Joe Abraham

Membre du Comité d'Investissement chez

Fiera Capital, Inc.

Finance

Consumer Services

Commercial Services

Profil

Mr. Joseph A. Abraham, CFA MBA, is a Senior Investment Counselor of Private Wealth at Fiera Capital, Inc. He directs portfolio management for high net worth individuals.
He is a member of the Fixed Income Investment Committee, Equity Index Subcommittee, and Tactical Asset Allocation Committee.
He direct the Firm’s investment strategy.
Prior to joining Fiera Capital in October 2015, Mr. Abraham was a co-founder and Principal of Samson Capital Advisors LLC and worked with individual clients and their advisors to best structure their investment portfolios to suit individual objectives and investment constraints.
He was also a member of Samson’s equity allocation committee.
Prior to joining Samson, he was a Senior Portfolio Manager with the Offit Investment Group, focusing primarily on structuring and managing municipal bond portfolios for high net worth individuals.
He is also an equity analyst and was responsible for analyzing and assessing the firm's allocation to stocks and equity mutual funds.
Previously, he was the Director for the Sanwa Bank's U.S.
tax group.
Prior to that, he was a manager in KPMG's International Bank Tax Consulting and Compliance group, with responsibility for a number of their largest European and Asian banking clients.
He received his BA and MA in Middle Eastern Studies and Economics from Georgetown University in 1980, an MBA in Finance from the Wharton School of the University of Pennsylvania in 1984, and an MS in Accounting from the University of Virginia in 1991.
Joe is a CFA charterholder.

Postes actifs de Joe Abraham

Sociétés	Poste	Début
Fiera Capital, Inc. Fiera Capital, Inc. Investment ManagersFinance Fiera Capital offers a broad spectrum of investment strategies across various asset classes, styles and capitalization ranges. For the Equity Strategies, the firm takes a long-term investment approach, emphasizing high quality, and consistency of performance. Using a research-focused fundamental bottom-up approach, they seek to identify and invest in companies with a sustainable competitive advantage, growth potential, and attractive valuations. Their investment objective is to seek growth at a reasonable price by investing in a long-only portfolio of equities. Fiera Capital’s Fixed Income Strategies focuses on tax efficiency, real wealth preservation, and the development of non-correlated strategies built on its domestic and multi-currency expertise.	Membre du Comité d'Investissement	30/10/2015

Tous les postes actifs de Joe Abraham

Anciens postes connus de Joe Abraham

Sociétés	Poste	Fin
KPMG International /Dispute Advisory Services Unit/ KPMG International /Dispute Advisory Services Unit/ Miscellaneous Commercial ServicesCommercial Services Provides business forensic and consulting services	Corporate Officer/Principal	-
OFFIT Investment Group OFFIT Investment Group Major BanksFinance OFFITBANK individually manages tax-efficient fixed-income portfolios after a careful review of their client's state of residence, special tax considerations, income requirements vs. liquidity needs, financial objectives vs. return objectives, risk tolerance and time horizon. They actively manage portfolios to achieve superior after-tax total returns, seek value primarily in intermediate maturities and diversify portfolios by credit sector and geographic allocation. The fundamental proprietary analysis of their Municipal Research Team guides issuer selection. OFFITBANK enhances investment-grade portfolio returns through the active management of portfolio duration, yield curve positioning and sector allocation. They base investment decisions on their prospective view of the U.S. and global economic environment and their analysis of yield spreads among and within investment grade sectors. The firm structures investment-grade portfolios based on their expectations for interest rate trends and the shape of the yield curve within the parameters of client investment guidelines. They analyze and consider a securities universe of U.S. investment grade issues such as Treasuries, government agencies, MBSs and corporate bonds. The firm's high yield approach emphasizes high current income and capital appreciation. They focus on total return and safety without reaching for the highest yields available in the market and buy and hold quality domestic cash-pay issues that meet fundamental credit criteria. Portfolios primarily hold intermediate maturities of upper-tier credits (B+ or better). For total return fixed-income, they enhance core investment grade portfolio returns through strategic and tactical allocations to high yield fixed-income, hedged non-dollar investment grade and emerging markets fixed-income. OFFITBANK seeks enhanced fixed-income total return through the active management of portfolio duration, sector allocation, yield curve positioning and currency hedging. They base all investment decisions on their view of the U.S. and global economic environment and analysis of yield spreads among and within all fixed-income markets, domestic and foreign. The firm's emerging markets fixed-income strategy is primarily an international high yield corporate bond approach. This approach centers on capital preservation and risk-adjusted U.S. dollar total return with a focus on current yield. They invest primarily in non-investment grade U.S. dollar-denominated Eurobonds of fundamentally sound corporate issuers and select investments within the context of improving regional economic and political market trends. They may also invest opportunistically in locally issued and traded fixed-income securities and U.S. dollar-denominated Brady bonds. They typically hedge any currency exposure.	Corporate Officer/Principal	-
Sanwa Bank California	Corporate Officer/Principal	-
Samson Capital Advisors LLC Samson Capital Advisors LLC Investment ManagersFinance Samson Capital Advisors provides customized discretionary investment management services primarily regarding fixed-income securities and currency-related strategies. The firm utilizes an active investment management style that focuses on tax efficiency, real wealth preservation, and the development of non-correlated strategies built on their domestic and multicurrency expertise. Samson's primary preservation philosophy is central to their investment process and is designed to balance clients' desires to maximize after-tax income with their desire to preserve wealth. Their investment process also includes management of interest rate exposure and portfolio structures that anticipate changes in the shape of the yield curve. In addition, Samson employs a strict and thorough credit research process. Portfolios are individually managed and customized with particular attention to specific client considerations such as state of residence, tax status, risk tolerance, income and liquidity needs, and investment time horizon. The firm's investment strategies include: Tax Efficient Fixed-Income; High Grade Fixed-Income; Currencies; and Tax Efficient Inflation Protection.	Fondateur	-

