Susan Diane Metcalf

Analyst-Fixed Income chez

Caldwell Sutter Capital, Inc. (Investment Management)

Finance

Consumer Services

Profil

Ms. Susan D.
Metcalf, CFA, is a Head of Municipal Research at Caldwell Sutter Capital, Inc. Ms. Metcalf was previously employed as a Research Analyst by Kidder Peabody and a Chief Financial Officer by Morton Clarke, Inc. She received her undergraduate degree from Whitman College and also earned a Master of Science Degree in Finance, from Seattle University and completed her CFA charter in 2001.

Postes actifs de Susan Diane Metcalf

Sociétés	Poste	Début
Caldwell Sutter Capital, Inc. (Investment Management) Caldwell Sutter Capital, Inc. (Investment Management) Investment ManagersFinance Caldwell-IM provides customized equity and fixed income strategies that seek to deliver long-term, tax efficient returns calibrated to the risk and return objectives of the client.	Analyst-Fixed Income	01/07/2017

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Anciens postes connus de Susan Diane Metcalf

Sociétés	Poste	Fin
Kidder Peabody Kidder Peabody Investment Banks/BrokersFinance Engaged in investment banking, brokerage and trading	Corporate Officer/Principal	-
Morton Clarke, Inc. Morton Clarke, Inc. Investment ManagersFinance Morton Clarke Fu & Metcalf (MC) seeks equity investments in fundamentally sound businesses in proven industries, with strong management, solid balance sheets and favorable earnings histories. They focus on long-term fundamentals and utilize the dynamics of the marketplace to construct and manage portfolios that meet the firm's price discipline standards. For fixed-income, they seek to balance the client's income needs and yield goals with that client's market value volatility tolerance. Once the appropriate maturity and duration framework is determined, MC selects individual bonds for purchase (or sale) by focusing on relative value and by endeavoring to exploit opportunities created by bond market inefficiencies. They do not attempt to time the market or make interest rate calls.	Directeur Financier/CFO	-

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Entreprise privées	5
Kidder Peabody Kidder Peabody Investment Banks/BrokersFinance Engaged in investment banking, brokerage and trading	Finance
Morton Clarke, Inc. Morton Clarke, Inc. Investment ManagersFinance Morton Clarke Fu & Metcalf (MC) seeks equity investments in fundamentally sound businesses in proven industries, with strong management, solid balance sheets and favorable earnings histories. They focus on long-term fundamentals and utilize the dynamics of the marketplace to construct and manage portfolios that meet the firm's price discipline standards. For fixed-income, they seek to balance the client's income needs and yield goals with that client's market value volatility tolerance. Once the appropriate maturity and duration framework is determined, MC selects individual bonds for purchase (or sale) by focusing on relative value and by endeavoring to exploit opportunities created by bond market inefficiencies. They do not attempt to time the market or make interest rate calls.	Finance
Seattle University Seattle University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Whitman College Whitman College Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Caldwell Sutter Capital, Inc. (Investment Management) Caldwell Sutter Capital, Inc. (Investment Management) Investment ManagersFinance Caldwell-IM provides customized equity and fixed income strategies that seek to deliver long-term, tax efficient returns calibrated to the risk and return objectives of the client.	Finance