M.D Sass Investors Services

Investment Bank/Securities Brokerage - New York, NY, US

M.D Sass Investors Services Senior Management
Steven Clancy

Managing Director Fixed Income

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Bobby Liu

Chief Operating Officer, General Counsel and Chief Compliance Officer

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Sam Friedman

Chief Financial Officer

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Sam CPA

Chief Financial Officer

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Scott Arden

Chief Financial Officer

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Brian Duhn

Senior Managing Director - Institutional Sales

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Cris Posada

Senior Managing Director - Sales & Relationship Management

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Martin Sass

CEO, Chairman, Owner

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Frank Pfeffer

Sr. Managing Director-Sales

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M.D Sass Investors Services Details

M.D. Sass is a boutique asset management firm that has been creating highly differentiated investment strategies for over 49 years. We manage portfolios directly and also partner with early stage managers to build new and innovative investment businesses. We take pride in identifying undiscovered and misperceived opportunities through rigorous research. The firm was founded in March of 1972 on four key principles:• Our belief that many attractive investment opportunities exist outside the bounds of the conventional wisdom of the moment• Our willingness to conduct rigorous research to find and capture potential rewards and identify, measure and control risks• Our dedication to providing clients with service and solutions tailored to their specific circumstances, objectives and risk tolerances• Our commitment to invest our own capital alongside that of our clientsSince then, we have started and grown 34 different investment businesses across a wide array of strategies. Today, the firm manages a range of equity, fixed income and alternative strategies for public funds, corporations, Taft-Hartley funds, endowments/foundations, private banks, registered investment advisors, and individuals.

M.D Sass Investors Services logo, M.D Sass Investors Services contact details
Website: mdsass.com
Employees: 100 - 249
HQ: 212-730-2000
Location: New York, NY, US
Revenue: 2.5 - 5 Million
Investment Management Investment Bank/Securities Brokerage Management Investment Open-ended Investment Banking Asset Management Finance
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