![Margaret H. McCoy](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. McCoy joined The Swarthmore Group in 2000 after serving in a similar position for ten years with Cypress Capital Management.
Ms. McCoy attended Endicott College of Massachusetts and St. Marys College of Indiana.
Anciens postes connus de Margaret H. McCoy
| Sociétés | Poste | Fin |
|---|---|---|
The Swarthmore Group, Inc.
 The Swarthmore Group, Inc. Investment ManagersFinance The Swarthmore Group uses a combination of fundamental, technical, and quantitative analysis to determine which securities are suitable for investment in client portfolios. Although they incorporate all three research methods, the firm employs fundamental analysis research most often. Their investment process utilizes a bottom-up approach with a macroeconomic overlay. | Trading-Equity | 30/06/2010 |
Cypress Capital Management LLC
 Cypress Capital Management LLC Investment ManagersFinance Cypress has a conservative investment style which uses a balanced approach and invests in a mix of stocks, bonds and money market funds. The firm supervises assets with emphasis on above average income, less volatility and risk, with prospects for reasonable capital growth. Their balanced investment approach generally focuses on Blue Chip stocks, US Treasuries, Corporate Bonds, and to a lesser extent, Preferred Securities, Convertible Bonds, and ETFs. This approach is designed to mitigate major loss of principal while maintaining the flexibility to profit in advancing market cycles. Cypress strives to achieve positive results by setting an asset mix and shifting it based on macroeconomic trends and investment opportunities in the equity and fixed income markets. Their typical portfolio holds 30-35 stocks and 15-20 bonds. | Corporate Officer/Principal | - |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
15
Relations au 1er degré
2
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
The Swarthmore Group, Inc.
The Swarthmore Group, Inc. Investment ManagersFinance The Swarthmore Group uses a combination of fundamental, technical, and quantitative analysis to determine which securities are suitable for investment in client portfolios. Although they incorporate all three research methods, the firm employs fundamental analysis research most often. Their investment process utilizes a bottom-up approach with a macroeconomic overlay. | Finance |
Cypress Capital Management LLC
Cypress Capital Management LLC Investment ManagersFinance Cypress has a conservative investment style which uses a balanced approach and invests in a mix of stocks, bonds and money market funds. The firm supervises assets with emphasis on above average income, less volatility and risk, with prospects for reasonable capital growth. Their balanced investment approach generally focuses on Blue Chip stocks, US Treasuries, Corporate Bonds, and to a lesser extent, Preferred Securities, Convertible Bonds, and ETFs. This approach is designed to mitigate major loss of principal while maintaining the flexibility to profit in advancing market cycles. Cypress strives to achieve positive results by setting an asset mix and shifting it based on macroeconomic trends and investment opportunities in the equity and fixed income markets. Their typical portfolio holds 30-35 stocks and 15-20 bonds. | Finance |
