Overview

I’ve spent a lifetime managing money for the most demanding and sophisticated clients—including one of the largest US endowments and some of the most celebrated value investors. I've been a guest lecturer at Columbia Business School's legendary value investing course. I’ve been tested through the financial crisis and have a track record of consistent outperformance, low volatility, and loss limitation.

I am now looking to acquire at least $100,000,000 in assets under management. Any transaction will be structured and consummated with enormous sensitivity to your needs and those of your clients. I will be joining First Manhattan ($21 billion under management) and, if it is helpful, the senior leadership of First Manhattan will join on a call with you.

If it is an appropriate time to consider monetizing what you've spent your career building, exploratory discussions are welcomed.

Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred
Resources
Loading...