Profil
Jerome Joseph Paolini worked as a Principal at SKBA Capital Management LLC, Wells Fargo Family Wealth, and Franklin Management Co. He also served as the Regional Chief Investment Officer at Abbot Downing Investment Advisors from 2012 to 2020.
Paolini holds a Master's in Business Administration from Golden Gate University and an undergraduate degree from the University of the Pacific.
Anciens postes connus de Jerome Joseph Paolini
| Sociétés | Poste | Fin |
|---|---|---|
Abbot Downing Investment Advisors
Abbot Downing Investment Advisors Investment ManagersFinance Abbot Downing Investment Advisors subjects every potential investment to rigorous analysis of quantitative and qualitative risk factors to determine its merit. Their customized investment strategies include: (1) investment vehicles that track large, socioeconomic global trends (2) a core set of custom stock strategies in firms with large capitalization, those with small capitalization, international stocks, plus individually managed bonds (3) a traditional due diligence process that offers exclusive opportunities, including access to selected third-party managers and (4) access to hedge funds, private capital, private real estate and specialized capital managers that are not available to most investors. | Head-Equity Investments | 01/01/2020 |
SKBA Capital Management LLC
SKBA Capital Management LLC Investment ManagersFinance SKBA aims to outperform their benchmarks over a market cycle while maintaining appropriate risk exposure. The firm applies a team based approach to the investment decision making process. Their research effort is centralized to ensure that investment ideas are implemented consistently across clients in each investment discipline. SKBA applies similar portfolio construction methods to all equity strategies. They aim to construct a portfolio of 40-60 stocks diversified by sector to control risk. Their bottom-up approach to stock selection highlights industries and sectors with the most attractive valuations. For fixed income, the strategy team uses active interest rate anticipation and the analysis of quality spreads to determine the composition of issues held in a portfolio. | Corporate Officer/Principal | - |
Franklin Management Co.
Franklin Management Co. Miscellaneous Commercial ServicesCommercial Services Provides management services | Corporate Officer/Principal | - |
Wells Fargo Family Wealth
Wells Fargo Family Wealth Investment ManagersFinance Wells Fargo Family Wealth focuses on extensive manager research with the goal or providing a wide variety of sophisticated investment strategies that are not widely available to individual investors. The firm's ongoing Risk Optics approach seeks to align each client's investments with their overall risk tolerance. Though not limited by sector Wells Fargo Family Wealth tends to invest in the stocks of US mid-cap and large-cap companies in the finance, electronic technology, health technology and retail sectors. The firm maintains a low turnover rate. | Corporate Officer/Principal | - |
Formation de Jerome Joseph Paolini
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 | 6 |
|---|---|
SKBA Capital Management LLC
SKBA Capital Management LLC Investment ManagersFinance SKBA aims to outperform their benchmarks over a market cycle while maintaining appropriate risk exposure. The firm applies a team based approach to the investment decision making process. Their research effort is centralized to ensure that investment ideas are implemented consistently across clients in each investment discipline. SKBA applies similar portfolio construction methods to all equity strategies. They aim to construct a portfolio of 40-60 stocks diversified by sector to control risk. Their bottom-up approach to stock selection highlights industries and sectors with the most attractive valuations. For fixed income, the strategy team uses active interest rate anticipation and the analysis of quality spreads to determine the composition of issues held in a portfolio. | Finance |
Golden Gate University
Golden Gate University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of the Pacific
University of the Pacific Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Wells Fargo Family Wealth
Wells Fargo Family Wealth Investment ManagersFinance Wells Fargo Family Wealth focuses on extensive manager research with the goal or providing a wide variety of sophisticated investment strategies that are not widely available to individual investors. The firm's ongoing Risk Optics approach seeks to align each client's investments with their overall risk tolerance. Though not limited by sector Wells Fargo Family Wealth tends to invest in the stocks of US mid-cap and large-cap companies in the finance, electronic technology, health technology and retail sectors. The firm maintains a low turnover rate. | Finance |
Franklin Management Co.
Franklin Management Co. Miscellaneous Commercial ServicesCommercial Services Provides management services | Commercial Services |
Abbot Downing Investment Advisors
Abbot Downing Investment Advisors Investment ManagersFinance Abbot Downing Investment Advisors subjects every potential investment to rigorous analysis of quantitative and qualitative risk factors to determine its merit. Their customized investment strategies include: (1) investment vehicles that track large, socioeconomic global trends (2) a core set of custom stock strategies in firms with large capitalization, those with small capitalization, international stocks, plus individually managed bonds (3) a traditional due diligence process that offers exclusive opportunities, including access to selected third-party managers and (4) access to hedge funds, private capital, private real estate and specialized capital managers that are not available to most investors. | Finance |
















