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Profil
Sunjay M.
Goel worked as a Senior Analyst at Strong Capital Management, Inc. from 2000 to 2005, followed by a position as a Portfolio Manager at Allspring Global Investments LLC from 2005 to 2007.
He then worked as a Principal at UBS Securities LLC and as an Equity & Commodity Research Analyst at Wallington Asset Management LLC.
He also worked as a Portfolio Manager at an unnamed firm.
Goel completed his undergraduate degree at Purdue University and earned an MBA from the University of Indianapolis.
Anciens postes connus de Sunjay M. Goel
| Sociétés | Poste | Fin |
|---|---|---|
Spectrum Management Group LLC (Indiana)
 Spectrum Management Group LLC (Indiana) Investment ManagersFinance SMG uses technical analysis and a quantitative system as an overlay strategy to their fundamental top-down and bottom-up research process. The firm looks for opportunities to minimize tax by using tax-efficient investment structures, tax-loss harvesting opportunities and asset location preferences. | Gestionnaire de Portefeuille-Actions | 01/02/2019 |
Wallington Asset Management LLC
 Wallington Asset Management LLC Investment ManagersFinance Wallington actively manage securities portfolios for long-term risk-adjusted outperformance and downside protection. By incorporating goals, time horizon, risk profiles, and other factors, they facilitate determination of an appropriate strategic allocation benchmark to define percentages of capital placed at risk in various asset classes. | Analyst-Equity | 01/05/2014 |
Allspring Global Investments LLC
 Allspring Global Investments LLC Investment ManagersFinance Allspring utilizes proprietary investment allocation systems in conjunction with the securities selection services provided by their portfolio managers to create and maintain actively managed investment portfolios intended to meet the requirements of its clients’ investment needs. The firm offers a variety of equity, multi-asset, and fixed income investment strategies. These investment strategies (collectively) may invest in a wide variety of financial instruments. Allspring employs bottom-up company specific analysis to find securities with under-appreciated prospects. | Analyst-Equity | 31/08/2007 |
Strong Capital Management, Inc.
 Strong Capital Management, Inc. Financial ConglomeratesFinance The firm's portfolio managers, research specialists and traders are organized into teams by asset class. SCM provides several different investment approaches to both its international and domestic equity portfolios. For its capital appreciation equity management, the firm emphasizes current economic environment and secular themes. In particular, long-term economic trends, Federal Reserve policy and market liquidity serve as a macroeconomic backdrop to the overall direction of the markets. For equity stock selection, disciplined, fundamental research with emphasis on the following characteristics are practiced: strong fundamentals, accelerating earnings and sales, accelerating return on equity, expanding market share, low cost producers, quality management and positive earnings surprises. Its bottom-up security analysis emphasizes management, cash flow, earnings growth, balance sheet strength, competitive position, discounted cash flow and relative p/e ratio. | Analyst-Equity | 26/01/2005 |
40/86 Advisors, Inc.
 40/86 Advisors, Inc. Investment ManagersFinance 40/86 primarily invests client’s assets in multiple classes of fixed income securities and investments. The firm builds each portfolio from the bottom-up by selecting undervalued securities through proprietary, independent research. They place an emphasis on relative value, looking for opportunities where the market price of a security does not appropriately reflect its intrinsic value. The objective is to invest in those securities that the firm believes are undervalued and then sell them when they become fully valued in the market. 40/86 also perform a top-down asset allocation and performance attribution analysis. The firm’s portfolio managers have decision-making authority over investment decisions. | Gestionnaire de Portefeuille-Actions | - |
Formation de Sunjay M. Goel
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
91
Relations au 1er degré
8
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 8 |
|---|---|
Strong Capital Management, Inc.
Strong Capital Management, Inc. Financial ConglomeratesFinance The firm's portfolio managers, research specialists and traders are organized into teams by asset class. SCM provides several different investment approaches to both its international and domestic equity portfolios. For its capital appreciation equity management, the firm emphasizes current economic environment and secular themes. In particular, long-term economic trends, Federal Reserve policy and market liquidity serve as a macroeconomic backdrop to the overall direction of the markets. For equity stock selection, disciplined, fundamental research with emphasis on the following characteristics are practiced: strong fundamentals, accelerating earnings and sales, accelerating return on equity, expanding market share, low cost producers, quality management and positive earnings surprises. Its bottom-up security analysis emphasizes management, cash flow, earnings growth, balance sheet strength, competitive position, discounted cash flow and relative p/e ratio. | Finance |
Allspring Global Investments LLC
Allspring Global Investments LLC Investment ManagersFinance Allspring utilizes proprietary investment allocation systems in conjunction with the securities selection services provided by their portfolio managers to create and maintain actively managed investment portfolios intended to meet the requirements of its clients’ investment needs. The firm offers a variety of equity, multi-asset, and fixed income investment strategies. These investment strategies (collectively) may invest in a wide variety of financial instruments. Allspring employs bottom-up company specific analysis to find securities with under-appreciated prospects. | Finance |
UBS Securities LLC
 UBS Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Wallington Asset Management LLC
Wallington Asset Management LLC Investment ManagersFinance Wallington actively manage securities portfolios for long-term risk-adjusted outperformance and downside protection. By incorporating goals, time horizon, risk profiles, and other factors, they facilitate determination of an appropriate strategic allocation benchmark to define percentages of capital placed at risk in various asset classes. | Finance |
40/86 Advisors, Inc.
40/86 Advisors, Inc. Investment ManagersFinance 40/86 primarily invests client’s assets in multiple classes of fixed income securities and investments. The firm builds each portfolio from the bottom-up by selecting undervalued securities through proprietary, independent research. They place an emphasis on relative value, looking for opportunities where the market price of a security does not appropriately reflect its intrinsic value. The objective is to invest in those securities that the firm believes are undervalued and then sell them when they become fully valued in the market. 40/86 also perform a top-down asset allocation and performance attribution analysis. The firm’s portfolio managers have decision-making authority over investment decisions. | Finance |
Purdue University
 Purdue University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Indianapolis
 University of Indianapolis Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Spectrum Management Group LLC (Indiana)
Spectrum Management Group LLC (Indiana) Investment ManagersFinance SMG uses technical analysis and a quantitative system as an overlay strategy to their fundamental top-down and bottom-up research process. The firm looks for opportunities to minimize tax by using tax-efficient investment structures, tax-loss harvesting opportunities and asset location preferences. | Finance |
