Wayne S. Woodman

Plus aucun poste en cours

Finance

Consumer Services

Profil

Mr. Woodman joined GKM Advisers in 2002 from Tower Asset Management, an affiliate of M.L.
Stern & Co. LLC, where he served as Executive Vice President and Chief Operating Officer for over 10 years.
Prior to joining Tower, he worked in various capacities at M.L.
Stern & Co., including Senior Vice President, Head of the Taxable Bond Department and Head Taxable Bond Trader.
He has served four terms as a member of the Charles Schwab Institutional Advisory Board and currently serves as a board member of the Los Angeles Business Council.
Since 1998, Worth magazine has recognized Mr. Woodman on its annual 250 Best Financial Advisers survey from across the U.S.
Mr. Woodman attended The Sanford Institute of Public Policy at Duke University where he earned a Bachelor's degree with a specialty in finance.

Anciens postes connus de Wayne S. Woodman

Sociétés	Poste	Fin
Tower Asset Management LLC Tower Asset Management LLC Investment ManagersFinance Tower Asset Management's equity investment philosophy emphasizes focuses on investing in the common stocks of well-established, financially strong and well managed medium to large companies that offer above average growth prospects at reasonable/attractive valuations and are leaders in their respective industries. Companies should possess a strong or unique business franchise or competency and have a history of delivering superior financial performance that is consistent regardless of the business cycle. Companies should also have accelerating growth in revenues and earnings, strong cash flows and a history of low stock price volatility. Though not limited by sector or market-cap, Tower tends to invest in the stocks of large-cap companies in the consumer non-durables, health technology and technology services sectors. The firm invests primarily in the US, Canada, Europe and Asia. Tower maintains a high turnover rate. Tower employs both a top-down sector weighting process and a bottom-up selection process. Quantitative screens and fundamental analysis are used to reduce the universe to an active watch list. The firm overlays sector strategy considerations with additional screening and analysis to construct portfolios. Tower seeks to identify sectors within the markets that possess superior fundamentals and the prospects for superior growth over the longer term. The firm emphasizes certain sectors when major demographic and economic trends that benefit those sectors are identified. The firm manages risk by diversifying common stock portfolios across economic sectors, industries and companies. Economic sector weightings within a portfolio are limited relative to the appropriate benchmark index. Security position sizes are also limited. Holdings may be sold either partially or in full for reasons that include deteriorating fundamentals, loss of management focus, excessive valuation or due to the identification of a better investment opportunity. Tower manages investment grade bond portfolios with a passive investment approach. Portfolios are structured using a laddered investment strategy. When investing in bonds, Tower considers the tax status of the account, income required from the portfolio and credit quality.	Corporate Officer/Principal	31/12/2001
M. L. Stern & Co. LLC M. L. Stern & Co. LLC Investment Banks/BrokersFinance M.L. Stern & Co. provides advice and services to individual, corporate, and pension investors. The firm offers several types of investments including tax-free municipal bonds, corporate and convertible bonds, US Treasury bonds, GNMAs, CMOs, open-end income mutual funds, closed-end income funds, income unit investment trusts and preferred stock. They also offer growth investments including common stock, open-end equity mutual funds, closed-end equity funds and equity unit investment trusts.	Corporate Officer/Principal	-
GKM Advisers LLC GKM Advisers LLC Investment ManagersFinance GKM Advisers invests in high-quality, growing companies that are trading at reasonable valuations. The firm typically holds their investments for many years, with the goal of minimizing taxes and transaction costs. GKM employs top-down analysis of global and national economics to identify structural changes and trends that impact the financial marketplace. They also examine industry and sector performance and company fundamentals. For clients seeking real growth of assets, GKM uses equities are their primary investment vehicle. The firm uses fundamental analysis to identify growth companies that are reasonably priced and have the potential for above average returns over an extended period of time. They take a continuous macro view of the US and the world, focusing on economic implications and searching for catalysts that drive perception and change in the economy. GKM invests in industry-leading companies that are operating in positive sectors. The firm looks for companies with historic profitability and earnings momentum that are producing real growth in demand for their products and services. They also look for companies with strong and under-leveraged balance sheets. GKM seeks to identify franchises as early as possible. Portfolios are diversified by sector and market-cap size to reduce stock-specific risk. Though not limited by sector, market-cap or geography, GKM tends to invest in the stocks of US large-cap companies in the health technology, technology services and electronic technology sectors. The firm also invests in Europe, the Middle East and Asia. GKM maintains a low turnover rate. The GKM Growth Fund is a no-load mutual fund that seeks long term capital appreciation. The Fund employs a GARP investment style and usually invests in a diversified portfolio of common stocks from small-, mid- and large-cap companies. Stocks are selected through fundamental analysis of a company's financial reports and other public records. GKM looks for stocks having all or some of the following characteristics: (1) strong earnings growth (2) reasonable valuations (3) quality management and (4) financial strength and stability. While the Fund invests across a range of industries, certain sectors may be overweighted compared to others because GKM seeks the best investment opportunities regardless of sector. The sectors in which the Fund may be overweighted will vary at different points in the economic cycle. At times, a portion of the Fund may be invested in new issuers. A security may be sold if GKM's research indicates that there has been deterioration in the company's fundamentals or growth potential.	Corporate Officer/Principal	11/12/2009

