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Wendy Casetta
Portfolio Manager-Fixed Income chez
National Exchange Bank & Trust
Profil
Ms. Wendy Casetta is a Vice President & Portfolio Manager at National Exchange Bank & Trust.
In her role, she will be managing the fixed income portfolios for the bank.
She brings more than 28 years of investment experience.
Ms. Casetta was employed as a Portfolio Manager by Allspring Global Investments LLC, a Senior Research Analyst & Portfolio Manager by Strong Capital Management, Inc., and a Principal by Nicholas Co., Inc.
She received her undergraduate degree from the University of Wisconsin and an MBA from the University of North Florida.
Postes actifs de Wendy Casetta
| Sociétés | Poste | Début |
|---|---|---|
National Exchange Bank & Trust
 National Exchange Bank & Trust Investment ManagersFinance National Exchange Bank & Trust manages separate diversified portfolios of equity and fixed-income instruments. The firm's products include: (1) mutual funds (2) tax-deferred annuities (3) self-directed IRAs (4) stocks (5) bonds (6) life insurance ad (7) long-term care insurance. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. and securities are offered through Raymond James Financial Services, Inc. | Portfolio Manager-Fixed Income | 01/07/2022 |
Anciens postes connus de Wendy Casetta
| Sociétés | Poste | Fin |
|---|---|---|
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. | Portfolio Manager-Fixed Income | 26/01/2005 |
Nicholas Co., Inc.
 Nicholas Co., Inc. Investment ManagersFinance Nicholas Co. employs a fundamental, bottom-up approach to security selection with a long-term investment horizon. Their process focuses on identifying securities offering secular growth characteristics, strong financial bases, reasonable valuations and downside risk. The firm’s long-term approach deemphasizes the short-term impact of day-to-day market volatility and maintains a focus on the long-term potential of the securities in their portfolios. | Corporate Officer/Principal | 30/06/1994 |
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. | Portfolio Manager-Fixed Income | - |
Formation de Wendy Casetta
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
91
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Nicholas Co., Inc.
Nicholas Co., Inc. Investment ManagersFinance Nicholas Co. employs a fundamental, bottom-up approach to security selection with a long-term investment horizon. Their process focuses on identifying securities offering secular growth characteristics, strong financial bases, reasonable valuations and downside risk. The firm’s long-term approach deemphasizes the short-term impact of day-to-day market volatility and maintains a focus on the long-term potential of the securities in their portfolios. | Finance |
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 |
National Exchange Bank & Trust
National Exchange Bank & Trust Investment ManagersFinance National Exchange Bank & Trust manages separate diversified portfolios of equity and fixed-income instruments. The firm's products include: (1) mutual funds (2) tax-deferred annuities (3) self-directed IRAs (4) stocks (5) bonds (6) life insurance ad (7) long-term care insurance. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. and securities are offered through Raymond James Financial Services, Inc. | Finance |
University of Wisconsin
 University of Wisconsin Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of North Florida
 University of North Florida Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
