Our Executive Team
Sheila P. Pettee, CFA
Sheila Pettee, President, formed Pettee Investors, Inc. in January, 1989. From December 1986 to December 1988, she was a Vice President and Portfolio manager at Peter Ehrlich Associates Inc., an independent investment advisory firm in Bedford, New York. She was responsible for managing both individual and institutional accounts. From late 1984 to late 1986, Sheila was employed at Carret and Company Inc., an independent investment advisory firm in New York City. She was a Vice President, again responsible for the management of various portfolios. In 1983, Sheila moved to the Retirement System for Savings Institutions and co- managed the internal equity portion of the System's $450 million in total assets. From 1979 to 1983 she was employed at Standard & Poor's Corporation in New York City as a securities analyst.
Sheila Pettee graduated from Rollins College with a B.A. in Business Administration. She is a CFA Charterholder (Chartered Financial Analyst) and a member of the New York Society of Security Analysts.
Alex R. Pettee, CFA
Alex Pettee is President and Head of ETFs for Hoya Capital Real Estate, a subsidiary of Pettee Investors. Alex is also an investment advisor for Pettee Investors. A passionate Georgetown University Hoya through and through, Alex Pettee founded Hoya Capital Real Estate, a Connecticut-based registered investment advisor that is working to make real estate investing more accessible to the masses. Originally conceived as part of a Capstone master's thesis at Georgetown, Hoya Capital Real Estate advises ETFs and individual accounts by investing in portfolios of publicly traded commercial and residential real estate companies.
A dual-degree holder and two-sport athlete at Georgetown, Alex played baseball and track for the Hoyas and studied Finance and Real Estate.
Tim Pettee
Chief Investment Officer of Pettee Investors, Inc. Trustee, Victory Funds & Portfolios. Prior to joining Pettee Investors, Mr. Pettee was with SunAmerica Asset Management Corp. LLC from 2003 to 2021. He served as Chief Investment Officer from 2003 to 2014 and from 2018 to 2021. He was Lead portfolio manager of the firm’s rules-based portfolios from 2014 to 2021. He was a member of the Executive Committee, the Brokerage and Soft Dollar Committee, the Product committee and head of the Portfolio Policy Committee.
Prior to SunAmerica, Mr. Pettee served as Executive Vice President and Global Director of Research of Schroeders Investment Management NA, from 2001 to 2003; Senior Vice President and Director of Research for the U. S. Trust Company of New York, from 1998 to 2001; and Vice President and Portfolio Manager for Alliance Capital Management LLC from 1990 to 1998. Prior to Alliance Capital Mr. Pettee was a research analyst with various sell side firms from 1981 to 1990. Mr. Pettee is a 1980 graduate of Boston
University with a Bachelor of Arts degree in Economics.
