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Profil
Peter Augustine Sorrentino worked as a Chief Investment Officer at Comerica Bank (Investment Management Texas), Bartlett & Co. LLC, and World Asset Management, Inc. He also worked as a Vice President at Rational Advisors, Inc. and as a Regional Manager at Banc One Investment Advisors.
Additionally, he held the position of Principal at US Bank Trust, NA (St. Paul, Minnesota).
Sorrentino received his undergraduate degree from the University of Cincinnati (Ohio) in 1981.
Anciens postes connus de Peter Augustine Sorrentino
| Sociétés | Poste | Fin |
|---|---|---|
World Asset Management, Inc.
 World Asset Management, Inc. Investment ManagersFinance WAM aims to help clients build broadly diversified portfolios in a cost-effective manner. The firm focuses exclusively on quantitative investment products and services. Their quantitative methodologies allow them to passively manage index portfolios tailored meet each client’s unique needs. WAM offers fixed income strategies and domestic & foreign equity strategies across a broad range of investment styles, market-caps, regions and assets. | Directeur en chef des Investissements | 05/03/2021 |
Bartlett & Co. LLC
 Bartlett & Co. LLC Investment ManagersFinance Bartlett & Co. is an active investment manager that seeks to maximize each client's return potential for the level of risk undertaken. To that end, they adjust the asset mix to reflect the changing opportunities encountered over a market cycle. Their approach is based on the premise that every client is unique and they formulate our recommendations accordingly. Bartlett & Co. believes that portfolio diversification is the best way to manage risk, in alignment with the client’s objective and risk tolerance. They advocate diversification across uncorrelated asset classes. Subject to each client’s unique objectives, Bartlett & Co. seeks to diversify stocks across economic sectors with emphasis placed in those sectors exhibiting superior return potential, subject to valuation criteria. International exposure is diversified across geographies and across developed and emerging countries. With expenses in consideration, the firm uses mutual funds and ETFs to meet the small-cap and international allocations. Bartlet & Co. applies their relative value philosophy of investing to the management of fixed income portfolios. They emphasize an analysis of the relative value of various sectors, individual credits and maturity slices of the yield curve. The firm does not generally make large interest rate bets by varying the duration of client portfolios by more than 10% from the duration of the client's selected benchmark. | Directeur en chef des Investissements | 31/12/2006 |
Comerica Bank (Investment Management Texas)
 Comerica Bank (Investment Management Texas) Investment ManagersFinance Comerica-IM constructs each overlay model’s asset allocation parameters and establishes the percentages for each asset class utilized in the model. They also select the individual investments that are available in each asset class. | Directeur en chef des Investissements | - |
US Bank Trust, NA (St. Paul, Minnesota)
 US Bank Trust, NA (St. Paul, Minnesota) Major BanksFinance Nationally chartered commercial bank | Corporate Officer/Principal | - |
Rational Advisors, Inc.
 Rational Advisors, Inc. Investment ManagersFinance Rational Advisors seeks to provide clients with superior risk-adjusted returns using a systematic investment process. Their Funds focus on high alpha, low beta, with a strong long-term track record over multiple market cycles. | Gestionnaire de Portefeuille-Actions | - |
Formation de Peter Augustine Sorrentino
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
88
Relations au 1er degré
7
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
Comerica Bank (Investment Management Texas)
Comerica Bank (Investment Management Texas) Investment ManagersFinance Comerica-IM constructs each overlay model’s asset allocation parameters and establishes the percentages for each asset class utilized in the model. They also select the individual investments that are available in each asset class. | Finance |
Rational Advisors, Inc.
Rational Advisors, Inc. Investment ManagersFinance Rational Advisors seeks to provide clients with superior risk-adjusted returns using a systematic investment process. Their Funds focus on high alpha, low beta, with a strong long-term track record over multiple market cycles. | Finance |
US Bank Trust, NA (St. Paul, Minnesota)
US Bank Trust, NA (St. Paul, Minnesota) Major BanksFinance Nationally chartered commercial bank | Finance |
Bartlett & Co. LLC
Bartlett & Co. LLC Investment ManagersFinance Bartlett & Co. is an active investment manager that seeks to maximize each client's return potential for the level of risk undertaken. To that end, they adjust the asset mix to reflect the changing opportunities encountered over a market cycle. Their approach is based on the premise that every client is unique and they formulate our recommendations accordingly. Bartlett & Co. believes that portfolio diversification is the best way to manage risk, in alignment with the client’s objective and risk tolerance. They advocate diversification across uncorrelated asset classes. Subject to each client’s unique objectives, Bartlett & Co. seeks to diversify stocks across economic sectors with emphasis placed in those sectors exhibiting superior return potential, subject to valuation criteria. International exposure is diversified across geographies and across developed and emerging countries. With expenses in consideration, the firm uses mutual funds and ETFs to meet the small-cap and international allocations. Bartlet & Co. applies their relative value philosophy of investing to the management of fixed income portfolios. They emphasize an analysis of the relative value of various sectors, individual credits and maturity slices of the yield curve. The firm does not generally make large interest rate bets by varying the duration of client portfolios by more than 10% from the duration of the client's selected benchmark. | Finance |
Banc One Investment Advisors
 Banc One Investment Advisors Major BanksFinance A team of portfolio managers, research analysts and traders is responsible for the management of each equity portfolio. They employ a bottom-up approach, using proprietary research to analyze and evaluate securities on a stock-by-stock basis. The research process begins with a diverse universe of companies. For each company in the universe, analysts develop earnings and revenue estimates. The analysts use those forecasts to calculate 13 value, growth and risk variables, which are used to rank each stock. Using the forecast and ranking information, the analysts then code the stocks on a 5-point scale - from 1, which is the most attractive to 5, which is the least attractive. The equity teams review the recommendations and create an overall assessment of the stock. The teams select stocks for the portfolios that are attractively priced with improving fundamentals. In choosing fixed income securities, BOIA seeks to avoid market timing and interest rate speculation in favor of strategies providing more consistent value over time. The teams construct the portfolios by using a process that combines specific security selection with macro bond market factors. The firm's fixed income teams actively manage all aspects of the fixed income market using risk-management techniques to minimize volatility and add value through yield curve, sector, issue and duration decisions. | Finance |
University of Cincinnati (Ohio)
 University of Cincinnati (Ohio) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
World Asset Management, Inc.
World Asset Management, Inc. Investment ManagersFinance WAM aims to help clients build broadly diversified portfolios in a cost-effective manner. The firm focuses exclusively on quantitative investment products and services. Their quantitative methodologies allow them to passively manage index portfolios tailored meet each client’s unique needs. WAM offers fixed income strategies and domestic & foreign equity strategies across a broad range of investment styles, market-caps, regions and assets. | Finance |
