Sheila Pettee, CFA
CEO & Chief Compliance Officer
In addition to being Hoya Capital Real Estate’s CEO & Chief Compliance Officer, Sheila Pettee is also President of Pettee Investors, an independent, privately-held Connecticut corporation that has been an SEC-registered investment adviser since 1989.
Based in Rowayton, Connecticut, Pettee Investors has developed a strong and consistent record of helping clients build, preserve, and manage wealth since its founding. The firm manages more than $200m in separately managed accounts.
Sheila 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.
Pettee Investors is the parent firm of Hoya Capital. It manages clients' total asset portfolios, including stocks, bonds, and real estate, and provides wealth management services based on each client's personalized investment goals.
At Hoya Capital Real Estate, a Connecticut-based registered investment advisor working to make real estate investing more accessible to all investors, Sheila serves as CEO & Chief Compliance Officer.
In April 2023, Hoya Capital rang the NYSE Closing Bell to commemorate the listing of the Hoya Capital High Dividend Yield ETF (RIET) and the four-year anniversary of the Hoya Capital Housing ETF (HOMZ). Alex Pettee, President, and Sheila Pettee, CEO, were joined by Jon Herrick, Head of Markets at the NYSE, to close the U.S. trading day.
Background
- Also
- President, Pettee Investors, based in Rowayton, Connecticut (SEC-registered investment adviser since 1989; more than $200m in separately managed accounts)
- Education
- Rollins College, B.A. in Business Administration
- Credentials
- CFA Charterholder; member of the New York Society of Security Analysts
Areas of focus
- Firm leadership
- Compliance
- Wealth management
- Separately managed accounts