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@onecapital.com
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3 phones found area 805
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LinkedIn matched
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Laura Zimmerman, Cfa is listed as Director, Senior Portfolio Manager at One Capital Management, LLC at One Capital Management, LLC, a company with 34 employees, based in Los Angeles, California, United States. AeroLeads shows a work email signal at onecapital.com, phone signal with area code 805, and a matched LinkedIn profile for Laura Zimmerman, Cfa.
Laura Zimmerman, Cfa previously worked as Director - Senior Portfolio Manager at One Capital Management, Llc and Director at Dalton Advisors. Laura Zimmerman, Cfa holds Bachelor Of Science, Business from Lewis And Clark College.
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AeroLeads found 1 current-domain work email signal for Laura Zimmerman, Cfa. Compare company email patterns before reaching out.
I am an investment professional with 30 years of experience in the financial markets. I work with high-net worth individuals and families, managing tailored investment portfolios that help achieve their wealth management goals. I began my career in NYC working for several large investment banks, primarily in trading. After relocating to Los Angeles my focus changed to portfolio management for institutional and private clients in Europe, Asia and the U.S. I earned a Chartered Financial Analyst (CFA) designation in 1994.At One Capital Management, LLC, an independent registered investment advisor, I am focused on private client relationships, and managing globally balanced portfolios.Specialties: Portfolio management, asset allocation, portfolio assessments, tax-efficient investments, risk management, global perspective, financial consulting, closing new business
Listed skills include Portfolio Management, Financial Planning, and Private Wealth Management.
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A career timeline built from the work history available for this profile.
One Capital is an SEC-registered investment adviser, serving clients in the U.S. and Canada. Clients include individuals and families, corporations, insurance companies and other financial advisory firms. With $4.9 billion in assets under management, OCM provides clients comprehensive global wealth management services.
At Dalton Advisors I managed investment portfolios for high-net worth individuals and families, focusing on asset allocation and risk management. I worked directly with clients to fully understand their financial circumstances, including investment objectives and risk appetite.
As a Managing Principal at Payden & Rygel, a Los Angeles-based investment management firm with $55 billion under managment, I was a member of the senior management team, the investment policy committee, and headed the firm's global fixed-income group. I served as a portfolio manager on two of the firm's mutual funds, as well as several seperately managed.
Other employees you can reach at onecapital.com. View company contacts for 34 employees →
Mark Miller, Cpwa®
Colleague at One Capital Management, Llc
Westlake Village, California, United States, United States
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DS
Dan Stridsberg
Colleague at One Capital Management, Llc
Los Angeles County, California, United States, United States
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JM
Jp Mabini, Cfp®, Ctfa
Colleague at One Capital Management, Llc
Newport Beach, California, United States, United States
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TT
Tammy Turner
Colleague at One Capital Management, Llc
Lompoc, California, United States, United States
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KV
Kaitlyn Voyce, Cfp®
Colleague at One Capital Management, Llc
Thousand Oaks, California, United States, United States
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SC
Steven Cowley, Cfa
Colleague at One Capital Management, Llc
Westlake Village, California, United States, United States
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GP
Garrett Palme
Colleague at One Capital Management, Llc
Costa Mesa, California, United States, United States
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NM
Nicholas Mcdonald
Colleague at One Capital Management, Llc
United States, United States
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SC
Sheila Cimini
Colleague at One Capital Management, Llc
United States, United States
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NA
Nik Axelsen
Colleague at One Capital Management, Llc
Westlake Village, California, United States, United States
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Quick answers generated from the profile data available on this page.
Laura Zimmerman, Cfa works for One Capital Management, LLC.
Laura Zimmerman, Cfa is listed as Director, Senior Portfolio Manager at One Capital Management, LLC at One Capital Management, LLC.
AeroLeads has found 1 work email signal at @onecapital.com for Laura Zimmerman, Cfa at One Capital Management, LLC.
AeroLeads has found 3 phone signal(s) with area code 805 for Laura Zimmerman, Cfa at One Capital Management, LLC.
Laura Zimmerman, Cfa is based in Los Angeles, California, United States while working with One Capital Management, LLC.
Laura Zimmerman, Cfa has worked for One Capital Management, Llc, Dalton Advisors, Payden & Rygel, and Prudential Global Funding.
Laura Zimmerman, Cfa's colleagues at One Capital Management, LLC include Mark Miller, Cpwa®, Dan Stridsberg, Jp Mabini, Cfp®, Ctfa, Tammy Turner, and Kaitlyn Voyce, Cfp®.
You can use AeroLeads to view verified contact signals for Laura Zimmerman, Cfa at One Capital Management, LLC, including work email, phone, and LinkedIn data when available.
Laura Zimmerman, Cfa holds Bachelor Of Science, Business from Lewis And Clark College.
Laura Zimmerman, Cfa is listed with skills including Portfolio Management, Financial Planning, and Private Wealth Management.
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