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Warren Ormerod
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Profil
Charles Warren Ormerod was the founder and had founded NorthStar Asset Management LLC in 2000, where he held the title of Senior Advisor until 2021.
He was also a Director at Chartwell Dividend & Income Fund, Inc. from 1998 to 2011, a Managing Partner at Stratton Management Co. from 1992 to 2000, a Trust Officer at Bankers Trust Co. from 1961 to 1964, and Chief Trust Officer at Continental Bank from 1968 to 1991.
Mr. Ormerod received his undergraduate degree from Trinity College (Connecticut).
Anciens postes connus de Warren Ormerod
| Sociétés | Poste | Fin |
|---|---|---|
NorthStar Asset Management LLC
 NorthStar Asset Management LLC Investment ManagersFinance NorthStar utilizes a strategy of holding securities that have a growth bias, often overweighting exposures to industry sectors growing faster than the overall economy, and companies within all sectors with some combination of growth in revenues, earnings per share, dividends (or the ability to begin to pay a dividend), and overall financial strength. Their goal is to invest profits in other securities with better underlying values. The firm’s security analysis methods include fundamental, asset allocation and research. | Fondateur | 31/10/2021 |
Chartwell Dividend & Income Fund, Inc.
 Chartwell Dividend & Income Fund, Inc. Investment Trusts/Mutual FundsMiscellaneous Closed-End Investment Fund/Investment Trust | Directeur/Membre du Conseil | 04/03/2011 |
Stratton Management Co.
 Stratton Management Co. Investment ManagersFinance Stratton Management Co.'s investment process begins with an examination of the client’s risk tolerance, investment time horizon, need for current income, and their expectations for portfolio growth. Once this assessment is complete, a portfolio is constructed consisting of the proper allocation between equity and fixed income securities and among the different sectors of each of those two asset classes. Stratton offers various institutional model portfolios, each of which is quantitatively based and and fundamentally refined. These models include Large-Cap Value, Mid-Cap Value, Small-Cap Value, and Real Estate. Stratton’s Large-Cap Value product employs a combination of quantitative and qualitative research to identify undervalued large-cap equities with superior capital appreciation potential. The firm's Large-Cap Quantitative Model calculates a weighted composite of valuation, earnings and price movement measures. This reduces the overall Large-Cap universe to a more manageable group of attractive candidates. Once this group is established, qualitative research is conducted to identify potential buy candidates. Stratton's Mid-Cap Value and Small-Cap Value products employ the same strategy but are differentiated in the size of the companies in which they invest. Stratton’s Real Estate product employs a combination of quantitative and qualitative measures, including underlying real estate values, earnings multiples, geographic and tenant concentrations, balance sheet metrics, company strategies, and management track record, to identify the most attractive securities on a relative valuation basis within each property sub-sector. Based on this criteria, stocks that appear undervalued relative to peers, and have identifiable fundamental catalysts are buy candidates.^ | Gestionnaire de Portefeuille-Actions | 30/04/2000 |
Continental Bank (Plymouth Meeting)
 Continental Bank (Plymouth Meeting) Regional BanksFinance State chartered commercial bank | Corporate Officer/Principal | 31/12/1991 |
Bankers Trust Co. (Des Moines, Iowa)
 Bankers Trust Co. (Des Moines, Iowa) Investment ManagersFinance Bankers Trust treats investment management as an ongoing process to help clients achieve their future goals. The firm’s approach addresses their whole financial picture, from retirement planning to education funding to managing risk, and developing appropriate investment strategies for each area. | Gestionnaire de Portefeuille-Actions | 01/01/1964 |
Formation de Warren Ormerod
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
23
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Chartwell Dividend & Income Fund, Inc.
Chartwell Dividend & Income Fund, Inc. Investment Trusts/Mutual FundsMiscellaneous Closed-End Investment Fund/Investment Trust | Miscellaneous |
Stratton Management Co.
Stratton Management Co. Investment ManagersFinance Stratton Management Co.'s investment process begins with an examination of the client’s risk tolerance, investment time horizon, need for current income, and their expectations for portfolio growth. Once this assessment is complete, a portfolio is constructed consisting of the proper allocation between equity and fixed income securities and among the different sectors of each of those two asset classes. Stratton offers various institutional model portfolios, each of which is quantitatively based and and fundamentally refined. These models include Large-Cap Value, Mid-Cap Value, Small-Cap Value, and Real Estate. Stratton’s Large-Cap Value product employs a combination of quantitative and qualitative research to identify undervalued large-cap equities with superior capital appreciation potential. The firm's Large-Cap Quantitative Model calculates a weighted composite of valuation, earnings and price movement measures. This reduces the overall Large-Cap universe to a more manageable group of attractive candidates. Once this group is established, qualitative research is conducted to identify potential buy candidates. Stratton's Mid-Cap Value and Small-Cap Value products employ the same strategy but are differentiated in the size of the companies in which they invest. Stratton’s Real Estate product employs a combination of quantitative and qualitative measures, including underlying real estate values, earnings multiples, geographic and tenant concentrations, balance sheet metrics, company strategies, and management track record, to identify the most attractive securities on a relative valuation basis within each property sub-sector. Based on this criteria, stocks that appear undervalued relative to peers, and have identifiable fundamental catalysts are buy candidates.^ | Finance |
Bankers Trust Co. (Des Moines, Iowa)
Bankers Trust Co. (Des Moines, Iowa) Investment ManagersFinance Bankers Trust treats investment management as an ongoing process to help clients achieve their future goals. The firm’s approach addresses their whole financial picture, from retirement planning to education funding to managing risk, and developing appropriate investment strategies for each area. | Finance |
NorthStar Asset Management LLC
NorthStar Asset Management LLC Investment ManagersFinance NorthStar utilizes a strategy of holding securities that have a growth bias, often overweighting exposures to industry sectors growing faster than the overall economy, and companies within all sectors with some combination of growth in revenues, earnings per share, dividends (or the ability to begin to pay a dividend), and overall financial strength. Their goal is to invest profits in other securities with better underlying values. The firm’s security analysis methods include fundamental, asset allocation and research. | Finance |
Trinity College (Connecticut)
 Trinity College (Connecticut) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Continental Bank (Plymouth Meeting)
Continental Bank (Plymouth Meeting) Regional BanksFinance State chartered commercial bank | Finance |
