![Lisa D. Phelan](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>)
Lisa D. Phelan
Compliance Officer chez
Cohen & Steers Securities LLC
Profil
Lisa D.
Phelan is currently the Chief Compliance Officer at Cohen & Steers Securities LLC, Cohen & Steers Preferred Securities & Income SMA Shares Inc, and Cohen & Steers Funds.
She previously held the same position at Cohen & Steers Total Return Realty Fund, Inc., Avatar Associates, Cohen & Steers Quality Income Realty Fund, Inc., Cohen & Steers REIT & Preferred & Income Fund, Inc., Cohen & Steers Closed-End Opportunity Fund, Inc., Cohen & Steers Select Preferred & Income Fund, Inc., Cohen & Steers Ltd. Duration Preferred & Income Fund, Inc., Cohen & Steers MLP Income & Energy Opportunity Fund Inc, and Cohen & Steers Infrastructure Fund, Inc. She also held the position of First Vice President at Prudential Securities and First Vice President-Risk Management at Prudential Securities, Inc. (Michigan).
Additionally, Ms. Phelan was the Chief Compliance Officer at Cohen & Steers Dividend Majors Fund, Inc., Cohen & Steers Global Income Builder, Inc., Cohen & Steers MLP Fund, Inc., and Cohen & Steers Global Power & Utility Fund, Inc. and Overture Asset Managers LLC.
Postes actifs de Lisa D. Phelan
| Sociétés | Poste | Début |
|---|---|---|
Cohen & Steers Securities LLC
 Cohen & Steers Securities LLC Investment Banks/BrokersFinance Engages in the purchase, sale, and brokerage of securities | Compliance Officer | 01/01/2004 |
Cohen & Steers Preferred Securities & Income SMA Shares Inc
 Cohen & Steers Preferred Securities & Income SMA Shares Inc Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Compliance Officer | 01/01/2006 |
Cohen & Steers Funds | Compliance Officer | 01/01/2007 |
Anciens postes connus de Lisa D. Phelan
| Sociétés | Poste | Fin |
|---|---|---|
| COHEN & STEERS INFRASTRUCTURE FUND, INC | Compliance Officer | 17/03/2020 |
| COHEN & STEERS CLOSED-END OPPORTUNITY FUND, INC. | Compliance Officer | 17/03/2020 |
| COHEN & STEERS REIT AND PREFERRED INCOME FUND, INC. | Compliance Officer | 17/03/2020 |
| COHEN & STEERS QUALITY INCOME REALTY FUND, INC. | Compliance Officer | 17/03/2020 |
| COHEN & STEERS SELECT PREFERRED AND INCOME FUND, INC. | Compliance Officer | 17/03/2020 |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
21
Relations au 1er degré
19
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 19 |
|---|---|
Prudential Securities
 Prudential Securities Investment Banks/BrokersFinance Provides brokerage services | Finance |
Avatar Associates
 Avatar Associates Investment ManagersFinance Momentum Investment Partners' product offerings include overlay, managed 401k, balanced, defensive equity and core equity. The firm customizes their products to meet individual client objectives using a process that employs quantitative, top-down, macroeconomic models. Their asset allocation model is a carefully calibrated, objective measure of economic factors and market trends. It is based on the fundamental premise that liquidity is the key force in driving stock and bond markets. Momentum Investment Partners' equity portfolios include a mixture of stocks and cash equivalents. They select stocks that demonstrate the ability to grow earnings in the future but are relatively undervalued today. To find these companies, the firm combines computer-driven quantitative research and qualitative research. Stocks are chosen through the equity selection process described above. For bonds, Momentum Investment Partners concentrates on US government and agency issues, avoiding the risks associated with corporate debt. Portfolio managers actively adjust maturity and duration and tailor their holdings using bullet, barbell or ladder strategies, based on current bond market research and analysis. Momentum Investment Partners' sell discipline requires them to sell a stock or bond under the following conditions: (1) asset allocation requires reduced market exposure (2) stock fundamentals or bond relative values deteriorate or (3) the stop-loss point is reached for any given stock. | Finance |
Cohen & Steers Securities LLC
Cohen & Steers Securities LLC Investment Banks/BrokersFinance Engages in the purchase, sale, and brokerage of securities | Finance |
Cohen & Steers MLP Fund, Inc.
 Cohen & Steers MLP Fund, Inc. Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Cohen & Steers Global Power & Utility Fund, Inc.
 Cohen & Steers Global Power & Utility Fund, Inc. Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Cohen & Steers Total Return Realty Fund
 Cohen & Steers Total Return Realty Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Cohen & Steers Quality Income Realty Fund
 Cohen & Steers Quality Income Realty Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Cohen & Steers REIT & Preferred Income Fund
 Cohen & Steers REIT & Preferred Income Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Cohen & Steers Infrastructure Fund
 Cohen & Steers Infrastructure Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Cohen & Steers Dividend Majors Fund
 Cohen & Steers Dividend Majors Fund Investment Trusts/Mutual FundsMiscellaneous Closed-End Investment Fund/Investment Trust | Miscellaneous |
Cohen & Steers Global Income Builder Inc.
 Cohen & Steers Global Income Builder Inc. Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Cohen & Steers Select Preferred & Income Fund
 Cohen & Steers Select Preferred & Income Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Cohen & Steers Closed End Opportunity Fund
 Cohen & Steers Closed End Opportunity Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Cohen & Steers Limited Duration Preferred & Income Fund Inc.
 Cohen & Steers Limited Duration Preferred & Income Fund Inc. Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Cohen & Steers MLP Income & Energy Opportunity Fund Inc.
 Cohen & Steers MLP Income & Energy Opportunity Fund Inc. Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Cohen & Steers Preferred Securities & Income SMA Shares Inc
Cohen & Steers Preferred Securities & Income SMA Shares Inc Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Miscellaneous |
Overture Asset Managers LLC
 Overture Asset Managers LLC Investment ManagersFinance Acquires boutique money managers and provides investment management services | Finance |
Prudential Securities, Inc. (Michigan)
 Prudential Securities, Inc. (Michigan) Investment Banks/BrokersFinance Provides securities brokerage services | Finance |
Cohen & Steers Funds |
