Sally Hart Sulcove
Analyst-Equity bij O'Brien Greene & Co., Inc.
Profiel
Ms. Sally H.
Sulcove, CFA, is a Research Analyst & Portfolio Manager at O'Brien Greene & Co., Inc. She joined the firm in 2000.
At O’Brien Greene, her responsibilities include portfolio management, equity analysis, and assisting clients with financial planning concerns.
Prior to joining O’Brien Greene, she worked as an Equity Research Analyst at Janney Montgomery Scott LLC, where she wrote research reports, built financial models, and covered companies in the manufacturing and chemical industries.
She graduated cum laude in economics from Swarthmore College and was awarded the Chartered Financial Analyst (CFA) designation in September 2000 and the Certified Financial Planner (CFP) designation in May 2006.
Actieve functies van Sally Hart Sulcove
| Bedrijven | Functie | Begin |
|---|---|---|
O'Brien Greene & Co., Inc.
 O'Brien Greene & Co., Inc. Investment ManagersFinance O'Brien Greene & Co., Inc. (O'Brien Greene) is an independent, SEC-registered investment adviser headquartered in Media, Pennsylvania. Founded in 1969 by G. Davis Greene, Mark O’Brien took over ownership and management of the firm in 1987 and changed its name Greene Associates to O’Brien Greene & Co, Inc. O'Brien Greene provides investment advice to individuals, families, corporations, pension and profit- sharing plans, trusts, estates and charitable organizations. | Analyst-Equity | 01-01-2000 |
Eerdere bekende functies van Sally Hart Sulcove
| Bedrijven | Functie | Einde |
|---|---|---|
Janney Montgomery Scott LLC
 Janney Montgomery Scott LLC Investment Banks/BrokersFinance Founded in 1999 by the late Thomas Watson, Janney Montgomery Scott LLC (JMS) is a full-service financial services firm and registered broker/dealer headquartered in Philadelphia, Pennsylvania. The firm is a subsidiary of Independence Square Properties LLC, itself a subsidiary of Penn Mutual Insurance Co. Their ultimate parent is Harleysville Mutual Insurance Co. JMS is a member of the NYSE, the SIPC and FINRA. The firm provides comprehensive financial advice and services to individual, corporate and institutional investors. Their primary coverage verticals include the consumer, technology, financials and infrastructure sectors. | Analyst-Equity | 31-08-2002 |
Opleiding van Sally Hart Sulcove
| Swarthmore College | Undergraduate Degree |
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| Bedrijven in privébezit | 2 |
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O'Brien Greene & Co., Inc.
O'Brien Greene & Co., Inc. Investment ManagersFinance O'Brien Greene & Co., Inc. (O'Brien Greene) is an independent, SEC-registered investment adviser headquartered in Media, Pennsylvania. Founded in 1969 by G. Davis Greene, Mark O’Brien took over ownership and management of the firm in 1987 and changed its name Greene Associates to O’Brien Greene & Co, Inc. O'Brien Greene provides investment advice to individuals, families, corporations, pension and profit- sharing plans, trusts, estates and charitable organizations. | Finance |
Janney Montgomery Scott LLC
Janney Montgomery Scott LLC Investment Banks/BrokersFinance Founded in 1999 by the late Thomas Watson, Janney Montgomery Scott LLC (JMS) is a full-service financial services firm and registered broker/dealer headquartered in Philadelphia, Pennsylvania. The firm is a subsidiary of Independence Square Properties LLC, itself a subsidiary of Penn Mutual Insurance Co. Their ultimate parent is Harleysville Mutual Insurance Co. JMS is a member of the NYSE, the SIPC and FINRA. The firm provides comprehensive financial advice and services to individual, corporate and institutional investors. Their primary coverage verticals include the consumer, technology, financials and infrastructure sectors. | Finance |