Karen Michele Troiano
Trading-Equity at Altman Investment Management LLC
Profile
Ms. Karen M.
Troiano is Senior Portfolio Manager at Altman Investment Management LLC.
Her responsibilities include performance reporting and attribution, security analysis, trading, investment commentary contribution, business analysis and due diligence reporting.
Prior to joining Altman Investment Management in January 2008, Ms. Troiano was a Vice President and Portfolio Manager at Merrill Lynch Investment Managers, within the Private Investors division.
In this position, she was responsible for managing portfolios for separate high net worth clients.
Her role included oversight and implementation of the investment process, encompassing macroeconomic analysis, asset and sector allocation, stock selection and compliance maintenance.
Her team, led by Peter Altman, was focused on the Value Investment approach.
She was instrumental in new business generation as Private Investors regionalized their business and expanded their product offerings.
Prior to joining the Value team, she also held positions as Mutual Fund/Money Market Specialist and Business Analyst, reporting directly to a Managing Director of the Private Portfolio and Trust Portfolio Groups.
Ms. Troiano was awarded a CFA designation in September 2001.
She received B.S.
and M.B.A.
degrees from Rider University, Lawrenceville, New Jersey, in 1993 and 1994, respectively, with a major in business administration and a concentration in economics.
Karen Michele Troiano active positions
Companies | Position | Start |
---|---|---|
Altman Investment Management LLC
Altman Investment Management LLC Investment ManagersFinance Altman Investment Management LLC (AIM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Princeton, New Jersey. The firm was founded by Peter Altman in 2001. AIM provides comprehensive portfolio management and retirement planning to individuals, multi-generational families, institutional investors and advisors. | Trading-Equity | 2007-12-31 |
Former positions of Karen Michele Troiano
Companies | Position | End |
---|---|---|
Merrill Lynch Investment Managers, Inc.
Merrill Lynch Investment Managers, Inc. Investment ManagersFinance In 1915 Charles Edward Merrill founded Merrill Lynch & Co. (NYSE: MER) with Edmund C. Lynch in Baltimore, Maryland. The modern Merrill Lynch was formed in 1940 through mergers with E.A. Pierce & Cassatt and, soon after, Fenner & Beane. In 1973, Merrill Lynch adopted a holding company format, with Merrill Lynch & Co., Inc. as the parent and Merrill Lynch, Pierce, Fenner & Smith as the operating subsidiary. Merrill Lynch Asset Management, Inc. (MLAM) was created as an integral business unit in the Merrill Lynch family in 1976. Fund Asset Management, doing business as Mercury Asset Management, was acquired in December 1997. In 2000, MLAM and Mercury were combined under the name Merrill Lynch Investment Managers. MLAM manages the Merrill Lynch family of mutual funds, as and acts as sub-advisor to other mutual funds. | Portfolio Manager-Equities | 2007-12-30 |
Training of Karen Michele Troiano
Rider University | Masters Business Admin |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 2 |
---|---|
Merrill Lynch Investment Managers, Inc.
Merrill Lynch Investment Managers, Inc. Investment ManagersFinance In 1915 Charles Edward Merrill founded Merrill Lynch & Co. (NYSE: MER) with Edmund C. Lynch in Baltimore, Maryland. The modern Merrill Lynch was formed in 1940 through mergers with E.A. Pierce & Cassatt and, soon after, Fenner & Beane. In 1973, Merrill Lynch adopted a holding company format, with Merrill Lynch & Co., Inc. as the parent and Merrill Lynch, Pierce, Fenner & Smith as the operating subsidiary. Merrill Lynch Asset Management, Inc. (MLAM) was created as an integral business unit in the Merrill Lynch family in 1976. Fund Asset Management, doing business as Mercury Asset Management, was acquired in December 1997. In 2000, MLAM and Mercury were combined under the name Merrill Lynch Investment Managers. MLAM manages the Merrill Lynch family of mutual funds, as and acts as sub-advisor to other mutual funds. | Finance |
Altman Investment Management LLC
Altman Investment Management LLC Investment ManagersFinance Altman Investment Management LLC (AIM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Princeton, New Jersey. The firm was founded by Peter Altman in 2001. AIM provides comprehensive portfolio management and retirement planning to individuals, multi-generational families, institutional investors and advisors. | Finance |
- Stock Market
- Insiders
- Karen Michele Troiano