Professional Background CheckInformation on professionals, their work history and resumes

Find Professionals

Portfolio Managers in Palm Beach, FL

Find a professional & check records

Here is a complete directory of nearly every available Portfolio Managers in your town.

The Trustoria Professional Directory helps everyone discover the best person for their upcoming project.

Be sure to search other towns around Palm Beach, FL to locate the histories of more service providers.

15 results found

Rebecca Romero Palm Beach, FL

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerManagerChief Executive OfficerOperations ManagerCorporate ExecutiveChief ExecutiveFinancial Manager

Experience & Education

Position:
Investment Manager at Deltahedron GCM
Location:
Other
Industry:
Investment Management
Work history:
Deltahedron GCM Investment ManagerTartessus Capital - Palm Beach, FLManaging Director & Portfolio Manager2009 - 2013

Anthony Enlow Palm Beach, FL

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerOwnerFinancial ManagerChief ExecutiveFounding MemberVideo Editor

Experience & Education

Position:
Portfolio Manager at Property Obsessed, LLC
Location:
Palm Beach, Florida
Industry:
Investment Management
Work history:
Property Obsessed, LLC - Hypoluxo Island, FloridaPortfolio Managersince Aug 2012PopQuiz LLC - West Palm Beach, FLSandwich ArtistJan 2005 - Nov 2011

Michael Barron Palm Beach, FL

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerSenior Vice PresidentVice PresidentChief ExecutiveFinancial ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Senior Vice President, Senior Portfolio Manager at UBS Financial Services Inc.
Location:
Palm Beach, Florida
Industry:
Financial Services
Work history:
UBS Financial Services Inc. Senior Vice President, Senior Portfolio Managersince May 2008Morgan Stanley Senior Vice PresidentDec 1999 - May 2008

Margaret Moore Palm Beach, FL

Professions & Specialties

Portfolio ManagerTraderInvestment AnalystPuchasing and Estimating ManagerCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentFinancial ManagerOperations ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Fixed Income Portfolio Manager & Trader (formerly Lydian) at Sabadell Bank & Trust
Title:
Fixed-Income Trader & Portfolio Manager - Sabadell Bank & Trust (formerly Lydian)
Location:
Palm Beach, Florida
Industry:
Investment Management
Work history:
Sabadell Bank & Trust - Palm Beach, FLFixed Income Portfolio Manager & Trader (formerly Lydian)since Nov 2010Cypress Capital Group - Palm Beach, FLFixed Income Trader & Portfolio ManagerMar 2006 - Oct 2010

Betsy Turner Palm Beach, FL

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerSenior Vice PresidentPartnerVice PresidentChief ExecutiveFinancial ManagerAccounting BookkeeperBookkeeper

Experience & Education

Position:
Senior Portfolio Manager- Senior Vice President at Northern Trust
Location:
Palm Beach, Florida
Industry:
Investment Management
Work history:
Northern Trust Senior Portfolio Manager- Senior Vice PresidentCarl Domino Associates - West Palm Beach, Florida AreaPartner - Senior Portfolio Manager1993 - 2000

Jonathan Adamski Palm Beach, FL

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerSupporting MemberTeam MemberFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial Manager

Experience & Education

Position:
Portfolio Specialist at BlackRock
Title:
Associate Portfolio Manager, BlackRock
Location:
Palm Beach, Florida
Industry:
Financial Services
Work history:
BlackRock Portfolio Specialist

Bill Kaitz Palm Beach, FL

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerEntrepreneurCounselorInvestorManagersAdvisorChief Executive OfficerDirectorCorporate ExecutiveChief ExecutiveOperations ManagerInterviewerSecurityLeadership Think TankAnalystsChairpersonMarketing ManagerSales ManagerFinancial ManagerWeb DeveloperUser Interface DesignerSoftware DevelopersEntertainment ProfessionalEntertainerEditorFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
CEO at Kaitz Enterprises, Inc.
Title:
Rainmaker/Entrepreneur/Consultant
Location:
Palm Beach, Florida
Industry:
Venture Capital & Private Equity
Work history:
Kaitz Enterprises, Inc. CEOsince Feb 2007Aquiline Group Director of Investor RelationsSep 2010 - Jul 2011
Skills:
Professional Networking, Capital, Sales Process, International Marketing, Business Networking,...

