Profile
Susan A. Foley worked as a Portfolio Manager at Smith Barney Harris Upham & Co., Inc. from 1983 to 1988.
She also worked as a Director at LPL Technologies, Inc. and as a Senior Portfolio Manager at Federated MDTA LLC.
Foley completed her undergraduate degree at the University of California, Santa Barbara.
Former positions of Susan A. Foley
| Companies | Position | End |
|---|---|---|
LPL Technologies, Inc.
LPL Technologies, Inc. Medical/Nursing ServicesHealth Services Develops diagnostic blood tests for gynecological cancers | Director/Board Member | 2009-10-08 |
Smith Barney Harris Upham & Co., Inc.
Smith Barney Harris Upham & Co., Inc. Investment Banks/BrokersFinance Provides securities brokerage services | Corporate Officer/Principal | 1988-12-30 |
Federated MDTA LLC
Federated MDTA LLC Investment ManagersFinance MDT Advisers employs fundamental analysis and uses bottom-up stock selection with a disciplined quantitative process. The process selects stocks based on fundamental variables, controls risk through diversification constraints, and controls turnover by considering the impact of trading costs. The firm provides equity advice, rather than fixed income or money market investment strategies. | Portfolio Manager-Equities | - |
Training of Susan A. Foley
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 | 4 |
|---|---|
Federated MDTA LLC
Federated MDTA LLC Investment ManagersFinance MDT Advisers employs fundamental analysis and uses bottom-up stock selection with a disciplined quantitative process. The process selects stocks based on fundamental variables, controls risk through diversification constraints, and controls turnover by considering the impact of trading costs. The firm provides equity advice, rather than fixed income or money market investment strategies. | Finance |
University of California, Santa Barbara
University of California, Santa Barbara Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Smith Barney Harris Upham & Co., Inc.
Smith Barney Harris Upham & Co., Inc. Investment Banks/BrokersFinance Provides securities brokerage services | Finance |
LPL Technologies, Inc.
LPL Technologies, Inc. Medical/Nursing ServicesHealth Services Develops diagnostic blood tests for gynecological cancers | Health Services |
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