Chip Norton
Managing Director - Fixed Income Strategies
- Role
- Managing Director - Fixed Income Strategies at Wasmer Schroeder
- Location
- Wilmington, DE, US
- LinkedIn followers
- 500 followers
Experience
Managing Director - Fixed Income Strategies
Jan 2009 — Present
Wasmer, Schroeder & Company (WSC) is an investment advisor, specializing in fixed income separate account portfolio management for high net worth individuals, wealth management groups and institutions, including foundations, banks, endowments and retirement plans. WSC has $8.70 billion in total assets under management as of 3/31/2018. The Firm works with advisors and clients to provide taxable and tax exempt fixed income portfolio solutions to meet their needs. The Firm’s corporate headquarters is in Naples, Florida, where the Tax Exempt Portfolio Management Team, Research, Client Services, Operations, IT, Accounting, Compliance, Marketing and Administration are located. Our Taxable Portfolio Management Team is located in Cleveland, Ohio. Client Relationship offices are located in Exton (Philadelphia area), Pennsylvania; New York, New York; and Portland, Oregon.
Education
University of Vermont
BS Finance
1978 — 1982
University of Vermont
B.S. Finance, Finance
1978 — 1982
Skills
- Investments
- Investment Strategies
- Alternative Investments
- Separately Managed Accounts
- Private Equity
- Financial Markets
- Client Services
- Portfolio Management
- Trading
- Investment Banking
- Wealth Management Services
- Bloomberg
- Series 63
- Due Diligence
- Bonds
- Hedge Funds
- Strategic Financial Planning
- Family Office
- Emerging Markets
- Wealth
- Asset Management
- Financial Advisory
- Derivatives
- Financial Analysis
- Equities
- Fixed Income
- Credit Analysis
- Wealth Management
- Equity Research
- Valuation
- High Net Worth Individuals
- Management
- Asset Allocation
- Mutual Funds
- Asset Managment
- Capital Markets
- Series 7
- Investment Advisory
- Institutional Investments
- Etfs
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