Danielle Salters

Secretary & Programs Co-Chair at CFA Society Stamford

Danielle Salters

Danielle Salters

Secretary & Programs Co-Chair at CFA Society Stamford

Overview
RelSci Relationships

37

Number of Boards

1

Relationships
RelSci Relationships are individuals Danielle Salters likely has professional access to. A relationship does not necessarily indicate a personal connection.

Founder at Stonebridge Advisors LLC

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Senior Vice President & Chief Investment Officer at Stonebridge Advisors LLC

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Vice President, Senior Risk & Portfolio Analyst at Stonebridge Advisors LLC

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Senior Vice President & Chief Strategist at Stonebridge Advisors LLC

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Vice President & Head of Research at Stonebridge Advisors LLC

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Chief Compliance Officer at Stonebridge Advisors LLC

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President & Chief Executive Officer at First Trust Enhanced Equity Income Fund

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Information Technology Chair at CFA Society Stamford

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Founder at DanCourt Management LLC

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Auditor at CFA Society Stamford

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Danielle Salters
Secretary & Programs Co-Chair at CFA Society Stamford
Education
Class of 2007

Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC.

Career History
Secretary & Programs Co-Chair
Current
Vice President, Portfolio Manager & Credit Analyst
2012 - 2018

Stonebridge Advisors specializes in providing discretionary investment management and supervisory services to portfolios of preferred, hybrid and other fixed income securities. The firm utilizes a conservative approach to portfolio management and customizes individual portfolios to meet clients' investment guidelines. The specialized assets managed by Stonebridge can complement an existing asset allocation strategy by adding diversification and yield, while also lowering overall risk.Within the preferred securities market, Stonebridge has particular expertise in Tax-Advantaged Preferred Stocks, Taxable Preferred Stocks, Fixed and Adjustable Rate Preferred Stocks, and Institutional and Retail Structured Portfolios. Stonebridge's fundamental investment philosophy in managing tax-advantaged and taxable preferred securities is to obtain an attractive total return while preserving capital. The firm purchases diversified portfolios of high-quality preferred securities and manages duration through active portfolio management and/or by employing a cross hedge (depending on mandates in a client's investment guidelines). Their approach requires that there be very little portfolio turnover other than taking advantage of market inefficiencies or duration adjustments. Stonebridge seeks to provide a higher return than would be achieved in other fixed-income investments.Within the preferred securities markets, Stonebridge has particular expertise in Commercial Paper, YTC Preferred Securities, CDs, Repurchase Agreements, Treasury Bills, and Agencies. The firm's fundamental approach is to maximize total return while preserving clients' capital. Stonebridge employs a conservative investment strategy that is based on technical analysis of various asset classes within the short-term market. By employing relative value analysis and drawing upon their strong dealer relationships, Stonebridge can utilize their market expertise to construct a portfolio designed to improve short-term cash returns relative to a passive cash management approach. In managing short-portfolios, the firm invests primarily in securities that carry the highest rating to ensure preservation of principal.

Portfolio Analyst
Prior

S. Goldman Asset Management (SGAM) seeks to capitalize on their expertise in analyzing investment opportunities across the capital structure, whether equity or debt. The fund they manage is designed to invest in mispriced securities. Generally, these securities are out-of-favor, trading at a discount, or affected by other adverse factors. Investments may include securities issued by an issuer that is financially distressed, that may be headed toward bankruptcy or another financial reorganization, or emanate from industries that are suffering from a competitive dynamic that constrains profitability and balance sheets for a period or otherwise.SGAM also participates in event-driven investing. This investment approach seeks to realize value through purchases of securities at a discount due to corporate or other events. These opportunities may be independent of any particular market trend and are often non-repetitive with respect to a particularcompany. SGAM’s strategy looks for specific events to improve a security’s price or liquidity to make an investment. The strategy is designed to limit downside risk if the expected catalysts surrounding a particular investment do not materialize. SGAM does not employ leverage in their investing strategy.SGAM’s equity strategy is to pursue absolute returns and achieve medium to long-term capital appreciation from equity investments issued by companies that SGAM regards as mispriced.

Boards & Committees
Member, Investment Committee
2012 - 2018

SA specializes in providing discretionary investment management and supervisory services to portfolios of preferred, hybrid and other fixed income securities. They utilize a conservative approach to portfolio management focused on active management and long-term risk adjusted returns. The firm's research and investment personnel review and study many types of research information and may attend investment seminars, conferences and private meetings with \"Street\" research analysts or company management, at which they receive market and economic information relevant to the management of investor accounts. SA's research and investment staff engage in several methods of analysis, including fundamental analysis, technical assessments of securities, and relative value analysis.

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