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Sally Hart Sulcove
Analyst-Equity chez
O'Brien Greene & Co., Inc.
Profil
Ms. Sally H.
Sulcove, CFA, is a Research Analyst & Portfolio Manager at O'Brien Greene & Co., Inc. She joined the firm in 2000.
At O’Brien Greene, her responsibilities include portfolio management, equity analysis, and assisting clients with financial planning concerns.
Prior to joining O’Brien Greene, she worked as an Equity Research Analyst at Janney Montgomery Scott LLC, where she wrote research reports, built financial models, and covered companies in the manufacturing and chemical industries.
She graduated cum laude in economics from Swarthmore College and was awarded the Chartered Financial Analyst (CFA) designation in September 2000 and the Certified Financial Planner (CFP) designation in May 2006.
Postes actifs de Sally Hart Sulcove
| Sociétés | Poste | Début |
|---|---|---|
O'Brien Greene & Co., Inc.
 O'Brien Greene & Co., Inc. Investment ManagersFinance O'Brien Greene aims to preserve and grow the purchasing power of their clients’ capital over a long-time horizon. The firm seeks to find, buy and hold securities in high-quality companies with competitive advantages that allow investor returns to compound over time. They have a preference for owning individual securities directly, rather than through the additional layers of cost and complexity that ETFs and mutual funds involve. Stock portfolios are diversified across industry sectors, actively weighted based upon current market outlook. They aim to keep annual portfolio turnover low, which has historically been a 20% range (buying and selling). | Analyst-Equity | 01/01/2000 |
Anciens postes connus de Sally Hart Sulcove
| Sociétés | Poste | Fin |
|---|---|---|
Janney Montgomery Scott LLC
 Janney Montgomery Scott LLC Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 31/08/2002 |
Formation de Sally Hart Sulcove
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
38
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
O'Brien Greene & Co., Inc.
O'Brien Greene & Co., Inc. Investment ManagersFinance O'Brien Greene aims to preserve and grow the purchasing power of their clients’ capital over a long-time horizon. The firm seeks to find, buy and hold securities in high-quality companies with competitive advantages that allow investor returns to compound over time. They have a preference for owning individual securities directly, rather than through the additional layers of cost and complexity that ETFs and mutual funds involve. Stock portfolios are diversified across industry sectors, actively weighted based upon current market outlook. They aim to keep annual portfolio turnover low, which has historically been a 20% range (buying and selling). | Finance |
Janney Montgomery Scott LLC
Janney Montgomery Scott LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Swarthmore College
 Swarthmore College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
