Profil
Mr. Paul H.
Stropkay, CFA MBA, is Chief Investment Officer & Senior Vice President at New Covenant Trust Co. N.A. and a Managing Director at Professional Bank Services, Inc. He joined New Covenant Trust in 2008.
Mr. Stropkay was previously employed as Chief Investment Officer & Senior Vice President by Presbyterian Foundation, Vice President by Harvey Investment Co. LLC, an Associate by National City Bank Asset Management, a Principal by Cap Gemini SA, and a Principal by Fifth Third Bank, Western Ohio.
Mr. Stropkay received his undergraduate degree from the University of Miami (Florida) and an MBA from Case Western Reserve University.
Anciens postes connus de Paul H. Stropkay
| Sociétés | Poste | Fin |
|---|---|---|
Presbyterian Foundation
Presbyterian Foundation Miscellaneous Commercial ServicesCommercial Services Foundation | Corporate Officer/Principal | 31/12/2010 |
Harvey Investment Co. LLC
Harvey Investment Co. LLC Investment ManagersFinance Harvey builds portfolios of common stock that seek all the upside in the markets while trying to carry less risk. Stock selection is not driven by top-down macroeconomic considerations, sector allocation, or an attempt to mimic an index in a particular way. Their portfolios are concentrated and have relatively low turnover. | Analyst-Equity | 31/07/2008 |
National City Bank Asset Management
National City Bank Asset Management Major BanksFinance National City Bank Asset Management's investment management philosophy is based on active market analysis that includes close monitoring of the current economic cycle, demographics, relative prices and monetary and fiscal policies. Their investment approach consists of diversification and asset allocation, tax efficiency and fundamental research | Corporate Officer/Principal | 01/10/2001 |
Professional Bank Services, Inc.
Professional Bank Services, Inc. Miscellaneous Commercial ServicesCommercial Services Provides consulting and educational services to the financial industry | Corporate Officer/Principal | - |
New Covenant Trust Co., NA
New Covenant Trust Co., NA Investment Trusts/Mutual FundsMiscellaneous New Covenant Trust Co. offers traditional financial planning and investment management services in a manner consistent with the principles and values of Christian stewardship. They employ a socially responsible investing approach that makes investment decisions consistent with the social-witness principles adopted by the General Assembly of the Presbyterian Church. The New Covenant Funds may also limit investments in companies involved in gambling, alcohol and firearm-related issues. The Funds may opt to sell otherwise profitable investments in companies with practices that conflict with these social-witness principles. New Covenant also takes an active role in promoting other socially responsible practices involving issues such as: a company's actions towards its employees, how it interacts with the communities in which it manufactures and sells its products and its environmental record. New Covenant manages the following funds: the New Covenant Growth Fund, the New Covenant Income Fund, the New Covenant Balanced Growth Fund, the New Covenant Balanced Income Fund and the New Covenant Treasury Obligations Fund. The New Covenant Growth Fund invests primarily in the common stocks and other equity securities of companies of all sizes. The Fund invests in US and foreign companies that are believed to have long-term growth potential. The Fund seeks to provide long-term capital appreciation. Dividend income, if any, will be incidental. The New Covenant Income Fund invests primarily in corporate bonds and government bonds issued or guaranteed by the US government or one of its agencies and in MBS and ABS of varying maturities. The Fund strives to provide income to complement a portfolio of more aggressive investments. The New Covenant Balanced Growth Fund invests in a balanced portfolio of stocks and bonds with an emphasis on growth. The Fund invests approximately 60% of its assets in shares of the New Covenant Growth Fund with the balance of its assets in shares of the New Covenant Income Fund. The Fund seeks to provide capital appreciation with less risk than would be present in a portfolio of only common stocks. The New Covenant Balanced Income Fund seeks to provide current income and long-term growth of capital. It seeks to provide capital appreciation with less risk than would be present in a portfolio of only common stocks. The Fund invests in a balanced portfolio of stocks and bonds with an emphasis on income. Approximately 65% of its assets are invested in the shares of the New Covenant Income Fund with the balance of its assets invested in shares of the New Covenant Growth Fund. The New Covenant Treasury Obligations Fund seeks to provide current income consistent with stability of principal. The Fund invests primarily in a portfolio of short-term US Treasury securities. These investments include purchase agreements collateralized fully by US Treasury securities. | Directeur en chef des Investissements | - |
