![Darcy G. Bhatia](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>)
Profil
Ms. Darcy G.
Bhatia, CFA, is Co-Founder at Highmount Capital LLC since 2002.
Prior to that, Ms. Bhatia was a Portfolio Manager and Managing Director at Trainer Wortham & Co. in New York.
As a member of Trainer Wortham's Family Wealth Management Team, she designed strategic investment and asset allocation plans and managed assets and liabilities for families.
Additionally, she coordinated accounting services, estate and tax planning, real estate reviews and property and personal liability exposures.
Prior to moving to New York, Ms. Bhatia was Vice President and Portfolio Manager at The Pacific Bank in San Francisco, where she was instrumental in building the Investment Management Division of the bank.
Ms. Bhatia holds the Chartered Financial Analyst designation and is a Certified Financial Planner.
She is a member of New York Securities Analyst, where she serves as an active member of the Private Wealth Management Committee.
Additionally, she holds memberships with the CFA Institute, Financial Women's Association, Women Presidents Organization and Financial Planning Association , and is a board member of Kids In Distressed Situations.
Ms. Bhatia received her undergraduate degree from Tulane University in New Orleans, Louisiana and her MBA from Thunderbird, The Garvin School of International Management in Glendale, Arizona.
Anciens postes connus de Darcy G. Bhatia
| Sociétés | Poste | Fin |
|---|---|---|
Highmount Capital LLC
 Highmount Capital LLC Investment ManagersFinance Highmount Capital employs a hybrid investment strategy to leverage both their own expertise and that of others. Internally, Highmount actively manages US large-cap core equities, global large-cap equities, as well as US and non-dollar fixed-income portfolios. In addition, the firm may recommend and allocate assets to top-tier third party advisors (TPA) across a broad spectrum of asset classes, including, but not limited to, US and global micro, small-, mid- and large-cap stocks, hedge funds, and private equity, and in certain cases they have the discretion to hire and fire TPAs and/or reallocate assets amongst TPAs on a discretionary basis. Depending upon the size of each account, Highmount Capital accesses these managers through separate accounts, pooled partnerships, mutual funds, and ETFs. In providing investment management services, the firm may utilize recommendations based on model portfolios developed by advisors which they have engaged. | Fondateur | 30/04/2011 |
Pacific Bank, NA (San Francisco, California)
 Pacific Bank, NA (San Francisco, California) Major BanksFinance National commercial bank | Corporate Officer/Principal | - |
Trainer Wortham & Co., Inc.
 Trainer Wortham & Co., Inc. Investment ManagersFinance TWC believes the long-term ownership of well-managed growth companies produces superior investment results. It is their belief that a diversified portfolio of growth companies, as well as high quality bonds when appropriate, will provide above average returns over the long term. They seek industry leaders with superior management teams, solid financials and unique competitive advantages. Their diversified growth equity investment strategy employs a disciplined, growth-oriented approach utilizing bottom-up fundamental analysis. Portfolios are comprised of high quality, mid- to large-cap companies with consistent, above-average earnings growth rates and reasonable valuations. TWC seeks companies that are well-managed, financially sound industry leaders with proven track records. They believe that a diversified portfolio of traditional, accelerating and emerging growth companies will provide above-average returns over a full market cycle. TWC's fixed-income strategy involves actively managing portfolios to produce conservative risk-adjusted returns. Their focus is to purchase high quality securities with an emphasis on intermediate maturities. All changes to a portfolio are made on a gradual basis and annual portfolio turnover is low. Separate approaches are developed for taxable and tax-exempt investors. The firm's balanced growth strategy involves a customized blend of their diversified growth equity strategy with their total return fixed-income strategy. These customized portfolios are designed to benefit from market advances while providing protection during market declines and corrections. In addition, the portfolio maintains a predictable flow of current income. | Gestionnaire de Portefeuille-Actions | - |
Kids In Distressed Situations, Inc.
 Kids In Distressed Situations, Inc. Services to the Health IndustryHealth Services Provides children with new clothing, toys, basic necessities, juvenile products and books | Directeur/Membre du Conseil | - |
Formation de Darcy G. Bhatia
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
22
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Trainer Wortham & Co., Inc.
Trainer Wortham & Co., Inc. Investment ManagersFinance TWC believes the long-term ownership of well-managed growth companies produces superior investment results. It is their belief that a diversified portfolio of growth companies, as well as high quality bonds when appropriate, will provide above average returns over the long term. They seek industry leaders with superior management teams, solid financials and unique competitive advantages. Their diversified growth equity investment strategy employs a disciplined, growth-oriented approach utilizing bottom-up fundamental analysis. Portfolios are comprised of high quality, mid- to large-cap companies with consistent, above-average earnings growth rates and reasonable valuations. TWC seeks companies that are well-managed, financially sound industry leaders with proven track records. They believe that a diversified portfolio of traditional, accelerating and emerging growth companies will provide above-average returns over a full market cycle. TWC's fixed-income strategy involves actively managing portfolios to produce conservative risk-adjusted returns. Their focus is to purchase high quality securities with an emphasis on intermediate maturities. All changes to a portfolio are made on a gradual basis and annual portfolio turnover is low. Separate approaches are developed for taxable and tax-exempt investors. The firm's balanced growth strategy involves a customized blend of their diversified growth equity strategy with their total return fixed-income strategy. These customized portfolios are designed to benefit from market advances while providing protection during market declines and corrections. In addition, the portfolio maintains a predictable flow of current income. | Finance |
Thunderbird School of Global Management
 Thunderbird School of Global Management Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Pacific Bank, NA (San Francisco, California)
Pacific Bank, NA (San Francisco, California) Major BanksFinance National commercial bank | Finance |
Tulane University (Louisiana)
 Tulane University (Louisiana) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Highmount Capital LLC
Highmount Capital LLC Investment ManagersFinance Highmount Capital employs a hybrid investment strategy to leverage both their own expertise and that of others. Internally, Highmount actively manages US large-cap core equities, global large-cap equities, as well as US and non-dollar fixed-income portfolios. In addition, the firm may recommend and allocate assets to top-tier third party advisors (TPA) across a broad spectrum of asset classes, including, but not limited to, US and global micro, small-, mid- and large-cap stocks, hedge funds, and private equity, and in certain cases they have the discretion to hire and fire TPAs and/or reallocate assets amongst TPAs on a discretionary basis. Depending upon the size of each account, Highmount Capital accesses these managers through separate accounts, pooled partnerships, mutual funds, and ETFs. In providing investment management services, the firm may utilize recommendations based on model portfolios developed by advisors which they have engaged. | Finance |
Kids In Distressed Situations, Inc.
Kids In Distressed Situations, Inc. Services to the Health IndustryHealth Services Provides children with new clothing, toys, basic necessities, juvenile products and books | Health Services |
