![Carolyn Sue Miller](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Carolyn Sue Miller
Plus aucun poste en cours
Profil
Ms. Carolyn S.
Miller, CFA, is a Principal at Marshfield Associates, Inc. She joined Marshfield in 1994 and became a principal in 1996.
She handles institutional and individual portfolio management, municipal bond trading, business planning and client relations.
From 1987 to 1993, she was a founding partner with Bainco International Investors in Boston.
From 1983 to 1987, she was a private client liaison with Donaldson, Lufkin and Jenrette in Boston.
Carolyn is vice president of the Washington Animal Rescue League and chairs the Finance and Budget Committees of its Board of Directors.
Ms. Miller received her undergraduate degree from Tufts University in 1983.
Anciens postes connus de Carolyn Sue Miller
| Sociétés | Poste | Fin |
|---|---|---|
Bainco International Investors LLC
 Bainco International Investors LLC Investment ManagersFinance Bainco manages client portfolios in a tax sensitive manner, considering such issues as state of residence, AMT status, effective tax rate, loss carry-forwards, current year gains/losses, and charitable giving, to name just a few. The firm’s approach to asset allocation encompasses complementary components including strategic long-term asset allocation and tactical asset allocation. Their investment philosophy regards asset allocation and asset class diversification as the most important drivers in a portfolio's return/risk profile. A combination of value and growth and opportunistic investments are combined in a manner designed to increase returns and decrease risk. | Fondateur | 31/12/1993 |
Donaldson, Lufkin & Jenrette Securities Corp.
 Donaldson, Lufkin & Jenrette Securities Corp. Investment Banks/BrokersFinance Provides investment banking and brokerage services | Corporate Officer/Principal | 31/12/1986 |
Washington Humane Society
 Washington Humane Society Miscellaneous Commercial ServicesCommercial Services Provides animal welfare | Corporate Officer/Principal | - |
Formation de Carolyn Sue Miller
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
90
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Bainco International Investors LLC
Bainco International Investors LLC Investment ManagersFinance Bainco manages client portfolios in a tax sensitive manner, considering such issues as state of residence, AMT status, effective tax rate, loss carry-forwards, current year gains/losses, and charitable giving, to name just a few. The firm’s approach to asset allocation encompasses complementary components including strategic long-term asset allocation and tactical asset allocation. Their investment philosophy regards asset allocation and asset class diversification as the most important drivers in a portfolio's return/risk profile. A combination of value and growth and opportunistic investments are combined in a manner designed to increase returns and decrease risk. | Finance |
Donaldson, Lufkin & Jenrette Securities Corp.
Donaldson, Lufkin & Jenrette Securities Corp. Investment Banks/BrokersFinance Provides investment banking and brokerage services | Finance |
Tufts University
 Tufts University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Washington Humane Society
Washington Humane Society Miscellaneous Commercial ServicesCommercial Services Provides animal welfare | Commercial Services |
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