Maurice G. Perry
Analyst-Equity at Ascension Investment Management LLC
Profile
Mr. Maurice G.
Perry, CFA MBA, is a Managing Director of Investments at Ascension Investment Management LLC.
As a part of AIMs senior investment team, he supervises research, sourcing, due diligence, and monitoring for AIM’s investment strategies.
He has over 28 years of investment industry experience, with a focus on public equity and fixed income strategies.
Prior to joining Ascension Investment Management in 2014, Mr. Perry was Managing Director for UNC Management Co. in Chapel Hill, North Carolina, where he oversaw the public investments portfolio at the $4 billion endowment.
Prior to joining UNC Management Co. in 2005, Mr. Perry was Director of Investments for the John S.
and James L.
Knight Foundation in Miami, Florida, a private foundation with $2 billion in assets under management.
Mr. Perry was also Senior Analyst from 1999 to 2001 at Ronald Blue & Co., a registered investment advisor in Atlanta, Georgia that manages $4 billion for individual and institutional clients.
Mr. Perry received a Bachelor Administration from the University of Florida and holds an MBA from the Kellogg School of Management at Northwestern University.
Maurice G. Perry active positions
Companies | Position | Start |
---|---|---|
Ascension Investment Management LLC
Ascension Investment Management LLC Investment ManagersFinance Ascension Investment Management LLC (AIM) is a SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was founded in 2011 as Catholic Healthcare Investment Management Company (CHIMCO), a non-profit corporation, using Ascension Investment Management as its primary business name. In order to effectuate a change in their form of organization, substantially all of the assets and liabilities of CHIMCO were transferred to AIM. The firm is a wholly-owned subsidiary of Ascension Capital LLC, which is wholly owned by Ascension Health Alliance, a non-profit corporation organized for charitable, religious, educational and scientific purposes. AIM provides investment advice and consulting to institutional investors through a commingled investment vehicle as well as through the use of separate accounts. | Analyst-Equity | 2013-12-31 |
Former positions of Maurice G. Perry
Companies | Position | End |
---|---|---|
John S. & James L. Knight Foundation
John S. & James L. Knight Foundation Investment Trusts/Mutual FundsMiscellaneous John S. & James L. Knight Foundation (Knight Foundation) is a private non-profit foundation headquartered in Miami, Florida. Knight Foundation was founded in 1950 to promote excellence in journalism and the success of the communities in which they worked. The Foundation is independent of the Knight brothers' newspaper enterprises. | Head-Equity Investments | 2005-02-28 |
Training of Maurice G. Perry
University of Florida | Undergraduate Degree |
Kellogg School of Management | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 2 |
---|---|
John S. & James L. Knight Foundation
John S. & James L. Knight Foundation Investment Trusts/Mutual FundsMiscellaneous John S. & James L. Knight Foundation (Knight Foundation) is a private non-profit foundation headquartered in Miami, Florida. Knight Foundation was founded in 1950 to promote excellence in journalism and the success of the communities in which they worked. The Foundation is independent of the Knight brothers' newspaper enterprises. | Miscellaneous |
Ascension Investment Management LLC
Ascension Investment Management LLC Investment ManagersFinance Ascension Investment Management LLC (AIM) is a SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was founded in 2011 as Catholic Healthcare Investment Management Company (CHIMCO), a non-profit corporation, using Ascension Investment Management as its primary business name. In order to effectuate a change in their form of organization, substantially all of the assets and liabilities of CHIMCO were transferred to AIM. The firm is a wholly-owned subsidiary of Ascension Capital LLC, which is wholly owned by Ascension Health Alliance, a non-profit corporation organized for charitable, religious, educational and scientific purposes. AIM provides investment advice and consulting to institutional investors through a commingled investment vehicle as well as through the use of separate accounts. | Finance |
- Stock Market
- Insiders
- Maurice G. Perry