Profiel
Before joining SOL Capital Management Company, Ms. Sipe worked for Charles Schwab & Co., Inc., where she assisted clients with their investment goals and acted as an advisor on fixed income investments.
While at Charles Schwab, Ms. Sipe also spent several years in securities trading, specifically working with active trader investors and derivative investments.
Ms. Sipe is currently pursuing an MA degree in International Development with a concentration in Finance from American University.
She also holds a BA in International Affairs from Florida State University.
In addition to English, Ms. Sipe is fluent in Czech, Slovak, and conversant in Russian and Polish.
Ms. Sipe is responsible for all securities traded at SOL Capital Management Company.
Other responsibilities include investment research and managing the firm’s relationship with internationally-based investment companies.
Eerdere bekende functies van Petra Sipe
| Bedrijven | Functie | Einde |
|---|---|---|
SOL Capital Management Co.
SOL Capital Management Co. Investment ManagersFinance SOL Capital generally invests in a combination of actively managed mutual funds, index and passively managed funds, and ETFs. They will add individual equities to portfolios of clients who want more concentration, volatility, or both. The firm’s focus is on mutual funds so manager selection is a top priority. | Analyst-Equity | 31-12-2007 |
| CHARLES SCHWAB | Corporate Officer/Principal | - |
Opleiding van Petra Sipe
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
The Charles Schwab Corp.
The Charles Schwab Corp. Investment Banks/BrokersFinance Provides retail brokerage, investment advisory, banking and trust services | Finance |
SOL Capital Management Co.
SOL Capital Management Co. Investment ManagersFinance SOL Capital generally invests in a combination of actively managed mutual funds, index and passively managed funds, and ETFs. They will add individual equities to portfolios of clients who want more concentration, volatility, or both. The firm’s focus is on mutual funds so manager selection is a top priority. | Finance |
Florida State University
Florida State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















