![Angelo Graci](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
Mr. Angelo D.
Graci, CFA MBA, is an Executive Vice President & Head of Credit Research at Stonebridge Advisors LLC.
He is a senior member of the Investment Committee and manages a team of analysts that oversees all of Stonebridge’s portfolio investments.
His extensive knowledge of global banking, insurance, non-bank finance and REITs brings an impressive level of analytical depth to the Stonebridge research team.
Mr. Graci has over 28 years of credit and equity research experience with a focus on financials.
Prior to joining Stonebridge in 2018, Mr. Graci was a global Financials Credit Strategist at Stifel Financial, with a particular focus on hybrid/preferred strategy.
At Stifel, he incorporated a multi-asset and cross-currency approach to analyzing global financials, which encompassed global banking systems (developed and emerging markets), insurance, non-bank finance and REITs.
Before Stifel, he was a Senior Analyst at Caxton Associates, responsible for financial sector credit and equity analysis and portfolio management.
Prior roles included global financials and hybrid strategy at Citadel Securities and credit analysis and trading at Merrill Lynch.
Mr. Graci received a BS in Finance from SUNY Albany and an MBA in Finance from New York University.
He holds the CFA designation awarded by CFA Institute.
Postes actifs de Angelo Graci
| Sociétés | Poste | Début |
|---|---|---|
Stonebridge Advisors LLC
 Stonebridge Advisors LLC Investment ManagersFinance Stonebridge seeks to maximize total return, with a particular emphasis on income, in each investor’s selected strategy through strategic selection primarily of preferred, hybrid and other fixed income securities. The firm is performance-driven and utilizes a conservative approach to portfolio management that focuses on active management and long-term risk adjusted returns. Their investment process is a combined bottom-up and top-down approach to security selection that encompasses 3 significant areas of analysis: credit analysis, relative value analysis, and technical analysis. | Directeur de Recherche - Fxd Inc | 01/01/2018 |
Anciens postes connus de Angelo Graci
| Sociétés | Poste | Fin |
|---|---|---|
Chapdelaine Credit Partners LLC
 Chapdelaine Credit Partners LLC Investment Banks/BrokersFinance Provides brokerage services | Analyst-Fixed Income | 01/01/2011 |
Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/
 Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/ Investment Banks/BrokersFinance Provides brokerage services | Analyst-Fixed Income | 09/04/2009 |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
10
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/
Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/ Investment Banks/BrokersFinance Provides brokerage services | Finance |
Stonebridge Advisors LLC
Stonebridge Advisors LLC Investment ManagersFinance Stonebridge seeks to maximize total return, with a particular emphasis on income, in each investor’s selected strategy through strategic selection primarily of preferred, hybrid and other fixed income securities. The firm is performance-driven and utilizes a conservative approach to portfolio management that focuses on active management and long-term risk adjusted returns. Their investment process is a combined bottom-up and top-down approach to security selection that encompasses 3 significant areas of analysis: credit analysis, relative value analysis, and technical analysis. | Finance |
Chapdelaine Credit Partners LLC
Chapdelaine Credit Partners LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
