Profil
Ms. Carreras joined Emerald in 2010.
She has wealth of investment experience.
She began her career in the financial services industry at Prudential and Merrill Lynch, where she held various roles across the sales, marketing, client-service and compliance areas.
After few years at these firms, she joined Fisher Investments in San Francisco as an Investment Counselor for high-net-worth individuals.
After spending three years at Fisher Investments, she joined Barclays Global Investors, iShares as the Business Development Associate covering Registered Investment Advisors within the Southeast.
Ms. Carreras earned a BA in Economics and Sociology Anthropology from Colgate University in 1993.
Anciens postes connus de Stephanie A. Carreras
| Sociétés | Poste | Fin |
|---|---|---|
Barclays Global Investors NA
Barclays Global Investors NA Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | - |
Fisher Asset Management LLC
Fisher Asset Management LLC Investment ManagersFinance FI provides investment management services for clients within the categories of equity, fixed income, and blended accounts. All accounts have the goal of maximizing returns relative to risk compared to benchmarks. The firm’s Investment Policy Committee (IPC) monitors global economic, and market conditions and makes strategic investment decisions for client portfolios. Their approach is based on active, flexible portfolio management. FI employs a top-down investing approach and uses a flexible investment strategy. | Corporate Officer/Principal | - |
PP Prudential Properties, Inc. | Corporate Officer/Principal | - |
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Corporate Officer/Principal | - |
Emerald Asset Advisors LLC
Emerald Asset Advisors LLC Investment ManagersFinance Emerald Asset Advisors uses a diversified, multi-manager approach that seeks superior returns independent of market conditions. They offer an alternative to classic stock and bond portfolios that uses no-load or load-waived mutual funds and may also use ETFs, global REITS, shorting credit, emerging markets, stocks, options or other completion strategies. Emerald employs both top-down and bottom-up fundamental analysis, quantitative analysis and technical analysis in their selection process. They offer 3 distinct strategies: hybrid, concentrated equities strategies and global cycle. Emerald's hybrid strategies offer low volatility and low correlation to the broad markets. Emerald uses mutual funds, ETFs and other traditional, highly-liquid investment vehicles that employ hedge fund-like strategies. They seek to deliver a competitive risk-reward profile as compared to absolute return hedge funds, as well as traditional fixed-income strategies. The strategy has a horizon of 3 years or more. Its themes include long/short equity, market neutral equity, merger arbitrage and convertible securities. Emerald's concentrated equities strategy pursues long-term capital growth by investing in a limited number of holdings (typically 30 or less). They attempt to lower portfolio volatility by diversifying among a group of managers. They may also buy short-index securities as a hedge in periods of high market risk. This strategy has a time horizon of 5 years or more. Its themes include contrarian value, high ROE growth, sector rotation and multi-cap. Emerald's global cycle strategy seeks to capitalize on long-term trends and often involves investing in areas of the markets that exhibit high short-term volatility. Though focused on the long-term, they may increase or decrease their position in a particular theme over time. Emerald may also buy short-index securities as a hedge in periods of high market risk. This strategy has a time horizon of 10 years or more. Its themes include India equity, China equity, alternative energy and homeland security. | Sales & Marketing | - |
Formation de Stephanie A. Carreras
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Fisher Asset Management LLC
Fisher Asset Management LLC Investment ManagersFinance FI provides investment management services for clients within the categories of equity, fixed income, and blended accounts. All accounts have the goal of maximizing returns relative to risk compared to benchmarks. The firm’s Investment Policy Committee (IPC) monitors global economic, and market conditions and makes strategic investment decisions for client portfolios. Their approach is based on active, flexible portfolio management. FI employs a top-down investing approach and uses a flexible investment strategy. | Finance |
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Finance |
Barclays Global Investors NA
Barclays Global Investors NA Investment ManagersFinance Provides investment advice | Finance |
Colgate University
Colgate University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
PP Prudential Properties, Inc. | |
Emerald Asset Advisors LLC
Emerald Asset Advisors LLC Investment ManagersFinance Emerald Asset Advisors uses a diversified, multi-manager approach that seeks superior returns independent of market conditions. They offer an alternative to classic stock and bond portfolios that uses no-load or load-waived mutual funds and may also use ETFs, global REITS, shorting credit, emerging markets, stocks, options or other completion strategies. Emerald employs both top-down and bottom-up fundamental analysis, quantitative analysis and technical analysis in their selection process. They offer 3 distinct strategies: hybrid, concentrated equities strategies and global cycle. Emerald's hybrid strategies offer low volatility and low correlation to the broad markets. Emerald uses mutual funds, ETFs and other traditional, highly-liquid investment vehicles that employ hedge fund-like strategies. They seek to deliver a competitive risk-reward profile as compared to absolute return hedge funds, as well as traditional fixed-income strategies. The strategy has a horizon of 3 years or more. Its themes include long/short equity, market neutral equity, merger arbitrage and convertible securities. Emerald's concentrated equities strategy pursues long-term capital growth by investing in a limited number of holdings (typically 30 or less). They attempt to lower portfolio volatility by diversifying among a group of managers. They may also buy short-index securities as a hedge in periods of high market risk. This strategy has a time horizon of 5 years or more. Its themes include contrarian value, high ROE growth, sector rotation and multi-cap. Emerald's global cycle strategy seeks to capitalize on long-term trends and often involves investing in areas of the markets that exhibit high short-term volatility. Though focused on the long-term, they may increase or decrease their position in a particular theme over time. Emerald may also buy short-index securities as a hedge in periods of high market risk. This strategy has a time horizon of 10 years or more. Its themes include India equity, China equity, alternative energy and homeland security. | Finance |
















