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Avery Sheffield — Investment Professional · Rockefeller Capital Management · New York, New York, United States.
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About
Avery is currently a Senior Portfolio Manager at Rockefeller Capital Management. She was most recently Portfolio Manager, MSD VantageWay, L.P. at MSD Capital, L.P.. Previously, she was the Portfolio Manager of the 30th St. Fund, a fundamental value long/short equity fund, and a Senior Equity Analyst on the Classic Large Cap Value team, at Brandywine Global Investment Management. Formerly, Avery was a member of the #1 ranked Hardlines Retail equity research team at Sanford Bernstein for three years after graduating from Wharton with her MBA as a Palmer Scholar. Before business school, Avery primarily worked in the wireless industry in Silicon Valley and gained valuable experience evaluating management teams as a Principal with Hodge Partners where she carried out executive searches for consumer, home mortgage, and financial services firms.
Outside of work, Avery has held several leadership positions in the community. Avery served on the Board of Trustees of Cate School in Carpinteria, CA, as a volunteer coordinator for the Full Circle Fund Education Circle, as a member of the World Affairs Council Young Professional International Forum Steering Committee, and as head of the Pomona College Bay Area Young Alumni organization. Avery graduated from Pomona College Summa Cum Laude with a degree in Neuroscience and from Wharton, where she received her MBA as a Palmer Scholar.
Specialties: Portfolio Management, Investment Analysis, Equity Research
Experience
Co-Founder, CIO, and Senior Portfolio Manager of VantageRock at Rockefeller Capital ManagementCurrent
Rockefeller Capital Management · New York, New York
Feb 2020 – Present
Portfolio Manager, MSD VantageWay, L.P.
DFO Management, LLC · New York, NY
Jan 2019 – Dec 2019
Education
Skills
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