Profil
Joseph John Urciuoli is currently Head of Research at Spectrum Asset Management, Inc., a position held since 2017, with employment at the firm starting in 1998.
Former roles include Portfolio Manager at Principal Global Investors LLC, Analyst at Presidential Life Insurance Co., and Analyst at Standard & Poor's Financial Services LLC.
Education includes undergraduate and Masters of Business Administration degrees from Long Island University.
Postes actifs de Joseph John Urciuoli
| Sociétés | Poste | Début |
|---|---|---|
Spectrum Asset Management, Inc.
Spectrum Asset Management, Inc. Investment ManagersFinance Spectrum seeks to provide superior investment returns to investors in preferred and capital securities by employing a long-term, actively managed and diversified portfolio approach; emphasizing fundamental, qualitative and quantitative credit analyses to company and credit selection and relative value analysis to the individual security and sector selection; and taking advantage of the inefficiencies found in the various primary sectors of preferred and capital securities and junior subordinated debt securities. The firm utilizes a bottom-up investment process. | Directeur de Recherche - Fxd Inc | 01/01/1998 |
Anciens postes connus de Joseph John Urciuoli
| Sociétés | Poste | Fin |
|---|---|---|
Standard & Poor's Financial Services LLC
Standard & Poor's Financial Services LLC Investment ManagersFinance Provides financial market intelligence services | Corporate Officer/Principal | 31/12/1997 |
Presidential Life Insurance Co.
Presidential Life Insurance Co. Life/Health InsuranceFinance Underwrites life annuities | Corporate Officer/Principal | 31/12/1997 |
Principal Global Investors LLC
Principal Global Investors LLC Investment ManagersFinance Principal AM has divided their investment management operations into several unique boutiques. The equities boutiques render advice primarily for equity securities. They utilize internally generated fundamental research that focuses on bottom-up stock selection within a sophisticated comparative framework. The fixed income boutique renders advice primarily for debt securities. Their currency boutiques render advice for active and passive currency. Applying a fundamental-discretionary, macroeconomic theme-based investment approach to portfolio management, the strategies include absolute return as well as base currency hedging strategies. | Analyst-Equity | - |
Formation de Joseph John Urciuoli
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Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 5 |
|---|---|
Principal Global Investors LLC
Principal Global Investors LLC Investment ManagersFinance Principal AM has divided their investment management operations into several unique boutiques. The equities boutiques render advice primarily for equity securities. They utilize internally generated fundamental research that focuses on bottom-up stock selection within a sophisticated comparative framework. The fixed income boutique renders advice primarily for debt securities. Their currency boutiques render advice for active and passive currency. Applying a fundamental-discretionary, macroeconomic theme-based investment approach to portfolio management, the strategies include absolute return as well as base currency hedging strategies. | Finance |
Spectrum Asset Management, Inc.
Spectrum Asset Management, Inc. Investment ManagersFinance Spectrum seeks to provide superior investment returns to investors in preferred and capital securities by employing a long-term, actively managed and diversified portfolio approach; emphasizing fundamental, qualitative and quantitative credit analyses to company and credit selection and relative value analysis to the individual security and sector selection; and taking advantage of the inefficiencies found in the various primary sectors of preferred and capital securities and junior subordinated debt securities. The firm utilizes a bottom-up investment process. | Finance |
Presidential Life Insurance Co.
Presidential Life Insurance Co. Life/Health InsuranceFinance Underwrites life annuities | Finance |
Standard & Poor's Financial Services LLC
Standard & Poor's Financial Services LLC Investment ManagersFinance Provides financial market intelligence services | Finance |
Long Island University
Long Island University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















