Neal Epstein

Analyst-Festverzinsliche Wertpapiere bei

Moody's Investors Service, Inc.

Finance

Consumer Services

Commercial Services

Profil

Neal M.
Epstein is Vice President & Senior Credit Officer at Moody's Investors Service, Inc. since 2011.
Former roles include Managing Director at Avatar Associates, Managing Director at Overture Asset Managers LLC in 2005, Managing Director at Proctor Investment Managers LLC in 2011, Principal at Morgan Stanley, Senior Financial Services Consultant at NewRiver, Inc., Principal at HSBC Bank USA, NA, and Vice President at Putnam Lovell NBF Securities in 2001.
Education includes an MBA from the University of Virginia in 1989, graduate studies at The Trustees of Columbia University in The City of New York in 1983, and undergraduate studies at Swarthmore College in 1981.

Aktive Positionen von Neal Epstein

Unternehmen	Position	Beginn
Moody's Investors Service, Inc. Moody's Investors Service, Inc. Investment ManagersFinance Provides investment research	Analyst-Festverzinsliche Wertpapiere	01.05.2011

Alle aktiven Positionen von Neal Epstein

Ehemalige bekannte Positionen von Neal Epstein

Unternehmen	Position	Ende
Proctor Investment Managers LLC	Corporate Officer/Principal	30.04.2011
Avatar Associates Avatar Associates Investment ManagersFinance Momentum Investment Partners' product offerings include overlay, managed 401k, balanced, defensive equity and core equity. The firm customizes their products to meet individual client objectives using a process that employs quantitative, top-down, macroeconomic models. Their asset allocation model is a carefully calibrated, objective measure of economic factors and market trends. It is based on the fundamental premise that liquidity is the key force in driving stock and bond markets. Momentum Investment Partners' equity portfolios include a mixture of stocks and cash equivalents. They select stocks that demonstrate the ability to grow earnings in the future but are relatively undervalued today. To find these companies, the firm combines computer-driven quantitative research and qualitative research. Stocks are chosen through the equity selection process described above. For bonds, Momentum Investment Partners concentrates on US government and agency issues, avoiding the risks associated with corporate debt. Portfolio managers actively adjust maturity and duration and tailor their holdings using bullet, barbell or ladder strategies, based on current bond market research and analysis. Momentum Investment Partners' sell discipline requires them to sell a stock or bond under the following conditions: (1) asset allocation requires reduced market exposure (2) stock fundamentals or bond relative values deteriorate or (3) the stop-loss point is reached for any given stock.	Portfolio Manager-Aktien	31.12.2007
Overture Asset Managers LLC Overture Asset Managers LLC Investment ManagersFinance Acquires boutique money managers and provides investment management services	Corporate Officer/Principal	31.12.2005
NewRiver, Inc. NewRiver, Inc. Miscellaneous Commercial ServicesCommercial Services Provides electronic communications solutions	Corporate Officer/Principal	20.10.2003
MORGAN STANLEY	Corporate Officer/Principal	20.10.2003

Sehen Sie sich die Erfahrung von Neal Epstein im Detail an

Ausbildung von Neal Epstein

Erfahrungen
Besetzte Positionen

Aktive

Inaktive

Börsennotierte Unternehmen

Private Unternehmen

Sehen Sie sich die Erfahrung von Neal Epstein im Detail an

Beziehungen

Beziehungen ersten Grades

Unternehmen ersten Grades

Herr

Frau

Aufsichtsräte

Führungskräfte

Sehen Sie sich das persönliche Netzwerk an

Unternehmensverbindungen

Private Unternehmen	11
Morgan Stanley Morgan Stanley Investment ManagersFinance Provides wealth and asset management, trading & investment banking services	Finance
Avatar Associates Avatar Associates Investment ManagersFinance Momentum Investment Partners' product offerings include overlay, managed 401k, balanced, defensive equity and core equity. The firm customizes their products to meet individual client objectives using a process that employs quantitative, top-down, macroeconomic models. Their asset allocation model is a carefully calibrated, objective measure of economic factors and market trends. It is based on the fundamental premise that liquidity is the key force in driving stock and bond markets. Momentum Investment Partners' equity portfolios include a mixture of stocks and cash equivalents. They select stocks that demonstrate the ability to grow earnings in the future but are relatively undervalued today. To find these companies, the firm combines computer-driven quantitative research and qualitative research. Stocks are chosen through the equity selection process described above. For bonds, Momentum Investment Partners concentrates on US government and agency issues, avoiding the risks associated with corporate debt. Portfolio managers actively adjust maturity and duration and tailor their holdings using bullet, barbell or ladder strategies, based on current bond market research and analysis. Momentum Investment Partners' sell discipline requires them to sell a stock or bond under the following conditions: (1) asset allocation requires reduced market exposure (2) stock fundamentals or bond relative values deteriorate or (3) the stop-loss point is reached for any given stock.	Finance
University of Virginia University of Virginia Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
The Trustees of Columbia University in The City of New York The Trustees of Columbia University in The City of New York Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Moody's Investors Service, Inc. Moody's Investors Service, Inc. Investment ManagersFinance Provides investment research	Finance
NewRiver, Inc. NewRiver, Inc. Miscellaneous Commercial ServicesCommercial Services Provides electronic communications solutions	Commercial Services
HSBC Bank USA, NA HSBC Bank USA, NA Investment ManagersFinance HSBC Bank USA manages separate account and specializes in the use of asset allocation strategies. The firm's portfolio managers and analysts are generalists, although they do have significant investments in the stocks of small-cap European companies in the electronic technology sector.	Finance
Putnam Lovell NBF Securities Putnam Lovell NBF Securities Investment Banks/BrokersFinance Provides brokerage services	Finance
Overture Asset Managers LLC Overture Asset Managers LLC Investment ManagersFinance Acquires boutique money managers and provides investment management services	Finance
Swarthmore College Swarthmore College Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Proctor Investment Managers LLC