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Profil
Sara Ogiony Carpi is currently a Global Industry Analyst at Wellington Management Co. LLP since 2021, with employment at the firm starting in 2006.
Former positions include Vice President at Greene David J & Co. LLC.
in 2002, Equity Analyst at JPMorgan Securities LLC in 1998, and Associate Portfolio Manager at Morgan Stanley Investment Management, Inc. from 2003 to 2005.
Education includes an undergraduate degree from Georgetown University, conferred in 1997.
Postes actifs de Sara Carpi
| Sociétés | Poste | Début |
|---|---|---|
Wellington Management Co. LLP
 Wellington Management Co. LLP Investment ManagersFinance WMC relies on their extensive independent research and includes portfolio management styles and approaches in equities, fixed income securities, currencies and commodities, as well as asset allocation across these categories. The firm has several different disciplines when approaching research and these include asset allocation analysts, currency analysts, data scientists, factor analysts, fixed income credit analysts, fixed income market analysts, global industry analysts and research associates, macro-analysts, quantitative analysts and technical analysts. | Analyst-Equity | 01/12/2021 |
Anciens postes connus de Sara Carpi
| Sociétés | Poste | Fin |
|---|---|---|
Morgan Stanley Investment Management, Inc.
 Morgan Stanley Investment Management, Inc. Investment ManagersFinance MSIM’s investment strategies span the risk/return spectrum across geographies, investment styles and asset classes, including equity, fixed income, alternatives and private markets. When considering their clients’ unique investment profiles, the firm applies a holistic approach, with a goal of incorporating the different factors affecting investors’ investment decisions. The firm combines top-down country allocation with bottom-up stock selection and disciplined risk management. | Analyst-Equity | 31/12/2005 |
Greene David J & Co. LLC.
 Greene David J & Co. LLC. Investment ManagersFinance DJG's investment process begins with screening for stocks that are priced significantly below their worth, where a catalyst is likely to move the stocks price in the direction of its intrinsic value. The firm uses in-depth research to invest in US equities that are selling at a significant discount to intrinsic value. DJG thoroughly examines companies with the goal of evaluating underlying economic value and how that value might be passed along to shareholders, particularly by changes in management, financial structure, or business strategy. Equities with high potential are scrutinized in-depth to refine the determination of intrinsic value through comparative peer company valuations, announced transaction pricing and intensive cash flow analysis. Their investment committee monitors portfolio selection and construction. They will sell a stock when the price to intrinsic value gap has significantly narrowed, management changes the strategic plan, the fundamentals deteriorate or the portfolio needs diversification. DJC focuses on small-mid cap companies in across all sectors. | Corporate Officer/Principal | 01/01/2002 |
JPMorgan Securities LLC
 JPMorgan Securities LLC Investment Banks/BrokersFinance Provides corporate, investment banking, consumer and commercial banking, asset management, payment & security solutions | Analyst-Equity | 01/01/1998 |
Formation de Sara Carpi
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
95
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Greene David J & Co. LLC.
Greene David J & Co. LLC. Investment ManagersFinance DJG's investment process begins with screening for stocks that are priced significantly below their worth, where a catalyst is likely to move the stocks price in the direction of its intrinsic value. The firm uses in-depth research to invest in US equities that are selling at a significant discount to intrinsic value. DJG thoroughly examines companies with the goal of evaluating underlying economic value and how that value might be passed along to shareholders, particularly by changes in management, financial structure, or business strategy. Equities with high potential are scrutinized in-depth to refine the determination of intrinsic value through comparative peer company valuations, announced transaction pricing and intensive cash flow analysis. Their investment committee monitors portfolio selection and construction. They will sell a stock when the price to intrinsic value gap has significantly narrowed, management changes the strategic plan, the fundamentals deteriorate or the portfolio needs diversification. DJC focuses on small-mid cap companies in across all sectors. | Finance |
Wellington Management Co. LLP
Wellington Management Co. LLP Investment ManagersFinance WMC relies on their extensive independent research and includes portfolio management styles and approaches in equities, fixed income securities, currencies and commodities, as well as asset allocation across these categories. The firm has several different disciplines when approaching research and these include asset allocation analysts, currency analysts, data scientists, factor analysts, fixed income credit analysts, fixed income market analysts, global industry analysts and research associates, macro-analysts, quantitative analysts and technical analysts. | Finance |
JPMorgan Securities LLC
JPMorgan Securities LLC Investment Banks/BrokersFinance Provides corporate, investment banking, consumer and commercial banking, asset management, payment & security solutions | Finance |
Morgan Stanley Investment Management, Inc.
Morgan Stanley Investment Management, Inc. Investment ManagersFinance MSIM’s investment strategies span the risk/return spectrum across geographies, investment styles and asset classes, including equity, fixed income, alternatives and private markets. When considering their clients’ unique investment profiles, the firm applies a holistic approach, with a goal of incorporating the different factors affecting investors’ investment decisions. The firm combines top-down country allocation with bottom-up stock selection and disciplined risk management. | Finance |
Georgetown University
 Georgetown University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
