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Carol Lee Royer
Stratège de marché chez
Waddell & Associates LLC
Profil
Ms. Carol L.
Royer, CFA, is a Senior Vice President & Senior Wealth Strategist at Waddell & Associates LLC.
Ms. Royer began her career at IBM as a Systems Engineer in the Memphis marketing branch office.
After 15 years, she switched careers to financial planning in 1994.
She graduated Phi Beta Kappa in 1978 with a BA in Mathematics and Economics from Rhodes College and an MBA in Finance from the University of Memphis in December, 1996.
She earned the Certified Financial Planner designation in February 1997, became a Chartered Financial Analyst charter holder in 1999, and earned her Certified Divorce Financial Analys designation in 2005.
Postes actifs de Carol Lee Royer
| Sociétés | Poste | Début |
|---|---|---|
Waddell & Associates LLC
 Waddell & Associates LLC Investment ManagersFinance W&A primarily uses mutual funds and ETF’s and, as appropriate, portfolios of fixed income securities, separately managed accounts, and structured notes. Their investment philosophy is not constrained by capitalization size or domicile. Based on a variety of research methods, the firm develops a global, macro-economic view of the investing landscape. They then conduct extensive searches for relevant fund managers or securities to coincide with their macroeconomic views. Some managers use an active approach by combining fundamental, technical, bottom-up and top-down analysis to make their buy and sell decisions. Other managers use a more passive approach by adhering to a target benchmark or applying a rules based strategy based on research that seeks to earn a long-term risk premium. | Stratège de marché | 01/04/2016 |
Anciens postes connus de Carol Lee Royer
| Sociétés | Poste | Fin |
|---|---|---|
AMWJR, Inc.
 AMWJR, Inc. Investment ManagersFinance Waddell & Associates recommends investments in no-load mutual funds, ETFs, individual securities, money market funds, CDs, corporate bonds, US Treasury bonds and municipal bonds. The firm typically creates portfolios of no-load mutual funds, using model portfolios which match clients' unique investment objectives. They monitor the performance of these funds, adjusting portfolio positions in response to changing economic and market conditions. While W&A typically invests in no-load mutual funds, they may also invest in conservative fixed-income securities. W&A's investment philosophy is not constrained by capitalization size or domicile. Based on a variety of research methods, the firm develops a global, macro-economic view of the investing landscape. W&A then conducts extensive searches for relevant fund managers to coincide with their macroeconomic views. The managers use a combination of fundamental, technical, bottom-up and top-down analysis to make buy and sell decisions. When analyzing managers, W&A focuses on a variety of factors, including but not limited to manager tenure, performance track record, peer group representation, investing philosophy, portfolio composition, beta, r-squared, upside/downside capture, current conditions and future outlook of the markets. | Stratège de marché | 25/05/2016 |
Formation de Carol Lee Royer
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
43
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
AMWJR, Inc.
AMWJR, Inc. Investment ManagersFinance Waddell & Associates recommends investments in no-load mutual funds, ETFs, individual securities, money market funds, CDs, corporate bonds, US Treasury bonds and municipal bonds. The firm typically creates portfolios of no-load mutual funds, using model portfolios which match clients' unique investment objectives. They monitor the performance of these funds, adjusting portfolio positions in response to changing economic and market conditions. While W&A typically invests in no-load mutual funds, they may also invest in conservative fixed-income securities. W&A's investment philosophy is not constrained by capitalization size or domicile. Based on a variety of research methods, the firm develops a global, macro-economic view of the investing landscape. W&A then conducts extensive searches for relevant fund managers to coincide with their macroeconomic views. The managers use a combination of fundamental, technical, bottom-up and top-down analysis to make buy and sell decisions. When analyzing managers, W&A focuses on a variety of factors, including but not limited to manager tenure, performance track record, peer group representation, investing philosophy, portfolio composition, beta, r-squared, upside/downside capture, current conditions and future outlook of the markets. | Finance |
Rhodes College
 Rhodes College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Memphis
 University of Memphis Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Waddell & Associates LLC
Waddell & Associates LLC Investment ManagersFinance W&A primarily uses mutual funds and ETF’s and, as appropriate, portfolios of fixed income securities, separately managed accounts, and structured notes. Their investment philosophy is not constrained by capitalization size or domicile. Based on a variety of research methods, the firm develops a global, macro-economic view of the investing landscape. They then conduct extensive searches for relevant fund managers or securities to coincide with their macroeconomic views. Some managers use an active approach by combining fundamental, technical, bottom-up and top-down analysis to make their buy and sell decisions. Other managers use a more passive approach by adhering to a target benchmark or applying a rules based strategy based on research that seeks to earn a long-term risk premium. | Finance |
