Philip Bradford Palmer
Chairman at Chatham Capital Group, Inc.
Profile
Dr. Philip B.
Palmer, CFA MBA, is a Chairman at Chatham Capital Group, Inc. He joined the firm in 1998 and is responsible for investment strategy and portfolio management.
From 1991 to 1998, he managed investment portfolios for the Rockefeller family and other select high net worth families at Rockefeller & Company.
He worked as a financial consultant with Merrill Lynch in New York from 1985 to 1989.
He received a B.A.
from Yale University in 1985 and received an M.B.A.
with High Distinction from the University of Michigan in 1991.
He also has a Ph.D.
in Theology.
Philip Bradford Palmer active positions
Companies | Position | Start |
---|---|---|
Chatham Capital Group, Inc.
Chatham Capital Group, Inc. Investment ManagersFinance Founded in 1996, Chatham capital Group, Inc. is a registered investment advisor located in Savannah, Georgia. The firm manages marketable securities on a discretionary basis for private individuals, as well as trusts, retirement plans, endowments and foundations | Chairman | 1997-12-31 |
Former positions of Philip Bradford Palmer
Companies | Position | End |
---|---|---|
Rockefeller & Co., Inc.
Rockefeller & Co., Inc. Investment ManagersFinance Rockefeller & Co., Inc. is a registered investment advisor headquartered in New York City. The firm is a subsidiary of Rockefeller Financial Services, Inc. Rockefeller & Co. is the successor firm to the office established in New York City in 1882 by John D. Rockefeller to manage his family's assets and to create and sustain wealth for future generations. The office provided investment management and financial counseling services for the Rockefellers and related organizations. Rockefeller & Co. was incorporated in 1979 and became an SEC-registered investment advisor in 1980. They expanded their capabilities by chartering trust companies in New York in 1985 and Delaware in 1997. Rockefeller & Co. provides investment services to a variety of clients including ultra high net-worth individuals, families, family offices, trusts, endowments and institutions in the US and around the world. | Corporate Officer/Principal | 1997-12-30 |
Merrill Lynch & Co., Inc. | Corporate Officer/Principal | 1988-12-30 |
Training of Philip Bradford Palmer
Yale University | Undergraduate Degree |
University of Michigan | Masters Business Admin |
Experiences
Positions held
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Inactive
Listed companies
Private companies
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1st degree connections
1st degree companies
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Female
Members of the board
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Linked companies
Private companies | 3 |
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Chatham Capital Group, Inc.
Chatham Capital Group, Inc. Investment ManagersFinance Founded in 1996, Chatham capital Group, Inc. is a registered investment advisor located in Savannah, Georgia. The firm manages marketable securities on a discretionary basis for private individuals, as well as trusts, retirement plans, endowments and foundations | Finance |
Rockefeller & Co., Inc.
Rockefeller & Co., Inc. Investment ManagersFinance Rockefeller & Co., Inc. is a registered investment advisor headquartered in New York City. The firm is a subsidiary of Rockefeller Financial Services, Inc. Rockefeller & Co. is the successor firm to the office established in New York City in 1882 by John D. Rockefeller to manage his family's assets and to create and sustain wealth for future generations. The office provided investment management and financial counseling services for the Rockefellers and related organizations. Rockefeller & Co. was incorporated in 1979 and became an SEC-registered investment advisor in 1980. They expanded their capabilities by chartering trust companies in New York in 1985 and Delaware in 1997. Rockefeller & Co. provides investment services to a variety of clients including ultra high net-worth individuals, families, family offices, trusts, endowments and institutions in the US and around the world. | Finance |
Merrill Lynch & Co., Inc. | Finance |
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