Company Overview of Ashfield Capital Partners, LLC
Ashfield Capital Partners, LLC is a privately owned investment manager. The firm primarily provides its services to wrap program clients. It also caters to individuals, including high net worth individuals, corporate retirement plans, pooled investment vehicles, public funds, multi-employer pension plans, charitable organizations, corporations, state or municipal government entities, endowments, foundations, and private investors. It manages separate client-focused equity and balanced portfolios. The firm also manages equity mutual funds for its clients. It invests in the public equity and fixed income markets across the globe. The firm primarily invests in growth stocks of large-cap compani...
750 Battery Street
San Francisco, CA 94111
Founded in 1973
Key Executives for Ashfield Capital Partners, LLC
Chief Financial Officer and Chief Operating Officer
Senior Advisor and Portfolio Manager
Director of Client Services
Compensation as of Fiscal Year 2012.
Ashfield Capital Partners, LLC Key Developments
Ashfield Capital Partners, LLC Appoints David G. Dillon as Senior Investment Analyst, Global Information Technology Sector
Sep 6 12
Ashfield Capital Partners, LLC announced that it has named David G. Dillon as senior investment analyst, Global Information Technology Sector. Mr. Dillon comes to Ashfield Capital as the firm continues to strengthen its research team, particularly in the technology sector. He arrives with over 15 years of experience conducting deep fundamental analysis on public companies, with a special focus on technology. The move is part of Ashfield Capital's commitment to expanding its actively managed, growth-focused investment capabilities for its institutional, SMA, mutual fund and individual investor clients. Prior to joining Ashfield, Mr. Dillon spent five years as a co-Portfolio Manager at HighMark Capital Management, where he was responsible for the firm's technology and telecommunications investments in the Large Cap Growth and Fundamental Equity strategies. Previously, he was a senior equity analyst at Wells Capital Management, responsible for the technology sector, and was a co-Portfolio Manager of the firm's Technology and Telecom Fund.
Ashfield Capital Partners, LLC Names Christine Chen as Senior Investment Analyst, Global Consumer
Mar 14 12
Ashfield Capital Partners, LLC announced that it has named Christine Chen as Senior Investment Analyst, Global Consumer. Ms. Chen comes to the company as the firm progresses in strengthening its actively managed, growth-focused investment capabilities for institutional, SMA, mutual fund and individual investor clients. Ms. Chen has nearly 10 years of experience as an analyst covering the retail and consumer sectors and 20 years in the financial services industry. Her expertise in bottom-up fundamental and top-down analysis will expand the company's ability to capture growth opportunities in U.S. and global large-cap retail stocks. Prior to joining the company, Ms. Chen spent five years at Needham & Company as a Principal and Senior Research Analyst. As the lead analyst on 14 major retailers, she developed investment ideas and led retail market research. Prior to that, Ms. Chen was a Senior Research Analyst at Pacific Growth Equities and a Research Analyst at Tiburon Research Group. Earlier in her career, Ms. Chen spent over 10 years in investment banking roles at Credit Suisse, Goldman Sachs and Morgan Stanley. She holds an MBA from The Wharton School of the University of Pennsylvania and a BA in Economics from the University of California, Berkeley.
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October 11, 2012