Portfolio Manager
CurrentPortfolio manager for Palms insurance investment portfolio - NextEra Energy subsidiary
Please complete the CAPTCHA to continue
@swankcapital.com
✓
3 phones found area 214
✓
LinkedIn matched
A concise factual answer block for searchers comparing this professional profile.
Paul Euseppi is listed as Portfolio Manager (Investments) - Palms Insurance (NextEra Energy) at Palms Insurance, based in North Palm Beach, Florida, United States. AeroLeads shows a work email signal at swankcapital.com, phone signal with area code 214, and a matched LinkedIn profile for Paul Euseppi.
Paul Euseppi previously worked as Portfolio Manager at Palms Insurance and Nextera Energy Investments at Nextera Energy, Inc.. Paul Euseppi holds Bba, Finance from The University Of Texas At Austin.
This section adds company-level context without repeating Paul Euseppi's masked contact details.
AeroLeads found 1 current-domain work email signal for Paul Euseppi. Compare company email patterns before reaching out.
Paul Euseppi is a Portfolio Manager (Investments) - Palms Insurance (NextEra Energy) at Palms Insurance. He possess expertise in auditing, financial advisory, renewable energy systems, consulting, equity valuation and 24 more skills.
Listed skills include Auditing, Financial Advisory, Renewable Energy Systems, Consulting, and 25 others.
Company context helps verify the profile and gives searchers a useful next step.
A career timeline built from the work history available for this profile.
Juno Beach, Florida, Us
Portfolio manager for Palms insurance investment portfolio - NextEra Energy subsidiary
Dallas, Tx, Us
• Evaluate and analyze new investments within midstream and renewable energy sectors• Perform in depth industry and market research, investment analysis and valuation
Dallas, Texas, Us
- Part of three person portfolio team managing over $3 billion in fund assets- Responsible for investment analysis, stock selection and capital allocation for several firm investment funds while maintaining the overall firm specific investment strategy over time- Perform detailed bottom-up company financial modeling, analysis, and forecasting- Analyze company financial condition, margins, operating leverage, growth initiatives and sensitivity to different economic cycles- Produce and support continual new investment idea generation- Responsible for marketing materials, internal and external strategy communication and quarterly letters- Manage client relationships and conduct quarterly presentations to executive management, board of directors, financial advisors and institutional clientsDescription of Funds Managed Cushing Global Clean Equity Strategy- Responsible for creation, initial start-up and launch of the Strategy- Global equity long-only strategy investing in companies leading the disruption and transition to a low-carbon economy - Includes companies in clean energy, transportation, infrastructure, water and waste sectors- Prepared, outlined and presented specific investment philosophy, strategy and discipline to managing partners and potential investors- Currently available in separately managed account (SMA) and mutual fund format Cushing Institutional Midstream Energy Strategy - Long-only strategy investing in the public equity of midstream energy companies- Clients include pensions, endowments and high net worth individuals- Co-Lead Portfolio Manager since January 2019Cushing MLP & Infrastructure Total Return Fund- Closed-end levered fund investing in public equity and fixed income securities with a focus on midstream energy and other infrastructure sectors including utilities, refineries, chemical, mineral and renewable energy yield companies
Dallas, Texas, Us
Perform valuation analysis to determine upside/downside across research coverage Responsible for company specific buy and sell decisions based on research and analysisParticipate in forming overall fundamental macro views of each midstream sub-sector and overall energy industry
Dallas, Texas, Us
Primary research coverage includes large-cap diversified, crude oil transportation & storage, natural gas transportation and gathering and processing sectorsPerform detailed bottoms-up financial analysis and modeling to analyze midstream company financial condition, ability to grow and sustain dividends and distributions, and commodity price sensitivity of cash flowsCommunicate extensively with company management and advisory consultantsCreate marketing materials showing different asset class comparisons, midstream growth potential and fund performance
New York, New York, Us
Conducted in-depth financial modeling exercises to analyze LBO’s, IPO’s,mergers, and MLP drop-downs Broad range of E&P, MLP, and OFS experience with substantive work in each sectorValued public and private companies utilizing public comparable, precedent transaction and discounted cash flow analysis techniquesPrepared detailed presentations for firms across the energy space, including oil service, integrated, exploration and production and midstream clients
Gb
Transaction Services – Senior AssociatePerformed financial due diligence for M&A and mezzanine debt transactions ranging from $30mm to $2bn Advised on 8 transactions worth over $5bn for energy, automotive, and manufacturing companiesConducted financial statement analysis to determine recurring EBITDA, earnings, and working capital levels Communicated with all levels of company management and officers concerning critical deal issues.
Us
Full time internship for a Sprint PCS affiliate Worked closely with head of investor relations and other members of senior managementAssisted in company marketing presentations, reports for senior management, preparation and accuracy of quarterly reports, and public earnings transcripts Summarized and reviewed sell side analyst financial models and research for accuracy Attended internal finance and capital markets meetings, investor marketing presentations and roadshow events
Quick answers generated from the profile data available on this page.
Paul Euseppi works for Palms Insurance.
Paul Euseppi is listed as Portfolio Manager (Investments) - Palms Insurance (NextEra Energy) at Palms Insurance.
AeroLeads has found 1 work email signal at @swankcapital.com for Paul Euseppi at Palms Insurance.
AeroLeads has found 3 phone signal(s) with area code 214 for Paul Euseppi at Palms Insurance.
Paul Euseppi is based in North Palm Beach, Florida, United States while working with Palms Insurance.
Paul Euseppi has worked for Palms Insurance, Nextera Energy, Inc., Stronghold Resource Partners, Cushing Asset Management, Lp, and Citi.
You can use AeroLeads to view verified contact signals for Paul Euseppi at Palms Insurance, including work email, phone, and LinkedIn data when available.
Paul Euseppi holds Bba, Finance from The University Of Texas At Austin.
Paul Euseppi is listed with skills including Auditing, Financial Advisory, Renewable Energy Systems, Consulting, Equity Valuation, Accounting, Solar Energy, and Corporate Finance.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial Search contacts