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Profil
Rozanne Mary Summerson worked as a Trader at Oppenheimer Capital.
She then worked as a Vice President at Johnson Illington Advisors LLC from 2005 to 2010.
After that, she worked as a Client Data Specialist & Partner at Hugh Johnson Advisors LLC.
She completed her undergraduate degree at Siena College.
Anciens postes connus de Rozanne Mary Summerson
| Sociétés | Poste | Fin |
|---|---|---|
Johnson Illington Advisors LLC
 Johnson Illington Advisors LLC Investment ManagersFinance Hugh Johnson Advisors' (HJA) investment approach seeks to preserve capital while producing consistently above-average returns in all market environments. The firm's investment process is referred to as the Hugh Johnson Methodology. The methodology was developed by Hugh Johnson when he served as Chief Economist and Chief Investment Strategist at First Albany Companies. It is a disciplined methodology that strives to add value at each stage of the decision-making process. The Hugh Johnson Methodology employs both top-down and bottom-up investments processes. HJA's top-down methodology considers market and economic trends to determine where they are in the current stock market-economic-interest rate cycle. The structural decisions include asset allocation, sector allocation, market-cap allocation and style allocation. HJA employs a proprietary bottom-up methodology to select individual equities and fixed-income securities. The process consists of 3 steps: (1) technical analysis with an emphasis on relative performance (2) quantitative analysis and (3) fundamental analysis. HJA also offers enhanced index portfolios that invest in ETFs for individual and institutional investors that do not want the risks associated with owning individual companies. Though not limited by sector, HJA tends to invest in the stocks of US large-cap companies in the consumer non-durables, electronic technology, technology services, healthcare technology and finance sectors. The firm maintains a medium turnover rate. | Analyst-Fixed Income | 29/06/2010 |
Oppenheimer Capital
 Oppenheimer Capital Investment ManagersFinance Oppenheimer manages separate US small-, mid- and large-cap and value equity portfolios and separate non-US international and global equity portfolios. The firm also offers an array of separately managed institutional investment products. Their proprietary research approaches designed to deliver alpha to client portfolios. Oppenheimer's value strategies are designed to generate alpha through research insights that identify securities trading at a discount to intrinsic value. Their value strategy platform contains several equity strategies managed for long-term appreciation over a full market cycle. Their value strategies include large-cap value, mid-cap value, small-cap value, all cap value and balanced value. Oppenheimer's core strategies incorporate a value-oriented investment approach that emphasizes strong management and franchise quality when analyzing companies and identifying attractive investment opportunities. Their core strategy platform is managed for long-term appreciation over a full market cycle and includes large-cap focus, strategic equity, small-cap core and all cap equity. Oppenheimer's growth strategies employ a bottom-up fundamental research approach. The goal is to identify growing businesses through proprietary fundamental research, bearing in mind a long-term investment horizon. They believe this is the best way to identify differentiated insights about a stock's earnings potential and ultimately generate strong returns. Their growth strategies include large-cap growth, mid-cap growth, small-cap growth and 130/30 S/M growth. The firm's global strategies include core and value-oriented investment approaches that emphasize strong management and franchise quality when analyzing companies and identifying attractive investment opportunities. Their global strategy platform is managed for long-term appreciation over a full market cycle and includes international equity and global equity. Oppenheimer's fixed-income strategies incorporate a multi-sector approach investing in U.S. government, agency and corporate bonds. Their fixed-income strategies seek long-term outperformance of client specific benchmarks over a full market cycle. These strategies include fixed-income core, fixed-income core plus, fixed-income intermediate and fixed-income government/corporate. Oppenheimer also offers structured alpha strategies that integrate their proprietary index options approach with underlying fixed income, passive equity or active equity portfolios. The strategies are designed to achieve absolute-return, alpha-enhancement and beta-hedging. One of the key benefits of this approach is the consistently low correlation of the alpha source to the underlying portfolio. These strategies include structured alpha and enhanced index. | Corporate Officer/Principal | - |
Hugh Johnson Advisors LLC
 Hugh Johnson Advisors LLC Investment ManagersFinance Hugh Johnson Advisors' (HJA) investment approach seeks to preserve capital while producing consistently above-average returns in all market environments. The firm's investment process is referred to as the Hugh Johnson Methodology. The methodology was developed by Hugh Johnson when he served as Chief Economist and Chief Investment Strategist at First Albany Companies. It is a disciplined methodology that strives to add value at each stage of the decision-making process. The Hugh Johnson Methodology employs both top-down and bottom-up investments processes. HJA's top-down methodology considers market and economic trends to determine where they are in the current stock market-economic-interest rate cycle. The structural decisions include asset allocation, sector allocation, market-cap allocation and style allocation. HJA employs a proprietary bottom-up methodology to select individual equities and fixed-income securities. The process consists of 3 steps: (1) technical analysis with an emphasis on relative performance (2) quantitative analysis and (3) fundamental analysis. HJA also offers enhanced index portfolios that invest in ETFs for individual and institutional investors that do not want the risks associated with owning individual companies. | Trading-Equity | - |