Matt Bloomfield Palm Beach, FL

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerVice PresidentChief ExecutiveConstructionSupporting MemberTeam MemberLicensed Real Estate BrokerProperty ManagerReal Estate ManagerSenior AssociateFinancial ManagerReal Estate Investment InsiderConstruction ManagerForemanConstruction AdministratorFinance and Accounting SpecialistAccounting BookkeeperBookkeeperStudent WorkerCategory AnalystSales Management AnalystSales Engineering SpecialistSales Engineer

Experience & Education

Position:
Vice President of Development at Menin Development Inc.
Location:
Palm Beach, Florida
Industry:
Commercial Real Estate
Work history:
Menin Development Inc. Vice President of Developmentsince 2007Capmark Finance Inc. Senior Associate2006 - 2007
Skills:
Asset Management, Real Estate Development, Due Diligence, Real Estate, Real Estate Finance
Real Estate Portfolio Manager at ING Investment Management

Keith Warman Palm Beach, FL

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerFinancial DirectorFinancial OfficerFinancial ManagerSupporting MemberTeam MemberLicensed Real Estate BrokerProperty ManagerReal Estate ManagerReal Estate Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
CFO at Three Sisters of Delray Beach
Location:
Palm Beach, Florida
Industry:
Retail
Work history:
Three Sisters of Delray Beach - Palm Beach FloridaCFOsince 2001Fisher Gaeta Cromwell Applefield - Palm Beach CountyAssociate1996 - 2001
Portfolio Manager working with foreclosure threate..

Hillary Matchett Palm Beach, FL

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentVice PresidentDirectorChief ExecutiveOperations ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Vice President at JPMorgan
Title:
JPMorgan Private Bank
Location:
Palm Beach, Florida
Industry:
Financial Services
Work history:
JPMorgan Vice Presidentsince May 2010UniCredit Markets & Investment Banking DirectorJul 2007 - Aug 2008
Senior Portfolio Manager at Commerce Bank / TD Bank

Jared Soper Palm Beach, FL

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerVice PresidentAssistant Vice PresidentChief ExecutiveOperations ManagerFinancial Manager

Experience & Education

Position:
Vice President at Barclays
Location:
Palm Beach, Florida
Industry:
Investment Management
Work history:
Barclays Vice Presidentsince Sep 2008Lehman Brothers Assistant Vice PresidentJan 2005 - Sep 2008

Bernadette Djamin West Palm Beach, FL

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerFinancial Manager

Experience & Education

Title:
Trust Officer
Location:
West Palm Beach, Florida Area
Industry:
Investment Management
Work history:
Cypress Trust Company - Palm Beach FLTrust OfficerAug 2005 - Aug 2011Colonial Bank Trust AssistantJan 2003 - Aug 2003

Katherine Gallagher New York, NY

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerCo-FounderChairpersonManagerFinancial ManagerFounderFounding MemberChief ExecutiveOperations ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Senior Portfolio Manager, Co-founder at Crest Investment Partners LLC
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Crest Investment Partners LLC - Palm Beach, FLSenior Portfolio Manager, Co-foundersince Sep 2011Standard & Poor's Investment Advisory Services Senior Portfolio OfficerApr 2009 - Sep 2011

Jeff Zipper West Palm Beach, FL

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerSenior Vice PresidentChairpersonVice PresidentChief ExecutiveFinancial ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperSports Game CoachAthletes

Experience & Education

Position:
Senior Vice President / Senior Portfolio Manager at PNC Wealth Management
Location:
West Palm Beach, Florida Area
Industry:
Investment Management
Work history:
PNC Wealth Management - Palm Beach, FLSenior Vice President / Senior Portfolio Managersince Aug 2008Palm Beach County Sports Commission Board Member- 2012 MLL All Star Game Chair2003 - 2013

Barbara Gilbert Philadelphia, PA

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerSenior Vice PresidentVice PresidentChief ExecutiveManagement ConsultantLeaderManagement AnalystAnalystsManagersFinance and Accounting SpecialistAccounting BookkeeperBookkeeperBoard MemberCorporate ExecutiveOperations ManagerFinancial ManagerManagement Team ExecutiveNon-ProfitAdvisorModeratorCertified Public AccountantHuman Resources SpecialistRecruitmentAccount Service ManagerClient Service OfficerCustomer Service

Experience & Education

Position:
Senior Vice President, PA & FL at The Warner Companies, National Accounts Wealth Management...
Title:
Senior Vice President, The Warner Companies
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
The Warner Companies - NationalSenior Vice President, PA & FLsince Aug 2011Wells Fargo Private Bank National Accounts Wealth Management Consultantsince Jan 2009
Skills:
Public Speaking, Corporate Development, Capital Campaign Expert, Capital Campaign Management,...
..and commercial,partnering with portfolio manager and insurance


Portfolio Managers near Palm Beach, FL04998147196245West Palm BeachFort LauderdaleBoca RatonPompano BeachJupiterBoynton BeachLake WorthDelray BeachStuartHobe Sound



Portfolio Managers around Palm Beach, FL

Boca Raton  (73)
Boynton Beach  (12)
Delray Beach  (6)
Hobe Sound  (2)
Jupiter  (16)
Lake Worth  (10)
Pompano Beach  (42)
Stuart  (4)
West Palm Beach  (244)

Portfolio Managers in Florida

Sub-specializations

Portfolio Manager  (15)