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Bernadine J. Galko
Plus aucun poste en cours
Finance
Profil
Ms. Bernadine J.
Galko is Administrative Assistant at Jacobus Wealth Management, Inc joined in 1997.
She was previously employed as a Principal by Bank One, a Principal by Firstar Bank, and a Principal by Wachovia Capital Finance.
Anciens postes connus de Bernadine J. Galko
| Sociétés | Poste | Fin |
|---|---|---|
Bank One
 Bank One Regional BanksFinance State chartered commercial bank | Corporate Officer/Principal | - |
Firstar Bank Wausau, NA
 Firstar Bank Wausau, NA Major BanksFinance Nationally chartered commercial bank | Corporate Officer/Principal | - |
Wachovia Capital Finance Corp. (Central)
 Wachovia Capital Finance Corp. (Central) Finance/Rental/LeasingFinance Provides short-term financing | Corporate Officer/Principal | - |
Jacobus Wealth Management, Inc.
 Jacobus Wealth Management, Inc. Investment ManagersFinance Jacobus Wealth Management utilizes an asset allocation strategy to select equities, fixed-income, ETFs and other alternative investments for their clients' portfolios. With regard to equities, Jacobus offers a variety of investment styles including growth, value, blend, balanced, international or global. The firm's strategies include low turnover, bottom-up, top-down, active, passive ETFs and long/short strategies. They invest across all market-caps. The firm offers investments in a variety of ETFs based on a several strategies including domestic, international, value, growth, large-cap, small-cap, whole sectors or specific industries. For fixed-income investments, Jacobus considers quality, sector, credit, liquidity and duration. Securities may include municipal bonds, treasury bonds, inflation-protected bonds, corporate bonds, international bonds and MLPs. Jacobus also offers a variety of alternative investments including real estate, energy, private equity and debt capital, venture capital, hedge funds and commodities. The firm also assists clients with strategies related to concentrated stock positions and employee stock options. This may include covered call writing, protective put options, cashless collars, subsidized collars, monetized collars, diversification plans and option exercise planning. | Corporate Officer/Principal | - |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Wachovia Capital Finance Corp. (Central)
Wachovia Capital Finance Corp. (Central) Finance/Rental/LeasingFinance Provides short-term financing | Finance |
Jacobus Wealth Management, Inc.
Jacobus Wealth Management, Inc. Investment ManagersFinance Jacobus Wealth Management utilizes an asset allocation strategy to select equities, fixed-income, ETFs and other alternative investments for their clients' portfolios. With regard to equities, Jacobus offers a variety of investment styles including growth, value, blend, balanced, international or global. The firm's strategies include low turnover, bottom-up, top-down, active, passive ETFs and long/short strategies. They invest across all market-caps. The firm offers investments in a variety of ETFs based on a several strategies including domestic, international, value, growth, large-cap, small-cap, whole sectors or specific industries. For fixed-income investments, Jacobus considers quality, sector, credit, liquidity and duration. Securities may include municipal bonds, treasury bonds, inflation-protected bonds, corporate bonds, international bonds and MLPs. Jacobus also offers a variety of alternative investments including real estate, energy, private equity and debt capital, venture capital, hedge funds and commodities. The firm also assists clients with strategies related to concentrated stock positions and employee stock options. This may include covered call writing, protective put options, cashless collars, subsidized collars, monetized collars, diversification plans and option exercise planning. | Finance |
Bank One
Bank One Regional BanksFinance State chartered commercial bank | Finance |
Firstar Bank Wausau, NA
Firstar Bank Wausau, NA Major BanksFinance Nationally chartered commercial bank | Finance |