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Entreprise privées	8
Fiera Capital, Inc. Fiera Capital, Inc. Investment ManagersFinance Fiera Capital offers a broad spectrum of investment strategies across various asset classes, styles and capitalization ranges. For the Equity Strategies, the firm takes a long-term investment approach, emphasizing high quality, and consistency of performance. Using a research-focused fundamental bottom-up approach, they seek to identify and invest in companies with a sustainable competitive advantage, growth potential, and attractive valuations. Their investment objective is to seek growth at a reasonable price by investing in a long-only portfolio of equities. Fiera Capital’s Fixed Income Strategies focuses on tax efficiency, real wealth preservation, and the development of non-correlated strategies built on its domestic and multi-currency expertise.	Finance
OFFIT Investment Group OFFIT Investment Group Major BanksFinance OFFITBANK individually manages tax-efficient fixed-income portfolios after a careful review of their client's state of residence, special tax considerations, income requirements vs. liquidity needs, financial objectives vs. return objectives, risk tolerance and time horizon. They actively manage portfolios to achieve superior after-tax total returns, seek value primarily in intermediate maturities and diversify portfolios by credit sector and geographic allocation. The fundamental proprietary analysis of their Municipal Research Team guides issuer selection. OFFITBANK enhances investment-grade portfolio returns through the active management of portfolio duration, yield curve positioning and sector allocation. They base investment decisions on their prospective view of the U.S. and global economic environment and their analysis of yield spreads among and within investment grade sectors. The firm structures investment-grade portfolios based on their expectations for interest rate trends and the shape of the yield curve within the parameters of client investment guidelines. They analyze and consider a securities universe of U.S. investment grade issues such as Treasuries, government agencies, MBSs and corporate bonds. The firm's high yield approach emphasizes high current income and capital appreciation. They focus on total return and safety without reaching for the highest yields available in the market and buy and hold quality domestic cash-pay issues that meet fundamental credit criteria. Portfolios primarily hold intermediate maturities of upper-tier credits (B+ or better). For total return fixed-income, they enhance core investment grade portfolio returns through strategic and tactical allocations to high yield fixed-income, hedged non-dollar investment grade and emerging markets fixed-income. OFFITBANK seeks enhanced fixed-income total return through the active management of portfolio duration, sector allocation, yield curve positioning and currency hedging. They base all investment decisions on their view of the U.S. and global economic environment and analysis of yield spreads among and within all fixed-income markets, domestic and foreign. The firm's emerging markets fixed-income strategy is primarily an international high yield corporate bond approach. This approach centers on capital preservation and risk-adjusted U.S. dollar total return with a focus on current yield. They invest primarily in non-investment grade U.S. dollar-denominated Eurobonds of fundamentally sound corporate issuers and select investments within the context of improving regional economic and political market trends. They may also invest opportunistically in locally issued and traded fixed-income securities and U.S. dollar-denominated Brady bonds. They typically hedge any currency exposure.	Finance
University of Virginia University of Virginia Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
KPMG International /Dispute Advisory Services Unit/ KPMG International /Dispute Advisory Services Unit/ Miscellaneous Commercial ServicesCommercial Services Provides business forensic and consulting services	Commercial Services
Georgetown University Georgetown University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Samson Capital Advisors LLC Samson Capital Advisors LLC Investment ManagersFinance Samson Capital Advisors provides customized discretionary investment management services primarily regarding fixed-income securities and currency-related strategies. The firm utilizes an active investment management style that focuses on tax efficiency, real wealth preservation, and the development of non-correlated strategies built on their domestic and multicurrency expertise. Samson's primary preservation philosophy is central to their investment process and is designed to balance clients' desires to maximize after-tax income with their desire to preserve wealth. Their investment process also includes management of interest rate exposure and portfolio structures that anticipate changes in the shape of the yield curve. In addition, Samson employs a strict and thorough credit research process. Portfolios are individually managed and customized with particular attention to specific client considerations such as state of residence, tax status, risk tolerance, income and liquidity needs, and investment time horizon. The firm's investment strategies include: Tax Efficient Fixed-Income; High Grade Fixed-Income; Currencies; and Tax Efficient Inflation Protection.	Finance
Sanwa Bank California
The Wharton School of the University of Pennsylvania The Wharton School of the University of Pennsylvania Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services