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Sheila Peck Pettee, Cfa profile image

Sheila Peck Pettee, Cfa

President at Pettee Investors, Inc.
Intro Book
Seasoned investment professional with 35+ years of experience in strategic planning, investments, and portfolio management.
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Location
New York City Metropolitan Area, US
Languages
  • English Native or bilingual proficiency
Skills
  • Strategic Planning
  • Investments
  • Marketing
  • Public Speaking
  • Management
  • Show all
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Bio

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Sheila Peck Pettee, CFA, is a seasoned investment professional with over 35 years of experience in strategic planning, investments, marketing, and portfolio management. She has held senior roles at various organizations, including Pettee Investors, Inc., Hoya Capital Real Estate, and Carret and Company, Inc. She holds a Bachelor of Arts degree from Rollins College and is a Chartered Financial Analyst (CFA).

Experience

  • Pettee Investors, Inc.
    • Rowayton, CT
    • President
      • 1989 - Present
      • Rowayton, CT

      President and founder, Pettee Investors, Inc., an independent, SEC registered investment advisor focusing on long-term investment management for high net worth and institutional clients. Responsible for:. All investment decisions . Customizing separately managed diversified portfolios.. Asset Management. Long-Term Investment Strategies. Securities analyst . CFA

  • Hoya Capital Real Estate
    • Greater New York City Area
    • CEO & CCO
      • Aug 2018 - Present
      • Greater New York City Area

      Chief Executive Officer & Chief Compliance Officer at Hoya Capital Real Estate, a Connecticut-based registered investment advisor.

  • Peter Ehrlich Associates, Inc.
    • Bedford, NY
    • Vice President and Portfolio Manager
      • Dec 1986 - Dec 1988
      • Bedford, NY

      . Managed individual and institutional accounts

  • Carret and Company, Inc.
    • New York, NY
    • Vice President
      • 1984 - 1986
      • New York, NY

      . Portfolio Management

  • Retirement Systems for Savings Institutions
    • Co-Manager
      • Jan 1983 - Dec 1983

      . Co-managed internal equities

  • Standard & Poor's
    • Greater New York City Area
    • Securities Analyst
      • Jan 1979 - Dec 1983
      • Greater New York City Area

      Securities Analyst

Education

  • 1975 - 1979
    Rollins College
    Bachelor of Arts (B.A.), Business Administration
  • 1971 - 1975
    University Liggett School

Suggested Services

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Industry Focus. “Investment Banking”

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