Profil
Mr. David Lichtenstein, CPA, is an Administrative Professional at Sycamore Management Corp., a Chief Financial Officer & Vice President at Sycamore Ventures Pte Ltd. and a Chief Executive Officer at RP Maximus Cove Owner LLC.
Prior to joining Sycamore in 1997, he was Controller and Chief Administrative Officer of Shields && Co., a Wall Street broker-dealer.
From 1984 through 1995, Mr. Lichtenstein served as Treasurer and Chief Financial Officer for Atlantic Capital Corporation, the investment and non-insurance affiliate of the Clarendon Insurance Group.
Prior to his career at Atlantic Capital, Mr. Lichtenstein was Assistant Controller of the Dreyfus Group of Mutual Funds.
He began his working career as an auditor, specializing in brokerage and mutual fund clients, at Ernst & Whinney (now Ernst & Young).
He received a B.S.
degree in Accounting from the University at Albany.
He is also a Certified Public Accountant.
Postes actifs de David Lichtenstein
| Sociétés | Poste | Début |
|---|---|---|
Sycamore Ventures Pte Ltd.
Sycamore Ventures Pte Ltd. Investment ManagersFinance Sycamore Ventures invests in companies located in the United States, India, and the Asia-Pacific region. The firm focuses on a broad range of sectors, including information technology, consumer, manufacturing, and media. It participates in later-stage capital requirements. | Directeur Financier/CFO | 01/01/1997 |
Sycamore Management Corp.
Sycamore Management Corp. Investment ManagersFinance Sycamore Ventures invests in late-stage information technology and bio-pharmaceutical companies with proven business models and management teams with strong execution capabilities. | Directeur Financier/CFO | 01/01/1997 |
RP Maximus Cove Owner LLC
RP Maximus Cove Owner LLC Real Estate DevelopmentFinance Provides real estate services | Directeur Général | - |
Anciens postes connus de David Lichtenstein
| Sociétés | Poste | Fin |
|---|---|---|
Shields & Co.
Shields & Co. Investment ManagersFinance Shields believes that a mid-cap value equity strategy can enhance investment performance in up markets and help protect capital in down markets by focusing on stocks that are significantly undervalued by the market, have the liquidity and financial stability associated with large-cap companies and possess the attractive growth characteristics of small-cap companies. The firm believes that investment risk can be managed by over- and underweighting economic sectors in accordance with economic conditions. The firm's investment process combines economic and industry insights with rigorous fundamental, quantitative and technical analysis of individual companies and their stocks. They identify economic sectors most likely to benefit from market conditions. Shields economic analysis looks at interest rate forecast, inflationary outlook and probable market direction. They next analyze the impact of interest rates on industries. Shields industry analysis also includes reviewing and analyzing industry reports and trade publications to identify major trends. Next, the firm narrows their universe of mid-cap stocks value stocks employing a multi factor model that seeks low price-to-cash flow, low p/e, moderate debt-to-total capitalization, high ROE and low price-to-asset value. Shields then reduces the value subset to a buy list via fundamental analysis that looks at balance sheets, income and cash flow. Their active due diligence process includes meeting with management, contacting competition and performing a quantitative/technical review. These analysis criteria include relative performance, insider trades, earnings momentum and technical position. For their sell process, every stock is assigned a two-year price objective. Via fundamental analysis, Shields determines whether a stock is overvalued and will sell if fundamentals have not changed. They liquidate their position in a company if its management loses focus, diversifies into unrelated business or sells off its best assets. All research is conducted in-house. | Comptroller/Controller/Auditor | 31/12/1996 |
Atlantic Capital Corp.
Atlantic Capital Corp. Finance/Rental/LeasingFinance Provides mortgage banking services | Directeur Financier/CFO | 01/01/1995 |
Ernst & Whinney
Ernst & Whinney Miscellaneous Commercial ServicesCommercial Services Provides accounting and related services | Comptroller/Controller/Auditor | - |
Formation de David Lichtenstein
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
Shields & Co.
Shields & Co. Investment ManagersFinance Shields believes that a mid-cap value equity strategy can enhance investment performance in up markets and help protect capital in down markets by focusing on stocks that are significantly undervalued by the market, have the liquidity and financial stability associated with large-cap companies and possess the attractive growth characteristics of small-cap companies. The firm believes that investment risk can be managed by over- and underweighting economic sectors in accordance with economic conditions. The firm's investment process combines economic and industry insights with rigorous fundamental, quantitative and technical analysis of individual companies and their stocks. They identify economic sectors most likely to benefit from market conditions. Shields economic analysis looks at interest rate forecast, inflationary outlook and probable market direction. They next analyze the impact of interest rates on industries. Shields industry analysis also includes reviewing and analyzing industry reports and trade publications to identify major trends. Next, the firm narrows their universe of mid-cap stocks value stocks employing a multi factor model that seeks low price-to-cash flow, low p/e, moderate debt-to-total capitalization, high ROE and low price-to-asset value. Shields then reduces the value subset to a buy list via fundamental analysis that looks at balance sheets, income and cash flow. Their active due diligence process includes meeting with management, contacting competition and performing a quantitative/technical review. These analysis criteria include relative performance, insider trades, earnings momentum and technical position. For their sell process, every stock is assigned a two-year price objective. Via fundamental analysis, Shields determines whether a stock is overvalued and will sell if fundamentals have not changed. They liquidate their position in a company if its management loses focus, diversifies into unrelated business or sells off its best assets. All research is conducted in-house. | Finance |
Sycamore Management Corp.
Sycamore Management Corp. Investment ManagersFinance Sycamore Ventures invests in late-stage information technology and bio-pharmaceutical companies with proven business models and management teams with strong execution capabilities. | Finance |
Sycamore Ventures Pte Ltd.
Sycamore Ventures Pte Ltd. Investment ManagersFinance Sycamore Ventures invests in companies located in the United States, India, and the Asia-Pacific region. The firm focuses on a broad range of sectors, including information technology, consumer, manufacturing, and media. It participates in later-stage capital requirements. | Finance |
State University of New York at Albany
State University of New York at Albany Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Ernst & Whinney
Ernst & Whinney Miscellaneous Commercial ServicesCommercial Services Provides accounting and related services | Commercial Services |
Atlantic Capital Corp.
Atlantic Capital Corp. Finance/Rental/LeasingFinance Provides mortgage banking services | Finance |
RP Maximus Cove Owner LLC
RP Maximus Cove Owner LLC Real Estate DevelopmentFinance Provides real estate services | Finance |
















