Josefa
Palma
Fiera Capital Inc
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About this Advisor
Josefa Palma is a financial advisor based in New York, New York, working with Fiera Capital Inc. Josefa has previously held positions at Fiera Capital Inc, Foreside Fund Services, LLC, Legal & General Investment Management, Credit Suisse, and the University Of Virginia Darden School Of Business. Josefa has passed the Series 63 regulatory exam and is registered to provide services in New York. Currently, Josefa is part of Fiera Capital Inc, which operates out of New York, New York. The firm has 2 offices and 112 employees. The firm manages assets totaling $21.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisers. The fee structure at Fiera Capital Inc includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Fiera Capital Inc Brokerage Details
$21,425,823,296
112
5,203
$4,117,975
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Josefa Palma Work History
Foreside Fund Services, LLC
Fiera Capital Inc
Legal & General Investment Management
Credit Suisse
University Of Virginia Darden School Of Business
Disclosures
Please visit the SEC profile of Josefa Palma to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Fiera Capital Inc
New York, NY
New York, NY
Boston, MA
New York, NY
New York, NY
Boston, MA
Boston, MA
New York, NY
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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