Profil
Ms. Karen M.
Troiano is Senior Portfolio Manager at Altman Investment Management LLC.
Her responsibilities include performance reporting and attribution, security analysis, trading, investment commentary contribution, business analysis and due diligence reporting.
Prior to joining Altman Investment Management in January 2008, Ms. Troiano was a Vice President and Portfolio Manager at Merrill Lynch Investment Managers, within the Private Investors division.
In this position, she was responsible for managing portfolios for separate high net worth clients.
Her role included oversight and implementation of the investment process, encompassing macroeconomic analysis, asset and sector allocation, stock selection and compliance maintenance.
Her team, led by Peter Altman, was focused on the Value Investment approach.
She was instrumental in new business generation as Private Investors regionalized their business and expanded their product offerings.
Prior to joining the Value team, she also held positions as Mutual Fund/Money Market Specialist and Business Analyst, reporting directly to a Managing Director of the Private Portfolio and Trust Portfolio Groups.
Ms. Troiano was awarded a CFA designation in September 2001.
She received B.S.
and M.B.A. degrees from Rider University, Lawrenceville, New Jersey, in 1993 and 1994, respectively, with a major in business administration and a concentration in economics.
Postes actifs de Karen Michele Troiano
| Sociétés | Poste | Début |
|---|---|---|
Altman Investment Management LLC
Altman Investment Management LLC Investment ManagersFinance AIM actively manages separate portfolios, allocating assets between equity and fixed income investments, tailored to each investor’s needs and objectives. | Trading-Equity | 01/01/2008 |
Anciens postes connus de Karen Michele Troiano
| Sociétés | Poste | Fin |
|---|---|---|
Merrill Lynch Investment Managers, Inc.
Merrill Lynch Investment Managers, Inc. Investment ManagersFinance MLAM's worldwide approach to equity investing uses a philosophy of identifying relative value among individual stocks and stock markets by focusing primarily on two variables: reinvestment rate and the price-to-book value ratio. There are seven additional screens employed to further refine the process. The factors used to identify value include price-to-cash flow, price-to-earnings ratios, past and future earnings growth and dividend payouts. For asset allocation, a country whose market valuation measurements seem consistently above or below world averages or its own historical averages are over or under-weighted accordingly. The degrees of over or under-weighting are determined by relative economic prospects as measured by the outlook for GNP, inflation and interest rates of each country and their impact on currency movements. By combining a value approach to individual stock selection with asset allocation by country, the firm seeks to achieve consistent performance relative to international equity indexes. MLAM combines top-down and bottom-up analysis and uses proprietary models as part of their research process. Their funds are team-managed. | Gestionnaire de Portefeuille-Actions | 31/12/2007 |
Formation de Karen Michele Troiano
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 | 3 |
|---|---|
Merrill Lynch Investment Managers, Inc.
Merrill Lynch Investment Managers, Inc. Investment ManagersFinance MLAM's worldwide approach to equity investing uses a philosophy of identifying relative value among individual stocks and stock markets by focusing primarily on two variables: reinvestment rate and the price-to-book value ratio. There are seven additional screens employed to further refine the process. The factors used to identify value include price-to-cash flow, price-to-earnings ratios, past and future earnings growth and dividend payouts. For asset allocation, a country whose market valuation measurements seem consistently above or below world averages or its own historical averages are over or under-weighted accordingly. The degrees of over or under-weighting are determined by relative economic prospects as measured by the outlook for GNP, inflation and interest rates of each country and their impact on currency movements. By combining a value approach to individual stock selection with asset allocation by country, the firm seeks to achieve consistent performance relative to international equity indexes. MLAM combines top-down and bottom-up analysis and uses proprietary models as part of their research process. Their funds are team-managed. | Finance |
Rider University
Rider University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Altman Investment Management LLC
Altman Investment Management LLC Investment ManagersFinance AIM actively manages separate portfolios, allocating assets between equity and fixed income investments, tailored to each investor’s needs and objectives. | Finance |
















