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Pamela C. Dix
Corporate Officer/Principal en
Salem Trust Co.
.
Perfil
Before joining Pennant Management in 2008, Ms. Dix served as Portfolio Manager for M & I Bank.
She has also served as Communication Specialist and has worked for Norwest Corp.
and Norcross Securities.
Ms. Dix received a BA from Ohio State University.
She has Series 7, 63 and 65 licenses.
She sits on the Board of Directors of the Greater Milwaukee Foundation's Women's Fund.
Cargos activos de Pamela C. Dix
| Empresas | Cargo | Inicio |
|---|---|---|
Salem Trust Co.
 Salem Trust Co. Investment Trusts/Mutual FundsMiscellaneous Operates an investment trust | Corporate Officer/Principal | 01/01/2008 |
Antiguos cargos conocidos de Pamela C. Dix.
| Empresas | Cargo | Fin |
|---|---|---|
Pennant Management, Inc.
 Pennant Management, Inc. Investment ManagersFinance Pennant Management employs a disciplined, flexible, global tactical asset allocation investment approach that is based on fundamental and technical analysis and seeks to meet each client's investment objectives regarding total return, risk tolerance, liquidity, time horizon and tax considerations. The firm also offers a variety of specialized and broad-based financial consulting services through their proprietary CFO a la Carte program. In general, the firm tends to invest in the stocks of US companies in the producer manufacturing, energy minerals, electronic technology, retail and technology services sectors. Pennant invests across all market-caps. Pennant's equity selection process utilizes market models that seek statistically significant valuation anomalies in the capital markets. They use ETFs and mutual funds to target specific asset classes, market sectors or geographic regions that exhibit noticeable value relative to the market. The firm seeks appropriate portfolio diversification while minimizing both explicit and implicit trading costs. The firm's fixed-income strategy focuses on active management of high quality short and intermediate bonds with average maturities of 1 to 5 years. Pennant addresses liquidity needs, ranging from one day to one year, with low volatility, highly liquid money market instruments including a proprietary Repurchase Agreement. Pennant's Alternative Equity strategy uses active management to achieve advantages over static asset allocation. The strategy is designed to make money when the market moves higher and to protect money when the market declines. | Portfolio Manager-Fixed Income | 30/04/2011 |
M&I Bank of Madison
 M&I Bank of Madison Regional BanksFinance Provides banking services | Corporate Officer/Principal | 31/12/2007 |
Greater Milwaukee Foundation, Inc.
 Greater Milwaukee Foundation, Inc. Miscellaneous Commercial ServicesCommercial Services Provides charitable services | Director/Miembro de la Junta | - |
Norcross Securities
 Norcross Securities Investment Banks/BrokersFinance Securities broker-dealer | Corporate Officer/Principal | - |
Norwest Corp. (Minnesota)
 Norwest Corp. (Minnesota) Major BanksFinance National commercial bank | Corporate Officer/Principal | - |
Formación de Pamela C. Dix.
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
7
Relaciones de 1er grado
8
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
| Empresas privadas | 8 |
|---|---|
Pennant Management, Inc.
Pennant Management, Inc. Investment ManagersFinance Pennant Management employs a disciplined, flexible, global tactical asset allocation investment approach that is based on fundamental and technical analysis and seeks to meet each client's investment objectives regarding total return, risk tolerance, liquidity, time horizon and tax considerations. The firm also offers a variety of specialized and broad-based financial consulting services through their proprietary CFO a la Carte program. In general, the firm tends to invest in the stocks of US companies in the producer manufacturing, energy minerals, electronic technology, retail and technology services sectors. Pennant invests across all market-caps. Pennant's equity selection process utilizes market models that seek statistically significant valuation anomalies in the capital markets. They use ETFs and mutual funds to target specific asset classes, market sectors or geographic regions that exhibit noticeable value relative to the market. The firm seeks appropriate portfolio diversification while minimizing both explicit and implicit trading costs. The firm's fixed-income strategy focuses on active management of high quality short and intermediate bonds with average maturities of 1 to 5 years. Pennant addresses liquidity needs, ranging from one day to one year, with low volatility, highly liquid money market instruments including a proprietary Repurchase Agreement. Pennant's Alternative Equity strategy uses active management to achieve advantages over static asset allocation. The strategy is designed to make money when the market moves higher and to protect money when the market declines. | Finance |
Norwest Corp. (Minnesota)
Norwest Corp. (Minnesota) Major BanksFinance National commercial bank | Finance |
GreatBanc Trust Co. (Investment Management)
 GreatBanc Trust Co. (Investment Management) Investment ManagersFinance GreatBanc-IM specializes in employee stock ownership plans (ESOPs). The firm’s wealth management strategies seek to preserve and enhance the wealth their clients. It offers customized strategies that consider each client's present and future financial goals, tax sensitivity, financial and non-financial objectives and risk tolerance. Their research-driven process is based on fundamental and technical analyses. | Finance |
Norcross Securities
Norcross Securities Investment Banks/BrokersFinance Securities broker-dealer | Finance |
Salem Trust Co.
Salem Trust Co. Investment Trusts/Mutual FundsMiscellaneous Operates an investment trust | Miscellaneous |
The Ohio State University
 The Ohio State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Greater Milwaukee Foundation, Inc.
Greater Milwaukee Foundation, Inc. Miscellaneous Commercial ServicesCommercial Services Provides charitable services | Commercial Services |
M&I Bank of Madison
M&I Bank of Madison Regional BanksFinance Provides banking services | Finance |
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