David Michael Bugajski
Analyst-Equity bei Elizabeth Park Capital Advisors Ltd.
Profil
Mr. David M.
Bugajski is a Senior Research Analyst at Elizabeth Park Capital Advisors Ltd.
He brings over 25 years’ experience covering banks and other financial services companies.
His nuanced, hands-on approach allows him to identify innovative investment opportunities dedicated to the banking and financial industry.
His distinguished career spans three decades, navigating institutional and national events, various economic environments, and secular financial trends.
His curated process to risk analysis/management and uncompromising commitment to put clients’ interests first is what sets him apart in a variable and effusive industry.
Prior to joining the EPCM team, he was the Managing Director of Financial Services at DISCERN.
Prior to this, David was an Equity Portfolio Manager for Pyramus Global Advisors, where he was dedicated to banks and thrifts.
Before this, he was a Senior Equity Research Bank Analyst for Credit Suisse Asset Management.
In addition, David notably served as a Senior Equity Research Analyst for Alger immediately after September 11th, in a dedicated effort to stabilize and rebuild the firm’s investment process.
Earlier in his career, he was the Director of Research for Invesco US.
He received his BBA in Finance and Marketing from the University of Michigan.
He earned his MBA in Finance at the University of Pittsburgh, Joseph M.
Katz Graduate School of Business.
Aktive Positionen von David Michael Bugajski
Unternehmen | Position | Beginn |
---|---|---|
Elizabeth Park Capital Advisors Ltd.
Elizabeth Park Capital Advisors Ltd. Investment ManagersFinance Elizabeth Park Capital Management Ltd. (EPCM) is an independent, and privately held bank-specific alternative asset manager headquartered in Pepper Pike, Ohio. The firm was founded in 2008 by Fred Cummings. EPCM provides discretionary investment advisory services to pooled investment vehicles and separately managed accounts. | Analyst-Equity | 01.05.2014 |
Ehemalige bekannte Positionen von David Michael Bugajski
Unternehmen | Position | Ende |
---|---|---|
DISCERN Investment Analytics, Inc.
DISCERN Investment Analytics, Inc. Investment ManagersFinance Founded in 2008, DISCERN Investment Analytics, Inc. is an independent investment research firm located in San Francisco, California. The firm's provides technology-enabled investment research for professional fund managers. DISCERN's research is developed using external experts, information analytics tools and proprietary data streams. They seek to identify trends and investment opportunities in emerging markets just over the long-term horizon. DISCERN partners with a variety of external experts, data service companies and financial technology providers and employs a variety of fundamental and quantitative sources of proprietary global information. The firm's partners include: AlphaTheory, Altos Research, Monvia and Summit View Partners. | Analyst-Equity | 01.04.2014 |
FIAM LLC
FIAM LLC Investment ManagersFinance FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. They also sub-advice funds or accounts for affiliated advisers and unaffiliated advisers. | Corporate Officer/Principal | 31.12.2008 |
Credit Suisse Asset Management LLC
Credit Suisse Asset Management LLC Investment ManagersFinance Founded in 1999, Credit Suisse Asset Management LLC (CSAM) is a registered investment advisor headquartered in New York City. The firm is an indirect wholly-owned subsidiary of Credit Suisse Group AG (NYSE: CS), a publicly owned foreign bank holding company based in Switzerland. | Analyst-Equity | 31.12.2005 |
Fred Alger Management LLC
Fred Alger Management LLC Investment ManagersFinance Fred Alger Management LLC (FAM) is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm is wholly-owned by Alger Group Holdings LLC, which in turn is wholly-owned by Alger Associates, Inc. Founded in 1964, FAM provides both discretionary and non-discretionary investment advisory services to institutional investors through separate accounts, US and foreign registered and privately offered funds, as well as through a third-party sponsored bank collective investment trust; and to retail investors through wrap programs and US and foreign registered pooled investment vehicles. | Corporate Officer/Principal | - |
HSBC HOLDINGS PLC | Corporate Officer/Principal | - |
Ausbildung von David Michael Bugajski
University of Pittsburgh | Masters Business Admin |
University of Michigan | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Börsennotierte Unternehmen | 2 |
---|---|
HSBC HOLDINGS PLC | Finance |
INVESCO PLC (CAN) | Finance |
Private Unternehmen | 6 |
---|---|
Fred Alger Management LLC
Fred Alger Management LLC Investment ManagersFinance Fred Alger Management LLC (FAM) is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm is wholly-owned by Alger Group Holdings LLC, which in turn is wholly-owned by Alger Associates, Inc. Founded in 1964, FAM provides both discretionary and non-discretionary investment advisory services to institutional investors through separate accounts, US and foreign registered and privately offered funds, as well as through a third-party sponsored bank collective investment trust; and to retail investors through wrap programs and US and foreign registered pooled investment vehicles. | Finance |
Credit Suisse Asset Management LLC
Credit Suisse Asset Management LLC Investment ManagersFinance Founded in 1999, Credit Suisse Asset Management LLC (CSAM) is a registered investment advisor headquartered in New York City. The firm is an indirect wholly-owned subsidiary of Credit Suisse Group AG (NYSE: CS), a publicly owned foreign bank holding company based in Switzerland. | Finance |
FIAM LLC
FIAM LLC Investment ManagersFinance FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. They also sub-advice funds or accounts for affiliated advisers and unaffiliated advisers. | Finance |
FMR LLC
FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Finance |
DISCERN Investment Analytics, Inc.
DISCERN Investment Analytics, Inc. Investment ManagersFinance Founded in 2008, DISCERN Investment Analytics, Inc. is an independent investment research firm located in San Francisco, California. The firm's provides technology-enabled investment research for professional fund managers. DISCERN's research is developed using external experts, information analytics tools and proprietary data streams. They seek to identify trends and investment opportunities in emerging markets just over the long-term horizon. DISCERN partners with a variety of external experts, data service companies and financial technology providers and employs a variety of fundamental and quantitative sources of proprietary global information. The firm's partners include: AlphaTheory, Altos Research, Monvia and Summit View Partners. | Finance |
Elizabeth Park Capital Advisors Ltd.
Elizabeth Park Capital Advisors Ltd. Investment ManagersFinance Elizabeth Park Capital Management Ltd. (EPCM) is an independent, and privately held bank-specific alternative asset manager headquartered in Pepper Pike, Ohio. The firm was founded in 2008 by Fred Cummings. EPCM provides discretionary investment advisory services to pooled investment vehicles and separately managed accounts. | Finance |