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Profil
Mr. John A. Paulsen, CFA MBA, is Vice President & Head of Research at Stonebridge Advisors LLC.
He joined in April 2015 as Head of Research and is a senior member of Stonebridge Advisors’ Investment Committee.
He brings substantial direct experience and knowledge of the global banking and insurance sectors and manages a team of analysts responsible for all of Stonebridge’s portfolio investments.
For over 20 years, Mr. Paulsen was a senior financial sector analyst with various securities firms such as Sterne Agee, Gleacher & Co, CRT Capital, Royal Bank of Scotland and JP Morgan.
For six years, he served as a buy-side analyst, portfolio manager and trader at JP Morgan Investment Management.
Early in his career, he was a senior ratings analyst covering banks for Standard & Poor’s.
He graduated from Boston University in 1982 with a B.S.
in International Relations and Finance, earned his MBA in Finance from the New York University Stern School of Business in 1990 and is a CFA Charter holder.
Anciens postes connus de John Andrew Paulsen
| Sociétés | Poste | Fin |
|---|---|---|
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 la Recherche - Actions | 08/08/2018 |
CRT Capital Group LLC
 CRT Capital Group LLC Investment Banks/BrokersFinance Provides brokerage services | Analyst-Fixed Income | 30/06/2010 |
NatWest Markets Securities, Inc.
 NatWest Markets Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services | Stratège de marché | 31/12/2008 |
Gleacher & Co. Securities, Inc.
 Gleacher & Co. Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
Standard & Poor's Financial Services LLC
 Standard & Poor's Financial Services LLC Investment ManagersFinance Provides financial market intelligence services | Corporate Officer/Principal | - |
Formation de John Andrew Paulsen
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Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
88
Relations au 1er degré
9
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 9 |
|---|---|
JPMorgan Investment Management, Inc.
 JPMorgan Investment Management, Inc. Investment ManagersFinance JPMIM seeks to generate positive excess return through both a bottom-up approach emphasizing security selection and a top-down approach focusing on macro investment themes and trends to aid in determining sector weightings, currency, and yield curve weighting where appropriate. The firm offers a broad range of US, non-US and global investment management products and provides different strategies that span the full spectrum of asset classes including equity, fixed-income, cash liquidity, currency, real estate, hedge funds and private equity. | Finance |
JPMorgan Securities LLC
 JPMorgan Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
NatWest Markets Securities, Inc.
NatWest Markets Securities, Inc. 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 |
Boston University
 Boston University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Standard & Poor's Financial Services LLC
Standard & Poor's Financial Services LLC Investment ManagersFinance Provides financial market intelligence services | Finance |
CRT Capital Group LLC
CRT Capital Group LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
New York University
 New York University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Gleacher & Co. Securities, Inc.
Gleacher & Co. Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
