![Mary Talbutt-Margerum](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>)
Mary Talbutt-Margerum
Gestionnaire de Portefeuille-Actions chez
Fulton Financial Advisors, NA
Profil
Mary Talbutt-Margerum currently works at Fulton Financial Advisors, NA, as Vice President & Portfolio Manager from 2021.
Ms. Talbutt-Margerum also formerly worked at The Vanguard Group, Inc., as Fixed Income Portfolio Manager, Davidson Trust Co., as Vice President, SEI Investments Management Corp., as Fixed Income Trader, Mellon Financial Markets LLC, as Vice President in 2001, The Bryn Mawr Trust Co., as Vice President & Head of Fixed Income, and The Bryn Mawr Trust Co. (Investment Management), as Vice President & Head of Fixed Income from 2002 to 2016.
Ms. Talbutt-Margerum received her undergraduate degree in 1989 and Masters Business Admin degree in 2003 from Widener University.
Postes actifs de Mary Talbutt-Margerum
| Sociétés | Poste | Début |
|---|---|---|
Fulton Financial Advisors, NA
 Fulton Financial Advisors, NA Investment ManagersFinance Fulton Financial Advisor's investment philosophy applies a disciplined GARP approach to building customized strategies to meet clients' individual financial goals and risk tolerance. They seek stocks that have p/e ratios lower than their growth rates, are industry leaders, have solid balance sheets and have ROE and ROA exceeding their respective industries. | Gestionnaire de Portefeuille-Actions | 01/11/2021 |
Anciens postes connus de Mary Talbutt-Margerum
| Sociétés | Poste | Fin |
|---|---|---|
The Bryn Mawr Trust Co. (Investment Management)
 The Bryn Mawr Trust Co. (Investment Management) Investment ManagersFinance BMT-IM provides comprehensive, tailored financial solutions designed to optimize and preserve their client’s wealth. The firm develops a deeply personalized strategy that addresses their client’s short- and long-term wealth management goals. | Head-Fixed Income Invts | 01/01/2016 |
SEI Investments Management Corp.
 SEI Investments Management Corp. Investment ManagersFinance SIMC's strategic focus is on active asset management, which consists of five key components: asset allocation, portfolio design, sub-advisor selection, portfolio construction and risk management. Their philosophy and process offer clients personalization, diversification, coordination and management and represents a strategy geared toward achieving long-term investment goals in various financial climates. The firm manages products across a very wide range of investment strategies. | Corporate Officer/Principal | - |
The Bryn Mawr Trust Co.
 The Bryn Mawr Trust Co. Investment ManagersFinance Provides wealth planning and investment management services | Analyst-Fixed Income | - |
Mellon Financial Markets LLC
 Mellon Financial Markets LLC Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 31/12/2001 |
The Vanguard Group, Inc.
 The Vanguard Group, Inc. Investment ManagersFinance VGI offers both passive and active discretionary investment advisory services that cover the US and international markets. They employ two types of indexing strategies: replication and sampling. Their active management equity methodology is based on quantitative modeling while fixed income analysis is based on fundamental investment research and research obtained from external investment organizations. | Portfolio Manager-Fixed Income | 31/12/2001 |
Formation de Mary Talbutt-Margerum
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
68
Relations au 1er degré
8
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 8 |
|---|---|
The Vanguard Group, Inc.
The Vanguard Group, Inc. Investment ManagersFinance VGI offers both passive and active discretionary investment advisory services that cover the US and international markets. They employ two types of indexing strategies: replication and sampling. Their active management equity methodology is based on quantitative modeling while fixed income analysis is based on fundamental investment research and research obtained from external investment organizations. | Finance |
Davidson Trust Co.
 Davidson Trust Co. Investment ManagersFinance Davidson Trust Co.'s equity and fixed-income investment disciplines provide clients with a conservative, long-term approach to investing. Davidson Trust is a GARP investor. Their research focuses on successful companies with solid competitive positions, sound financial controls and the outlook for above average earnings and sales growth over a three to five year time horizon. After identifying a company, they apply a separate methodology to determine the appropriate valuation of the stock of the company. They seek to purchase attractive companies at attractive prices. This continuing focus on valuation levels is useful in initiating positions and in signaling the need to trim or sell positions. Though not limited by sector, Davidson Trust Co. tends to invest in the stocks of US large-cap companies in the health technology, technology services and electronic technology sectors. The firm maintains a very low turnover rate. The firm's equity investment process seeks companies with at least $1 billion in market-cap and annual sales of at least $200 million. Next, they focus on both qualitative and quantitative aspects of a company. They we examine companies for industry attractiveness, market dominance, quality of management, pricing power and investment research and development. Davidson Trust also sets minimum hurdles for earnings per share growth, sales growth, return on equity and projected earnings per share growth. This process identifies approximately 120 stocks, which they refer to as the Davidson Master List. Fixed-income investments are selected for appropriate maturity, sector exposure and call protection in the context of a client's time horizon and tax circumstances. Portfolios are structured to meet each client's objectives and are monitored for continuing suitability as changes occur in the capital markets. The credit quality of each fixed-income investment is evaluated prior to purchase and on a continual basis. Economic indicators, industry prospects and structure for each bond issue are examined regularly to determine the safety of principal and interest. The firm structures bond portfolios within the context of a defined market benchmark to achieve a reasonable return while minimizing market risk and price stability. | Finance |
Fulton Financial Advisors, NA
Fulton Financial Advisors, NA Investment ManagersFinance Fulton Financial Advisor's investment philosophy applies a disciplined GARP approach to building customized strategies to meet clients' individual financial goals and risk tolerance. They seek stocks that have p/e ratios lower than their growth rates, are industry leaders, have solid balance sheets and have ROE and ROA exceeding their respective industries. | Finance |
SEI Investments Management Corp.
SEI Investments Management Corp. Investment ManagersFinance SIMC's strategic focus is on active asset management, which consists of five key components: asset allocation, portfolio design, sub-advisor selection, portfolio construction and risk management. Their philosophy and process offer clients personalization, diversification, coordination and management and represents a strategy geared toward achieving long-term investment goals in various financial climates. The firm manages products across a very wide range of investment strategies. | Finance |
Mellon Financial Markets LLC
Mellon Financial Markets LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
The Bryn Mawr Trust Co.
The Bryn Mawr Trust Co. Investment ManagersFinance Provides wealth planning and investment management services | Finance |
Widener University
 Widener University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The Bryn Mawr Trust Co. (Investment Management)
The Bryn Mawr Trust Co. (Investment Management) Investment ManagersFinance BMT-IM provides comprehensive, tailored financial solutions designed to optimize and preserve their client’s wealth. The firm develops a deeply personalized strategy that addresses their client’s short- and long-term wealth management goals. | Finance |
Choisissez Zonebourse 
