![Lynda A. Castellano](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Ms. Lynda A. Castellano is Client Relations Manager at Douglas C.
Lane & Associates, Inc.
Ms. Castellano was previously employed as National Account Manager by Neuberger Berman LLC, Investment Representative by Pyramis Global Advisors LLC, and Business Development Officer by The Charles Schwab Corp.
Ms. Castellano received her undergraduate degree from Coastal Carolina University in 1995.
Anciens postes connus de Lynda A. Castellano
| Sociétés | Poste | Fin |
|---|---|---|
Neuberger Berman BD LLC
 Neuberger Berman BD LLC Investment ManagersFinance NBBD-IM offers clients investment solutions across asset classes, styles, capitalizations and geographies in both public and private markets, as well as multi-asset class solutions that bring them all together. For equity investments, the firm tends to focus on stocks with solid balance sheets, relatively low price-to-earnings ratios, low price-to-cash flow ratios, strong cash flows, above-average yields, sustainable earnings growth, reasonable valuation multiples relative to growth prospects, sound franchise values and significant insider ownership. They use both top-down and bottom-up analysis to select investments. In addition, the firm uses options and futures and occasionally invests in ADRs and private equity opportunities. | Comptroller/Controller/Auditor | 01/10/2008 |
FIAM LLC
 FIAM LLC Investment ManagersFinance FIAM utilizes a variety of methods of security analysis to select investments, including fundamental, quantitative, technical and macro-economic analysis in managing client accounts. The firm's global research resources include seasoned, sector-focused fundamental analysts covering industry sectors across the US and global markets as well as quantitative and technical portfolio managers and analysts. | Corporate Officer/Principal | 01/05/2006 |
| CHARLES SCHWAB | Sales & Marketing | 01/12/2003 |
Douglas C. Lane & Associates, Inc.
 Douglas C. Lane & Associates, Inc. Investment ManagersFinance Douglas C. Lane & Associates' (DCL) provides customized management of stock and bond portfolios for their clients. The firm's investment philosophy seeks to provide above-average total returns for their clients’ capital through long-term investment in individual equity and fixed-income securities. They seek to invest in companies that have business models that can generate attractive long-term returns for their clients. DCL does not invest in any pooled or collective vehicles such as hedge funds or private equity funds. The firm employs a global, “core” strategy which they believe derives its advantage from its flexibility. Since the firm is not constrained by company size, style, or geography, they can identify the best investment opportunities available in the market, regardless of how they may be classified by the broader investment community. DCL is a long-term investor who believes their clients benefit primarily from the growth and capital generation of the companies in which they invest, rather than any trading strategies they might employ. | Sales & Marketing | - |
Formation de Lynda A. Castellano
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
77
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
The Charles Schwab Corp.
 The Charles Schwab Corp. Investment Banks/BrokersFinance Provides retail brokerage, investment advisory, banking and trust services | Finance |
Douglas C. Lane & Associates, Inc.
Douglas C. Lane & Associates, Inc. Investment ManagersFinance Douglas C. Lane & Associates' (DCL) provides customized management of stock and bond portfolios for their clients. The firm's investment philosophy seeks to provide above-average total returns for their clients’ capital through long-term investment in individual equity and fixed-income securities. They seek to invest in companies that have business models that can generate attractive long-term returns for their clients. DCL does not invest in any pooled or collective vehicles such as hedge funds or private equity funds. The firm employs a global, “core” strategy which they believe derives its advantage from its flexibility. Since the firm is not constrained by company size, style, or geography, they can identify the best investment opportunities available in the market, regardless of how they may be classified by the broader investment community. DCL is a long-term investor who believes their clients benefit primarily from the growth and capital generation of the companies in which they invest, rather than any trading strategies they might employ. | Finance |
Neuberger Berman BD LLC
Neuberger Berman BD LLC Investment ManagersFinance NBBD-IM offers clients investment solutions across asset classes, styles, capitalizations and geographies in both public and private markets, as well as multi-asset class solutions that bring them all together. For equity investments, the firm tends to focus on stocks with solid balance sheets, relatively low price-to-earnings ratios, low price-to-cash flow ratios, strong cash flows, above-average yields, sustainable earnings growth, reasonable valuation multiples relative to growth prospects, sound franchise values and significant insider ownership. They use both top-down and bottom-up analysis to select investments. In addition, the firm uses options and futures and occasionally invests in ADRs and private equity opportunities. | Finance |
Coastal Carolina University
 Coastal Carolina University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
FIAM LLC
FIAM LLC Investment ManagersFinance FIAM utilizes a variety of methods of security analysis to select investments, including fundamental, quantitative, technical and macro-economic analysis in managing client accounts. The firm's global research resources include seasoned, sector-focused fundamental analysts covering industry sectors across the US and global markets as well as quantitative and technical portfolio managers and analysts. | Finance |
