Bradford Stone - Flaherty Crumrine Chief Financial Officer, Vice President, Treasurer
| PFO Fund | USD 9.19 0.05 0.55% |
Mr. Bradford S. Stone is Chief Financial Officer, Vice President, Treasurer of Flaherty Crumrine Preferred Income Opportunity Fund Incorporated. He was Portfolio Manager of Flaherty Crumrine Executive Vice President of Flaherty Crumrine since September 2014 Vice President of Flaherty Crumrine until September 2014.
| Age | 60 |
| Tenure | 8 years |
| Phone | 626-795-7300 |
| Web | https://www.preferredincome.com/pfo.htm |
Bradford Stone Latest Insider Activity
Tracking and analyzing the buying and selling activities of Bradford Stone against Flaherty Crumrine fund is an integral part of due diligence when investing in Flaherty Crumrine. Bradford Stone insider activity provides valuable insight into whether Flaherty Crumrine is net buyers or sellers over its current business cycle. Note, Flaherty Crumrine insiders must abide by specific rules, including filing SEC forms every time they buy or sell Flaherty Crumrine'sshares to prevent insider trading or benefiting illegally from material non-public information that their positions give them access to.
Bradford Stone over two months ago Acquisition by Bradford Stone of 2500 shares of Flaherty at 19.5 subject to Rule 16b-3 | ||
Bradford Stone over six months ago Acquisition by Bradford Stone of 2400 shares of Flaherty at 20.376 subject to Rule 16b-3 | ||
Bradford Stone over six months ago Insider Trading |
Flaherty Crumrine Management Performance (%)
The company has Return on Asset of 3.12 % which means that on every $100 spent on assets, it made $3.12 of profit. This is considered to be average in the sector. In the same way, it shows a return on shareholders' equity (ROE) of (10.22) %, meaning that it generated no profit with money invested by stockholders. Flaherty Crumrine's management efficiency ratios could be used to measure how well Flaherty Crumrine manages its routine affairs as well as how well it operates its assets and liabilities.Similar Money Managers
| Found 13 records | One Year Return | ||
| Brian Kerrane | Neuberger Berman IMF | 50 | |
| Claudia Brandon | Neuberger Berman IMF | 63 | |
| Anthony Maltese | Neuberger Berman IMF | 60 | |
| Chad Conwell | Flaherty Crumrine Preferredome | 47 | |
| Andrew Arnott | John Hancock Preferred | 49 | |
| Chad Conwell | Flaherty and Crumrine | 47 | |
| Andrew Arnott | John Hancock Tax | 49 | |
| Chad Conwell | Flaherty Crumrine Preferred | 47 | |
| Agnes Diaz | Neuberger Berman IMF | 48 | |
| Andrew Arnott | John Hancock Preferred | 49 | |
| Owen McEntee | Neuberger Berman IMF | 58 | |
| Karen Regan | Credit Suisse High | 56 | |
| Andrew Arnott | John Hancock Preferred | 49 | |
Management Performance
| Return On Equity | -10.22 | ||||
| Return On Asset | 3.12 |
Flaherty Crumrine Leadership Team
Elected by the shareholders, the Flaherty Crumrine's board of directors comprises two types of representatives: Flaherty Crumrine inside directors who are chosen from within the company, and outside directors, selected externally and held independent of Flaherty. The board's role is to monitor Flaherty Crumrine's management team and ensure that shareholders' interests are well served. Flaherty Crumrine's inside directors are responsible for reviewing and approving budgets prepared by upper management to implement core corporate initiatives and projects. On the other hand, Flaherty Crumrine's outside directors are responsible for providing unbiased perspectives on the board's policies.
| Bradford Stone, Chief Financial Officer, Vice President, Treasurer | ||
| Morgan Gust, Lead Independent Director | ||
| Linda Puchalski, Assistant Treasurer | ||
| Chad Conwell, Vice President Chief Compliance Officer, Secretary | ||
| Karen Hogan, Independent Director | ||
| Roger Ko, Assistant Treasurer | ||
| Laurie Lodolo, Assistant Compliance Officer, Assistant Secretary, Assistant Treasurer, Secretary of Flaherty and Crumrine Incorporated, Assistant Compliance Officer of Flaherty and Crumrine Incorporated and Account Administrator of Flaherty and Crumrine Incorporated | ||
| R Chadwick, Independent Chairman of the Board, Chief Executive Officer President, | ||
| David Gale, Independent Director |
Flaherty Fund Performance Indicators
The ability to make a profit is the ultimate goal of any investor. But to identify the right fund is not an easy task. Is Flaherty Crumrine a good investment? Although profit is still the single most important financial element of any organization, multiple performance indicators can help investors identify the equity that they will appreciate over time.
| Return On Equity | -10.22 | ||||
| Return On Asset | 3.12 | ||||
| Profit Margin | (112.67) % | ||||
| Operating Margin | 85.24 % | ||||
| Current Valuation | 193.81 M | ||||
| Shares Outstanding | 12.81 M | ||||
| Shares Owned By Institutions | 8.35 % | ||||
| Number Of Shares Shorted | 25.21 K | ||||
| Price To Earning | 10.35 X | ||||
| Price To Book | 0.77 X |
Other Information on Investing in Flaherty Fund
Flaherty Crumrine financial ratios help investors to determine whether Flaherty Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Flaherty with respect to the benefits of owning Flaherty Crumrine security.
| Watchlist Optimization Optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm | |
| Financial Widgets Easily integrated Macroaxis content with over 30 different plug-and-play financial widgets | |
| Portfolio Suggestion Get suggestions outside of your existing asset allocation including your own model portfolios | |
| FinTech Suite Use AI to screen and filter profitable investment opportunities |