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Profil
Sandy Panetta, former Managing Director & Portfolio Manager at United States Trust Co., NA, former Managing Director at Columbia Management Advisors, Inc., former Partner & Portfolio Manager at Evercore Trust Co. NA (Invt Mgmt), and former Partner & Portfolio Manager at Evercore Wealth Management LLC.
Ms. Panetta obtained an undergraduate degree from The State University of New York.
Anciens postes connus de Sandy Panetta
| Sociétés | Poste | Fin |
|---|---|---|
Evercore Wealth Management LLC
 Evercore Wealth Management LLC Investment ManagersFinance Evercore Wealth seeks to build customized and diversified portfolios based on each client's individual and specific needs, objectives, investment guidelines and restrictions, which may be adjusted to market or client circumstances. Their fixed income investment team seeks to provide clients with a steady income stream while preserving principal. The firm seeks to maximize portfolio returns by creating fixed income portfolios with a focus on tax-considerations and specific client objectives. For equity investment management, Evercore Wealth seeks to generate long-term returns and capital appreciation by investing in the large, small and mid-cap stocks of domestic, foreign, and global businesses. | Portfolio Manager-Fixed Income | 01/12/2019 |
Evercore Trust Co. NA (Invt Mgmt)
 Evercore Trust Co. NA (Invt Mgmt) Investment ManagersFinance Evercore-IM establishes the client’s goals and appetite for risk and determines how to maximize their chances of success on their terms. | Gestionnaire de Portefeuille-Actions | 01/12/2019 |
United States Trust Co., NA
 United States Trust Co., NA Major BanksFinance Provides banking services | Corporate Officer/Principal | - |
Columbia Management Advisors, Inc.
 Columbia Management Advisors, Inc. Investment ManagersFinance Columbia Management Advisors invests in the US public equity and debt markets. They focus on growth and value stocks of small-cap, mid-cap, and large-cap companies selected on the basis of a top-down approach and thematic and fundamental analysis with a bottom-up stock picking approach to create their equity portfolio mix. The firm benchmarks the performance of its equity portfolios against the S&P 500 Index. Columbia Management Advisors invests in short-term, intermediate-term, and long-term high-quality debt instruments including treasuries, mortgage-backed securities, municipal bonds, agency bonds and asset backed securities to create their debt portfolio mix. The firm uses a combination of their equity and debt strategies to manage balanced portfolios and benchmarks performance against the S&P 500 Index and Lehman Aggregate Index. Though not limited by sector, the firm tends to invests in the stocks of large-cap companies in the technology, energy minerals and consumer non-durables sectors. They maintain a low turnover rate. | Corporate Officer/Principal | - |
Formation de Sandy Panetta
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
34
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Columbia Management Advisors, Inc.
Columbia Management Advisors, Inc. Investment ManagersFinance Columbia Management Advisors invests in the US public equity and debt markets. They focus on growth and value stocks of small-cap, mid-cap, and large-cap companies selected on the basis of a top-down approach and thematic and fundamental analysis with a bottom-up stock picking approach to create their equity portfolio mix. The firm benchmarks the performance of its equity portfolios against the S&P 500 Index. Columbia Management Advisors invests in short-term, intermediate-term, and long-term high-quality debt instruments including treasuries, mortgage-backed securities, municipal bonds, agency bonds and asset backed securities to create their debt portfolio mix. The firm uses a combination of their equity and debt strategies to manage balanced portfolios and benchmarks performance against the S&P 500 Index and Lehman Aggregate Index. Though not limited by sector, the firm tends to invests in the stocks of large-cap companies in the technology, energy minerals and consumer non-durables sectors. They maintain a low turnover rate. | Finance |
The State University of New York
 The State University of New York Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
United States Trust Co., NA
United States Trust Co., NA Major BanksFinance Provides banking services | Finance |
Evercore Trust Co. NA (Invt Mgmt)
Evercore Trust Co. NA (Invt Mgmt) Investment ManagersFinance Evercore-IM establishes the client’s goals and appetite for risk and determines how to maximize their chances of success on their terms. | Finance |
Evercore Wealth Management LLC
Evercore Wealth Management LLC Investment ManagersFinance Evercore Wealth seeks to build customized and diversified portfolios based on each client's individual and specific needs, objectives, investment guidelines and restrictions, which may be adjusted to market or client circumstances. Their fixed income investment team seeks to provide clients with a steady income stream while preserving principal. The firm seeks to maximize portfolio returns by creating fixed income portfolios with a focus on tax-considerations and specific client objectives. For equity investment management, Evercore Wealth seeks to generate long-term returns and capital appreciation by investing in the large, small and mid-cap stocks of domestic, foreign, and global businesses. | Finance |
