Martha K. Pomerantz
Membro del Comitato di Investimento presso Evercore Wealth Management LLC
Profilo
Ms. Martha K.
Pomerantz is a Partner & Manager of the Minneapolis Office at Evercore Wealth Management LLC.
She is a member of the firm’s Strategic Planning Committee and the firm’s investment decision-making body, the Asset Allocation Committee.
Ms. Pomerantz previously served as an Investment Principal and Co-chair of the Investment Committee at Lowry Hill, a wealth management firm in Minneapolis.
In addition to managing portfolios for client families, Ms. Pomerantz was responsible for writing the firm's quarterly investment newsletter, The View From Lowry Hill, for sixteen years.
She earlier worked as a Securities Analyst for Schroder Wertheim in New York.
Ms. Pomerantz received a B.A.
from Northwestern University and a M.B.A.
from the J.L.
Kellogg School of Management.
Posizioni attive di Martha K. Pomerantz
Società | Posizione | Inizio |
---|---|---|
Evercore Wealth Management LLC
Evercore Wealth Management LLC Investment ManagersFinance Evercore Wealth Management LLC (Evercore Wealth) is a wealth management firm and SEC-registered investment advisor headquartered in New York City. The firm was founded by Jeffrey Maurer and Christopher Zande in 2008. They are majority owned by Evercore Partners Services East LLC, an indirect subsidiary of Evercore, Inc. (NYSE: EVR). Evercore Wealth provides discretionary and non-discretionary investment advisory services to individuals and institutional clients. They also provide services to a registered investment company, the Evercore Equity Fund (EWMCX), and investment sub-advisory services to an insurance dedicated fund, the SALi Multi-Series Fund, LP. | Membro del Comitato di Investimento | 01/09/2011 |
Precedenti posizioni note di Martha K. Pomerantz
Società | Posizione | Fine |
---|---|---|
Wertheim Schroder & Co., Inc. | Corporate Officer/Principal | - |
Centel Corp.
Centel Corp. Specialty TelecommunicationsCommunications Part of Connect Holding LLC, Centel Corp. is a company that provides cellular telephone services. The company is based in Chicago, IL. Centel was acquired by Sprint Corp. (Old) on March 10, 1993 for $2,850 million. | Corporate Officer/Principal | - |
Lowry Hill Investment Advisors, Inc.
Lowry Hill Investment Advisors, Inc. Investment ManagersFinance Founded in 1986, Lowry Hill Investment Advisors, Inc., formerly Norwest Capital Advisers, is a registered investment advisor located in Minneapolis, Minnesota. The firm manages investments exclusively for wealthy individuals and families. They are a subsidiary of Wells Fargo & Co. (NYSE: WFC) | Membro del Comitato di Investimento | 31/08/2011 |
Formazione di Martha K. Pomerantz
Northwestern University | Undergraduate Degree |
Kellogg School of Management | Masters Business Admin |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 4 |
---|---|
Lowry Hill Investment Advisors, Inc.
Lowry Hill Investment Advisors, Inc. Investment ManagersFinance Founded in 1986, Lowry Hill Investment Advisors, Inc., formerly Norwest Capital Advisers, is a registered investment advisor located in Minneapolis, Minnesota. The firm manages investments exclusively for wealthy individuals and families. They are a subsidiary of Wells Fargo & Co. (NYSE: WFC) | Finance |
Wertheim Schroder & Co., Inc. | Finance |
Centel Corp.
Centel Corp. Specialty TelecommunicationsCommunications Part of Connect Holding LLC, Centel Corp. is a company that provides cellular telephone services. The company is based in Chicago, IL. Centel was acquired by Sprint Corp. (Old) on March 10, 1993 for $2,850 million. | Communications |
Evercore Wealth Management LLC
Evercore Wealth Management LLC Investment ManagersFinance Evercore Wealth Management LLC (Evercore Wealth) is a wealth management firm and SEC-registered investment advisor headquartered in New York City. The firm was founded by Jeffrey Maurer and Christopher Zande in 2008. They are majority owned by Evercore Partners Services East LLC, an indirect subsidiary of Evercore, Inc. (NYSE: EVR). Evercore Wealth provides discretionary and non-discretionary investment advisory services to individuals and institutional clients. They also provide services to a registered investment company, the Evercore Equity Fund (EWMCX), and investment sub-advisory services to an insurance dedicated fund, the SALi Multi-Series Fund, LP. | Finance |
- Borsa valori
- Insiders
- Martha K. Pomerantz