Profilo
Mr. Rossen joined AZA Capital Management in 2008.
He began his career in 1960 with Charles Parcells, one of the very first to approach investors with a “managed money” approach rather the “stock of the day ” tactics that dominated the 1950s and 1960s.
He later joined Bache & Co., where he became one of the most successful institutional investment management consultants.
There he co-found the Investment Management Services Department in 1972.
In 1994, he moved his business to Morgan Stanley, where he became a Senior Vice President and later an Advisor in the Global Wealth Management Group.
Mr. Rossen is one of the true pioneers in the investment management business.
Just one of his many achievements was the co-founding of the Investment Management Consultants Association (IMCA), which is now the governing body of all professional investment consultants and the entity that controls the CIMA certification.
Precedenti posizioni note di Hal F. Rossen
| Società | Posizione | Fine |
|---|---|---|
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
| MORGAN STANLEY | Corporate Officer/Principal | - |
Bache Capital Management, Inc.
Bache Capital Management, Inc. Investment ManagersFinance Bache Capital aims to maximize growth and minimize risk of their client’s wealth. The firm achieves their above average risk adjusted performance by investing primarily in industry leaders less likely to show wide fluctuations through a market cycle. Bache Capital diversifies client portfolios among common stock, preferred stock, corporate and municipal bonds and cash equivalents. They implement a value-oriented and diversified strategy in choosing equities (common stock) and adopt a “laddered” approach to fixed income securities (bonds). | Corporate Officer/Principal | - |
Insight 2811, Inc.
Insight 2811, Inc. Investment ManagersFinance AZA specializes in building custom portfolios designed to adjust to changing market conditions. The firm strives to help long-term investors stay within their comfort zone while pursuing opportunities as markets cycle up and down. AZA employs quantitative analysis and qualitative research of the US and global economies, financial stress indicators, market valuations and trends, and various types of securities when formulating investment advice and managing assets. Portfolios are generally tailored to a client's personal goals, investment objectives, risk tolerance, and financial circumstances. | Gestore di Portafoglio-Azioni | - |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Società collegate
| Aziende private | 4 |
|---|---|
Morgan Stanley
Morgan Stanley Investment ManagersFinance Provides wealth and asset management, trading & investment banking services | Finance |
Insight 2811, Inc.
Insight 2811, Inc. Investment ManagersFinance AZA specializes in building custom portfolios designed to adjust to changing market conditions. The firm strives to help long-term investors stay within their comfort zone while pursuing opportunities as markets cycle up and down. AZA employs quantitative analysis and qualitative research of the US and global economies, financial stress indicators, market valuations and trends, and various types of securities when formulating investment advice and managing assets. Portfolios are generally tailored to a client's personal goals, investment objectives, risk tolerance, and financial circumstances. | Finance |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Bache Capital Management, Inc.
Bache Capital Management, Inc. Investment ManagersFinance Bache Capital aims to maximize growth and minimize risk of their client’s wealth. The firm achieves their above average risk adjusted performance by investing primarily in industry leaders less likely to show wide fluctuations through a market cycle. Bache Capital diversifies client portfolios among common stock, preferred stock, corporate and municipal bonds and cash equivalents. They implement a value-oriented and diversified strategy in choosing equities (common stock) and adopt a “laddered” approach to fixed income securities (bonds). | Finance |
















