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Profil
Ms. Larissa M.
Wilson is a Senior Analyst at Castleton Partners LLC.
She serves as our Senior Market and Investment Analyst and is responsible for client portfolio trading and monitoring.
She maintains close surveillance of both the tax-exempt and taxable markets in an effort to identify potential opportunities or possible dangers on behalf of our clients.
Prior to joining Castleton, Ms. Wilson was a senior analyst at Income Research and Management in Boston, where she was responsible for taxable fixed income trading and portfolio management for institutional portfolios.
She began her career in fixed income at State Street Bank and also worked at Standish Ayer and Wood (now Standish Mellon).
Ms. Wilson was graduated from Boston College with a MBA in Finance and College of the Holy Cross with a BA in Economics.
Anciens postes connus de Larissa M. Wilson
| Sociétés | Poste | Fin |
|---|---|---|
Income Research & Management, Inc.
 Income Research & Management, Inc. Investment ManagersFinance IR+M’s investment philosophy is based on their belief that careful security selection and actively managing portfolio risk provides superior results over the long-term. The firm strives to deliver strong performance over the market cycle via an understandable and consistent investment process. IR+M constructs portfolios using a disciplined bottom-up investment approach to select what they believe to be the most attractive securities from the fixed income universe. | Analyst-Fixed Income | 30/05/2008 |
Standish Mellon Asset Management Co. LLC
 Standish Mellon Asset Management Co. LLC Investment ManagersFinance Standish Mellon Asset Management Co. is a dedicated fixed income manager that offers a wide range of cash, credit-based and specialty bond strategies. The firm is effectively split into three divisions: the Active Fixed Income Division, the Tax-Sensitive Fixed Income Division and the Stable Value Division. Standish’s Active Fixed Income investment process combines top-down, macroeconomic analysis with bottom-up research to identify attractive securities based on proprietary, fundamental research. Their top-down approach includes macroeconomic research to assess the overall risk environment, and determine broad portfolio themes, industry emphasis, and overall portfolio quality. Standish’s Tax-Sensitive Fixed Income approach has an objective of achieving a high after-tax return on an absolute and risk-adjusted basis versus the benchmark. Their investment process emphasizes the identification of undervalued sectors and securities in the municipal and taxable bond markets. Their focus is to capitalize on yield anomalies among municipal and taxable sectors, identify undervalued securities, and pinpoint relative value between particular bonds. Standish's Stable Value investment process is marked by four key characteristics: a risk-averse style; a disciplined, quantitative approach; a flexible model; and opportunistic management. The objective is preservation of principal and the delivery of stable returns over time. | Corporate Officer/Principal | 31/12/2000 |
State Street Bank & Trust Co.
 State Street Bank & Trust Co. Regional BanksFinance SSBT’s Fund aims to gain exposure to the price of bitcoin, less expenses and liabilities of their operations. In seeking to achieve its investment objective, the Fund will hold bitcoin and will value its Shares daily based on the CME CF Bitcoin Reference Rate – New York Variant, which is an independently calculated value based on an aggregation of executed trade flow of major bitcoin spot platforms. | Corporate Officer/Principal | - |
Castleton Partners LLC
 Castleton Partners LLC Investment ManagersFinance Castleton primarily recommends municipal bonds, and on occasion preferred equities, mutual funds, exchange traded funds, closed end funds, taxable securities, corporate debt securities, commercial paper, and US Government securities. | Analyst-Fixed Income | - |
Investors Bank & Trust Co.
 Investors Bank & Trust Co. Regional BanksFinance Provides financial services | Corporate Officer/Principal | - |
Formation de Larissa M. Wilson
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
22
Relations au 1er degré
7
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
State Street Bank & Trust Co.
State Street Bank & Trust Co. Regional BanksFinance SSBT’s Fund aims to gain exposure to the price of bitcoin, less expenses and liabilities of their operations. In seeking to achieve its investment objective, the Fund will hold bitcoin and will value its Shares daily based on the CME CF Bitcoin Reference Rate – New York Variant, which is an independently calculated value based on an aggregation of executed trade flow of major bitcoin spot platforms. | Finance |
Standish Mellon Asset Management Co. LLC
Standish Mellon Asset Management Co. LLC Investment ManagersFinance Standish Mellon Asset Management Co. is a dedicated fixed income manager that offers a wide range of cash, credit-based and specialty bond strategies. The firm is effectively split into three divisions: the Active Fixed Income Division, the Tax-Sensitive Fixed Income Division and the Stable Value Division. Standish’s Active Fixed Income investment process combines top-down, macroeconomic analysis with bottom-up research to identify attractive securities based on proprietary, fundamental research. Their top-down approach includes macroeconomic research to assess the overall risk environment, and determine broad portfolio themes, industry emphasis, and overall portfolio quality. Standish’s Tax-Sensitive Fixed Income approach has an objective of achieving a high after-tax return on an absolute and risk-adjusted basis versus the benchmark. Their investment process emphasizes the identification of undervalued sectors and securities in the municipal and taxable bond markets. Their focus is to capitalize on yield anomalies among municipal and taxable sectors, identify undervalued securities, and pinpoint relative value between particular bonds. Standish's Stable Value investment process is marked by four key characteristics: a risk-averse style; a disciplined, quantitative approach; a flexible model; and opportunistic management. The objective is preservation of principal and the delivery of stable returns over time. | Finance |
Income Research & Management, Inc.
Income Research & Management, Inc. Investment ManagersFinance IR+M’s investment philosophy is based on their belief that careful security selection and actively managing portfolio risk provides superior results over the long-term. The firm strives to deliver strong performance over the market cycle via an understandable and consistent investment process. IR+M constructs portfolios using a disciplined bottom-up investment approach to select what they believe to be the most attractive securities from the fixed income universe. | Finance |
College of the Holy Cross (Massachusetts)
 College of the Holy Cross (Massachusetts) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Investors Bank & Trust Co.
Investors Bank & Trust Co. Regional BanksFinance Provides financial services | Finance |
Boston College
 Boston College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Castleton Partners LLC
Castleton Partners LLC Investment ManagersFinance Castleton primarily recommends municipal bonds, and on occasion preferred equities, mutual funds, exchange traded funds, closed end funds, taxable securities, corporate debt securities, commercial paper, and US Government securities. | Finance |
