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Profil
Mr. David N.
Grenier is Managing Member & Portfolio Manager at Cutler Capital Management LLC.
Prior to co-founding Cutler Capital Management, Mr. Grenier was employed as Senior Vice President by Fleet Bank and FleetBoston Financial Corp.
He received his BA from Amherst College.
Anciens postes connus de David Norbert Grenier
| Sociétés | Poste | Fin |
|---|---|---|
Cutler Capital Management LLC
 Cutler Capital Management LLC Investment ManagersFinance Cutler specializes in convertible securities, financials sector investments including community banks, and real estate investment trusts (REITs). They seek to optimize each portfolio based on their client’s risk tolerance, time horizon, liquidity needs and tax situation. | President | 19/02/2015 |
Fleet Bank (Doylestown, Pennsylvania)
 Fleet Bank (Doylestown, Pennsylvania) Regional BanksFinance State chartered commercial bank | Corporate Officer/Principal | 01/05/2003 |
FleetBoston Financial Corp.
 FleetBoston Financial Corp. Major BanksFinance Individually managed equity portfolios emphasize long-term growth and are constructed from a list of between 30 and 50 stocks carefully selected from a universe of about 300 companies. Typically large capitalization, these stocks are identified through a process that combines bottom-up company-by-company analysis with top-down screening. Approved stocks are combined in a portfolio that is deliberately diversified across economic sectors to manage risk while capitalizing on long-term economic expectations and demographic trends. Equities: The firm methodology for equities investing includes a systematic analysis of macroeconomic conditions. To be included in a portfolio a company must: 1) have historically low relative p/e ratio of stock to industry, stock to market and stock to GNP; 2) be growing at a rate greater than its current p/e multiple; 3) have a strong cash flow; 4) have increasing levels of dividends. Stocks are sold when they reach an extreme in the established price range, the fundamentals deteriorate, or there are more compelling buying opportunities available. Balanced & Fixed: The firm uses a combination of economic, international, and political analysis to begin to determine the proper asset allocation between fixed-income and equity investments. Fixed-income parameters are based upon forecasts of trends in economics and interest rates and other technical considerations. The equity portion of the portfolio is determined by establishing a likely range for the market based upon forecasts of earnings, inflation, and corporate price-earnings. In addition, consideration is given to the clients' investment objectives. | Gestionnaire de Portefeuille-Actions | - |
Formation de David Norbert Grenier
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
88
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
FleetBoston Financial Corp.
FleetBoston Financial Corp. Major BanksFinance Individually managed equity portfolios emphasize long-term growth and are constructed from a list of between 30 and 50 stocks carefully selected from a universe of about 300 companies. Typically large capitalization, these stocks are identified through a process that combines bottom-up company-by-company analysis with top-down screening. Approved stocks are combined in a portfolio that is deliberately diversified across economic sectors to manage risk while capitalizing on long-term economic expectations and demographic trends. Equities: The firm methodology for equities investing includes a systematic analysis of macroeconomic conditions. To be included in a portfolio a company must: 1) have historically low relative p/e ratio of stock to industry, stock to market and stock to GNP; 2) be growing at a rate greater than its current p/e multiple; 3) have a strong cash flow; 4) have increasing levels of dividends. Stocks are sold when they reach an extreme in the established price range, the fundamentals deteriorate, or there are more compelling buying opportunities available. Balanced & Fixed: The firm uses a combination of economic, international, and political analysis to begin to determine the proper asset allocation between fixed-income and equity investments. Fixed-income parameters are based upon forecasts of trends in economics and interest rates and other technical considerations. The equity portion of the portfolio is determined by establishing a likely range for the market based upon forecasts of earnings, inflation, and corporate price-earnings. In addition, consideration is given to the clients' investment objectives. | Finance |
Cutler Capital Management LLC
Cutler Capital Management LLC Investment ManagersFinance Cutler specializes in convertible securities, financials sector investments including community banks, and real estate investment trusts (REITs). They seek to optimize each portfolio based on their client’s risk tolerance, time horizon, liquidity needs and tax situation. | Finance |
Amherst College
 Amherst College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Fleet Bank (Doylestown, Pennsylvania)
Fleet Bank (Doylestown, Pennsylvania) Regional BanksFinance State chartered commercial bank | Finance |
