David Maurice Masten Montero-Rosen
Gründer bei The Graham & Dodd Fund LLC
Profil
Mr. David M.
Montero-Rosen is a Chief Investment Officer & Portfolio Manager at The Graham & Dodd Fund LLC.
He oversees the firm’s investment activities, determining where to focus the firm’s efforts and directing the firm’s activities according to areas of opportunity.
He is responsible for the investment selection, fundamental analysis and portfolio management as the Chairman, Chief Investment Officer and a Founding Member of the firm.
Mr. Montero-Rosen was previously employed as a Managing Director by Bear, Stearns & Co., Inc., a Senior Vice President by Dillon, Read & Co., Inc., by RD Smith & Co and by Kidder Peabody, a Vice President by Lazard Freres & Co. LLC (Broker).
and by Fahnestock & Co., Inc., and a Senior Financial Analyst by CBS, Inc.
He is an Honours Graduate with a BSc.
in Economics from The London School of Economics and Political Science and an M.B.A.
in Finance from the Stern School of Business at New York University.
Aktive Positionen von David Maurice Masten Montero-Rosen
| Unternehmen | Position | Beginn |
|---|---|---|
The Graham & Dodd Fund LLC
 The Graham & Dodd Fund LLC Investment ManagersFinance The Graham & Dodd Fund LLC (GDF) is an independent institutional asset management firm headquartered in New York City. The firm was founded by David Montero-Rosen in 2003. GDF provides investment advice to individual and institutional clients. | Gründer | 01.01.2003 |
Ehemalige bekannte Positionen von David Maurice Masten Montero-Rosen
| Unternehmen | Position | Ende |
|---|---|---|
Bear, Stearns & Co., Inc.
 Bear, Stearns & Co., Inc. Investment Banks/BrokersFinance Bear, Stearns & Co., Inc. is a global investment banking, securities trading and brokerage firm located in New York City with additional offices in Dallas, Boston and San Francisco. The firm is a subsidiary Bear Sterns Cos., Inc. (NYSE: BSC). Their equity research team consists of senior analysts located throughout the world. In addition to domestic coverage, they have research teams focusing on Latin America, Asia and Europe. The analysts use a bottom-up approach to stock selection. The Bear Stearns fixed-income research department provides coverage of every sector of the fixed-income universe. The financial analytics and structured transactions group (F.A.S.T) provides investment research, fixed-income portfolio management and analytical systems, trading technology and general financial expertise. The group also provides a broad range of services to financial institutions including asset-liability management, balance sheet restructuring, receivables-based financing analysis, security and portfolio analysis, peer analysis, and historical and real-time market-based information. | Corporate Officer/Principal | 31.12.2000 |
| Dillon, Read & Co., Inc. | Corporate Officer/Principal | 31.12.1996 |
| Kidder Peabody | Corporate Officer/Principal | 31.12.1994 |
| Lazard Freres & Co. LLC (Broker) | Corporate Officer/Principal | 31.12.1990 |
| RD Smith & Co. | Corporate Officer/Principal | 31.12.1989 |
Ausbildung von David Maurice Masten Montero-Rosen
| London School of Economics & Political Science | Undergraduate Degree |
| New York University | Masters Business Admin |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 8 |
|---|---|
The Graham & Dodd Fund LLC
The Graham & Dodd Fund LLC Investment ManagersFinance The Graham & Dodd Fund LLC (GDF) is an independent institutional asset management firm headquartered in New York City. The firm was founded by David Montero-Rosen in 2003. GDF provides investment advice to individual and institutional clients. | Finance |
| CBS, Inc. | Consumer Services |
Oppenheimer & Co., Inc.
 Oppenheimer & Co., Inc. Investment ManagersFinance Oppenheimer & Co., Inc. provides security brokerage services. It also offers investment banking and advice to high net worth investors, individuals, businesses and institutions. The company is headquartered in New York, NY. | Finance |
| RD Smith & Co. | |
| Lazard Freres & Co. LLC (Broker) | Finance |
| Kidder Peabody | Finance |
| Dillon, Read & Co., Inc. | Finance |
Bear, Stearns & Co., Inc.
Bear, Stearns & Co., Inc. Investment Banks/BrokersFinance Bear, Stearns & Co., Inc. is a global investment banking, securities trading and brokerage firm located in New York City with additional offices in Dallas, Boston and San Francisco. The firm is a subsidiary Bear Sterns Cos., Inc. (NYSE: BSC). Their equity research team consists of senior analysts located throughout the world. In addition to domestic coverage, they have research teams focusing on Latin America, Asia and Europe. The analysts use a bottom-up approach to stock selection. The Bear Stearns fixed-income research department provides coverage of every sector of the fixed-income universe. The financial analytics and structured transactions group (F.A.S.T) provides investment research, fixed-income portfolio management and analytical systems, trading technology and general financial expertise. The group also provides a broad range of services to financial institutions including asset-liability management, balance sheet restructuring, receivables-based financing analysis, security and portfolio analysis, peer analysis, and historical and real-time market-based information. | Finance |
