Michele M. Serrao

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Finance

Consumer Services

Profil

Ms. Michele M.
Serrao is Partner at Invesco Private Capital, Inc. Prior to joining Invesco in February 2008, Ms. Serrao was with Atlantic Trust since 1999.
Prior to that, she was an Investment Associate for Cobey, Jacobson & Gordon and later went on to provide financial and tax planning assistance to clients of Moneysense Financial Planning.
She used to be a managing director at Stein Roe Investment Counsel, Inc. Ms. Serrao earned her BA, Summa Cum Laude, from Potsdam College with dual majors in Mathematics and Computer Science, and her MBA in Finance from Boston University.
Ms. Serrao also holds the Chartered Financial Analyst designation.

Ehemalige bekannte Positionen von Michele M. Serrao

Unternehmen	Position	Ende
CIBC Private Wealth Advisors, Inc. CIBC Private Wealth Advisors, Inc. Investment ManagersFinance CPWA offers a broad opportunity set across asset classes, global geographic regions and managers because in their experience, they found this to be the best way to preserve and grow a client’s assets. The firm has an investment policy committee that oversees their investment policies and strategies. They utilize both fundamental and technical analysis to determine their recommendations and fulfill their respective responsibilities.	Head-Equity Investments	31.01.2008
Stein Roe Investment Counsel LLC Stein Roe Investment Counsel LLC Investment ManagersFinance Portfolio managers, research analysts and investment strategists work together to construct the most appropriate portfolio to meet each client's objectives. Growth stocks serve as the core of every client's equity portfolio. In addition, Stein uses opportunity stocks to provide an element of balance and diversity in each portfolio. Opportunity stocks include attractively priced companies with more modest growth rates as well as special situations that are value driven. Their fixed-income investment process incorporates both top-down and bottom-up factors by emphasizing three key components: yield curve management, sector analysis and individual security selection. After determining asset allocation guidelines in league with their clients, Roe employs a 'best of breed' approach to implementation over a variety of asset classes. For many of their clients they utilize external expertise in niche areas that complement their core portfolio structure (these may include small capitalization stocks, international equities and alternative investments).	Portfolio Manager-Aktien	31.12.2003
Invesco Private Capital, Inc. Invesco Private Capital, Inc. Investment ManagersFinance Invesco Private Capital invests in companies located in the United States. The firm focuses on a broad range of sectors and industries. It participates in early, growth, buyout transactions and private equity funds. It makes select direct investments or co-investments.	Corporate Officer/Principal	-

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Unternehmensverbindungen

Private Unternehmen	5
Invesco Private Capital, Inc. Invesco Private Capital, Inc. Investment ManagersFinance Invesco Private Capital invests in companies located in the United States. The firm focuses on a broad range of sectors and industries. It participates in early, growth, buyout transactions and private equity funds. It makes select direct investments or co-investments.	Finance
CIBC Private Wealth Advisors, Inc. CIBC Private Wealth Advisors, Inc. Investment ManagersFinance CPWA offers a broad opportunity set across asset classes, global geographic regions and managers because in their experience, they found this to be the best way to preserve and grow a client’s assets. The firm has an investment policy committee that oversees their investment policies and strategies. They utilize both fundamental and technical analysis to determine their recommendations and fulfill their respective responsibilities.	Finance
Stein Roe Investment Counsel LLC Stein Roe Investment Counsel LLC Investment ManagersFinance Portfolio managers, research analysts and investment strategists work together to construct the most appropriate portfolio to meet each client's objectives. Growth stocks serve as the core of every client's equity portfolio. In addition, Stein uses opportunity stocks to provide an element of balance and diversity in each portfolio. Opportunity stocks include attractively priced companies with more modest growth rates as well as special situations that are value driven. Their fixed-income investment process incorporates both top-down and bottom-up factors by emphasizing three key components: yield curve management, sector analysis and individual security selection. After determining asset allocation guidelines in league with their clients, Roe employs a 'best of breed' approach to implementation over a variety of asset classes. For many of their clients they utilize external expertise in niche areas that complement their core portfolio structure (these may include small capitalization stocks, international equities and alternative investments).	Finance
Boston University Boston University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
State University of New York College at Potsdam State University of New York College at Potsdam Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services