Natalie Perna Adler
Investment Committee Member at StoneRidge PMG Advisors LLC
Profile
Ms. Natalie P.
Adler is a Senior Portfolio Manager & Partner at StoneRidge PMG Advisors LLC.
She is a member of the Investment Policy Committee at StoneRidge PMG Advisors, LLC.
She is responsible for trade execution and trade allocation.
She also oversees the firm’s investment operations process including account administration and client services.
Previously, Ms. Adler was a Principal, Fixed Income Trader and Chief Compliance Officer at PMG Advisors LLC from 1996 through July of 2015, when it became StoneRidge PMG Advisors.
Prior to the founding of PMG Advisors, she was the Fixed Income Trader for Cashman, Farrell and Associates for five years.
Prior to joining Cashman and Farrell, she gained investment experience while working with various investment institutions in the Philadelphia area.
She is a graduate of Temple University.
Natalie Perna Adler active positions
Companies | Position | Start |
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StoneRidge PMG Advisors LLC
StoneRidge PMG Advisors LLC Investment ManagersFinance StoneRidge PMG Advisors LLC (StoneRidge PMG) is a registered investment adviser headquartered in Radnor, Pennsylvania. The firm was founded by Philip N. Gitler as PMG Advisors LLC in 1996 and is currently owned by Beltraith Capital LLC. StoneRidge PMG offers fixed income investment management solutions to institutional clients including public funds, pension plans, Taft-Hartley plans, endowments & foundations. The firm is focused to provide customized fixed income solutions for public entities, retirement plans, and corporations. | Investment Committee Member | 1995-12-31 |
Training of Natalie Perna Adler
Temple University (Pennsylvania) | Undergraduate Degree |
Experiences
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Female
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Linked companies
Private companies | 1 |
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StoneRidge PMG Advisors LLC
StoneRidge PMG Advisors LLC Investment ManagersFinance StoneRidge PMG Advisors LLC (StoneRidge PMG) is a registered investment adviser headquartered in Radnor, Pennsylvania. The firm was founded by Philip N. Gitler as PMG Advisors LLC in 1996 and is currently owned by Beltraith Capital LLC. StoneRidge PMG offers fixed income investment management solutions to institutional clients including public funds, pension plans, Taft-Hartley plans, endowments & foundations. The firm is focused to provide customized fixed income solutions for public entities, retirement plans, and corporations. | Finance |
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