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Profil
Sally Ann Humphrey worked as CEO, Chief Compliance Officer & Member at Greystone Investment Management LLC from 2016 to 2019.
Prior to that, she worked as a Research Assistant at Bartlett & Co. LLC from 1996 to 2002.
Ms. Humphrey holds an MBA from Xavier University and an undergraduate degree from the University of Cincinnati.
Anciens postes connus de Sally Ann Humphrey
| Sociétés | Poste | Fin |
|---|---|---|
Greystone Investment Management LLC
 Greystone Investment Management LLC Investment ManagersFinance Greystone Investment Management actively manage clients' portfolios according to their unique growth, income, risk, tax, liquidity and other needs. The firm seeks to add value to their clients' portfolios through fundamental security analysis of both equity and debt issues and a strict adherence to their valuation methodology and investment discipline. Greystone generally invests client assets in domestic and international stocks, bonds, mutual funds, options and ETFs. The firm tends to invest for relatively long time horizons, often for a year or more. However, market developments could cause them to sell securities more quickly. Depending on a client’s investment objectives, Greystone might also engage in short selling or option writing. | Directeur Général | 01/01/2019 |
Bartlett & Co. LLC
 Bartlett & Co. LLC Investment ManagersFinance Bartlett & Co. is an active investment manager that seeks to maximize each client's return potential for the level of risk undertaken. To that end, they adjust the asset mix to reflect the changing opportunities encountered over a market cycle. Their approach is based on the premise that every client is unique and they formulate our recommendations accordingly. Bartlett & Co. believes that portfolio diversification is the best way to manage risk, in alignment with the client’s objective and risk tolerance. They advocate diversification across uncorrelated asset classes. Subject to each client’s unique objectives, Bartlett & Co. seeks to diversify stocks across economic sectors with emphasis placed in those sectors exhibiting superior return potential, subject to valuation criteria. International exposure is diversified across geographies and across developed and emerging countries. With expenses in consideration, the firm uses mutual funds and ETFs to meet the small-cap and international allocations. Bartlet & Co. applies their relative value philosophy of investing to the management of fixed income portfolios. They emphasize an analysis of the relative value of various sectors, individual credits and maturity slices of the yield curve. The firm does not generally make large interest rate bets by varying the duration of client portfolios by more than 10% from the duration of the client's selected benchmark. | Analyst-Equity | 31/12/2002 |
Formation de Sally Ann Humphrey
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
13
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Greystone Investment Management LLC
Greystone Investment Management LLC Investment ManagersFinance Greystone Investment Management actively manage clients' portfolios according to their unique growth, income, risk, tax, liquidity and other needs. The firm seeks to add value to their clients' portfolios through fundamental security analysis of both equity and debt issues and a strict adherence to their valuation methodology and investment discipline. Greystone generally invests client assets in domestic and international stocks, bonds, mutual funds, options and ETFs. The firm tends to invest for relatively long time horizons, often for a year or more. However, market developments could cause them to sell securities more quickly. Depending on a client’s investment objectives, Greystone might also engage in short selling or option writing. | Finance |
Bartlett & Co. LLC
Bartlett & Co. LLC Investment ManagersFinance Bartlett & Co. is an active investment manager that seeks to maximize each client's return potential for the level of risk undertaken. To that end, they adjust the asset mix to reflect the changing opportunities encountered over a market cycle. Their approach is based on the premise that every client is unique and they formulate our recommendations accordingly. Bartlett & Co. believes that portfolio diversification is the best way to manage risk, in alignment with the client’s objective and risk tolerance. They advocate diversification across uncorrelated asset classes. Subject to each client’s unique objectives, Bartlett & Co. seeks to diversify stocks across economic sectors with emphasis placed in those sectors exhibiting superior return potential, subject to valuation criteria. International exposure is diversified across geographies and across developed and emerging countries. With expenses in consideration, the firm uses mutual funds and ETFs to meet the small-cap and international allocations. Bartlet & Co. applies their relative value philosophy of investing to the management of fixed income portfolios. They emphasize an analysis of the relative value of various sectors, individual credits and maturity slices of the yield curve. The firm does not generally make large interest rate bets by varying the duration of client portfolios by more than 10% from the duration of the client's selected benchmark. | Finance |
Xavier University
 Xavier University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Cincinnati (Ohio)
 University of Cincinnati (Ohio) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