Formation de Rozanne Mary Summerson
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
9
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Oppenheimer Capital
Oppenheimer Capital Investment ManagersFinance Oppenheimer manages separate US small-, mid- and large-cap and value equity portfolios and separate non-US international and global equity portfolios. The firm also offers an array of separately managed institutional investment products. Their proprietary research approaches designed to deliver alpha to client portfolios. Oppenheimer's value strategies are designed to generate alpha through research insights that identify securities trading at a discount to intrinsic value. Their value strategy platform contains several equity strategies managed for long-term appreciation over a full market cycle. Their value strategies include large-cap value, mid-cap value, small-cap value, all cap value and balanced value. Oppenheimer's core strategies incorporate a value-oriented investment approach that emphasizes strong management and franchise quality when analyzing companies and identifying attractive investment opportunities. Their core strategy platform is managed for long-term appreciation over a full market cycle and includes large-cap focus, strategic equity, small-cap core and all cap equity. Oppenheimer's growth strategies employ a bottom-up fundamental research approach. The goal is to identify growing businesses through proprietary fundamental research, bearing in mind a long-term investment horizon. They believe this is the best way to identify differentiated insights about a stock's earnings potential and ultimately generate strong returns. Their growth strategies include large-cap growth, mid-cap growth, small-cap growth and 130/30 S/M growth. The firm's global strategies include core and value-oriented investment approaches that emphasize strong management and franchise quality when analyzing companies and identifying attractive investment opportunities. Their global strategy platform is managed for long-term appreciation over a full market cycle and includes international equity and global equity. Oppenheimer's fixed-income strategies incorporate a multi-sector approach investing in U.S. government, agency and corporate bonds. Their fixed-income strategies seek long-term outperformance of client specific benchmarks over a full market cycle. These strategies include fixed-income core, fixed-income core plus, fixed-income intermediate and fixed-income government/corporate. Oppenheimer also offers structured alpha strategies that integrate their proprietary index options approach with underlying fixed income, passive equity or active equity portfolios. The strategies are designed to achieve absolute-return, alpha-enhancement and beta-hedging. One of the key benefits of this approach is the consistently low correlation of the alpha source to the underlying portfolio. These strategies include structured alpha and enhanced index. | Finance |
Johnson Illington Advisors LLC
Johnson Illington Advisors LLC Investment ManagersFinance Hugh Johnson Advisors' (HJA) investment approach seeks to preserve capital while producing consistently above-average returns in all market environments. The firm's investment process is referred to as the Hugh Johnson Methodology. The methodology was developed by Hugh Johnson when he served as Chief Economist and Chief Investment Strategist at First Albany Companies. It is a disciplined methodology that strives to add value at each stage of the decision-making process. The Hugh Johnson Methodology employs both top-down and bottom-up investments processes. HJA's top-down methodology considers market and economic trends to determine where they are in the current stock market-economic-interest rate cycle. The structural decisions include asset allocation, sector allocation, market-cap allocation and style allocation. HJA employs a proprietary bottom-up methodology to select individual equities and fixed-income securities. The process consists of 3 steps: (1) technical analysis with an emphasis on relative performance (2) quantitative analysis and (3) fundamental analysis. HJA also offers enhanced index portfolios that invest in ETFs for individual and institutional investors that do not want the risks associated with owning individual companies. Though not limited by sector, HJA tends to invest in the stocks of US large-cap companies in the consumer non-durables, electronic technology, technology services, healthcare technology and finance sectors. The firm maintains a medium turnover rate. | Finance |
Siena College
 Siena College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Hugh Johnson Advisors LLC
Hugh Johnson Advisors LLC Investment ManagersFinance Hugh Johnson Advisors' (HJA) investment approach seeks to preserve capital while producing consistently above-average returns in all market environments. The firm's investment process is referred to as the Hugh Johnson Methodology. The methodology was developed by Hugh Johnson when he served as Chief Economist and Chief Investment Strategist at First Albany Companies. It is a disciplined methodology that strives to add value at each stage of the decision-making process. The Hugh Johnson Methodology employs both top-down and bottom-up investments processes. HJA's top-down methodology considers market and economic trends to determine where they are in the current stock market-economic-interest rate cycle. The structural decisions include asset allocation, sector allocation, market-cap allocation and style allocation. HJA employs a proprietary bottom-up methodology to select individual equities and fixed-income securities. The process consists of 3 steps: (1) technical analysis with an emphasis on relative performance (2) quantitative analysis and (3) fundamental analysis. HJA also offers enhanced index portfolios that invest in ETFs for individual and institutional investors that do not want the risks associated with owning individual companies. | Finance |
