Profile
Ms. Carolyn M.
Margiotti, CFA MBA, is a Portfolio Analyst at Boston Partners Global Investors, Inc. She has extensive experience with all of the firm’s strategies.
Ms. Margiotti also serves as a member of the relationship management team managing a number of the firm’s key relationships and has over 28 years of industry experience.
Prior to joining the firm in 2005, Ms. Margiotti was the manager of investments for PG&E Corporation where she managed over $12 billion in pension, 401(k) and taxable trust assets.
Her primary responsibilities included strategic asset allocation, investment strategy recommendations and investment manager selection and oversight.
Ms. Margiotti is a former member of the Financial Women of San Francisco, served as Scholarship Committee team leader for many years.
She has been an adjunct professor at the University of San Francisco and an instructor for the CFA review program.
Ms. Margiotti holds a B.S.
degree in industrial management and finance from Purdue University and an M.B.A.
degree from the McLaren School of Business at the University of San Francisco.
She holds the Chartered Financial Analyst designation, FINRA licenses 7 and 63.
Former positions of Carolyn Marie Margiotti
Companies | Position | End |
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Boston Partners Global Investors, Inc.
Boston Partners Global Investors, Inc. Investment ManagersFinance Boston Partners Global Investors, Inc. (Boston Partners) is a SEC-registered investment advisor headquartered in Boston, Massachusetts with offices in New York, London, Los Angeles and Greenbrae, California. Formerly known as Robeco Investment Management, Inc., the firm was founded by Mark Donovan, Robert Jones, Harry Rosenbluth, and Paul Heathwood in 1995 as Robeco USA, Inc. They are a wholly-owned subsidiary of OCE US Holding, Inc., ultimately held by ORIX Corp. (TYO: 8591, NYSE: IX), a Tokyo-based international financial services company established in 1964. Boston Partners provides value equity investment products to individual and institutional clients. | Analyst-Equity | 01/03/2023 |
Training of Carolyn Marie Margiotti
Purdue University | Undergraduate Degree |
University of San Francisco | Masters Business Admin |
Experiences
Positions held
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Inactive
Listed companies
Private companies
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1st degree connections
1st degree companies
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Members of the board
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Linked companies
Private companies | 1 |
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Boston Partners Global Investors, Inc.
Boston Partners Global Investors, Inc. Investment ManagersFinance Boston Partners Global Investors, Inc. (Boston Partners) is a SEC-registered investment advisor headquartered in Boston, Massachusetts with offices in New York, London, Los Angeles and Greenbrae, California. Formerly known as Robeco Investment Management, Inc., the firm was founded by Mark Donovan, Robert Jones, Harry Rosenbluth, and Paul Heathwood in 1995 as Robeco USA, Inc. They are a wholly-owned subsidiary of OCE US Holding, Inc., ultimately held by ORIX Corp. (TYO: 8591, NYSE: IX), a Tokyo-based international financial services company established in 1964. Boston Partners provides value equity investment products to individual and institutional clients. | Finance |
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