![Patricia Lee Hurd](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
Ms. Patricia L.
Hurd is Chief Compliance Officer at Morton Clarke Fu & Metcalf, Inc. She joined the firm in 2000.
She entered the financial services industry in 1991 with Bank of America, where she acquired her Registered Representative license while serving in the investor client relations area of the Retirement Dept.
Ms. Hurd holds a BA in Psychology from the University of Washington in 1977.
Anciens postes connus de Patricia Lee Hurd
| Sociétés | Poste | Fin |
|---|---|---|
Morton Clarke, Inc.
 Morton Clarke, Inc. Investment ManagersFinance Morton Clarke Fu & Metcalf (MC) seeks equity investments in fundamentally sound businesses in proven industries, with strong management, solid balance sheets and favorable earnings histories. They focus on long-term fundamentals and utilize the dynamics of the marketplace to construct and manage portfolios that meet the firm's price discipline standards. For fixed-income, they seek to balance the client's income needs and yield goals with that client's market value volatility tolerance. Once the appropriate maturity and duration framework is determined, MC selects individual bonds for purchase (or sale) by focusing on relative value and by endeavoring to exploit opportunities created by bond market inefficiencies. They do not attempt to time the market or make interest rate calls. | Compliance Officer | 01/01/2012 |
| BANK OF AMERICA CORPORATION | Corporate Officer/Principal | - |
Formation de Patricia Lee Hurd
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
84
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Bank of America Corp.
 Bank of America Corp. Major BanksFinance Operates as a bank holding company whose subsidiaries provides consumer and global banking, markets brokerage & wealth and investment management services | Finance |
University of Washington
 University of Washington Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Morton Clarke, Inc.
Morton Clarke, Inc. Investment ManagersFinance Morton Clarke Fu & Metcalf (MC) seeks equity investments in fundamentally sound businesses in proven industries, with strong management, solid balance sheets and favorable earnings histories. They focus on long-term fundamentals and utilize the dynamics of the marketplace to construct and manage portfolios that meet the firm's price discipline standards. For fixed-income, they seek to balance the client's income needs and yield goals with that client's market value volatility tolerance. Once the appropriate maturity and duration framework is determined, MC selects individual bonds for purchase (or sale) by focusing on relative value and by endeavoring to exploit opportunities created by bond market inefficiencies. They do not attempt to time the market or make interest rate calls. | Finance |
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