Philip Bradford Palmer

Vorsitzender bei

Chatham Capital Group, Inc.

Finance

Consumer Services

Profil

Dr. Philip B. Palmer, CFA MBA, is a Chairman at Chatham Capital Group, Inc. He joined the firm in 1998 and is responsible for investment strategy and portfolio management.
From 1991 to 1998, he managed investment portfolios for the Rockefeller family and other select high net worth families at Rockefeller & Company.
He worked as a financial consultant with Merrill Lynch in New York from 1985 to 1989.
He received a B.A. from Yale University in 1985 and received an M.B.A. with High Distinction from the University of Michigan in 1991.
He also has a Ph.D.
in Theology.

Aktive Positionen von Philip Bradford Palmer

Unternehmen	Position	Beginn
Chatham Capital Group, Inc. Chatham Capital Group, Inc. Investment ManagersFinance Chatham focuses on asset allocation as the primary determinant of portfolio return. The firm considers a client’s overall assets when structuring the investment portfolio.	Vorsitzender	01.01.1998

Alle aktiven Positionen von Philip Bradford Palmer

Ehemalige bekannte Positionen von Philip Bradford Palmer

Unternehmen	Position	Ende
Rockefeller & Co., Inc. Rockefeller & Co., Inc. Investment ManagersFinance Rockefeller & Co. is organized around two primary areas of expertise: Rockefeller Wealth Advisors (RWA) and Rockefeller Asset Management (RAM). RWA is an open-architecture investment advice and wealth management platform. RWA provides tailored advice and portfolios of equities, fixed-income securities, hedge funds, private equity funds, and other alternative investments. RAM offers internally-managed global, US, non-US, sector specific and sustainability and impact investment equity strategies; as well as balanced (i.e., multi-asset class) strategies. RAM’s equity strategies, which are available through both affiliated funds and separately managed accounts and in a sub-advisory capacity (depending on size), include but are not limited to: Global Equities; US Equities; Non-US Equities; Global Sustainability & Impact Equities; US Sustainability & Impact Equities; Non-US Sustainability & Impact Equities; US Small Cap Equities; Balanced (Multi-Asset Class) Strategies; and Global Equity Sector Specific Strategies. Rockefeller & Co.’s taxable and tax-exempt fixed income strategies generally employ a conservative approach to US fixed income markets and emphasize capital preservation and current income. Portfolios are constructed utilizing both a top-down focus on macro trends and sector forecasts and a bottom-up focus on credit, relative valuation and volatility. Fixed income strategies are offered through Affiliated Mutual Funds and separately managed accounts. Rockefeller & Co. employs a formal multi-stage process for selecting third-party managers which quantitative and qualitative factors.	Corporate Officer/Principal	31.12.1997
Merrill Lynch & Co., Inc. Merrill Lynch & Co., Inc. Investment ManagersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services	Corporate Officer/Principal	31.12.1988

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Private Unternehmen	5
Rockefeller & Co., Inc. Rockefeller & Co., Inc. Investment ManagersFinance Rockefeller & Co. is organized around two primary areas of expertise: Rockefeller Wealth Advisors (RWA) and Rockefeller Asset Management (RAM). RWA is an open-architecture investment advice and wealth management platform. RWA provides tailored advice and portfolios of equities, fixed-income securities, hedge funds, private equity funds, and other alternative investments. RAM offers internally-managed global, US, non-US, sector specific and sustainability and impact investment equity strategies; as well as balanced (i.e., multi-asset class) strategies. RAM’s equity strategies, which are available through both affiliated funds and separately managed accounts and in a sub-advisory capacity (depending on size), include but are not limited to: Global Equities; US Equities; Non-US Equities; Global Sustainability & Impact Equities; US Sustainability & Impact Equities; Non-US Sustainability & Impact Equities; US Small Cap Equities; Balanced (Multi-Asset Class) Strategies; and Global Equity Sector Specific Strategies. Rockefeller & Co.’s taxable and tax-exempt fixed income strategies generally employ a conservative approach to US fixed income markets and emphasize capital preservation and current income. Portfolios are constructed utilizing both a top-down focus on macro trends and sector forecasts and a bottom-up focus on credit, relative valuation and volatility. Fixed income strategies are offered through Affiliated Mutual Funds and separately managed accounts. Rockefeller & Co. employs a formal multi-stage process for selecting third-party managers which quantitative and qualitative factors.	Finance
Chatham Capital Group, Inc. Chatham Capital Group, Inc. Investment ManagersFinance Chatham focuses on asset allocation as the primary determinant of portfolio return. The firm considers a client’s overall assets when structuring the investment portfolio.	Finance
Yale University Yale University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
University of Michigan University of Michigan Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Merrill Lynch & Co., Inc. Merrill Lynch & Co., Inc. Investment ManagersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services	Finance