Melissa Segreto

Trading-Equity at

Hutchinson Capital Management

Finance

Consumer Services

Profile

Ms. Melissa Segreto is a Head Trader & Portfolio Administrator at Hutchinson Capital Management.
She has over 16 years of operations, investment reporting and client service experience, most recently with First Republic Investment Management in San Francisco, CA. Her current responsibilities include trading, portfolio administration and client service.
Prior to transitioning into investment advisory services in 2007, Ms. Segreto worked with a specialized equity transactions team at UBS Financial Services and Morgan Stanley in Santa Barbara, CA. She received her B.A. in Economics from the University of California, Santa Barbara.

Melissa Segreto active positions

Companies	Position	Start
Hutchinson Capital Management Hutchinson Capital Management Investment ManagersFinance HCM’s investment philosophy emphasizes capital preservation while providing competitive risk-adjusted returns. Their investment approach is characterized as a value style in that they source investment candidates among companies with stocks trading at a discount to intrinsic value. The firm typically invests in individual equity, fixed-income and cash equivalent marketable securities for separately managed accounts. Additionally, for certain accounts and at its discretion the firm also invests in exchange traded funds and mutual funds. Their decision to sell a portfolio holding generally occurs for several reasons; if the stock reaches their intrinsic value, they may sell all or a portion of it; if the position grows to become larger than 10% of their equity portfolio, they typically will reduce it. If conditions change, and the firm’s investment thesis proves invalid or impractical, they may sell it.	Trading-Equity	-

All active positions of Melissa Segreto

Former positions of Melissa Segreto

Companies	Position	End
UBS Financial Services, Inc. UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services' asset allocations are based on a proprietary methodology. In developing those allocations, the firm considers asset class risk and return results that are based on estimated forward-looking return and risk assumptions, as measured by standard deviation, which are based on UBS proprietary research. The development process includes a review of a variety of factors, including the return, risk, correlations and historical performance of various asset classes, inflation and risk premium.	Corporate Officer/Principal	-

See the detail of Melissa Segreto's experience

Training of Melissa Segreto

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

See the detail of Melissa Segreto's experience

Connections

1st degree connections

1st degree companies

Male

Female

Members of the board

Executives

See the personal network

Linked companies

Private companies	3
UBS Financial Services, Inc. UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services' asset allocations are based on a proprietary methodology. In developing those allocations, the firm considers asset class risk and return results that are based on estimated forward-looking return and risk assumptions, as measured by standard deviation, which are based on UBS proprietary research. The development process includes a review of a variety of factors, including the return, risk, correlations and historical performance of various asset classes, inflation and risk premium.	Finance
Hutchinson Capital Management Hutchinson Capital Management Investment ManagersFinance HCM’s investment philosophy emphasizes capital preservation while providing competitive risk-adjusted returns. Their investment approach is characterized as a value style in that they source investment candidates among companies with stocks trading at a discount to intrinsic value. The firm typically invests in individual equity, fixed-income and cash equivalent marketable securities for separately managed accounts. Additionally, for certain accounts and at its discretion the firm also invests in exchange traded funds and mutual funds. Their decision to sell a portfolio holding generally occurs for several reasons; if the stock reaches their intrinsic value, they may sell all or a portion of it; if the position grows to become larger than 10% of their equity portfolio, they typically will reduce it. If conditions change, and the firm’s investment thesis proves invalid or impractical, they may sell it.	Finance
University of California, Santa Barbara University of California, Santa Barbara Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services