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Craig Murray Sarembock
Gestionnaire de Portefeuille-Actions chez
Bartlett & Co. Wealth Management LLC
Profil
Mr. Craig M.
Sarembock is a Wealth Advisor & Principal at Bartlett & Co. Wealth Management LLC.
He provides investment advisory services to high net worth individuals and their families, foundations, endowments and non-profit institutions.
He has over 15 years of investment experience.
Before joining Bartlett, Mr. Sarembock worked for Goldman Sachs in Chicago, where he was a Regional Consultant in their asset management division.
Prior to that, he was an Investment Advisor at Ladenburg Thalmann in New York.
He received his BA in Economics from Princeton University, and his MBA from Columbia University.
Postes actifs de Craig Murray Sarembock
| Sociétés | Poste | Début |
|---|---|---|
Bartlett & Co. Wealth Management LLC
 Bartlett & Co. Wealth Management LLC Investment ManagersFinance Bartlett is an active investment manager that aims to develop customized, balanced portfolios designed to mitigate risk while striving to deliver consistent long-term results. They primarily allocate client assets among various mutual funds, exchange-traded funds (ETFs), and individual debt and equity securities in accordance with clients’ stated investment objectives. | Gestionnaire de Portefeuille-Actions | 01/04/2018 |
Anciens postes connus de Craig Murray Sarembock
| Sociétés | Poste | Fin |
|---|---|---|
Bartlett & Co. LLC
 Bartlett & Co. LLC Investment ManagersFinance Bartlett & Co. is an active investment manager that seeks to maximize each client's return potential for the level of risk undertaken. To that end, they adjust the asset mix to reflect the changing opportunities encountered over a market cycle. Their approach is based on the premise that every client is unique and they formulate our recommendations accordingly. Bartlett & Co. believes that portfolio diversification is the best way to manage risk, in alignment with the client’s objective and risk tolerance. They advocate diversification across uncorrelated asset classes. Subject to each client’s unique objectives, Bartlett & Co. seeks to diversify stocks across economic sectors with emphasis placed in those sectors exhibiting superior return potential, subject to valuation criteria. International exposure is diversified across geographies and across developed and emerging countries. With expenses in consideration, the firm uses mutual funds and ETFs to meet the small-cap and international allocations. Bartlet & Co. applies their relative value philosophy of investing to the management of fixed income portfolios. They emphasize an analysis of the relative value of various sectors, individual credits and maturity slices of the yield curve. The firm does not generally make large interest rate bets by varying the duration of client portfolios by more than 10% from the duration of the client's selected benchmark. | Gestionnaire de Portefeuille-Actions | 01/04/2018 |
Goldman Sachs Trust II
 Goldman Sachs Trust II Investment Trusts/Mutual FundsMiscellaneous Acts as umbrella fund | Corporate Officer/Principal | 31/12/2011 |
Ladenburg Thalmann & Co., Inc.
 Ladenburg Thalmann & Co., Inc. Regional BanksFinance Provides investment baking, wealth management and brokerage services | Corporate Officer/Principal | - |
Formation de Craig Murray Sarembock
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
100
+
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Goldman Sachs Trust II
Goldman Sachs Trust II Investment Trusts/Mutual FundsMiscellaneous Acts as umbrella fund | Miscellaneous |
Bartlett & Co. LLC
Bartlett & Co. LLC Investment ManagersFinance Bartlett & Co. is an active investment manager that seeks to maximize each client's return potential for the level of risk undertaken. To that end, they adjust the asset mix to reflect the changing opportunities encountered over a market cycle. Their approach is based on the premise that every client is unique and they formulate our recommendations accordingly. Bartlett & Co. believes that portfolio diversification is the best way to manage risk, in alignment with the client’s objective and risk tolerance. They advocate diversification across uncorrelated asset classes. Subject to each client’s unique objectives, Bartlett & Co. seeks to diversify stocks across economic sectors with emphasis placed in those sectors exhibiting superior return potential, subject to valuation criteria. International exposure is diversified across geographies and across developed and emerging countries. With expenses in consideration, the firm uses mutual funds and ETFs to meet the small-cap and international allocations. Bartlet & Co. applies their relative value philosophy of investing to the management of fixed income portfolios. They emphasize an analysis of the relative value of various sectors, individual credits and maturity slices of the yield curve. The firm does not generally make large interest rate bets by varying the duration of client portfolios by more than 10% from the duration of the client's selected benchmark. | Finance |
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 |
Princeton University
 Princeton University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Ladenburg Thalmann & Co., Inc.
Ladenburg Thalmann & Co., Inc. Regional BanksFinance Provides investment baking, wealth management and brokerage services | Finance |
Bartlett & Co. Wealth Management LLC
Bartlett & Co. Wealth Management LLC Investment ManagersFinance Bartlett is an active investment manager that aims to develop customized, balanced portfolios designed to mitigate risk while striving to deliver consistent long-term results. They primarily allocate client assets among various mutual funds, exchange-traded funds (ETFs), and individual debt and equity securities in accordance with clients’ stated investment objectives. | Finance |
