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Sanja Milas Hardy
Stratège de marché chez
Mariner Wealth Advisors-NYC LLC
Profil
Ms. Sanja M.
Hardy is a Senior Wealth Advisor at Mariner Wealth Advisors-NYC LLC.
She provides customized wealth management and investment strategies to help high-net-worth individuals, families, business owners, foundations and entrepreneurs reach their goals.
She has a background in global capital markets including asset allocation development, security selection, portfolio optimization and risk management and also supports the firm as a senior investment strategist.
Prior to joining the firm, Ms. Hardy was vice president of UMB Asset Management where she was responsible for building and overseeing the bank’s investment platform.
She also performed strategic and tactical asset allocation research and strategy development for the asset management division of UMB Bank.
She has a bachelor’s degree from Northeastern Oklahoma State University and an MBA with concentrations in finance and management from Rockhurst University.
Postes actifs de Sanja Milas Hardy
| Sociétés | Poste | Début |
|---|---|---|
Mariner Wealth Advisors-NYC LLC
 Mariner Wealth Advisors-NYC LLC Investment ManagersFinance MWA utilizes a long-term strategy to implement advice for clients. The firm utilizes a short-term strategy, and securities are held for less than one year when the client’s situation changes or the basis for making an investment change. They also employ an open architecture framework with the flexibility to use third-party managers and in-house solutions to construct portfolios with the use of individual securities, exchange-traded funds (ETFs), mutual funds, and separately managed accounts. | Stratège de marché | 01/01/2010 |
Anciens postes connus de Sanja Milas Hardy
| Sociétés | Poste | Fin |
|---|---|---|
UMB Bank, NA (Investment Management)
 UMB Bank, NA (Investment Management) Investment ManagersFinance UMB-IM focuses on investments in the stocks of US large-cap companies. The firm's Large Cap Equity Strategy emphasizes quality growth and is based on GARP methodology. The strategy seeks to add value through rigorous stock selection and active sector selection. They combine a fundamental, bottom-up stock selection approach with a top-down focus on the macro economy. UMB-IM seeks to identify relative value within companies that have proven their ability to grow earnings and cash flow. To construct portfolios, the firm employs internal and external economic research to determine overweighting or underweighting versus the economic sectors of the S&P 500 Index. | Corporate Officer/Principal | 31/12/2009 |
Mariner LLC
 Mariner LLC Investment ManagersFinance Mariner Wealth is a long-term investor that utilizes active and passive management strategies for their clients. The firm constructs portfolios using a mix of individual stocks, bonds, ETFs, exchange-traded notes, closed-end funds, mutual funds, private pooled investment vehicles, structured notes, alternative investments and digital assets. Their equity strategies focus on capital appreciation as a primary objective. They select individual securities based upon fundamental analysis performed by their research investment professionals. Their fixed income strategies aim to achieve capital preservation and are formed through a combined top-down and bottom-up perspective. | Gestionnaire de Portefeuille-Actions | - |
Formation de Sanja Milas Hardy
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
8
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
UMB Bank, NA (Investment Management)
UMB Bank, NA (Investment Management) Investment ManagersFinance UMB-IM focuses on investments in the stocks of US large-cap companies. The firm's Large Cap Equity Strategy emphasizes quality growth and is based on GARP methodology. The strategy seeks to add value through rigorous stock selection and active sector selection. They combine a fundamental, bottom-up stock selection approach with a top-down focus on the macro economy. UMB-IM seeks to identify relative value within companies that have proven their ability to grow earnings and cash flow. To construct portfolios, the firm employs internal and external economic research to determine overweighting or underweighting versus the economic sectors of the S&P 500 Index. | Finance |
Mariner LLC
Mariner LLC Investment ManagersFinance Mariner Wealth is a long-term investor that utilizes active and passive management strategies for their clients. The firm constructs portfolios using a mix of individual stocks, bonds, ETFs, exchange-traded notes, closed-end funds, mutual funds, private pooled investment vehicles, structured notes, alternative investments and digital assets. Their equity strategies focus on capital appreciation as a primary objective. They select individual securities based upon fundamental analysis performed by their research investment professionals. Their fixed income strategies aim to achieve capital preservation and are formed through a combined top-down and bottom-up perspective. | Finance |
Rockhurst University
 Rockhurst University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Northeastern State University
 Northeastern State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Mariner Wealth Advisors-NYC LLC
Mariner Wealth Advisors-NYC LLC Investment ManagersFinance MWA utilizes a long-term strategy to implement advice for clients. The firm utilizes a short-term strategy, and securities are held for less than one year when the client’s situation changes or the basis for making an investment change. They also employ an open architecture framework with the flexibility to use third-party managers and in-house solutions to construct portfolios with the use of individual securities, exchange-traded funds (ETFs), mutual funds, and separately managed accounts. | Finance |
