Investment Counselor, Private Wealth
Josefa Palma joined Fiera Capital in September of 2016 on the Private Wealth team. As an Investment Counselor, she works closely with high net worth individuals and families on their asset allocation and portfolio management. She provides daily oversight and management over clients’ portfolios and investment offerings (both internal and external) in equities, fixed income (investment grade and high yield), and private investments.
Prior to joining Fiera Capital, Ms. Palma worked at Legal & General Investment Management America, managing relationships for their institutional client base across fixed income, liability-driven investment strategies and equity index strategies. Ms. Palma also worked at Bank of America Merrill Lynch in the Fixed Income Capital Markets group, where she assisted in the origination, structuring and execution of investment grade debt transactions for corporate Fortune 500 companies.
Ms. Palma received her BS in Finance in 2010 from Lehigh University and her MBA from the University of Virginia’s Darden School of Business in 2015.
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