![Michael A. Felson](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>)
Profil
Prior to joining Trainer Wortham & Co. Inc., Mr. Felson was with IBJ Whitehall Asset Management, from 1986 to 2002 and with Schroder Capital Management, from 1972 to 1986.
Prior to this he was with Chase Manhattan Bank from 1968 to 1972.
Mr. Felson received a MBA from Bernard M.
Baruch College, City University of New York in 1964 and a BA from Queens College, City University of New York in 1968.
Anciens postes connus de Michael A. Felson
| Sociétés | Poste | Fin |
|---|---|---|
JPMorgan Private Wealth Advisors LLC
 JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMPWA creates portfolios designed to meet each client's specific needs, considering risk tolerance, current situation and future life objectives. The firm provides numerous investment management styles and strategies across various asset classes, including but not limited to fixed income, publicly traded equities and private securities. | Gestionnaire de Portefeuille-Actions | 02/02/2009 |
Trainer Wortham & Co., Inc.
 Trainer Wortham & Co., Inc. Investment ManagersFinance TWC believes the long-term ownership of well-managed growth companies produces superior investment results. It is their belief that a diversified portfolio of growth companies, as well as high quality bonds when appropriate, will provide above average returns over the long term. They seek industry leaders with superior management teams, solid financials and unique competitive advantages. Their diversified growth equity investment strategy employs a disciplined, growth-oriented approach utilizing bottom-up fundamental analysis. Portfolios are comprised of high quality, mid- to large-cap companies with consistent, above-average earnings growth rates and reasonable valuations. TWC seeks companies that are well-managed, financially sound industry leaders with proven track records. They believe that a diversified portfolio of traditional, accelerating and emerging growth companies will provide above-average returns over a full market cycle. TWC's fixed-income strategy involves actively managing portfolios to produce conservative risk-adjusted returns. Their focus is to purchase high quality securities with an emphasis on intermediate maturities. All changes to a portfolio are made on a gradual basis and annual portfolio turnover is low. Separate approaches are developed for taxable and tax-exempt investors. The firm's balanced growth strategy involves a customized blend of their diversified growth equity strategy with their total return fixed-income strategy. These customized portfolios are designed to benefit from market advances while providing protection during market declines and corrections. In addition, the portfolio maintains a predictable flow of current income. | Gestionnaire de Portefeuille-Actions | 31/05/2007 |
IBJ Whitehall Bank & Trust Co.
 IBJ Whitehall Bank & Trust Co. Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | 31/12/2001 |
Formation de Michael A. Felson
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
50
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Trainer Wortham & Co., Inc.
Trainer Wortham & Co., Inc. Investment ManagersFinance TWC believes the long-term ownership of well-managed growth companies produces superior investment results. It is their belief that a diversified portfolio of growth companies, as well as high quality bonds when appropriate, will provide above average returns over the long term. They seek industry leaders with superior management teams, solid financials and unique competitive advantages. Their diversified growth equity investment strategy employs a disciplined, growth-oriented approach utilizing bottom-up fundamental analysis. Portfolios are comprised of high quality, mid- to large-cap companies with consistent, above-average earnings growth rates and reasonable valuations. TWC seeks companies that are well-managed, financially sound industry leaders with proven track records. They believe that a diversified portfolio of traditional, accelerating and emerging growth companies will provide above-average returns over a full market cycle. TWC's fixed-income strategy involves actively managing portfolios to produce conservative risk-adjusted returns. Their focus is to purchase high quality securities with an emphasis on intermediate maturities. All changes to a portfolio are made on a gradual basis and annual portfolio turnover is low. Separate approaches are developed for taxable and tax-exempt investors. The firm's balanced growth strategy involves a customized blend of their diversified growth equity strategy with their total return fixed-income strategy. These customized portfolios are designed to benefit from market advances while providing protection during market declines and corrections. In addition, the portfolio maintains a predictable flow of current income. | Finance |
IBJ Whitehall Bank & Trust Co.
IBJ Whitehall Bank & Trust Co. Investment ManagersFinance Provides investment advice | Finance |
JPMorgan Private Wealth Advisors LLC
JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMPWA creates portfolios designed to meet each client's specific needs, considering risk tolerance, current situation and future life objectives. The firm provides numerous investment management styles and strategies across various asset classes, including but not limited to fixed income, publicly traded equities and private securities. | Finance |
Baruch College
 Baruch College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
