Jeff Palma
Corporate Officer/Principal at COHEN & STEERS, INC.
Net worth: 105 748 $ as of 2024-03-30
Profile
Mr. Jeffrey A.
Palma is a Senior Vice President & Head-Multi-Asset Solutions at Cohen & Steers, Inc. (New York) and a Head of Multi-Asset Solutions at Cohen & Steers Capital Management, Inc. He is responsible for leading the firm’s asset allocation strategy and macroeconomic research.
He has over 28 years of experience.
Prior to joining the firm in 2021, Mr. Palma was a managing director at State Street Global Advisors, where he led a team of 20 individuals responsible for investment strategy and strategic asset allocation, as well as portfolio construction and implementation.
Previously, he was head of tactical asset allocation at GE Asset Management and head of global equity strategy at UBS Investment Bank.
He has an MBA from Columbia University and a BA from Rutgers University and is based in New York.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
| 2024-02-26 | 9,046 ( 0.03% ) | 105 748 $ | 2024-03-30 |
Jeff Palma active positions
| Companies | Position | Start |
|---|---|---|
| COHEN & STEERS, INC. | Corporate Officer/Principal | 2021-11-15 |
Cohen & Steers Capital Management, Inc.
 Cohen & Steers Capital Management, Inc. Investment ManagersFinance Cohen & Steers Capital Management, Inc. (Cohen & Steers) is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Martin Cohen and Robert Steers in 1986. They are a subsidiary of Cohen & Steers, Inc. (NYSE: CNS). Cohen & Steers serves institutional and individual investors through a wide range of investment products and services, which includes separately managed accounts, registered funds in the US and Europe, and private funds. | Head-Equity Investments | 2021-10-31 |
Former positions of Jeff Palma
| Companies | Position | End |
|---|---|---|
GE Asset Management, Inc.
 GE Asset Management, Inc. Investment ManagersFinance GE Asset Management, Inc. is a mutual fund manager and registered investment advisor located in Stamford, Connecticut. The firm is a wholly-owned subsidiary of General Electric Co. (NYSE: GE). GE Asset Management provides investment management services to institutional and retail investors. The firm also offers a family of mutual funds designed to meet a wide variety of investment needs. | Portfolio Manager-Equities | 2016-06-30 |
UBS Securities LLC
 UBS Securities LLC Investment Banks/BrokersFinance UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients. | Market Strategist | 2011-12-30 |
SSgA Funds Management, Inc.
 SSgA Funds Management, Inc. Investment ManagersFinance SSgA Funds Management, Inc. (SSgA FM) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1978 and is a subsidiary of State Street Global Advisors, Inc., ultimately held by State Street Corp. (NYSE: STT). SSgA FM provides investment advisory services to US investment companies and certain pooled investment vehicles. | Portfolio Manager-Equities | - |
| Bankers Trust Corp. | Corporate Officer/Principal | 1999-08-30 |
Training of Jeff Palma
| The Trustees of Columbia University in The City of New York | Masters Business Admin |
| Rutgers State University of New Jersey | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| COHEN & STEERS, INC. | Finance |
| Private companies | 5 |
|---|---|
GE Asset Management, Inc.
GE Asset Management, Inc. Investment ManagersFinance GE Asset Management, Inc. is a mutual fund manager and registered investment advisor located in Stamford, Connecticut. The firm is a wholly-owned subsidiary of General Electric Co. (NYSE: GE). GE Asset Management provides investment management services to institutional and retail investors. The firm also offers a family of mutual funds designed to meet a wide variety of investment needs. | Finance |
Cohen & Steers Capital Management, Inc.
Cohen & Steers Capital Management, Inc. Investment ManagersFinance Cohen & Steers Capital Management, Inc. (Cohen & Steers) is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Martin Cohen and Robert Steers in 1986. They are a subsidiary of Cohen & Steers, Inc. (NYSE: CNS). Cohen & Steers serves institutional and individual investors through a wide range of investment products and services, which includes separately managed accounts, registered funds in the US and Europe, and private funds. | Finance |
UBS Securities LLC
UBS Securities LLC Investment Banks/BrokersFinance UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients. | Finance |
SSgA Funds Management, Inc.
SSgA Funds Management, Inc. Investment ManagersFinance SSgA Funds Management, Inc. (SSgA FM) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1978 and is a subsidiary of State Street Global Advisors, Inc., ultimately held by State Street Corp. (NYSE: STT). SSgA FM provides investment advisory services to US investment companies and certain pooled investment vehicles. | Finance |
| Bankers Trust Corp. | Finance |
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