Joe Abraham
Mitglied des Investmentausschusses bei Fiera Capital, Inc.
Profil
Mr. Joseph A.
Abraham, CFA MBA, is Senior Vice President of Direct Client Investments at Fiera Capital, Inc. He directs portfolio management for high net worth individuals.
He is a member of the Fixed Income Investment Committee, Equity Index Subcommittee, and Tactical Asset Allocation Committee.
He direct the Firm’s investment strategy.
Prior to joining Fiera Capital in October 2015, Mr. Abraham was a co-founder and Principal of Samson Capital Advisors LLC and worked with individual clients and their advisors to best structure their investment portfolios to suit individual objectives and investment constraints.
He was also a member of Samson’s equity allocation committee.
Prior to joining Samson, he was a Senior Portfolio Manager with the Offit Investment Group, focusing primarily on structuring and managing municipal bond portfolios for high net worth individuals.
He is also an equity analyst and was responsible for analyzing and assessing the firm's allocation to stocks and equity mutual funds.
Previously, he was the Director for the Sanwa Bank's U.S.
tax group.
Prior to that, he was a manager in KPMG's International Bank Tax Consulting and Compliance group, with responsibility for a number of their largest European and Asian banking clients.
He received his BA and MA in Middle Eastern Studies and Economics from Georgetown University in 1980, an MBA in Finance from the Wharton School of the University of Pennsylvania in 1984, and an MS in Accounting from the University of Virginia in 1991.
Joe is a CFA charterholder.
Aktive Positionen von Joe Abraham
| Unternehmen | Position | Beginn |
|---|---|---|
Fiera Capital, Inc.
 Fiera Capital, Inc. Investment ManagersFinance Fiera Capital Inc. is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded in 1972 as Wilkinson O'Grady & Co, Inc. and they were acquired in 2013 by Fiera Capital Corp. (TSE: FSZ) in Canada through its wholly-owned subsidiary Fiera US Holding, Inc. Fiera Capital provides investment management services on a discretionary and non-discretionary basis to separately managed accounts for predominantly US high net-worth individuals, such as affluent families and their foundations, and institutional clients which include pension plans, profit sharing plans and other charitable organizations. | Mitglied des Investmentausschusses | 30.10.2015 |
Ehemalige bekannte Positionen von Joe Abraham
| Unternehmen | Position | Ende |
|---|---|---|
| KPMG International /Dispute Advisory Services Unit/ | Corporate Officer/Principal | - |
OFFIT Investment Group
 OFFIT Investment Group Major BanksFinance OFFITBANK is a New York State chartered trust bank. Originally founded by Morris W. Offit in 1983 as Offit Associates, the firm converted to a trust bank in 1990. In September 1999, they became the flagship wealth management subsidiary of Wachovia Corporation (NYSE: WB). OFFITBANK and their affiliates manage assets in the high grade, high yield, municipal, equity/balanced and emerging markets sectors. Individuals and non-profit institutions account for the majority of these assets. Core equity management is provided by Wachovia | Corporate Officer/Principal | - |
| Sanwa Bank California | Corporate Officer/Principal | - |
Samson Capital Advisors LLC
 Samson Capital Advisors LLC Investment ManagersFinance Founded in 2004, Samson Capital Advisors LLC is a registered investment advisor located in New York City. The firm is a subsidiary of Fiera Capital Corp. (FSZ: Toronto). Samson Capital Advisors provides customized discretionary investment management services to US high net-worth individuals and institutional advisory clients, including affluent families and their foundations. The firm also manages a family of private investment funds, as well as the Samson STRONG Nations Currency Fund, a 1940 Act registered investment company that operates as an open-ended mutual fund. | Gründer | - |
Ausbildung von Joe Abraham
| Georgetown University | Graduate Degree |
| University of Virginia | Graduate Degree |
| The Wharton School of the University of Pennsylvania | Masters Business Admin |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 5 |
|---|---|
Samson Capital Advisors LLC
Samson Capital Advisors LLC Investment ManagersFinance Founded in 2004, Samson Capital Advisors LLC is a registered investment advisor located in New York City. The firm is a subsidiary of Fiera Capital Corp. (FSZ: Toronto). Samson Capital Advisors provides customized discretionary investment management services to US high net-worth individuals and institutional advisory clients, including affluent families and their foundations. The firm also manages a family of private investment funds, as well as the Samson STRONG Nations Currency Fund, a 1940 Act registered investment company that operates as an open-ended mutual fund. | Finance |
OFFIT Investment Group
OFFIT Investment Group Major BanksFinance OFFITBANK is a New York State chartered trust bank. Originally founded by Morris W. Offit in 1983 as Offit Associates, the firm converted to a trust bank in 1990. In September 1999, they became the flagship wealth management subsidiary of Wachovia Corporation (NYSE: WB). OFFITBANK and their affiliates manage assets in the high grade, high yield, municipal, equity/balanced and emerging markets sectors. Individuals and non-profit institutions account for the majority of these assets. Core equity management is provided by Wachovia | Finance |
| Sanwa Bank California | |
| KPMG International /Dispute Advisory Services Unit/ | Commercial Services |
Fiera Capital, Inc.
Fiera Capital, Inc. Investment ManagersFinance Fiera Capital Inc. is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded in 1972 as Wilkinson O'Grady & Co, Inc. and they were acquired in 2013 by Fiera Capital Corp. (TSE: FSZ) in Canada through its wholly-owned subsidiary Fiera US Holding, Inc. Fiera Capital provides investment management services on a discretionary and non-discretionary basis to separately managed accounts for predominantly US high net-worth individuals, such as affluent families and their foundations, and institutional clients which include pension plans, profit sharing plans and other charitable organizations. | Finance |
