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Profil
Prior to joiniing Dearden Maguire in 1997, she obtained experience in brokerage services and asset management through Boenning & Scattergood and Paine Webber.
Ms. Bickel received a B.S.
in Management from Rutgers University and a M.S.
in Finance from Drexel University, where she was inducted into Beta Gamma Sigma, the business program’s international honor society.
She is also a member of the Association for Investment Management and Research and the Financial Analysts of Philadelphia.
She is also a member of the CFA Institute and the Financial Analysts of Philadelphia.
Anciens postes connus de Julie S. Bickel
| Sociétés | Poste | Fin |
|---|---|---|
Dearden, Maguire, Weaver & Barrett LLC
 Dearden, Maguire, Weaver & Barrett LLC Investment ManagersFinance Dearden, Maguire, Weaver & Barrett (DMWB) invests in high-quality equity and fixed-income securities. The firm seeks to create portfolios that protect capital, while maximizing opportunities for growth. DMWB emphasizes undervalued growth stocks and traditional value stocks when price versus value is compelling. The firm's stock universe consists primarily of US large-cap stocks. Most are blue-chip companies with market-caps greater than $5 billion. When selecting stocks, they look for high-quality companies with steadily growing earnings and dividends. DMWB takes a moderate approach to risk and selects stocks with relatively low p/e ratios and reasonable current yields. Although macroeconomic factors are considered for portfolio sector weighting, stock selection is primarily determined by individual company fundamentals. DMWB employs quantitative and qualitative factors in their analysis. Price is a paramount consideration when building portfolios. Quantitative screens are used to determine which companies are industry leaders with strong growth potential. Generally, stocks with an S&P rating of B or better and a Value Line Safety rating of three or above are included. The firm looks for management teams, consistent sales growth, healthy balance sheets and conservative accounting practices. Though not limited by sector, the firm tends to invest in companies in the health technology, finance, electronic technology and consumer non-durables sectors. DMWB maintains a low turnover rate. DMWB then develops a list of companies with low relative price valuation, low p/e multiples, earnings growth above the S&P 500 and strong dividend growth. The firm also considers comparative analysis of overall market statistics on an historical, current and projected basis, as well as projected total return versus fixed-income investments. The final screening process involves qualitative and intuitive determinations. DMWB looks at the credibility and longevity of management, management incentive programs and the company's reputation in its industry. DMWB takes a buy-and-hold approach to bond investments. They emphasize market timing to take advantage of higher interest rates as they occur. Particular attention is paid to yield differentials between various instruments. DMWB's selection of fixed-income securities begins with analysis of the nation's economy. Special attention is given to the outlook for inflation, the amount of excess capacity in the economy and the trend-line growth rate. All of this data is used to anticipate the direction of interest rates. They next evaluate the current supply of fixed-income securities versus demand. The firm looks at the forward calendar for government, corporate and municipal issues. Finally, DMWB determines the market attractiveness of each security by comparing them with the treasury yield curve and purchases securities that have the best relative versus Treasuries. | Conseiller Juridique Général | 31/12/2008 |
Boenning & Scattergood, Inc.
 Boenning & Scattergood, Inc. Investment ManagersFinance 1914 Advisors chooses from a wide range of investment products for their clients based on each client’s objectives. The firm’s collaborative approach focuses on ensuring the guidance and support their clients receive is driven by each client’s personal circumstances and financial aspirations. | Corporate Officer/Principal | 30/12/1996 |
Formation de Julie S. Bickel
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
6
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Dearden, Maguire, Weaver & Barrett LLC
Dearden, Maguire, Weaver & Barrett LLC Investment ManagersFinance Dearden, Maguire, Weaver & Barrett (DMWB) invests in high-quality equity and fixed-income securities. The firm seeks to create portfolios that protect capital, while maximizing opportunities for growth. DMWB emphasizes undervalued growth stocks and traditional value stocks when price versus value is compelling. The firm's stock universe consists primarily of US large-cap stocks. Most are blue-chip companies with market-caps greater than $5 billion. When selecting stocks, they look for high-quality companies with steadily growing earnings and dividends. DMWB takes a moderate approach to risk and selects stocks with relatively low p/e ratios and reasonable current yields. Although macroeconomic factors are considered for portfolio sector weighting, stock selection is primarily determined by individual company fundamentals. DMWB employs quantitative and qualitative factors in their analysis. Price is a paramount consideration when building portfolios. Quantitative screens are used to determine which companies are industry leaders with strong growth potential. Generally, stocks with an S&P rating of B or better and a Value Line Safety rating of three or above are included. The firm looks for management teams, consistent sales growth, healthy balance sheets and conservative accounting practices. Though not limited by sector, the firm tends to invest in companies in the health technology, finance, electronic technology and consumer non-durables sectors. DMWB maintains a low turnover rate. DMWB then develops a list of companies with low relative price valuation, low p/e multiples, earnings growth above the S&P 500 and strong dividend growth. The firm also considers comparative analysis of overall market statistics on an historical, current and projected basis, as well as projected total return versus fixed-income investments. The final screening process involves qualitative and intuitive determinations. DMWB looks at the credibility and longevity of management, management incentive programs and the company's reputation in its industry. DMWB takes a buy-and-hold approach to bond investments. They emphasize market timing to take advantage of higher interest rates as they occur. Particular attention is paid to yield differentials between various instruments. DMWB's selection of fixed-income securities begins with analysis of the nation's economy. Special attention is given to the outlook for inflation, the amount of excess capacity in the economy and the trend-line growth rate. All of this data is used to anticipate the direction of interest rates. They next evaluate the current supply of fixed-income securities versus demand. The firm looks at the forward calendar for government, corporate and municipal issues. Finally, DMWB determines the market attractiveness of each security by comparing them with the treasury yield curve and purchases securities that have the best relative versus Treasuries. | Finance |
Drexel University
 Drexel University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Boenning & Scattergood, Inc.
Boenning & Scattergood, Inc. Investment ManagersFinance 1914 Advisors chooses from a wide range of investment products for their clients based on each client’s objectives. The firm’s collaborative approach focuses on ensuring the guidance and support their clients receive is driven by each client’s personal circumstances and financial aspirations. | Finance |
Rutgers State University of New Jersey
 Rutgers State University of New Jersey Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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