Profil
Ms. Marcoux joined Badgley, Phelps and Bell in 1999.
She came to the firm from Bank of America Investment Management, where she managed portfolios for private clients and not-for-profit entities.
Her career includes five years as a manager of trust investments for The Boeing Company Pension and Profit Sharing Plan.
In addition, she spent five years in relationship management for pension, profit sharing, foundation and endowment funds at Chase Manhattan Bank and Hartford National Bank.
Ms. Marcoux graduated from Smith College with a Bachelor of Arts degree.
She served on the YMCA of Greater Seattle Investment Committee for thirteen years and has served on the YMCA Finance Committee for seven years.
She is currently a member of the planned giving councils for the University of Washington and the Nature Conservancy.
Anciens postes connus de Elizabeth A. Marcoux
| Sociétés | Poste | Fin |
|---|---|---|
Badgley, Phelps & Bell, Inc.
Badgley, Phelps & Bell, Inc. Investment ManagersFinance BPWM’s investment strategies encompass equity only, fixed income only and balanced portfolio management. Their investment policy committee oversees the firm’s investment strategies by determining the allocation of the investments to each asset class and the underlying investment styles. The firm’s equity management uses different equity styles which are managed by a team of research analysts within their firm that is responsible for stock selection and industry and sector weighting of the equity models. BPWM uses bonds in client portfolios to meet capital preservation, income and principal stability goals. Once investment objectives and constraints have been established, they select high quality bonds and focus on intermediate-term maturities in an effort to reduce market risk and maximize total return. The firm uses alternative investment securities to further diversify client portfolios. Their balanced management strategy combines their equity, fixed income, alternative and cash investment management methodologies. | Gestionnaire de Portefeuille-Actions | 28/02/2009 |
| BANK OF AMERICA CORPORATION | Corporate Officer/Principal | - |
Formation de Elizabeth A. Marcoux
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Bank of America Corp.
Bank of America Corp. Major BanksFinance Operates as a bank holding company whose subsidiaries provides consumer and global banking, markets brokerage & wealth and investment management services | Finance |
Badgley, Phelps & Bell, Inc.
Badgley, Phelps & Bell, Inc. Investment ManagersFinance BPWM’s investment strategies encompass equity only, fixed income only and balanced portfolio management. Their investment policy committee oversees the firm’s investment strategies by determining the allocation of the investments to each asset class and the underlying investment styles. The firm’s equity management uses different equity styles which are managed by a team of research analysts within their firm that is responsible for stock selection and industry and sector weighting of the equity models. BPWM uses bonds in client portfolios to meet capital preservation, income and principal stability goals. Once investment objectives and constraints have been established, they select high quality bonds and focus on intermediate-term maturities in an effort to reduce market risk and maximize total return. The firm uses alternative investment securities to further diversify client portfolios. Their balanced management strategy combines their equity, fixed income, alternative and cash investment management methodologies. | Finance |
Smith College
Smith College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















