Marc Friezo
Gestore di Portafoglio-Azioni presso Flow State Investments LP
Posizioni attive di Marc Friezo
Società | Posizione | Inizio | Fine |
---|---|---|---|
Flow State Investments LP
Flow State Investments LP Investment ManagersFinance Flow State Investments LP is a hedge fund manager headquartered in Chicago, Illinois. The firm was founded by Joseph "Joe” Scoby and is owned by Joseph F. Scoby Revocable Trust. They provide investment advice to high-net-worth clients. | Gestore di Portafoglio-Azioni | 01/03/2023 | - |
Storia della carriera di Marc Friezo
Precedenti posizioni note di Marc Friezo
Società | Posizione | Inizio | Fine |
---|---|---|---|
Advent Capital Management LLC
Advent Capital Management LLC Investment ManagersFinance Advent Capital Management LLC (Advent) is a privately-owned, SEC-registered investment advisor headquartered in New York City. The firm was founded by Tracy V. Maitland in 1995 as a division of Utendahl Capital Management LP and became independent in 2001. They manage assets across several traditional and alternative strategies on behalf of both institutional investors and private clients. Advent is a signatory to the UN Principles for Responsible Investment (UNPRI) and supporter of the Task Force on Climate-Related Financial Disclosures (TCFD). | Portfolio Manager-Fixed Income | 01/10/2011 | 01/08/2022 |
Lydian Asset Management LP
Lydian Asset Management LP Investment ManagersFinance Founded by David C. Friezo in 1999, Lydian Asset Management LP is a hedge fund manager located in Westport, Connecticut. They manage the Lydian Partners II LP and the Lydian Global Opportunities Partners LP | Gestore di Portafoglio-Azioni | 30/09/2011 | 30/09/2011 |
Merrill Lynch & Co., Inc. | Corporate Officer/Principal | 30/11/2002 | 30/11/2002 |
McMahan Securities Co. LP
McMahan Securities Co. LP Investment Banks/BrokersFinance Founded in 1988, McMahan Securities Co. LP is a broker-dealer located in Greenwich, Connecticut. They uncover companies early in their growth curve and create new and substantial investment opportunities for their clients. They focus their research solely on companies issuing convertibles. The companies they follow are often young, strong, growing firms. They tend to be those in need of capital that are properly positioned in their markets. Sometimes, they are companies that are not well known or recognized, making it difficult for them to successfully market an initial fixed-income offering. Instead, they issue convertibles, which are attractive to purchasers for their ability to be converted into equity, allowing participation in the company's rapid growth. Strategically, they look for securities with favorable risk/reward characteristics, those with a limited downside risk but a real opportunity to participate in the upside if the stock moves positively. Convertible securities can achieve both fixed income and equity type returns. They are a member of the NASD and the SIPC. | Analyst-Equity | 31/12/1993 | 31/12/1993 |
Formazione di Marc Friezo
Texas Christian University | Undergraduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 7 |
Posizioni
Portfolio Manager-Equities | 2 |
Portfolio Manager-Fixed Income | 1 |
Corporate Officer/Principal | 1 |
Settori
Finance | 6 |
Consumer Services | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 5 |
---|---|
Advent Capital Management LLC
Advent Capital Management LLC Investment ManagersFinance Advent Capital Management LLC (Advent) is a privately-owned, SEC-registered investment advisor headquartered in New York City. The firm was founded by Tracy V. Maitland in 1995 as a division of Utendahl Capital Management LP and became independent in 2001. They manage assets across several traditional and alternative strategies on behalf of both institutional investors and private clients. Advent is a signatory to the UN Principles for Responsible Investment (UNPRI) and supporter of the Task Force on Climate-Related Financial Disclosures (TCFD). | Finance |
Lydian Asset Management LP
Lydian Asset Management LP Investment ManagersFinance Founded by David C. Friezo in 1999, Lydian Asset Management LP is a hedge fund manager located in Westport, Connecticut. They manage the Lydian Partners II LP and the Lydian Global Opportunities Partners LP | Finance |
Merrill Lynch & Co., Inc. | Finance |
McMahan Securities Co. LP
McMahan Securities Co. LP Investment Banks/BrokersFinance Founded in 1988, McMahan Securities Co. LP is a broker-dealer located in Greenwich, Connecticut. They uncover companies early in their growth curve and create new and substantial investment opportunities for their clients. They focus their research solely on companies issuing convertibles. The companies they follow are often young, strong, growing firms. They tend to be those in need of capital that are properly positioned in their markets. Sometimes, they are companies that are not well known or recognized, making it difficult for them to successfully market an initial fixed-income offering. Instead, they issue convertibles, which are attractive to purchasers for their ability to be converted into equity, allowing participation in the company's rapid growth. Strategically, they look for securities with favorable risk/reward characteristics, those with a limited downside risk but a real opportunity to participate in the upside if the stock moves positively. Convertible securities can achieve both fixed income and equity type returns. They are a member of the NASD and the SIPC. | Finance |
Flow State Investments LP
Flow State Investments LP Investment ManagersFinance Flow State Investments LP is a hedge fund manager headquartered in Chicago, Illinois. The firm was founded by Joseph "Joe” Scoby and is owned by Joseph F. Scoby Revocable Trust. They provide investment advice to high-net-worth clients. | Finance |
- Borsa valori
- Insiders
- Marc Friezo
- Esperienza