Profil
Ms. Elizabeth W.
Alm, CFA, is a Senior Investment Analyst & Portfolio Manager at Saturna Capital Corp.
She joined the firm in April of 2018.
Prior to joining the firm, Ms. Alm spent 11 years at Wells Fargo Asset Management as a Senior Research Analyst focusing on high yield municipal bonds.
As part of her previous role, she also worked on the management of several municipal SMA strategies.
She graduated from New York University with degrees in Economics and Anthropology.
She is a Chartered Financial Analyst charterholder.
Postes actifs de Elizabeth Wroblewski Alm
| Sociétés | Poste | Début |
|---|---|---|
Saturna Capital Corp.
Saturna Capital Corp. Investment ManagersFinance Saturna Capital is primarily a long-term investor that seeks to preserve and grow clients’ capital over time. They believe that for the long-term investor, equity securities are the best investment option, but they also recognize that bonds or cash equivalents may be better suited in certain situations. Therefore, the firm also offers advice on most securities commonly held in US investment accounts: domestic and foreign common and preferred stocks; government, corporate and municipal bonds; mutual funds; convertible securities; warrants; exchange-traded option contracts; and partnership interests. | Analyst-Fixed Income | 01/04/2018 |
Anciens postes connus de Elizabeth Wroblewski Alm
| Sociétés | Poste | Fin |
|---|---|---|
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. | Analyst-Fixed Income | - |
Formation de Elizabeth Wroblewski Alm
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 |
|---|---|
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 |
Saturna Capital Corp.
Saturna Capital Corp. Investment ManagersFinance Saturna Capital is primarily a long-term investor that seeks to preserve and grow clients’ capital over time. They believe that for the long-term investor, equity securities are the best investment option, but they also recognize that bonds or cash equivalents may be better suited in certain situations. Therefore, the firm also offers advice on most securities commonly held in US investment accounts: domestic and foreign common and preferred stocks; government, corporate and municipal bonds; mutual funds; convertible securities; warrants; exchange-traded option contracts; and partnership interests. | Finance |
New York University
New York University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















