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Josefa Alicia Palma

Fiera Capital Inc.

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About Josefa Alicia Palma

Josefa Alicia Palma is a Vice President at Fiera Capital Inc. Josefa has over 10 years of experience in the financial industry and has worked for several prominent firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated and BANC OF AMERICA SECURITIES LLC. Josefa is registered as an Investment Advisor Representative in the state of New York. Josefa specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.

Firm Information

Josefa Palma is currently registered with Fiera Capital Inc.. Fiera Capital Inc. is an investment advisor headquartered in NEW YORK, NY with 13 investment advisor representatives and 16 registered representatives. The firm manages approximately $21,425,823,296 in regulatory assets under management for a variety of clients, including high-net-worth individuals, corporations, and pooled investment vehicles. Fiera Capital offers portfolio management services, including selection of other advisors. The firm also participates in wrap fee programs.
Fiera Capital Inc.

375 PARK AVENUE

NEW YORK, NY 10152

$21.43B

Assets Under Management

60

Total Clients

10

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Josefa Palma’s Registration & Firm History

NY

08/17/2021 - Present

Fiera Capital Inc. (NEW YORK NY)

NY

07/11/2018 - 12/31/2023

FORESIDE FUND SERVICES, LLC (New York NY)

NY

11/01/2010 - 07/02/2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

NY

09/06/2010 - 11/01/2010

BANC OF AMERICA SECURITIES LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 05/04/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/11/2018

Series 7 - General Securities Representative Examination

BC

Issued 09/03/2010

Series 79 - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Josefa Alicia Palma.
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