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Paul Benjamin Clark
Gestionnaire de Portefeuille-Actions chez
1919 Investment Counsel LLC
Profil
Mr. Paul B. Clark, CFA, is a Managing Director & Portfolio Manager at 1919 Investment Counsel LLC.
In his role as a Portfolio Manager, he works with individuals, families, foundations, and endowments, delivering comprehensive investment counsel.
His primary focus is on developing and managing investment portfolios that are tailored to each client’s unique long-term wealth and investment objectives.
Paul is also a member of the Fixed Income Strategy Group.
Mr. Clark entered the financial services industry in 2004.
Prior to joining the firm, Mr. Clark was a Director of Fixed Income Strategies and Senior Portfolio Manager at Washington Crossing Advisors and Ziegler Capital Management.
He has also held portfolio management and investment roles at Thomas Weisel Partners and Sit Investment Associates.
He received his B.S.
in Business Administration and Finance from the University of Colorado at Boulder and is a CFA Charterholder and a member of the CFA Society of San Francisco and the CFA Institute.
Postes actifs de Paul Benjamin Clark
| Sociétés | Poste | Début |
|---|---|---|
1919 Investment Counsel LLC
 1919 Investment Counsel LLC Investment ManagersFinance 1919ic is an active manager who seeks to maximize total return and minimize risk through their core investments capabilities of large- to mid-cap domestic equity and fixed income portfolios. The firm’s equity strategy focuses on high or improving quality stocks and employs a bottom-up approach. Their equity portfolio typically contains 30-60 individual stock holdings. Portfolio managers construct customized portfolios with the help of research analysts, based on client considerations. 1919ic utilizes a total rate of return, disciplined, relative value approach for their fixed income strategies. The duration and term-structure decisions are top-down while sector weighting decisions are bottom-up. | Gestionnaire de Portefeuille-Actions | 01/01/2023 |
Anciens postes connus de Paul Benjamin Clark
| Sociétés | Poste | Fin |
|---|---|---|
Washington Crossing Advisors LLC
 Washington Crossing Advisors LLC Investment ManagersFinance WCA offers both passive and active strategies and a comprehensive suite of asset allocation portfolios focused on matching investment objectives with risk tolerance. For equity, the firm seeks to buy growing, profitable, and well-capitalized businesses at reasonable prices. For fixed income, they aim to generate a stream of income from a portfolio of 30 investment-grade corporate bonds. The portfolio is constructed as a ladder with maturities spanning 10 years. | Portfolio Manager-Fixed Income | 01/12/2022 |
Sit Investment Associates, Inc.
 Sit Investment Associates, Inc. Investment ManagersFinance Sit Investment manages domestic and international equity securities. Their equity investment approach focuses on investments in growth-oriented companies that have the potential to increase earnings at a faster rate than the representative economy and market index. The overall investment philosophy of the firm is to create positive returns over complete economic cycles, avoiding excessive volatility and taking into consideration historical and future inflation rates. Sit Investment employs a top-down and bottom-up analysis approach in formulating investment strategy and evaluating industry sectors, individual companies, and overall markets. | Corporate Officer/Principal | - |
Ziegler Capital Management LLC
 Ziegler Capital Management LLC Investment ManagersFinance ZCM manages a diversified slate of investment strategies designed to improve the resilience of their clients' investment portfolios while seeking to provide strategic opportunities for increased alpha across the risk spectrum. | Portfolio Manager-Fixed Income | - |
Formation de Paul Benjamin Clark
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
53
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Sit Investment Associates, Inc.
Sit Investment Associates, Inc. Investment ManagersFinance Sit Investment manages domestic and international equity securities. Their equity investment approach focuses on investments in growth-oriented companies that have the potential to increase earnings at a faster rate than the representative economy and market index. The overall investment philosophy of the firm is to create positive returns over complete economic cycles, avoiding excessive volatility and taking into consideration historical and future inflation rates. Sit Investment employs a top-down and bottom-up analysis approach in formulating investment strategy and evaluating industry sectors, individual companies, and overall markets. | Finance |
1919 Investment Counsel LLC
1919 Investment Counsel LLC Investment ManagersFinance 1919ic is an active manager who seeks to maximize total return and minimize risk through their core investments capabilities of large- to mid-cap domestic equity and fixed income portfolios. The firm’s equity strategy focuses on high or improving quality stocks and employs a bottom-up approach. Their equity portfolio typically contains 30-60 individual stock holdings. Portfolio managers construct customized portfolios with the help of research analysts, based on client considerations. 1919ic utilizes a total rate of return, disciplined, relative value approach for their fixed income strategies. The duration and term-structure decisions are top-down while sector weighting decisions are bottom-up. | Finance |
The University of Colorado
 The University of Colorado Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Ziegler Capital Management LLC
Ziegler Capital Management LLC Investment ManagersFinance ZCM manages a diversified slate of investment strategies designed to improve the resilience of their clients' investment portfolios while seeking to provide strategic opportunities for increased alpha across the risk spectrum. | Finance |
Washington Crossing Advisors LLC
Washington Crossing Advisors LLC Investment ManagersFinance WCA offers both passive and active strategies and a comprehensive suite of asset allocation portfolios focused on matching investment objectives with risk tolerance. For equity, the firm seeks to buy growing, profitable, and well-capitalized businesses at reasonable prices. For fixed income, they aim to generate a stream of income from a portfolio of 30 investment-grade corporate bonds. The portfolio is constructed as a ladder with maturities spanning 10 years. | Finance |
