Profiel
Mr. Alexander A.
Palma, CFA, is a Portfolio Manager at Cushing Asset Management LP.
He joined the firm in 2013 and covers Industrials and Oil Field Services.
Mr. Palma has worked in investments since 2008 and worked as a Research Analyst and Trader for Capital Tactics Advisors, an event driven hedge fund in Dallas.
Prior to that, he worked in institutional equity sales for Merrill Lynch.
He earned his Bachelor of Arts in Accounting from Furman University and received his Chartered Financial Analyst (CFA) designation in 2013.
Eerdere bekende functies van Alex Palma
| Bedrijven | Functie | Einde |
|---|---|---|
Cushing Asset Management LP
 Cushing Asset Management LP Investment ManagersFinance Cushing Asset Management LP is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by Jerry Swank in 2003 and they are a wholly-owned subsidiary of Swank Capital LLC. Cushing Asset Management provides investment management services on a discretionary basis to high net-worth individuals and institutional investors through Private Funds, Mutual Funds, ETFs, Closed-End Funds and Managed Accounts. They also offer discretionary investment management services as part of various wrap fee programs offered by investment advisers/broker-dealers. | Analyst-Equity | 01-01-2023 |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
 Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Corporate Officer/Principal | - |
Capital Tactics Advisors LLC
 Capital Tactics Advisors LLC Investment ManagersFinance Founded in 2009 by W. C. Parr, Capital Tactics Advisors LLC is a hedge fund manager located in Dallas, Texas. The firm advises private investment vehicles, as well as single separately managed accounts. | Corporate Officer/Principal | - |
Opleiding van Alex Palma
| Furman University | Undergraduate Degree |
Ervaring
Beklede functies
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| Bedrijven in privébezit | 3 |
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Cushing Asset Management LP
Cushing Asset Management LP Investment ManagersFinance Cushing Asset Management LP is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by Jerry Swank in 2003 and they are a wholly-owned subsidiary of Swank Capital LLC. Cushing Asset Management provides investment management services on a discretionary basis to high net-worth individuals and institutional investors through Private Funds, Mutual Funds, ETFs, Closed-End Funds and Managed Accounts. They also offer discretionary investment management services as part of various wrap fee programs offered by investment advisers/broker-dealers. | Finance |
Capital Tactics Advisors LLC
Capital Tactics Advisors LLC Investment ManagersFinance Founded in 2009 by W. C. Parr, Capital Tactics Advisors LLC is a hedge fund manager located in Dallas, Texas. The firm advises private investment vehicles, as well as single separately managed accounts. | Finance |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Finance |
