![Surya Pisapati](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>)
Surya Pisapati
Analyst-Equity chez
US Bancorp Asset Management, Inc.
Profil
Surya Mrunalini Pisapati is Director of Portfolio Analytics & Strategy at US Bancorp Asset Management, Inc. starting in 2025.
Former positions include OCIO Portfolio Strategist at PFM Asset Management LLC in 2024, Director of Investment at Spouting Rock Financial Partners LLC from 2011 to 2016, and Investment Analyst at Macquarie Group Ltd. Education includes a graduate degree from Villanova University conferred in 2012 and an undergraduate degree from Jawaharlal Nehru Technological University.
Postes actifs de Surya Pisapati
| Sociétés | Poste | Début |
|---|---|---|
US Bancorp Asset Management, Inc.
 US Bancorp Asset Management, Inc. Investment ManagersFinance USBAM’s investment process strives to preserve principal, maintain liquidity, manage risk to client parameters, and produce returns commensurate with client goals. The firm primarily utilizes fundamental analysis in managing client assets. They focus on taxable and tax-exempt high-quality fixed income securities with investment objectives of safety, liquidity, diversification and yield. | Analyst-Equity | 01/10/2024 |
Anciens postes connus de Surya Pisapati
| Sociétés | Poste | Fin |
|---|---|---|
PFM Asset Management LLC
 PFM Asset Management LLC Investment ManagersFinance PFMAM manages several fixed-income portfolios on a total return basis. They also implement liability-driven strategies that seek to generate cash flows from a portfolio of fixed-income securities to match specific liabilities such as bond-funded defeasance accounts, construction accounts and insurance liabilities. The firm uses top-down analysis to assess macroeconomic conditions including interest rates, the shape of the yield curve, Federal Reserve monetary policy, and current and historical yield spreads between sectors. It is a key element of their duration and sector allocation decision-making process. PFMAM utilizes a bottom-up approach to security selection that seeks to identify those industries and issuers with fundamental characteristics and financial strength that enhances their potential to perform well. They incorporate low-risk active management techniques designed to augment their relative value approach. | Directeur de la Recherche - Actions | 01/09/2024 |
Spouting Rock Financial Partners LLC (Private Equity)
 Spouting Rock Financial Partners LLC (Private Equity) Investment ManagersFinance Spouting Rock Financial Partners invests in companies located in United States. The firm focuses on a broad range of sectors and industries. It provides financing for early, growth and buyout stage capital requirements. | Private Equity Investor | 01/04/2016 |
| MACQUARIE GROUP LIMITED | Corporate Officer/Principal | - |
Formation de Surya Pisapati
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
63
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
US Bancorp Asset Management, Inc.
US Bancorp Asset Management, Inc. Investment ManagersFinance USBAM’s investment process strives to preserve principal, maintain liquidity, manage risk to client parameters, and produce returns commensurate with client goals. The firm primarily utilizes fundamental analysis in managing client assets. They focus on taxable and tax-exempt high-quality fixed income securities with investment objectives of safety, liquidity, diversification and yield. | Finance |
PFM Asset Management LLC
PFM Asset Management LLC Investment ManagersFinance PFMAM manages several fixed-income portfolios on a total return basis. They also implement liability-driven strategies that seek to generate cash flows from a portfolio of fixed-income securities to match specific liabilities such as bond-funded defeasance accounts, construction accounts and insurance liabilities. The firm uses top-down analysis to assess macroeconomic conditions including interest rates, the shape of the yield curve, Federal Reserve monetary policy, and current and historical yield spreads between sectors. It is a key element of their duration and sector allocation decision-making process. PFMAM utilizes a bottom-up approach to security selection that seeks to identify those industries and issuers with fundamental characteristics and financial strength that enhances their potential to perform well. They incorporate low-risk active management techniques designed to augment their relative value approach. | Finance |
Villanova University
 Villanova University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Jawaharlal Nehru Technological University
 Jawaharlal Nehru Technological University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Macquarie Group Ltd.
 Macquarie Group Ltd. Investment Banks/BrokersFinance Provides asset & wealth management, retail and business banking, capital, commodities & financing services | Finance |
Spouting Rock Financial Partners LLC (Private Equity)
Spouting Rock Financial Partners LLC (Private Equity) Investment ManagersFinance Spouting Rock Financial Partners invests in companies located in United States. The firm focuses on a broad range of sectors and industries. It provides financing for early, growth and buyout stage capital requirements. | Finance |
