Profil
Ms. Martha E.
Cottrill, CFA, is a Principal & Director at Taylor, Cottrill, Erickson & Associates, Inc. Her primary responsibilities are the overall management of the firm and portfolio management.
She began her career with Morgan Stanley in New York City in 1985.
Recognizing that she was not a New Yorker at heart, she moved to New Hampshire and joined Taylor Investments in 1987.
Having gained her Chartered Financial Analyst designation in 1992, she began managing portfolios and became a partner in 1997.
When Taylor Investments was acquired by a publicly-traded company in 2001, she remained with the firm for another six years as a Managing Director and Chief Operating Officer.
An investment committee member, she supervised a staff of ten, oversaw the overall operations of the firm, and managed over $250 million in client assets.
She received her BA degree, cum laude, from The Johns Hopkins University.
Anciens postes connus de Martha Elizabeth Cottrill
| Sociétés | Poste | Fin |
|---|---|---|
Whitegate Investment Counselors, Inc.
Whitegate Investment Counselors, Inc. Investment ManagersFinance WICI’s securities analysis methods rely on the assumption that the companies whose securities they purchase and sell, the rating agencies that review these securities, and other publicly available sources of information about these securities are providing accurate and unbiased data. The firm uses the following methods of analysis in formulating investment advice and/or managing client assets: asset allocation, individual security analysis, and mutual fund and/or ETF analysis. They identify an appropriate ratio of equity securities, fixed-income, and cash suitable to the client’s investment goals and risk tolerance. Their primary approach to evaluating individual securities is the process of reviewing basic valuation data. | Directeur Général | 31/12/2021 |
Granite Investment Advisors LLC
Granite Investment Advisors LLC Investment ManagersFinance Granite is a disciplined long-term, value-oriented investor. The firm uses fundamental and quantitative analysis of individual equity (stock) and fixed income (bond) holdings to create investment portfolios for clients. | Directeur des opérations | 10/08/2007 |
Taylor Investments
Taylor Investments Industrial MachineryProducer Manufacturing Taylor Investments, also known as Huntington Vacuum Products, is an OEM manufacturer of metal components. The company specializes in designing and manufacturing high and ultra-high vacuum apparatus for research and development, as well as for semiconductor, aerospace, and other practical applications. The company's product line includes industry standard devices and components, as well as custom machined products and contract manufacturing. The company's products are used worldwide in college and university labs, by OEMs for product development, and by government entities for testing extreme environments. The company is based in TX. | Corporate Officer/Principal | 31/12/2000 |
Taylor, Cottrill LLC
Taylor, Cottrill LLC Investment ManagersFinance Taylor, Cottrill uses exchange-listed securities, securities traded over-the-counter, ADRs of foreign issuers, corporate debt securities, commercial paper, CDs, municipal bonds, US government securities, mutual fund shares, and ETFs. The firm prefers to make long-term purchases on behalf of their clients, although market conditions may, at times, require short-term purchases (less than 1 year holding period) and trading (less than a 30-day holding period). Infrequently, and depending on client and market circumstances, they may use short sales, margin transactions, and covered call strategies. ^ | Fondateur | - |
Formation de Martha Elizabeth Cottrill
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Fonctions occupées
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Inactives
Sociétés cotées
Entreprise privées
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Relations au 1er degré
Entreprises liées au 1er degré
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Femme
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Sociétés liées
| Entreprise privées | 5 |
|---|---|
Granite Investment Advisors LLC
Granite Investment Advisors LLC Investment ManagersFinance Granite is a disciplined long-term, value-oriented investor. The firm uses fundamental and quantitative analysis of individual equity (stock) and fixed income (bond) holdings to create investment portfolios for clients. | Finance |
Taylor, Cottrill LLC
Taylor, Cottrill LLC Investment ManagersFinance Taylor, Cottrill uses exchange-listed securities, securities traded over-the-counter, ADRs of foreign issuers, corporate debt securities, commercial paper, CDs, municipal bonds, US government securities, mutual fund shares, and ETFs. The firm prefers to make long-term purchases on behalf of their clients, although market conditions may, at times, require short-term purchases (less than 1 year holding period) and trading (less than a 30-day holding period). Infrequently, and depending on client and market circumstances, they may use short sales, margin transactions, and covered call strategies. ^ | Finance |
The Johns Hopkins University
The Johns Hopkins University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Taylor Investments
Taylor Investments Industrial MachineryProducer Manufacturing Taylor Investments, also known as Huntington Vacuum Products, is an OEM manufacturer of metal components. The company specializes in designing and manufacturing high and ultra-high vacuum apparatus for research and development, as well as for semiconductor, aerospace, and other practical applications. The company's product line includes industry standard devices and components, as well as custom machined products and contract manufacturing. The company's products are used worldwide in college and university labs, by OEMs for product development, and by government entities for testing extreme environments. The company is based in TX. | Producer Manufacturing |
Whitegate Investment Counselors, Inc.
Whitegate Investment Counselors, Inc. Investment ManagersFinance WICI’s securities analysis methods rely on the assumption that the companies whose securities they purchase and sell, the rating agencies that review these securities, and other publicly available sources of information about these securities are providing accurate and unbiased data. The firm uses the following methods of analysis in formulating investment advice and/or managing client assets: asset allocation, individual security analysis, and mutual fund and/or ETF analysis. They identify an appropriate ratio of equity securities, fixed-income, and cash suitable to the client’s investment goals and risk tolerance. Their primary approach to evaluating individual securities is the process of reviewing basic valuation data. | Finance |
















