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Samantha Sara Delay Palm
Analyst-Fixed Income chez
Parnassus Investments LLC
Profil
Ms. Samantha S.
Palm is a Senior Analyst at Parnassus Investments LLC.
She is the chair of the macroeconomics team.
Ms. Palm has responsibility for fixed income portfolio management and trading and oversees the analysis of macroeconomic indicators that likely affect equity and fixed income markets.
She has over 19 years of experience.
She was a Vice President in Wells Fargo Securities’ fixed income group.
Previously, she was an equity research analyst at Robert W.
Baird & Co. She was previously employed as a Portfolio Manager by Parnassus Investments.
Ms. Palm graduated with honors from the University of Wisconsin, Madison, with a bachelor’s degree in agricultural and applied economics.
Postes actifs de Samantha Sara Delay Palm
| Sociétés | Poste | Début |
|---|---|---|
Parnassus Investments LLC
 Parnassus Investments LLC Investment ManagersFinance Parnassus Investments seeks to build wealth responsibly by investing in high-quality companies with both strong financial prospects and sustainable business practices. They construct portfolios with a relatively small number of companies that meet high standards for quality. | Analyst-Fixed Income | 01/10/2021 |
Anciens postes connus de Samantha Sara Delay Palm
| Sociétés | Poste | Fin |
|---|---|---|
Parnassus Investments
 Parnassus Investments Investment ManagersFinance Parnassus Investments is an active, long-term manager which seeks to invest in good businesses with increasingly relevant products or services, sustainable competitive advantages, quality management teams and ethical business practices. The firm uses fundamental security analysis methods in managing client accounts and they seek to identify and invest in stocks trading at large discounts to their assessment of the company's intrinsic value. Parnassus Investments offers different equity investment strategies that vary based on market capitalization and other factors as well as a fixed income strategy. | Portfolio Manager-Fixed Income | 28/09/2021 |
Wells Fargo Securities LLC
 Wells Fargo Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
Robert W. Baird & Co., Inc.
 Robert W. Baird & Co., Inc. Investment ManagersFinance Provides financial advisory, wealth, asset management and investment banking services | Corporate Officer/Principal | 31/03/2008 |
Formation de Samantha Sara Delay Palm
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
15
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Parnassus Investments
Parnassus Investments Investment ManagersFinance Parnassus Investments is an active, long-term manager which seeks to invest in good businesses with increasingly relevant products or services, sustainable competitive advantages, quality management teams and ethical business practices. The firm uses fundamental security analysis methods in managing client accounts and they seek to identify and invest in stocks trading at large discounts to their assessment of the company's intrinsic value. Parnassus Investments offers different equity investment strategies that vary based on market capitalization and other factors as well as a fixed income strategy. | Finance |
University of Wisconsin
 University of Wisconsin Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Robert W. Baird & Co., Inc.
Robert W. Baird & Co., Inc. Investment ManagersFinance Provides financial advisory, wealth, asset management and investment banking services | Finance |
Wells Fargo Securities LLC
Wells Fargo Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Parnassus Investments LLC
Parnassus Investments LLC Investment ManagersFinance Parnassus Investments seeks to build wealth responsibly by investing in high-quality companies with both strong financial prospects and sustainable business practices. They construct portfolios with a relatively small number of companies that meet high standards for quality. | Finance |
