Profil
Ms. Emily S.
Needell, CFA, is a Deputy Chief Investment Strategist at Piper Sandler & Co.
Prior to joining the firm Ms. Needell was the deputy chief investment strategist at Cornerstone Macro where she worked since the firm's inception in 2013.
Prior to Cornerstone, Emily was a research associate at Wolfe Trahan & Co. on the portfolio strategy and quantitative research team.
She started her career at LaBranche & Co. on the NYSE floor.
She studied engineering and business and graduated with a bachelor's degree from Cornell University.
She is a CFA Charterholder.
Postes actifs de Emily Needell
| Sociétés | Poste | Début |
|---|---|---|
Piper Sandler & Co. (Broker)
Piper Sandler & Co. (Broker) Investment Banks/BrokersFinance Provides brokerage services | Stratège de marché | 01/02/2022 |
Anciens postes connus de Emily Needell
| Sociétés | Poste | Fin |
|---|---|---|
Cornerstone Macro LLC
Cornerstone Macro LLC Investment ManagersFinance Provides investment research | Stratège de marché | 01/02/2022 |
Beacon Trust Co.
Beacon Trust Co. Investment ManagersFinance Beacon Trust focuses on preserving and enhancing client's wealth through personalized financial planning and investment management, keeping their client’s best interests first. The firm’s investment solutions include internal, proprietary strategies as well as access to external institutional managers with unique offerings. Steadfast attention to their market and economic outlook is key drivers of their decision making. Portfolios are constructed to meet financial objectives while maintaining diversity, flexibility and nimbleness. | Corporate Officer/Principal | 31/12/2010 |
General Electric, Inc.
General Electric, Inc. Electrical ProductsProducer Manufacturing Develops and manufactures electrical equipments | Corporate Officer/Principal | 31/12/2007 |
KBC Securities USA, Inc.
KBC Securities USA, Inc. Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 31/12/2006 |
Wolfe Research LLC
Wolfe Research LLC Investment ManagersFinance Provides investment research | Analyst-Equity | - |
Formation de Emily Needell
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 | 7 |
|---|---|
Beacon Trust Co.
Beacon Trust Co. Investment ManagersFinance Beacon Trust focuses on preserving and enhancing client's wealth through personalized financial planning and investment management, keeping their client’s best interests first. The firm’s investment solutions include internal, proprietary strategies as well as access to external institutional managers with unique offerings. Steadfast attention to their market and economic outlook is key drivers of their decision making. Portfolios are constructed to meet financial objectives while maintaining diversity, flexibility and nimbleness. | Finance |
Piper Sandler & Co. (Broker)
Piper Sandler & Co. (Broker) Investment Banks/BrokersFinance Provides brokerage services | Finance |
KBC Securities USA, Inc.
KBC Securities USA, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Cornell University
Cornell University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
General Electric, Inc.
General Electric, Inc. Electrical ProductsProducer Manufacturing Develops and manufactures electrical equipments | Producer Manufacturing |
Wolfe Research LLC
Wolfe Research LLC Investment ManagersFinance Provides investment research | Finance |
Cornerstone Macro LLC
Cornerstone Macro LLC Investment ManagersFinance Provides investment research | Finance |
















