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Profile
Ms. Sharon L.
Margetson, CFA, is a Senior Investment Analyst at SignatureFD LLC.
Ms. Margetson has previously worked at Willis Towers Watson and Real Estate Management Services (REMS) Group.
She holds a Bachelor of Science in Applied Mathematics from the Georgia Institute of Technology, is a CFA® charter holder and a CIPM® certificant.
Sharon L. Margetson active positions
| Companies | Position | Start |
|---|---|---|
SignatureFD LLC
 SignatureFD LLC Investment ManagersFinance SignatureFD primarily allocates client investment assets among various mutual funds and ETFs (exchange traded funds), on a discretionary basis, in accordance with the client’s designated investment objective(s). | Analyst-Equity | 2022-07-31 |
Former positions of Sharon L. Margetson
| Companies | Position | End |
|---|---|---|
Real Estate Management Services Group LLC
 Real Estate Management Services Group LLC Investment ManagersFinance REMS Group is an active investor which seeks to identify attractive yet undervalued investment opportunities in publicly traded Real Estate Investment Trusts (REITs), Real Estate Operating Companies (REOCs), and REIT Preferred Equity securities. The firm’s investment process considers all capitalizations but the firm’s all-cap strategies tend to have a mid to smaller bias – driven by structured investment process and the extensive research their team performs in underwriting each investment candidate. The team constructs a relatively concentrated portfolio of value-oriented investments with diverse geographic, sector, and tenant exposures. | Analyst-Equity | 2020-08-31 |
Training of Sharon L. Margetson
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
32
1st degree connections
3
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Real Estate Management Services Group LLC
Real Estate Management Services Group LLC Investment ManagersFinance REMS Group is an active investor which seeks to identify attractive yet undervalued investment opportunities in publicly traded Real Estate Investment Trusts (REITs), Real Estate Operating Companies (REOCs), and REIT Preferred Equity securities. The firm’s investment process considers all capitalizations but the firm’s all-cap strategies tend to have a mid to smaller bias – driven by structured investment process and the extensive research their team performs in underwriting each investment candidate. The team constructs a relatively concentrated portfolio of value-oriented investments with diverse geographic, sector, and tenant exposures. | Finance |
SignatureFD LLC
SignatureFD LLC Investment ManagersFinance SignatureFD primarily allocates client investment assets among various mutual funds and ETFs (exchange traded funds), on a discretionary basis, in accordance with the client’s designated investment objective(s). | Finance |
Georgia Institute of Technology
 Georgia Institute of Technology Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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