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Historique de carrière de Regina Anne Pattalino
Anciens postes connus de Regina Anne Pattalino
Sociétés | Poste | Début | Fin |
---|---|---|---|
Haverford Financial Services, Inc.
![]() Haverford Financial Services, Inc. Investment ManagersFinance Haverford Financial Services, Inc. (HFS) is a registered investment advisor headquartered in Radnor, Pennsylvania. The firm was founded by George W. Connell in 2004 and is a wholly owned by Drexel Morgan & Co. HFS provides investment advice to individuals, banks and thrift institutions, investment companies, pooled investment vehicles, pension and profit-sharing plans, charitable organizations, corporations, business entities, state and municipal government entities and unions. | Portfolio Manager-Fixed Income | 01/03/2008 | 01/01/2022 |
Allegiance Capital Customized Investments
![]() Allegiance Capital Customized Investments Investment ManagersFinance Allegiance Capital Customized Investments is a registered investment advisor located in Radnor, Pennsylvania. | Membre du Comité d'Investissement | - | 28/02/2007 |
Gestionnaire de Portefeuille-Actions | - | 28/02/2007 | |
Portfolio Manager-Fixed Income | - | 28/02/2007 | |
The Haverford Trust Co.
![]() The Haverford Trust Co. Investment ManagersFinance Haverford Trust’s active investment strategy is referred to as Haverford Quality Investing. This approach is designed to provide superior returns with less risk, primarily through investments in the securities of high-quality dividend-paying companies. The firm systematically allocates investments across a range of qualifying securities in a variety of growing industries. The turnover in their portfolios (sale and purchase of assets) at 15-25% is low by industry standards. Haverford Trust may sell an asset that has appreciated significantly in value in order to maintain diversification and keep your portfolio from being too heavily dependent on a stock or sector. They maintain that high quality, intermediate-term bonds provide the most attractive risk-adjusted returns. | Portfolio Manager-Fixed Income | 18/10/2010 | - |
Formation de Regina Anne Pattalino
University of Pennsylvania | Undergraduate Degree |
Statistiques
Internationale
Etats-Unis | 5 |
Opérationnelle
Portfolio Manager-Fixed Income | 3 |
Investment Committee Member | 1 |
Portfolio Manager-Equities | 1 |
Sectorielle
Finance | 4 |
Consumer Services | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 3 |
---|---|
Allegiance Capital Customized Investments
![]() Allegiance Capital Customized Investments Investment ManagersFinance Allegiance Capital Customized Investments is a registered investment advisor located in Radnor, Pennsylvania. | Finance |
The Haverford Trust Co.
![]() The Haverford Trust Co. Investment ManagersFinance Haverford Trust’s active investment strategy is referred to as Haverford Quality Investing. This approach is designed to provide superior returns with less risk, primarily through investments in the securities of high-quality dividend-paying companies. The firm systematically allocates investments across a range of qualifying securities in a variety of growing industries. The turnover in their portfolios (sale and purchase of assets) at 15-25% is low by industry standards. Haverford Trust may sell an asset that has appreciated significantly in value in order to maintain diversification and keep your portfolio from being too heavily dependent on a stock or sector. They maintain that high quality, intermediate-term bonds provide the most attractive risk-adjusted returns. | Finance |
Haverford Financial Services, Inc.
![]() Haverford Financial Services, Inc. Investment ManagersFinance Haverford Financial Services, Inc. (HFS) is a registered investment advisor headquartered in Radnor, Pennsylvania. The firm was founded by George W. Connell in 2004 and is a wholly owned by Drexel Morgan & Co. HFS provides investment advice to individuals, banks and thrift institutions, investment companies, pooled investment vehicles, pension and profit-sharing plans, charitable organizations, corporations, business entities, state and municipal government entities and unions. | Finance |
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