![Joan M. Caine](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>)
Joan M. Caine
Gestionnaire de Portefeuille-Actions chez
Parsons Capital Management, Inc.
Profil
Ms. Joan M.
Caine, CFA, is a Managing Director at Parsons Capital Management, Inc. She has over 35 years of investment management experience, managing portfolios for institutional and high-net-worth clients.
Prior to joining Parsons Capital Management in 2020, Ms. Caine was a Senior Portfolio Manager at Washington Trust and, before that, was the Chief Investment Officer (CIO) for the State of Rhode Island’s Treasury Department.
As CIO, she managed and directed the Employees’ Retirement System of Rhode Island’s pension plan and cash management divisions, along with the State’s deferred compensation and college savings plans.
She has served on Brown University Health's investment committee and has served on the boards of the Providence Public Library, RISD Museum Associates and VNA Care New England.
Her professional memberships include the CFA Institute and the Providence Society of Financial Analysts.
She is a Chartered Financial Analyst, a graduate of Boston College and received her MS in Finance from Loyola College.
Postes actifs de Joan M. Caine
| Sociétés | Poste | Début |
|---|---|---|
Parsons Capital Management, Inc.
 Parsons Capital Management, Inc. Investment ManagersFinance PCM aims to construct unique portfolios structured to meet the individual goals and objectives of each client. The firm uses a disciplined investment approach to strategically allocate assets among cash equivalents, fixed income securities, common stocks and, where appropriate, alternative investments. Their equity selection process is focused on the long-term and blends earnings-driven growth forecasts with quantitative value screens from a broad universe of large, mid and small-cap stocks, both domestic and international. The firm’s fixed income selection process may utilize either an active or passive investment style. From interest rate anticipation to sector weighting, they strive to build high-quality bond portfolios to meet their clients’ total return objectives. | Gestionnaire de Portefeuille-Actions | 01/06/2020 |
Anciens postes connus de Joan M. Caine
| Sociétés | Poste | Fin |
|---|---|---|
The Washington Trust Co. of Westerly (Investment Management)
 The Washington Trust Co. of Westerly (Investment Management) Investment ManagersFinance WTC-IM employs top-down analysis to determine sector allocation, project interest and inflation rates, identify market trends and evaluate the overall economic outlook. Stocks identified in the firm's initial screening process are then subjected to bottom-up analysis. They invest in fixed-income securities, adjusting asset allocation according to their perception of top-down factors. | Director of Investments | 01/02/2020 |
State of Rhode Island
 State of Rhode Island Province/StateGovernment Functions as a regional level government authority | Corporate Officer/Principal | - |
Missionsquare Retirement
 Missionsquare Retirement Financial ConglomeratesFinance Offers financial planning and manages retirement plans | Corporate Officer/Principal | - |
NASDAQ
 NASDAQ Investment Banks/BrokersFinance Stock exchange | Corporate Officer/Principal | - |
Formation de Joan M. Caine
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
60
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Parsons Capital Management, Inc.
Parsons Capital Management, Inc. Investment ManagersFinance PCM aims to construct unique portfolios structured to meet the individual goals and objectives of each client. The firm uses a disciplined investment approach to strategically allocate assets among cash equivalents, fixed income securities, common stocks and, where appropriate, alternative investments. Their equity selection process is focused on the long-term and blends earnings-driven growth forecasts with quantitative value screens from a broad universe of large, mid and small-cap stocks, both domestic and international. The firm’s fixed income selection process may utilize either an active or passive investment style. From interest rate anticipation to sector weighting, they strive to build high-quality bond portfolios to meet their clients’ total return objectives. | Finance |
The Washington Trust Co. of Westerly (Investment Management)
The Washington Trust Co. of Westerly (Investment Management) Investment ManagersFinance WTC-IM employs top-down analysis to determine sector allocation, project interest and inflation rates, identify market trends and evaluate the overall economic outlook. Stocks identified in the firm's initial screening process are then subjected to bottom-up analysis. They invest in fixed-income securities, adjusting asset allocation according to their perception of top-down factors. | Finance |
Missionsquare Retirement
Missionsquare Retirement Financial ConglomeratesFinance Offers financial planning and manages retirement plans | Finance |
State of Rhode Island
State of Rhode Island Province/StateGovernment Functions as a regional level government authority | Government |
Loyola University Maryland, Inc.
 Loyola University Maryland, Inc. Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
NASDAQ
NASDAQ Investment Banks/BrokersFinance Stock exchange | Finance |
Choisissez Zonebourse 
