![Earl Masters Foster](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
Earl Masters Foster was the founder of Earl M.
Foster Associates, Inc. founded in 1982, where he held the title of Chief Investment Officer from 2009 to 2011.
He was a Managing Director at Banyan Partners LLC from 2011 to 2014, and then at SVB Wealth LLC from 2014 to 2019, where he held the title of Managing Director & Senior Portfolio Manager.
Prior to his career in finance, he was an Assistant Professor at Boston University and a Principal at Southeast Banking Corp.
Dr. Foster holds an MBA from Boston University, an undergraduate degree from Tufts University, and a doctorate from New York University.
Anciens postes connus de Earl Masters Foster
| Sociétés | Poste | Fin |
|---|---|---|
SVB Wealth LLC
 SVB Wealth LLC Investment ManagersFinance SVBW specializes in identifying undue risks or gaps in your financial profile and identifying opportunities to help protect and seek growth for your assets in varying market conditions. The firm considers an array of investment vehicles across multiple asset classes, geographies and market capitalization. | Gestionnaire de Portefeuille-Actions | 01/08/2019 |
Banyan Partners LLC
 Banyan Partners LLC Investment ManagersFinance Banyan Partners provides true customization for each client with an opportunistic investment philosophy and prudent risk management. They seek investment opportunities across a wide range of financial markets and securities. Banyan looks at the entire global financial market to find opportunities for clients. All portfolios are managed in-house. Banyan Partners specializes in both qualitative and quantitative investment analysis and portfolio construction over a broad range of investment styles including growth, value, domestic and global. Their accounts are managed primarily on a discretionary basis. The firm also offers select specialty strategies that utilize no-load mutual funds and/or ETFs. | Gestionnaire de Portefeuille-Actions | 26/11/2014 |
Earl M. Foster Associates, Inc.
 Earl M. Foster Associates, Inc. Investment ManagersFinance Earl M. Foster Associates (EMFA) is a value manager that manages discretionary portfolios that are individually constructed and managed on a continuous basis. They invest in a variety of marketable securities including US Government and Agency bonds, municipal bonds, corporate debt, equities, mutual funds, annuities, options and warrants. The firm uses traditional methods of economic and financial analysis to evaluate the business cycle and the risk and return prospects for each asset class. They reduce risk by diversifying investments across asset classes. EMFA conducts their own research to make investment decisions. They use proprietary valuation techniques, information from independent research firms, brokerage houses and their analysts, government agency publications, company financial reports and interviews with company management. EMFA typically invests in stocks with a Standard & Poor's quality rating of B+ or better. However, up to 25% of the stocks may be of companies that are either non-rated by Standard & Poor's or have a rating below B+. The firm focuses on investments in the stocks of undervalued companies with above-average dividend yields. In general, EMFA tends to invest in the stocks of large-cap companies in the technology services, health technology and retail sectors. They invest in the US, Europe and Asia. The firm maintains a low turnover rate. The firm's fixed-income investment approach focuses on the management of maturity structure to control risk and on positioning the portfolio for the interest rate cycle. The maturity structure is usually laddered so that cash flows to the portfolio are optimally distributed. EMFA avoids short-term trading. They invest only in bonds with a quality rating of A- or better by Standard & Poor's or an equivalent rating by another recognized rating agency. Convertible bonds must satisfy either the firm's bond or stock quality criteria. Cash reserves are normally deployed in money market funds for maximum liquidity. This portion of the portfolio is also used as a reserve to hedge against potential declines in the bond or stock markets. Occasionally, EMFA may make direct investments in prime quality short-term investments. | Fondateur | 21/11/2011 |
Boston University
 Boston University Other Consumer ServicesConsumer Services Functions as a College/University | Corporate Officer/Principal | - |
Southeast Banking Corp.
 Southeast Banking Corp. Financial ConglomeratesFinance Bank holding company for Southeast Bank, NA (Miami, Florida) | Corporate Officer/Principal | - |
Formation de Earl Masters Foster
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
51
Relations au 1er degré
7
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
Earl M. Foster Associates, Inc.
Earl M. Foster Associates, Inc. Investment ManagersFinance Earl M. Foster Associates (EMFA) is a value manager that manages discretionary portfolios that are individually constructed and managed on a continuous basis. They invest in a variety of marketable securities including US Government and Agency bonds, municipal bonds, corporate debt, equities, mutual funds, annuities, options and warrants. The firm uses traditional methods of economic and financial analysis to evaluate the business cycle and the risk and return prospects for each asset class. They reduce risk by diversifying investments across asset classes. EMFA conducts their own research to make investment decisions. They use proprietary valuation techniques, information from independent research firms, brokerage houses and their analysts, government agency publications, company financial reports and interviews with company management. EMFA typically invests in stocks with a Standard & Poor's quality rating of B+ or better. However, up to 25% of the stocks may be of companies that are either non-rated by Standard & Poor's or have a rating below B+. The firm focuses on investments in the stocks of undervalued companies with above-average dividend yields. In general, EMFA tends to invest in the stocks of large-cap companies in the technology services, health technology and retail sectors. They invest in the US, Europe and Asia. The firm maintains a low turnover rate. The firm's fixed-income investment approach focuses on the management of maturity structure to control risk and on positioning the portfolio for the interest rate cycle. The maturity structure is usually laddered so that cash flows to the portfolio are optimally distributed. EMFA avoids short-term trading. They invest only in bonds with a quality rating of A- or better by Standard & Poor's or an equivalent rating by another recognized rating agency. Convertible bonds must satisfy either the firm's bond or stock quality criteria. Cash reserves are normally deployed in money market funds for maximum liquidity. This portion of the portfolio is also used as a reserve to hedge against potential declines in the bond or stock markets. Occasionally, EMFA may make direct investments in prime quality short-term investments. | Finance |
Boston University
Boston University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Southeast Banking Corp.
Southeast Banking Corp. Financial ConglomeratesFinance Bank holding company for Southeast Bank, NA (Miami, Florida) | Finance |
Tufts University
 Tufts University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
New York University
 New York University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Banyan Partners LLC
Banyan Partners LLC Investment ManagersFinance Banyan Partners provides true customization for each client with an opportunistic investment philosophy and prudent risk management. They seek investment opportunities across a wide range of financial markets and securities. Banyan looks at the entire global financial market to find opportunities for clients. All portfolios are managed in-house. Banyan Partners specializes in both qualitative and quantitative investment analysis and portfolio construction over a broad range of investment styles including growth, value, domestic and global. Their accounts are managed primarily on a discretionary basis. The firm also offers select specialty strategies that utilize no-load mutual funds and/or ETFs. | Finance |
SVB Wealth LLC
SVB Wealth LLC Investment ManagersFinance SVBW specializes in identifying undue risks or gaps in your financial profile and identifying opportunities to help protect and seek growth for your assets in varying market conditions. The firm considers an array of investment vehicles across multiple asset classes, geographies and market capitalization. | Finance |
