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Teri May McCasland
Compliance Officer chez
SFE Investment Counsel Inc.
Profil
Ms. Teri M.
McCasland is a Secretary & Chief Compliance Officer at SFE Investment Counsel Inc. Ms. McCasland monitors the regulatory environment, ensuring that the firm and its partners meet myriad reporting requirements from Washington.
She is a member of the SFE Investment Committee and a shareholder in the firm.
Prior to joining the firm in April 1981, she worked with Connecticut General Life Insurance in 1969, working in the Securities Accounting Division.
She began her career in the brokerage industry as the assistant to the VP of Operations at Diversified Securities.
Ms. McCasland received her BS Business Management degree from Pepperdine University.
Postes actifs de Teri May McCasland
| Sociétés | Poste | Début |
|---|---|---|
SFE Investment Counsel Inc.
 SFE Investment Counsel Inc. Investment ManagersFinance SFE seeks to produce returns that consistently outperform their benchmarks while taking less-than-market risk. The firm aims to achieve long-term growth and preserve capital by employing an opportunistic, total return approach to managing client accounts. Their core competence is managing concentrated portfolios of US listed equities, often with fixed income components. SFE uses a top-down evaluation of industry sectors to identify macro-economic trends and market cycles. They then conduct a bottom-up analysis of select companies that will be affected by these trends. Fixed income securities are selected for portfolios based upon the client’s investment objective and risk tolerance. | Compliance Officer | - |
Formation de Teri May McCasland
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
82
Relations au 1er degré
2
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
SFE Investment Counsel Inc.
SFE Investment Counsel Inc. Investment ManagersFinance SFE seeks to produce returns that consistently outperform their benchmarks while taking less-than-market risk. The firm aims to achieve long-term growth and preserve capital by employing an opportunistic, total return approach to managing client accounts. Their core competence is managing concentrated portfolios of US listed equities, often with fixed income components. SFE uses a top-down evaluation of industry sectors to identify macro-economic trends and market cycles. They then conduct a bottom-up analysis of select companies that will be affected by these trends. Fixed income securities are selected for portfolios based upon the client’s investment objective and risk tolerance. | Finance |
Pepperdine University
 Pepperdine University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
