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Profil
Carl Acebes was the founder of Rochdale Investment Management LLC, founded in 1975, where he held the title of Chairman & Chief Investment Officer from 2012 to 2013.
He is also the founder of Symphonic Financial Advisors LLC, founded in 2005, where he held the title of Chairman & Co-Chief Investment Officer from 2012 to 2014.
Mr. Acebes was a Co-Chairman at Rochdale International Trade Fixed Income Fund.
Mr. Acebes received his undergraduate degree from The Trustees of Columbia University in The City of New York and Cornell University.
Mr. Acebes is also the founder of Symphonic Securities LLC.
Anciens postes connus de Carl Acebes
| Sociétés | Poste | Fin |
|---|---|---|
Symphonic Financial Advisors LLC
 Symphonic Financial Advisors LLC Investment ManagersFinance Symphonic uses a proprietary modeling system to design asset allocation models specific to each client’s risk return requirements. | Fondateur | 15/03/2014 |
Rochdale Investment Management LLC
 Rochdale Investment Management LLC Investment ManagersFinance Rochdale Investment Management (RIM) provides affluent individuals and families with innovative and customized portfolio management based on proprietary research competencies. The firm also manages the Rochdale family of mutual firms. RIM is a growth manager that researches companies using a fundamental quantitative process in combination with qualitative reasoning. Steady growth companies are evaluated on earnings growth, price momentum, and analyst sentiment. Cyclical growth companies are evaluated based on their ability to generate increasing cash flow. They also utilize a price strength indicator to focus on those cyclical growth companies most likely to be recognized earlier as strong performers. Each analyst develops research on companies using information from a variety of sources to assess the prospects for growth in revenue and earnings as well as potential stock price appreciation. For those companies that meet their fundamental criteria, RIM develops proprietary financial models to determine the valuation level at which they consider them attractively priced. Once purchased, companies are monitored for changes in their fundamentals and in industry conditions. The firm will continue to own a company as long as its revenue and earnings growth continues in line with their expectations, valuation is attractive and industry trends remain favorable. RIM clients may access large company holdings through individual equities or through their proprietary funds. | Fondateur | 17/12/2013 |
Rochdale International Trade Fixed Income Fund
 Rochdale International Trade Fixed Income Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Président | - |
Symphonic Securities LLC
 Symphonic Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Fondateur | - |
Formation de Carl Acebes
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
55
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Rochdale Investment Management LLC
Rochdale Investment Management LLC Investment ManagersFinance Rochdale Investment Management (RIM) provides affluent individuals and families with innovative and customized portfolio management based on proprietary research competencies. The firm also manages the Rochdale family of mutual firms. RIM is a growth manager that researches companies using a fundamental quantitative process in combination with qualitative reasoning. Steady growth companies are evaluated on earnings growth, price momentum, and analyst sentiment. Cyclical growth companies are evaluated based on their ability to generate increasing cash flow. They also utilize a price strength indicator to focus on those cyclical growth companies most likely to be recognized earlier as strong performers. Each analyst develops research on companies using information from a variety of sources to assess the prospects for growth in revenue and earnings as well as potential stock price appreciation. For those companies that meet their fundamental criteria, RIM develops proprietary financial models to determine the valuation level at which they consider them attractively priced. Once purchased, companies are monitored for changes in their fundamentals and in industry conditions. The firm will continue to own a company as long as its revenue and earnings growth continues in line with their expectations, valuation is attractive and industry trends remain favorable. RIM clients may access large company holdings through individual equities or through their proprietary funds. | Finance |
Symphonic Securities LLC
Symphonic Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Symphonic Financial Advisors LLC
Symphonic Financial Advisors LLC Investment ManagersFinance Symphonic uses a proprietary modeling system to design asset allocation models specific to each client’s risk return requirements. | Finance |
Rochdale International Trade Fixed Income Fund
Rochdale International Trade Fixed Income Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
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 |
Cornell University
 Cornell University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
