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Samantha Sara Delay Palm
Analyst-Fixed Income at Parnassus Investments LLC
Samantha Sara Delay Palm active positions
Companies | Position | Start | End |
---|---|---|---|
Parnassus Investments LLC
![]() Parnassus Investments LLC Investment ManagersFinance Parnassus Investments LLC is a SEC-registered investment advisor headquartered in San Francisco, California. Parnassus Investments (founded in 1984), the predecessor corporation, transferred all their assets to Parnassus Investments LLC in 2021 in connection with the acquisition of a majority equity interest in the firm by Affiliated Managers Group, Inc. (AMG) (NYSE: AMG) effective October 2021. The firm is directly owned by Gallium Acquisition LLC, ultimately owned by AMG. Parnassus Investments provides investment advisory services to two registered investment companies, the Parnassus Funds trust and the Parnassus Income Funds trust. The firm also provides investment advisory services to a variety of separate accounts and institutional accounts. | Analyst-Fixed Income | 30/09/2021 | - |
Portfolio Manager-Fixed Income | 30/09/2021 | - | |
Trading-Fixed Income | 30/09/2021 | - |
Career history of Samantha Sara Delay Palm
Former positions of Samantha Sara Delay Palm
Companies | Position | Start | End |
---|---|---|---|
Parnassus Investments
![]() Parnassus Investments Investment ManagersFinance Parnassus Investments is an investment advidsory firm headquartered in San Francisco, California. The firm was founded in 1984 by Jerome Dodson and is a subsidiary of Parnassus Investments LLC, ultimately owned by Affiliated Managers Group, Inc. (NYSE: AMG). Parnassus Investments provides investment advice to investment companies and separately manage institutional accounts. | Portfolio Manager-Fixed Income | 31/03/2013 | 27/09/2021 |
Trading-Fixed Income | 31/03/2013 | 27/09/2021 | |
Wells Fargo Securities LLC
![]() Wells Fargo Securities LLC Investment ManagersFinance Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. | Corporate Officer/Principal | 31/03/2008 | - |
Robert W. Baird & Co., Inc.
![]() Robert W. Baird & Co., Inc. Investment ManagersFinance Robert W. Baird & Co., Inc. operates as a wealth management, capital markets, private equity and asset management firm. It offers equity research, corporate restructuring, mergers and acquisitions, public financing and fixed income services. The firm serves individual, corporate, institutional and municipal clients. The company was founded by Robert Wilson Baird in 1919 and is headquartered in Milwaukee, WI. | Corporate Officer/Principal | 30/03/2008 | 30/03/2008 |
Training of Samantha Sara Delay Palm
University of Wisconsin | Undergraduate Degree |
Statistics
International
United States | 6 |
Operational
Portfolio Manager-Fixed Income | 2 |
Trading-Fixed Income | 2 |
Corporate Officer/Principal | 2 |
Sectoral
Finance | 5 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 4 |
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Parnassus Investments
![]() Parnassus Investments Investment ManagersFinance Parnassus Investments is an investment advidsory firm headquartered in San Francisco, California. The firm was founded in 1984 by Jerome Dodson and is a subsidiary of Parnassus Investments LLC, ultimately owned by Affiliated Managers Group, Inc. (NYSE: AMG). Parnassus Investments provides investment advice to investment companies and separately manage institutional accounts. | Finance |
Robert W. Baird & Co., Inc.
![]() Robert W. Baird & Co., Inc. Investment ManagersFinance Robert W. Baird & Co., Inc. operates as a wealth management, capital markets, private equity and asset management firm. It offers equity research, corporate restructuring, mergers and acquisitions, public financing and fixed income services. The firm serves individual, corporate, institutional and municipal clients. The company was founded by Robert Wilson Baird in 1919 and is headquartered in Milwaukee, WI. | Finance |
Wells Fargo Securities LLC
![]() Wells Fargo Securities LLC Investment ManagersFinance Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. | Finance |
Parnassus Investments LLC
![]() Parnassus Investments LLC Investment ManagersFinance Parnassus Investments LLC is a SEC-registered investment advisor headquartered in San Francisco, California. Parnassus Investments (founded in 1984), the predecessor corporation, transferred all their assets to Parnassus Investments LLC in 2021 in connection with the acquisition of a majority equity interest in the firm by Affiliated Managers Group, Inc. (AMG) (NYSE: AMG) effective October 2021. The firm is directly owned by Gallium Acquisition LLC, ultimately owned by AMG. Parnassus Investments provides investment advisory services to two registered investment companies, the Parnassus Funds trust and the Parnassus Income Funds trust. The firm also provides investment advisory services to a variety of separate accounts and institutional accounts. | Finance |