Angelo Graci

Angelo Graci

Director of Research - Fxd Inc at Stonebridge Advisors LLC

Net worth: 200 067 $ as of 2024-04-29

Profile

Mr. Angelo D.
Graci
, CFA MBA, is an Executive Vice President & Head of Credit Research at Stonebridge Advisors LLC.
He is a senior member of the Investment Committee and manages a team of analysts that oversees all of Stonebridge’s portfolio investments.
His extensive knowledge of global banking, insurance, non-bank finance and REITs brings an impressive level of analytical depth to the Stonebridge research team.
Mr. Graci has over 27 years of credit and equity research experience with a focus on financials.
Prior to joining Stonebridge in 2018, Mr. Graci was a global financials credit strategist at Stifel Financial, with a particular focus on hybrid/preferred strategy.
At Stifel, he incorporated a multi-asset and cross-currency approach to analyzing global financials, which encompassed global banking systems (developed and emerging markets), insurance, non-bank finance and REITs.
Before Stifel, he was a senior analyst at Caxton Associates, responsible for financial sector credit and equity analysis and portfolio management.
Prior roles included global financials and hybrid strategy at Citadel Securities and credit analysis and trading at Merrill Lynch.
Mr. Graci received a BS in Finance from SUNY Albany and an MBA in Finance from New York University.
He holds the CFA designation awarded by CFA Institute.

Known holdings in public companies

CompanyDateNumber of sharesValuationValuation date
2024-04-04 11,741 ( 0.02% ) 200 067 $ 2024-04-29

Angelo Graci active positions

CompaniesPositionStart
Director of Research - Fxd Inc 2017-12-31
All active positions of Angelo Graci

Former positions of Angelo Graci

CompaniesPositionEnd
Analyst-Fixed Income 2010-12-31
Analyst-Fixed Income 2009-04-08
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Experiences
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Private companies3

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Finance

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