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Profil
Naomi Urata Joy worked as a Portfolio Manager at Safeco Corp.
and Safeco Life Insurance Co., a Vice President & Portfolio Manager at SAFECO Asset Management, a Cash Manager at The Seattle Times Co., and a Senior Credit Analyst at Pugh Capital Management, Inc. She was also a Vice President at Prime Advisors, Inc. from 2017 to 2019.
Ms. Joy holds an MBA from Yale University and an undergraduate degree from the University of California, Davis.
Anciens postes connus de Naomi Urata Joy
| Sociétés | Poste | Fin |
|---|---|---|
Prime Advisors, Inc.
 Prime Advisors, Inc. Investment ManagersFinance Prime Advisors' investment approach seeks to generate after-tax income through crossover trading between taxable and tax-exempt securities, duration selection and after-tax yield pickup swap analysis. The firm's utilizes proprietary systems and dynamic financial analysis models to develop optimal investment strategies. Prime’s credit research process begins at the Investment Committee level. The Investment Committee sets broad risk parameters and mandates that are applied across all portfolios. Then, on the security level, Prime performs independent credit research for securities that they manage. Their credit research team performs bottom-up individual security analysis and must approve an issuer prior to purchase. This team works with the portfolio managers to determine relative value within the corporate bond market, but ultimately the portfolio managers determine if an issuer is appropriate for a client’s portfolio. In addition to conducting fundamental credit analysis, Prime strives to achieve their investment objectives by emphasizing high-quality issuers, diversification and liquidity among market leaders. ^ | Analyst-Fixed Income | 01/01/2017 |
Pugh Capital Management, Inc.
 Pugh Capital Management, Inc. Investment ManagersFinance Pugh Capital's investment philosophy is rooted in the belief that fixed income inefficiencies can be exploited over a market cycle and that volatility provides opportunity. Their goal is to surpass clients’ expectations related to risk management and consistent risk-adjusted returns. The firm’s investment process is designed to capitalize on market inefficiencies while providing capital preservation and downside risk protection. The process combines top-down macro views, bottom-up fundamental research, downside risk management, and ongoing process enhancements. Investment ideas are developed through this process, with responsibility shared by the CIO, portfolio managers and analysts. A key differentiator of theit process is their boutique model and team-based approach, which helps ensure that all perspectives are heard. | Analyst-Fixed Income | 30/05/2007 |
Safeco Corp.
 Safeco Corp. Multi-Line InsuranceFinance Provides auto, home and liability insurance services | Corporate Officer/Principal | - |
Safeco Life Insurance Co. | Corporate Officer/Principal | - |
SAFECO Asset Management
 SAFECO Asset Management Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | - |
Formation de Naomi Urata Joy
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
31
Relations au 1er degré
8
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 8 |
|---|---|
Safeco Corp.
Safeco Corp. Multi-Line InsuranceFinance Provides auto, home and liability insurance services | Finance |
SAFECO Asset Management
SAFECO Asset Management Investment ManagersFinance Provides investment advice | Finance |
The Seattle Times Co.
 The Seattle Times Co. Publishing: NewspapersConsumer Services Publishes daily newspaper | Consumer Services |
Prime Advisors, Inc.
Prime Advisors, Inc. Investment ManagersFinance Prime Advisors' investment approach seeks to generate after-tax income through crossover trading between taxable and tax-exempt securities, duration selection and after-tax yield pickup swap analysis. The firm's utilizes proprietary systems and dynamic financial analysis models to develop optimal investment strategies. Prime’s credit research process begins at the Investment Committee level. The Investment Committee sets broad risk parameters and mandates that are applied across all portfolios. Then, on the security level, Prime performs independent credit research for securities that they manage. Their credit research team performs bottom-up individual security analysis and must approve an issuer prior to purchase. This team works with the portfolio managers to determine relative value within the corporate bond market, but ultimately the portfolio managers determine if an issuer is appropriate for a client’s portfolio. In addition to conducting fundamental credit analysis, Prime strives to achieve their investment objectives by emphasizing high-quality issuers, diversification and liquidity among market leaders. ^ | Finance |
Pugh Capital Management, Inc.
Pugh Capital Management, Inc. Investment ManagersFinance Pugh Capital's investment philosophy is rooted in the belief that fixed income inefficiencies can be exploited over a market cycle and that volatility provides opportunity. Their goal is to surpass clients’ expectations related to risk management and consistent risk-adjusted returns. The firm’s investment process is designed to capitalize on market inefficiencies while providing capital preservation and downside risk protection. The process combines top-down macro views, bottom-up fundamental research, downside risk management, and ongoing process enhancements. Investment ideas are developed through this process, with responsibility shared by the CIO, portfolio managers and analysts. A key differentiator of theit process is their boutique model and team-based approach, which helps ensure that all perspectives are heard. | Finance |
Yale University
 Yale University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of California, Davis
 University of California, Davis Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Safeco Life Insurance Co. |
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