![Patty L. Edwards](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. Patty L.
Edwards, CFA, is Chief Investment Officer at Bellevue Financial, Inc. She joined Bellevue in September 2010.
Ms. Edwards was previously employed as Senior Vice President by Wentworth, Hauser & Violich, Inc., Senior Vice President by Laird Norton Trust Co., a Portfolio Manager by Smith Barney Asset Management, a Research Analyst by McKinley Capital Management LLC, a Portfolio Manager by Painewebber Group, Inc., an Investment Advisor by Parametric Portfolio Associates, and a Principal by Boettcher & Co.
Ms. Edwards received her undergraduate degree from the University of California, San Diego.
She earned the CFA designation in 1994.
Anciens postes connus de Patty L. Edwards
| Sociétés | Poste | Fin |
|---|---|---|
WHV Investments, Inc.
 WHV Investments, Inc. Investment ManagersFinance WHV Investments' investment strategies include Global Equity, International Equity and Small Cap Equity. The firm believes clients can benefit from a focused, consistent and repeatable approach to investment management across all asset classes. They seek to build high conviction portfolios from their best ideas and make investment decisions based on a long-term horizon that supports the goals of each client. WHV employs a Growth at a Reasonable Price (GARP) approach to domestic equity investment management. Their international and global equity strategies utilize a growth-oriented, top-down sector allocation approach. WHV's security analysis methods include fundamental, technical, and cyclical analysis. They primarily invest for relatively long time horizons, often for a year or more. Their strategies do not involve frequent trading of securities. However, market developments may lead them to buy or sell securities more quickly. WHV doesn't invest in IPOs or private placements, nor do they engage in short selling or option writing. | Analyst-Equity | 31/12/2008 |
Laird Norton Trust Co. LLC
 Laird Norton Trust Co. LLC Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | 31/12/2001 |
McKinley Capital Management LLC
 McKinley Capital Management LLC Investment ManagersFinance McKinley Capital invests primarily in growth equity related disciplines which includes listed and over-the-counter equities and related derivatives and swaps. The firm employs a proprietary quantitative based model screening process with a qualitative overlay to construct and manage firm disciplines and investment portfolios. They use a bottom-up growth approach to portfolio management. Their sell discipline are triggered by the following objective criteria: a consecutive and sustained deterioration in risk-adjusted relative return, estimate deceleration, negative earnings surprises, relative forward valuation multiples exceeding relative forward growth estimates, maintain risk controls on position limits, discovery of fraud, and country factors (nationalization, capital controls, etc.). | Analyst-Equity | 31/12/1998 |
Smith Barney Asset Management
 Smith Barney Asset Management Investment ManagersFinance Provides investment services | Gestionnaire de Portefeuille-Actions | 31/12/1998 |
Painewebber Group, Inc.
 Painewebber Group, Inc. Investment Banks/BrokersFinance Provides services in connection with the purchase and sale of securities, and option contracts | Gestionnaire de Portefeuille-Actions | 31/12/1994 |
Formation de Patty L. Edwards
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
81
Relations au 1er degré
9
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 9 |
|---|---|
WHV Investments, Inc.
WHV Investments, Inc. Investment ManagersFinance WHV Investments' investment strategies include Global Equity, International Equity and Small Cap Equity. The firm believes clients can benefit from a focused, consistent and repeatable approach to investment management across all asset classes. They seek to build high conviction portfolios from their best ideas and make investment decisions based on a long-term horizon that supports the goals of each client. WHV employs a Growth at a Reasonable Price (GARP) approach to domestic equity investment management. Their international and global equity strategies utilize a growth-oriented, top-down sector allocation approach. WHV's security analysis methods include fundamental, technical, and cyclical analysis. They primarily invest for relatively long time horizons, often for a year or more. Their strategies do not involve frequent trading of securities. However, market developments may lead them to buy or sell securities more quickly. WHV doesn't invest in IPOs or private placements, nor do they engage in short selling or option writing. | Finance |
McKinley Capital Management LLC
McKinley Capital Management LLC Investment ManagersFinance McKinley Capital invests primarily in growth equity related disciplines which includes listed and over-the-counter equities and related derivatives and swaps. The firm employs a proprietary quantitative based model screening process with a qualitative overlay to construct and manage firm disciplines and investment portfolios. They use a bottom-up growth approach to portfolio management. Their sell discipline are triggered by the following objective criteria: a consecutive and sustained deterioration in risk-adjusted relative return, estimate deceleration, negative earnings surprises, relative forward valuation multiples exceeding relative forward growth estimates, maintain risk controls on position limits, discovery of fraud, and country factors (nationalization, capital controls, etc.). | Finance |
Laird Norton Trust Co. LLC
Laird Norton Trust Co. LLC Investment ManagersFinance Provides investment advice | Finance |
Smith Barney Asset Management
Smith Barney Asset Management Investment ManagersFinance Provides investment services | Finance |
Parametric Portfolio Associates LLC
 Parametric Portfolio Associates LLC Investment ManagersFinance Parametric utilizes structured, mathematical and rules-based methods of analysis. They have proprietary models and technology that guide their investment decision-making processes. The firm offers a variety of rules-based, risk-managed investment strategies to address their clients' investment objectives. The firm may invest in a wide range of securities and other financial instruments across various asset classes in pursuing their investment strategies. | Finance |
Painewebber Group, Inc.
Painewebber Group, Inc. Investment Banks/BrokersFinance Provides services in connection with the purchase and sale of securities, and option contracts | Finance |
University of California San Diego
 University of California San Diego Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Boettcher & Co.
 Boettcher & Co. Finance/Rental/LeasingFinance Operates as a finance company | Finance |
Trutina Financial LLC
 Trutina Financial LLC Investment ManagersFinance Trutina Financial employs numerous philosophies and tools in their investment analysis and due diligence process. | Finance |
