Margaret Parsons Fretz

Fondateur chez

Blue Edge Capital LLC

55 ans

Finance

Consumer Services

Profil

Ms. Margaret P.
Fretz is a Founding Member, Chief Operating Officer & Chief Compliance Officer at Blue Edge Capital LLC.
She is responsible for implementing and supervising all aspects of the firm’s operations, administration, compliance, and trading functions.
She has over 25 years of direct industry experience.
Ms. Fretz was most recently Chief Compliance Officer for Spider Management Company, a wholly-owned affiliate of the University of Richmond with $2.4 billion under management.
She served for 11 years as Chief Operating Officer and Chief Compliance Officer for Atlantic Capital Management LLC, an investment management firm with $700 million under management on behalf of institutional, SMA, high net worth and models-based accounts.
Prior to ACM, she was a trader and portfolio administrator for Scott and Stringfellow Capital Management and an institutional sales and trading specialist for Crestar Securities Corporation (now SunTrust Bank).
She received her Bachelor of Science from James Madison University.

Postes actifs de Margaret Parsons Fretz

Sociétés	Poste	Début
Blue Edge Capital LLC Blue Edge Capital LLC Investment ManagersFinance BEC uses index-tracking exchange traded funds (ETFs) to achieve asset allocation targets, reduces investment costs, improves portfolio transparency, and eliminates the manager and security selection risks that often contribute to underperformance.	Fondateur	01/01/2010

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Anciens postes connus de Margaret Parsons Fretz

Sociétés	Poste	Fin
Scott & Stringfellow Financial, Inc. Scott & Stringfellow Financial, Inc. Investment ManagersFinance Scott & Stringfellow is a large-cap value manager. They invest primarily in the stocks of US companies in the technology, energy minerals and consumer non-durables sectors. The firm maintains a medium turnover rate	Corporate Officer/Principal	31/12/1997
Branch Cabell & Co., Inc. Branch Cabell & Co., Inc. Investment Banks/BrokersFinance Provides retail brokerage and investment banking services	Corporate Officer/Principal	-
Atlantic Capital Management LLC Atlantic Capital Management LLC Investment ManagersFinance Atlantic Capital Management (ACM) employs quantitative analysis to narrow the universe of securities to a list of potential investment candidates. This process considers a company's size and growth and seeks to identify a catalyst that may propel future earnings. The firm uses qualitative analysis to evaluate the industry, management quality, financial statement strength and the probability of a successful investment. ACM's proprietary research process continues with a review of the market's expectations for the company. This process consists of comparing Wall Street analysts' published reports, including models and industry fundamentals, to management's remarks, press releases, conference calls, SEC filings, models and business dynamics. ACM looks for companies with proven management teams, well-defined corporate strategies, accelerating market shares and solid revenue and earnings growth. Using this information, the firm then determines if the company has the potential to exceed Wall Street's expectations and decides whether to purchase the security, continue to monitor the price of the security for valuation purposes or pass altogether.	Directeur des opérations	28/09/2010

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Entreprise privées	5
Atlantic Capital Management LLC Atlantic Capital Management LLC Investment ManagersFinance Atlantic Capital Management (ACM) employs quantitative analysis to narrow the universe of securities to a list of potential investment candidates. This process considers a company's size and growth and seeks to identify a catalyst that may propel future earnings. The firm uses qualitative analysis to evaluate the industry, management quality, financial statement strength and the probability of a successful investment. ACM's proprietary research process continues with a review of the market's expectations for the company. This process consists of comparing Wall Street analysts' published reports, including models and industry fundamentals, to management's remarks, press releases, conference calls, SEC filings, models and business dynamics. ACM looks for companies with proven management teams, well-defined corporate strategies, accelerating market shares and solid revenue and earnings growth. Using this information, the firm then determines if the company has the potential to exceed Wall Street's expectations and decides whether to purchase the security, continue to monitor the price of the security for valuation purposes or pass altogether.	Finance
Scott & Stringfellow Financial, Inc. Scott & Stringfellow Financial, Inc. Investment ManagersFinance Scott & Stringfellow is a large-cap value manager. They invest primarily in the stocks of US companies in the technology, energy minerals and consumer non-durables sectors. The firm maintains a medium turnover rate	Finance
Branch Cabell & Co., Inc. Branch Cabell & Co., Inc. Investment Banks/BrokersFinance Provides retail brokerage and investment banking services	Finance
James Madison University James Madison University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Blue Edge Capital LLC Blue Edge Capital LLC Investment ManagersFinance BEC uses index-tracking exchange traded funds (ETFs) to achieve asset allocation targets, reduces investment costs, improves portfolio transparency, and eliminates the manager and security selection risks that often contribute to underperformance.	Finance