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Entreprise privées	4
Tower Asset Management LLC Tower Asset Management LLC Investment ManagersFinance Tower Asset Management's equity investment philosophy emphasizes focuses on investing in the common stocks of well-established, financially strong and well managed medium to large companies that offer above average growth prospects at reasonable/attractive valuations and are leaders in their respective industries. Companies should possess a strong or unique business franchise or competency and have a history of delivering superior financial performance that is consistent regardless of the business cycle. Companies should also have accelerating growth in revenues and earnings, strong cash flows and a history of low stock price volatility. Though not limited by sector or market-cap, Tower tends to invest in the stocks of large-cap companies in the consumer non-durables, health technology and technology services sectors. The firm invests primarily in the US, Canada, Europe and Asia. Tower maintains a high turnover rate. Tower employs both a top-down sector weighting process and a bottom-up selection process. Quantitative screens and fundamental analysis are used to reduce the universe to an active watch list. The firm overlays sector strategy considerations with additional screening and analysis to construct portfolios. Tower seeks to identify sectors within the markets that possess superior fundamentals and the prospects for superior growth over the longer term. The firm emphasizes certain sectors when major demographic and economic trends that benefit those sectors are identified. The firm manages risk by diversifying common stock portfolios across economic sectors, industries and companies. Economic sector weightings within a portfolio are limited relative to the appropriate benchmark index. Security position sizes are also limited. Holdings may be sold either partially or in full for reasons that include deteriorating fundamentals, loss of management focus, excessive valuation or due to the identification of a better investment opportunity. Tower manages investment grade bond portfolios with a passive investment approach. Portfolios are structured using a laddered investment strategy. When investing in bonds, Tower considers the tax status of the account, income required from the portfolio and credit quality.	Finance
Duke University Duke University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
GKM Advisers LLC GKM Advisers LLC Investment ManagersFinance GKM Advisers invests in high-quality, growing companies that are trading at reasonable valuations. The firm typically holds their investments for many years, with the goal of minimizing taxes and transaction costs. GKM employs top-down analysis of global and national economics to identify structural changes and trends that impact the financial marketplace. They also examine industry and sector performance and company fundamentals. For clients seeking real growth of assets, GKM uses equities are their primary investment vehicle. The firm uses fundamental analysis to identify growth companies that are reasonably priced and have the potential for above average returns over an extended period of time. They take a continuous macro view of the US and the world, focusing on economic implications and searching for catalysts that drive perception and change in the economy. GKM invests in industry-leading companies that are operating in positive sectors. The firm looks for companies with historic profitability and earnings momentum that are producing real growth in demand for their products and services. They also look for companies with strong and under-leveraged balance sheets. GKM seeks to identify franchises as early as possible. Portfolios are diversified by sector and market-cap size to reduce stock-specific risk. Though not limited by sector, market-cap or geography, GKM tends to invest in the stocks of US large-cap companies in the health technology, technology services and electronic technology sectors. The firm also invests in Europe, the Middle East and Asia. GKM maintains a low turnover rate. The GKM Growth Fund is a no-load mutual fund that seeks long term capital appreciation. The Fund employs a GARP investment style and usually invests in a diversified portfolio of common stocks from small-, mid- and large-cap companies. Stocks are selected through fundamental analysis of a company's financial reports and other public records. GKM looks for stocks having all or some of the following characteristics: (1) strong earnings growth (2) reasonable valuations (3) quality management and (4) financial strength and stability. While the Fund invests across a range of industries, certain sectors may be overweighted compared to others because GKM seeks the best investment opportunities regardless of sector. The sectors in which the Fund may be overweighted will vary at different points in the economic cycle. At times, a portion of the Fund may be invested in new issuers. A security may be sold if GKM's research indicates that there has been deterioration in the company's fundamentals or growth potential.	Finance
M. L. Stern & Co. LLC M. L. Stern & Co. LLC Investment Banks/BrokersFinance M.L. Stern & Co. provides advice and services to individual, corporate, and pension investors. The firm offers several types of investments including tax-free municipal bonds, corporate and convertible bonds, US Treasury bonds, GNMAs, CMOs, open-end income mutual funds, closed-end income funds, income unit investment trusts and preferred stock. They also offer growth investments including common stock, open-end equity mutual funds, closed-end equity funds and equity unit investment trusts.	Finance