Profil
Samuel Clarke Coquillard formerly worked at Pacific Global Investment Management Co., as Managing Director from 2006 to 2024, Chelsea Counsel Co., as Senior Vice President in 2005, Tekla Capital Management LLC, as Senior Vice President, Wertheim Schroder & Co., Inc., as Vice President, Chase Securities, Inc., as Senior Vice President, and Merrill Lynch & Co., Inc., as First Vice President.
Mr. Coquillard received his undergraduate degree in 1983 from the University of Southern California.
Anciens postes connus de Samuel Clarke Coquillard
| Sociétés | Poste | Fin |
|---|---|---|
Pacific Global Investment Management Co.
Pacific Global Investment Management Co. Investment ManagersFinance Pacific Global focuses on straightforward investment strategies that utilize long-term investing based on the individual needs of their clients. They assign individual attention to each client and develop investment portfolios that are tailored and individually managed to each client’s objectives. Their Equity holdings are typically concentrated in 30 to 50 value-oriented, high-quality stocks which are diversified across industries and sectors. Each portfolio is individually managed using their active buy-and-hold approach. Fixed income holdings are managed for total return, which includes yield to maturity and capital appreciation. | Gestionnaire de Portefeuille-Actions | 01/10/2024 |
Chelsea Counsel Co.
Chelsea Counsel Co. Investment ManagersFinance CMC aims to help clients achieve their investment objectives by maximizing risk-adjusted returns through effective portfolio risk management. The firm seeks to accomplish this by thoroughly understanding client needs, objectives, and risk profile in applying time-tested, experience-driven strategies for growing, protecting and preserving assets. They seek to achieve this goal through constant and intensive research of individual equities and fixed-income securities. | Gestionnaire de Portefeuille-Actions | 31/12/2005 |
Merrill Lynch & Co., Inc.
Merrill Lynch & Co., Inc. Investment ManagersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Corporate Officer/Principal | - |
Wertheim Schroder & Co., Inc.
Wertheim Schroder & Co., Inc. Investment Banks/BrokersFinance Brokerage firm | Sales & Marketing | - |
Tekla Capital Management LLC
Tekla Capital Management LLC Investment ManagersFinance Tekla primarily focuses on healthcare investing. Their funds invest in public and private growth equities in the healthcare and life sciences industries. | Gestionnaire de Portefeuille-Actions | - |
Formation de Samuel Clarke Coquillard
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 | 7 |
|---|---|
Chelsea Counsel Co.
Chelsea Counsel Co. Investment ManagersFinance CMC aims to help clients achieve their investment objectives by maximizing risk-adjusted returns through effective portfolio risk management. The firm seeks to accomplish this by thoroughly understanding client needs, objectives, and risk profile in applying time-tested, experience-driven strategies for growing, protecting and preserving assets. They seek to achieve this goal through constant and intensive research of individual equities and fixed-income securities. | Finance |
Pacific Global Investment Management Co.
Pacific Global Investment Management Co. Investment ManagersFinance Pacific Global focuses on straightforward investment strategies that utilize long-term investing based on the individual needs of their clients. They assign individual attention to each client and develop investment portfolios that are tailored and individually managed to each client’s objectives. Their Equity holdings are typically concentrated in 30 to 50 value-oriented, high-quality stocks which are diversified across industries and sectors. Each portfolio is individually managed using their active buy-and-hold approach. Fixed income holdings are managed for total return, which includes yield to maturity and capital appreciation. | Finance |
Tekla Capital Management LLC
Tekla Capital Management LLC Investment ManagersFinance Tekla primarily focuses on healthcare investing. Their funds invest in public and private growth equities in the healthcare and life sciences industries. | Finance |
University of Southern California
University of Southern California Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Wertheim Schroder & Co., Inc.
Wertheim Schroder & Co., Inc. Investment Banks/BrokersFinance Brokerage firm | Finance |
Chase Securities, Inc.
Chase Securities, Inc. Investment Banks/BrokersFinance Provides securities brokerage services | Finance |
Merrill Lynch & Co., Inc.
Merrill Lynch & Co., Inc. Investment ManagersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Finance |
















