Profil
Ms. Barbara J.
McKenna, CFA, is a Managing Principal & Portfolio Manager at Longfellow Investment Management Co. LLC.
She joined the firm in 2005 and also serves as the President.
She was previously employed as a Managing Director by State Street Research & Management Co., a Portfolio Manager by BayBank, NA (Boston, Massachusetts), and an Investment Assistant by Massachusetts Capital Resource Co. She also served on the board at Standish Ayer & Wood.
Ms. McKenna received her Bachelor of Science in Finance and a Master of Science degree both from Boston College.
Postes actifs de Barbara McKenna
| Sociétés | Poste | Début |
|---|---|---|
Longfellow Investment Management Co. LLC
Longfellow Investment Management Co. LLC Investment ManagersFinance Longfellow manages US fixed income, absolute return, alternative, US, international, and emerging market equity strategies that seek to deliver attractive long-term risk-adjusted returns over each market cycle. The firm combines top-down risk management with bottom-up security selection. | President | 01/01/2005 |
Anciens postes connus de Barbara McKenna
| Sociétés | Poste | Fin |
|---|---|---|
State Street Research & Management Co.
State Street Research & Management Co. Investment Banks/BrokersFinance SSR combines bottom-up stock selection with quantitative risk controls. The Asset Allocation committee formulates the asset allocation strategy based upon the relative attractiveness, variability and correlation between the equity and fixed income markets. The committee reviews a wide range of factors that include forecasts of corporate earnings, liquidity and an assessment of macroeconomic trends. The committee formally reviews allocation targets on a monthly basis. For active equity management they combine bottom-up stock selection based on comprehensive fundamental research with explicit sector weighting decisions and quantitative risk management. Teams manage portfolios. SSR believes that fixed income security prices respond to economic fundamentals in predictable but not perfectly efficient ways. They seek to identify opportunities created by these inefficiencies through fundamental research supported by quantitative risk controls. | Portfolio Manager-Fixed Income | 31/12/2005 |
Standish Mellon Asset Management Co. LLC
Standish Mellon Asset Management Co. LLC Investment ManagersFinance Standish Mellon Asset Management Co. is a dedicated fixed income manager that offers a wide range of cash, credit-based and specialty bond strategies. The firm is effectively split into three divisions: the Active Fixed Income Division, the Tax-Sensitive Fixed Income Division and the Stable Value Division. Standish’s Active Fixed Income investment process combines top-down, macroeconomic analysis with bottom-up research to identify attractive securities based on proprietary, fundamental research. Their top-down approach includes macroeconomic research to assess the overall risk environment, and determine broad portfolio themes, industry emphasis, and overall portfolio quality. Standish’s Tax-Sensitive Fixed Income approach has an objective of achieving a high after-tax return on an absolute and risk-adjusted basis versus the benchmark. Their investment process emphasizes the identification of undervalued sectors and securities in the municipal and taxable bond markets. Their focus is to capitalize on yield anomalies among municipal and taxable sectors, identify undervalued securities, and pinpoint relative value between particular bonds. Standish's Stable Value investment process is marked by four key characteristics: a risk-averse style; a disciplined, quantitative approach; a flexible model; and opportunistic management. The objective is preservation of principal and the delivery of stable returns over time. | Corporate Officer/Principal | 01/01/2001 |
BayBank, NA (Boston, Massachusetts)
BayBank, NA (Boston, Massachusetts) Major BanksFinance Operates as a nationally chartered commercial bank | Corporate Officer/Principal | 01/01/1996 |
Massachusetts Capital Resource Co.
Massachusetts Capital Resource Co. Investment ManagersFinance MCRC is invests in companies located in the United States with revenue of more than USD 5 Million. The firm targets companies operating across a broad range of sectors. It provides financing in the form of debt for mezzanine, long term debt, later, growth, acquisitions, buyouts and recapitalization capital requirements with investment size of USD 1 - 5 million and it also makes follow-on investments. | Corporate Officer/Principal | 01/01/1988 |
Formation de Barbara McKenna
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
BayBank, NA (Boston, Massachusetts)
BayBank, NA (Boston, Massachusetts) Major BanksFinance Operates as a nationally chartered commercial bank | Finance |
State Street Research & Management Co.
State Street Research & Management Co. Investment Banks/BrokersFinance SSR combines bottom-up stock selection with quantitative risk controls. The Asset Allocation committee formulates the asset allocation strategy based upon the relative attractiveness, variability and correlation between the equity and fixed income markets. The committee reviews a wide range of factors that include forecasts of corporate earnings, liquidity and an assessment of macroeconomic trends. The committee formally reviews allocation targets on a monthly basis. For active equity management they combine bottom-up stock selection based on comprehensive fundamental research with explicit sector weighting decisions and quantitative risk management. Teams manage portfolios. SSR believes that fixed income security prices respond to economic fundamentals in predictable but not perfectly efficient ways. They seek to identify opportunities created by these inefficiencies through fundamental research supported by quantitative risk controls. | Finance |
Massachusetts Capital Resource Co.
Massachusetts Capital Resource Co. Investment ManagersFinance MCRC is invests in companies located in the United States with revenue of more than USD 5 Million. The firm targets companies operating across a broad range of sectors. It provides financing in the form of debt for mezzanine, long term debt, later, growth, acquisitions, buyouts and recapitalization capital requirements with investment size of USD 1 - 5 million and it also makes follow-on investments. | Finance |
Standish Mellon Asset Management Co. LLC
Standish Mellon Asset Management Co. LLC Investment ManagersFinance Standish Mellon Asset Management Co. is a dedicated fixed income manager that offers a wide range of cash, credit-based and specialty bond strategies. The firm is effectively split into three divisions: the Active Fixed Income Division, the Tax-Sensitive Fixed Income Division and the Stable Value Division. Standish’s Active Fixed Income investment process combines top-down, macroeconomic analysis with bottom-up research to identify attractive securities based on proprietary, fundamental research. Their top-down approach includes macroeconomic research to assess the overall risk environment, and determine broad portfolio themes, industry emphasis, and overall portfolio quality. Standish’s Tax-Sensitive Fixed Income approach has an objective of achieving a high after-tax return on an absolute and risk-adjusted basis versus the benchmark. Their investment process emphasizes the identification of undervalued sectors and securities in the municipal and taxable bond markets. Their focus is to capitalize on yield anomalies among municipal and taxable sectors, identify undervalued securities, and pinpoint relative value between particular bonds. Standish's Stable Value investment process is marked by four key characteristics: a risk-averse style; a disciplined, quantitative approach; a flexible model; and opportunistic management. The objective is preservation of principal and the delivery of stable returns over time. | Finance |
Longfellow Investment Management Co. LLC
Longfellow Investment Management Co. LLC Investment ManagersFinance Longfellow manages US fixed income, absolute return, alternative, US, international, and emerging market equity strategies that seek to deliver attractive long-term risk-adjusted returns over each market cycle. The firm combines top-down risk management with bottom-up security selection. | Finance |
Boston College
Boston College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















