & Analyst at NFJ Investment Group LLC.
He began his career in the investment industry in 2007.
He serves as co-lead portfolio manager for the NFJ Mid Cap Value, NFJ Small Cap Value, NFJ Emerging Markets Value, and NFJ Infrastructure Income strategies.
He earned a B.A.
in political science from Rhodes College and an M.B.A.
from Southern Methodist University.
He is a Chartered Financial Analyst® (CFA®) charterholder.
John Mowrey active positions
Companies | Position | Start |
---|---|---|
NFJ Investment Group LLC
NFJ Investment Group LLC Investment ManagersFinance NFJ Investment Group LLC (NFJ) is a registered investment advisor headquartered in Dallas, Texas. The firm was founded in 2020 and is a wholly-owned subsidiary of Virtus Partners, Inc., which is wholly-owned by Virtus Investment Partners, Inc. (NASDAQ: VRTS). NFJ provides discretionary and non-discretionary investment management or sub-advisory services to institutional clients and non-institutional clients principally through separate accounts, wrap fee programs and a variety of commingled funds and SEC registered closed-end investment companies. | Chief Investment Officer | 2021-01-31 |
Former positions of John Mowrey
Companies | Position | End |
---|---|---|
Allianz Global Investors U.S. LLC
Allianz Global Investors U.S. LLC Investment ManagersFinance Allianz Global Investors U.S. LLC (AllianzGI US) is an investment advisory firm headquartered in New York City. The firm was founded in 2001 as Allianz Global Investors Capital LLC. In 2022, Voya Investment Management Co. LLC, which is ultimately owned by Voya Financial, Inc. (NYSE: VOYA), acquired the firm from Allianz SE (ETR: ALV). AllianzGI US provides portfolio management services to a variety of individual and institutional clients as well as certain Wrap Fee Programs. | Head-Equity Investments | 2021-01-31 |
NFJ Investment Group LLC /Old/
NFJ Investment Group LLC /Old/ Investment ManagersFinance Founded in 1989, NFJ Investment Group LLC is a registered investment advisor located in Dallas, Texas. The firm is a wholly-owned subsidiary of Allianz Global Investors US LLC, a wholly-owned subsidiary of Allianz Global Investors US Holdings LLC. Their ultimate parent is Allianz SE (NYSE: AZ). NFJ Investment Group provides investment management services across a broad range of primarily equity assets including domestic and non-US securities. The firm provides discretionary and non-discretionary investment management or sub-advisory services to institutional clients and non-institutional clients principally through separate accounts and a variety of commingled funds. They also provide discretionary and non-discretionary investment advisory services for managed account/wrap-fee programs, | Head-Equity Investments | - |
Training of John Mowrey
Southern Methodist University | Masters Business Admin |
Rhodes College | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 3 |
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NFJ Investment Group LLC /Old/
NFJ Investment Group LLC /Old/ Investment ManagersFinance Founded in 1989, NFJ Investment Group LLC is a registered investment advisor located in Dallas, Texas. The firm is a wholly-owned subsidiary of Allianz Global Investors US LLC, a wholly-owned subsidiary of Allianz Global Investors US Holdings LLC. Their ultimate parent is Allianz SE (NYSE: AZ). NFJ Investment Group provides investment management services across a broad range of primarily equity assets including domestic and non-US securities. The firm provides discretionary and non-discretionary investment management or sub-advisory services to institutional clients and non-institutional clients principally through separate accounts and a variety of commingled funds. They also provide discretionary and non-discretionary investment advisory services for managed account/wrap-fee programs, | Finance |
Allianz Global Investors U.S. LLC
Allianz Global Investors U.S. LLC Investment ManagersFinance Allianz Global Investors U.S. LLC (AllianzGI US) is an investment advisory firm headquartered in New York City. The firm was founded in 2001 as Allianz Global Investors Capital LLC. In 2022, Voya Investment Management Co. LLC, which is ultimately owned by Voya Financial, Inc. (NYSE: VOYA), acquired the firm from Allianz SE (ETR: ALV). AllianzGI US provides portfolio management services to a variety of individual and institutional clients as well as certain Wrap Fee Programs. | Finance |
NFJ Investment Group LLC
NFJ Investment Group LLC Investment ManagersFinance NFJ Investment Group LLC (NFJ) is a registered investment advisor headquartered in Dallas, Texas. The firm was founded in 2020 and is a wholly-owned subsidiary of Virtus Partners, Inc., which is wholly-owned by Virtus Investment Partners, Inc. (NASDAQ: VRTS). NFJ provides discretionary and non-discretionary investment management or sub-advisory services to institutional clients and non-institutional clients principally through separate accounts, wrap fee programs and a variety of commingled funds and SEC registered closed-end investment companies. | Finance |
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