![Sarah Wells Spencer](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Ms. Sarah W.
Spencer is an Analyst at LMCG Investments LLC.
She joined the LMCG fixed income team in May of 2013 to assist in trading, portfolio management and credit analytics.
Prior to joining LMCG, Ms. Spencer worked for seven years at Boston based, boutique broker dealer, Corby Capital Markets, where she served as a Vice President.
At Corby Capital, Ms. Spencer was responsible for institutional fixed income sales and trading, and retail sales and portfolio management.
She provided customized portfolio solutions offering tax efficiency to high net worth individuals.
Ms. Spencer has a Bachelor of Arts degree in English, with a minor in Business Administration, from the University of New Hampshire.
Anciens postes connus de Sarah Wells Spencer
| Sociétés | Poste | Fin |
|---|---|---|
LMCG Investments LLC
 LMCG Investments LLC Investment ManagersFinance LMCG applies various portfolio construction and risk assessment skills in managing portfolios across a broad risk/return spectrum. The firm utilizes a combination of top-down and bottom-up analysis and both fundamental and quantitative tools to construct their portfolios. Core investment capabilities include global equity, fixed income, and absolute return/relative value credit. | Analyst-Fixed Income | 01/05/2016 |
Corby Asset Management LLC
 Corby Asset Management LLC Investment ManagersFinance Corby Asset Management's (CAM) investment approach is one which uses the time tested concept of compounding as the primary source of growth. Their investments are biased towards the global markets. The firm believes that cash flow assets typically generate higher levels of dividends and income than capital gains assets, and are often variable income-producing assets. CAM's universe of non-traditional asset classes includes closed-end funds, MLPs, global real estate (Hong Kong, Australia and Singapore), royalty trusts (both American and Canadian), high dividend paying and preferred stocks (such as utilities and those issued predominantly in the international markets) and the precious metals and mining sectors. Furthermore, in their search for value, the firm often finds that foreign-issued securities of politically stable countries, along with their underlying currencies (unhedged), can be particularly attractive for investment consideration. The underlying bias in CAM's investment preferences point toward the longer-dated, infrastructure assets, particularly those monopolistic in nature, rather than those deep seated in service oriented industries, or those representing the shorter-dated assets such as companies in the technology sector. | Sales & Marketing | 01/01/2013 |
Formation de Sarah Wells Spencer
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
47
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
University of New Hampshire
 University of New Hampshire Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
LMCG Investments LLC
LMCG Investments LLC Investment ManagersFinance LMCG applies various portfolio construction and risk assessment skills in managing portfolios across a broad risk/return spectrum. The firm utilizes a combination of top-down and bottom-up analysis and both fundamental and quantitative tools to construct their portfolios. Core investment capabilities include global equity, fixed income, and absolute return/relative value credit. | Finance |
Corby Asset Management LLC
Corby Asset Management LLC Investment ManagersFinance Corby Asset Management's (CAM) investment approach is one which uses the time tested concept of compounding as the primary source of growth. Their investments are biased towards the global markets. The firm believes that cash flow assets typically generate higher levels of dividends and income than capital gains assets, and are often variable income-producing assets. CAM's universe of non-traditional asset classes includes closed-end funds, MLPs, global real estate (Hong Kong, Australia and Singapore), royalty trusts (both American and Canadian), high dividend paying and preferred stocks (such as utilities and those issued predominantly in the international markets) and the precious metals and mining sectors. Furthermore, in their search for value, the firm often finds that foreign-issued securities of politically stable countries, along with their underlying currencies (unhedged), can be particularly attractive for investment consideration. The underlying bias in CAM's investment preferences point toward the longer-dated, infrastructure assets, particularly those monopolistic in nature, rather than those deep seated in service oriented industries, or those representing the shorter-dated assets such as companies in the technology sector. | Finance |
