![David E. Ourlicht](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
David E. Ourlicht
Directeur/Membre du Conseil chez
State University Construction Fund
Profil
Prior to joining Amalgamated Bank, Mr. Ourlicht was a Senior Vice President of The Swarthmore Group.
He was a member of the Executive Committee, Investment Policy Committee and Chaired the Marketing Committee.
He was responsible for the Marketing, Client Service and Business Development.
He currently serves as a Trustee and a member of the Finance Committee for the South Street Seaport Museum.
Mr. Ourlicht has over 20 years of financial services and investment experience.
Mr. Ourlicht holds a B.S.
in Business from the State University of New York College at Buffalo, and has held NASD licenses Series 7, 63, 27, and 54.
Postes actifs de David E. Ourlicht
| Sociétés | Poste | Début |
|---|---|---|
State University Construction Fund
 State University Construction Fund Hotels/Resorts/Cruise linesConsumer Services Provides academic buildings, dormitories and other facilities | Directeur/Membre du Conseil | - |
New York State Insurance Fund
 New York State Insurance Fund Investment ManagersFinance Provides investment advice for Insurance Company Portfolio | Directeur/Membre du Conseil | - |
Anciens postes connus de David E. Ourlicht
| Sociétés | Poste | Fin |
|---|---|---|
The Swarthmore Group, Inc.
 The Swarthmore Group, Inc. Investment ManagersFinance The Swarthmore Group uses a combination of fundamental, technical, and quantitative analysis to determine which securities are suitable for investment in client portfolios. Although they incorporate all three research methods, the firm employs fundamental analysis research most often. Their investment process utilizes a bottom-up approach with a macroeconomic overlay. | Membre du Comité d'Investissement | 31/08/2007 |
Amalgamated Bank (Investment Management)
 Amalgamated Bank (Investment Management) Investment ManagersFinance Amalgamated Bank-IM offers active and passive, domestic and international equity, fixed-income, quantitative and qualitative strategies. In general, the bank tends to invest in the stocks of companies in the commercial services, consumer services and electronic technology sectors. They invest primarily in the stocks of small- and mid-cap companies in Europe. | Sales & Marketing | - |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
21
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Amalgamated Bank (Investment Management)
Amalgamated Bank (Investment Management) Investment ManagersFinance Amalgamated Bank-IM offers active and passive, domestic and international equity, fixed-income, quantitative and qualitative strategies. In general, the bank tends to invest in the stocks of companies in the commercial services, consumer services and electronic technology sectors. They invest primarily in the stocks of small- and mid-cap companies in Europe. | Finance |
The Swarthmore Group, Inc.
The Swarthmore Group, Inc. Investment ManagersFinance The Swarthmore Group uses a combination of fundamental, technical, and quantitative analysis to determine which securities are suitable for investment in client portfolios. Although they incorporate all three research methods, the firm employs fundamental analysis research most often. Their investment process utilizes a bottom-up approach with a macroeconomic overlay. | Finance |
New York State Insurance Fund
New York State Insurance Fund Investment ManagersFinance Provides investment advice for Insurance Company Portfolio | Finance |
State University Construction Fund
State University Construction Fund Hotels/Resorts/Cruise linesConsumer Services Provides academic buildings, dormitories and other facilities | Consumer Services |
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