Barry D. Weiss
Portfolio Manager-Aktien bei Yorktown Management & Research Co., Inc.
Profil
Mr. Barry D.
Weiss, CFA, is a Portfolio Manager at Yorktown Management & Research Co., Inc.
Prior to joining Yorktown Funds, Mr. Weiss was a Senior Director and Global Head of Funds and Asset Manager Ratings in the Financial Institutions ratings group at Kroll Bond Rating Agency.
He has worked with several institutions including Standard & Poor’s and OppenheimerFunds Inc., the later of which he was responsible for making investment decisions and setting portfolio strategy for four individual funds.
Mr. Weiss earned a Bachelor of Science degree from the University of South Dakota, a Master of Fine Arts degree from Brooklyn College, and holds the Chartered Financial Analyst designation.
Aktive Positionen von Barry D. Weiss
Unternehmen | Position | Beginn |
---|---|---|
Yorktown Management & Research Co., Inc.
Yorktown Management & Research Co., Inc. Investment ManagersFinance Yorktown Management & Research Co., Inc. (Yorktown) is a registered investment advisor headquartered in Forest, Virginia. The firm was founded by David D. Basten in 1985. Yorktown provides investment advisory services to individuals, high net worth individuals, trusts, estates or charitable organizations, institutions, and Registered Investment Company. They also manage the Yorktown range of funds. | Portfolio Manager-Aktien | 01.03.2019 |
Ehemalige bekannte Positionen von Barry D. Weiss
Unternehmen | Position | Ende |
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Luminent Mortgage Capital, Inc.
Luminent Mortgage Capital, Inc. Real Estate Investment TrustsFinance Luminent Mortgage Capital, Inc. is a real estate investment trust, invests primarily in US agency and other highly-rated, single-family, adjustable-rate, hybrid adjustable-rate and fixed-rate mortgage-backed securities. Luminent Mortgage Capital was incorporated in April 2003 and is headquartered in San Francisco, CA. | Chief Investment Officer | 06.08.2009 |
OppenheimerFunds, Inc.
OppenheimerFunds, Inc. Investment ManagersFinance OppenheimerFunds, Inc. provides investment advice. The company was founded in 1959 and is headquartered in New York, NY. | Portfolio Manager-Fixed Income | 30.04.2008 |
Fitch Ratings, Inc.
Fitch Ratings, Inc. Investment ManagersFinance Fitch Ratings, Inc. is a global rating agency and investment research firm headquartered in New York City. The firm was founded by John Knowles in 1913 as Fitch Publishing Co. They are a subsidiary of Fitch Group, Inc., ultimately owned by The Hearst Family Trust. Fitch Ratings seeks to provide independent and prospective credit opinions, research and data to the world's credit markets. Their approach is based on a foundation of local market experience that covers capital markets in over 150 countries. The firm's ratings analysis and rating decisions are based on established criteria, methodologies and ratings definitions which they apply in a consistent manner. Fitch Ratings provides coverage of the following markets: Economics, Banks, Insurance, Sovereigns, Corporates, Structured Finance, Public Finance – International, Public Finance – US, Infrastructure & Project, and Finance. | Corporate Officer/Principal | 31.01.2002 |
Ausbildung von Barry D. Weiss
University of South Dakota | Undergraduate Degree |
City University of New York-York College | Graduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Private Unternehmen | 4 |
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OppenheimerFunds, Inc.
OppenheimerFunds, Inc. Investment ManagersFinance OppenheimerFunds, Inc. provides investment advice. The company was founded in 1959 and is headquartered in New York, NY. | Finance |
Fitch Ratings, Inc.
Fitch Ratings, Inc. Investment ManagersFinance Fitch Ratings, Inc. is a global rating agency and investment research firm headquartered in New York City. The firm was founded by John Knowles in 1913 as Fitch Publishing Co. They are a subsidiary of Fitch Group, Inc., ultimately owned by The Hearst Family Trust. Fitch Ratings seeks to provide independent and prospective credit opinions, research and data to the world's credit markets. Their approach is based on a foundation of local market experience that covers capital markets in over 150 countries. The firm's ratings analysis and rating decisions are based on established criteria, methodologies and ratings definitions which they apply in a consistent manner. Fitch Ratings provides coverage of the following markets: Economics, Banks, Insurance, Sovereigns, Corporates, Structured Finance, Public Finance – International, Public Finance – US, Infrastructure & Project, and Finance. | Finance |
Luminent Mortgage Capital, Inc.
Luminent Mortgage Capital, Inc. Real Estate Investment TrustsFinance Luminent Mortgage Capital, Inc. is a real estate investment trust, invests primarily in US agency and other highly-rated, single-family, adjustable-rate, hybrid adjustable-rate and fixed-rate mortgage-backed securities. Luminent Mortgage Capital was incorporated in April 2003 and is headquartered in San Francisco, CA. | Finance |
Yorktown Management & Research Co., Inc.
Yorktown Management & Research Co., Inc. Investment ManagersFinance Yorktown Management & Research Co., Inc. (Yorktown) is a registered investment advisor headquartered in Forest, Virginia. The firm was founded by David D. Basten in 1985. Yorktown provides investment advisory services to individuals, high net worth individuals, trusts, estates or charitable organizations, institutions, and Registered Investment Company. They also manage the Yorktown range of funds. | Finance |