Formation de Paul H. Stropkay
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 9 |
|---|---|
Fifth Third Bank, NA (Cincinnati, Ohio)
Fifth Third Bank, NA (Cincinnati, Ohio) Major BanksFinance Operates as a nationally chartered commercial bank | Finance |
Harvey Investment Co. LLC
Harvey Investment Co. LLC Investment ManagersFinance Harvey builds portfolios of common stock that seek all the upside in the markets while trying to carry less risk. Stock selection is not driven by top-down macroeconomic considerations, sector allocation, or an attempt to mimic an index in a particular way. Their portfolios are concentrated and have relatively low turnover. | Finance |
New Covenant Trust Co., NA
New Covenant Trust Co., NA Investment Trusts/Mutual FundsMiscellaneous New Covenant Trust Co. offers traditional financial planning and investment management services in a manner consistent with the principles and values of Christian stewardship. They employ a socially responsible investing approach that makes investment decisions consistent with the social-witness principles adopted by the General Assembly of the Presbyterian Church. The New Covenant Funds may also limit investments in companies involved in gambling, alcohol and firearm-related issues. The Funds may opt to sell otherwise profitable investments in companies with practices that conflict with these social-witness principles. New Covenant also takes an active role in promoting other socially responsible practices involving issues such as: a company's actions towards its employees, how it interacts with the communities in which it manufactures and sells its products and its environmental record. New Covenant manages the following funds: the New Covenant Growth Fund, the New Covenant Income Fund, the New Covenant Balanced Growth Fund, the New Covenant Balanced Income Fund and the New Covenant Treasury Obligations Fund. The New Covenant Growth Fund invests primarily in the common stocks and other equity securities of companies of all sizes. The Fund invests in US and foreign companies that are believed to have long-term growth potential. The Fund seeks to provide long-term capital appreciation. Dividend income, if any, will be incidental. The New Covenant Income Fund invests primarily in corporate bonds and government bonds issued or guaranteed by the US government or one of its agencies and in MBS and ABS of varying maturities. The Fund strives to provide income to complement a portfolio of more aggressive investments. The New Covenant Balanced Growth Fund invests in a balanced portfolio of stocks and bonds with an emphasis on growth. The Fund invests approximately 60% of its assets in shares of the New Covenant Growth Fund with the balance of its assets in shares of the New Covenant Income Fund. The Fund seeks to provide capital appreciation with less risk than would be present in a portfolio of only common stocks. The New Covenant Balanced Income Fund seeks to provide current income and long-term growth of capital. It seeks to provide capital appreciation with less risk than would be present in a portfolio of only common stocks. The Fund invests in a balanced portfolio of stocks and bonds with an emphasis on income. Approximately 65% of its assets are invested in the shares of the New Covenant Income Fund with the balance of its assets invested in shares of the New Covenant Growth Fund. The New Covenant Treasury Obligations Fund seeks to provide current income consistent with stability of principal. The Fund invests primarily in a portfolio of short-term US Treasury securities. These investments include purchase agreements collateralized fully by US Treasury securities. | Miscellaneous |
National City Bank Asset Management
National City Bank Asset Management Major BanksFinance National City Bank Asset Management's investment management philosophy is based on active market analysis that includes close monitoring of the current economic cycle, demographics, relative prices and monetary and fiscal policies. Their investment approach consists of diversification and asset allocation, tax efficiency and fundamental research | Finance |
Case Western Reserve University
Case Western Reserve University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Miami
University of Miami Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Cap Gemini SA /North American Health Practice/
Cap Gemini SA /North American Health Practice/ Miscellaneous Commercial ServicesCommercial Services Provides hospital and health systems services | Commercial Services |
Presbyterian Foundation
Presbyterian Foundation Miscellaneous Commercial ServicesCommercial Services Foundation | Commercial Services |
Professional Bank Services, Inc.
Professional Bank Services, Inc. Miscellaneous Commercial ServicesCommercial Services Provides consulting and educational services to the financial industry | Commercial Services |
















