Charlie Pulire
Portfolio Manager-Aktien bei Principal Street Partners LLC
Profil
Mr. Charles S.
Pulire, CFA MBA, is a Senior Portfolio Manager at Principal Street Partners LLC.
From 2006-2020 he was as a senior portfolio manager on the municipal bond team at OppenheimerFunds and then Invesco.
Prior to that, he worked at Wise Construction Corporation in Boston and served as a structural engineer on nuclear submarines for the Department of Defense in New Hampshire.
Charlie has been in the municipal bond industry since 2005.
He earned a BS degree in civil engineering from the University of Maine and an MBA in finance and corporate accounting from the William E.
Simon Graduate School of Business Administration at the University of Rochester.
He has held a Chartered Financial Analyst designation since 2012, and is member of the CFA Institute and the CFA Society of Rochester.
Aktive Positionen von Charlie Pulire
| Unternehmen | Position | Beginn |
|---|---|---|
Principal Street Partners LLC
 Principal Street Partners LLC Investment ManagersFinance Principal Street Partners LLC (PSP) is an independent, SEC-registered investment advisor and wealth manager headquartered in Memphis, Tennessee. The firm was founded by Darrell Horn in 2016 as Green Square Asset Management LLC (GSAM) and was affiliated with a high yield municipal portfolio manager, Green Square Capital Advisors LLC (GSCA). The two RIAs, GSAM and GSCA, combined in 2019 and are now collectively registered as one RIA, with GSAM rebranded as Principal Street Partners LLC. PSP provides portfolio management services on a discretionary or non-discretionary basis to individuals, banks, thrift institutions, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, business entities, registered investment companies, mutual fund companies, and pooled investment vehicles such as private funds and funds registered under the 1940 Act. | Portfolio Manager-Aktien | 01.01.2022 |
Ehemalige bekannte Positionen von Charlie Pulire
| Unternehmen | Position | Ende |
|---|---|---|
Invesco Advisers, Inc.
 Invesco Advisers, Inc. Investment ManagersFinance Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds. | Portfolio Manager-Fixed Income | 01.08.2021 |
Wise Construction Co., Inc.
 Wise Construction Co., Inc. Engineering & ConstructionIndustrial Services Wise Construction Co., Inc. provides construction services. It offers general construction, major renovation, construction management and design build services for Central and Southwestern Ohio. The company was founded by Warren C. Wise in 1983 is headquartered in Dayton, OH. | Corporate Officer/Principal | - |
OppenheimerFunds, Inc.
 OppenheimerFunds, Inc. Investment ManagersFinance OppenheimerFunds, Inc. provides investment advice. The company was founded in 1959 and is headquartered in New York, NY. | Portfolio Manager-Fixed Income | - |
Ausbildung von Charlie Pulire
| Rochester Christian University | Masters Business Admin |
| University of Maine | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 4 |
|---|---|
OppenheimerFunds, Inc.
OppenheimerFunds, Inc. Investment ManagersFinance OppenheimerFunds, Inc. provides investment advice. The company was founded in 1959 and is headquartered in New York, NY. | Finance |
Invesco Advisers, Inc.
Invesco Advisers, Inc. Investment ManagersFinance Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds. | Finance |
Wise Construction Co., Inc.
Wise Construction Co., Inc. Engineering & ConstructionIndustrial Services Wise Construction Co., Inc. provides construction services. It offers general construction, major renovation, construction management and design build services for Central and Southwestern Ohio. The company was founded by Warren C. Wise in 1983 is headquartered in Dayton, OH. | Industrial Services |
Principal Street Partners LLC
Principal Street Partners LLC Investment ManagersFinance Principal Street Partners LLC (PSP) is an independent, SEC-registered investment advisor and wealth manager headquartered in Memphis, Tennessee. The firm was founded by Darrell Horn in 2016 as Green Square Asset Management LLC (GSAM) and was affiliated with a high yield municipal portfolio manager, Green Square Capital Advisors LLC (GSCA). The two RIAs, GSAM and GSCA, combined in 2019 and are now collectively registered as one RIA, with GSAM rebranded as Principal Street Partners LLC. PSP provides portfolio management services on a discretionary or non-discretionary basis to individuals, banks, thrift institutions, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, business entities, registered investment companies, mutual fund companies, and pooled investment vehicles such as private funds and funds registered under the 1940 Act. | Finance |
