Profil
David Ronald Fossella worked as a Natural Resources Equity Analyst at Cohen & Steers Capital Management, Inc. from 2014 to 2022.
Prior to that, he was an Assistant Vice President at Oppenheimer Capital from 2006 to 2010.
He also worked as a Research Associate at PEA Capital LLC and as a Sales Associate at Sidoti & Co. LLC.
From 2010 to 2013, he worked as a Senior Equity Research Analyst at Allianz Global Investors U.S.
LLC.
Fossella received his undergraduate degree from The Pennsylvania State University in 2003.
Anciens postes connus de David Ronald Fossella
| Sociétés | Poste | Fin |
|---|---|---|
Cohen & Steers Capital Management, Inc.
Cohen & Steers Capital Management, Inc. Investment ManagersFinance Cohen & Steers is a global investment manager that specializes in liquid real assets, including real estate securities, listed infrastructure, and natural resource equities, as well as preferred securities and other income solutions. The firm’s investment strategies are managed by teams comprised of portfolio managers and research analysts. Portfolio managers generally set the investment strategy, oversee the research process and make the final investment decisions in client portfolios. Research analysts conduct fundamental research utilizing a broad spectrum of information. Cohen & Steers utilizes a combination of top-down subsector allocation framework with rigorous bottom-up company specific research. | Analyst-Equity | 01/03/2022 |
Allianz Global Investors U.S. LLC
Allianz Global Investors U.S. LLC Investment ManagersFinance AllianzGI US manages client portfolios (directly or through model delivery and wrap fee programs) using traditional and systematic processes across various investment strategies. The firm offers an array of US equity strategies that vary across style and market-cap ranges. Their high yield bond and convertibles strategies employ a fundamental bottom-up process that seeks the early identification of high yield issuers that exhibit the potential for improving fundamental characteristics. AllianzGI US employs rigorous fundamental research and capital structure analysis to construct portfolios that consist of the best companies from a risk/return standpoint. They also offer alternative investment strategies that are designed to achieve absolute return, alpha enhancement and beta hedging. | Analyst-Equity | 01/01/2013 |
Oppenheimer Capital
Oppenheimer Capital Investment ManagersFinance Oppenheimer manages separate US small-, mid- and large-cap and value equity portfolios and separate non-US international and global equity portfolios. The firm also offers an array of separately managed institutional investment products. Their proprietary research approaches designed to deliver alpha to client portfolios. Oppenheimer's value strategies are designed to generate alpha through research insights that identify securities trading at a discount to intrinsic value. Their value strategy platform contains several equity strategies managed for long-term appreciation over a full market cycle. Their value strategies include large-cap value, mid-cap value, small-cap value, all cap value and balanced value. Oppenheimer's core strategies incorporate a value-oriented investment approach that emphasizes strong management and franchise quality when analyzing companies and identifying attractive investment opportunities. Their core strategy platform is managed for long-term appreciation over a full market cycle and includes large-cap focus, strategic equity, small-cap core and all cap equity. Oppenheimer's growth strategies employ a bottom-up fundamental research approach. The goal is to identify growing businesses through proprietary fundamental research, bearing in mind a long-term investment horizon. They believe this is the best way to identify differentiated insights about a stock's earnings potential and ultimately generate strong returns. Their growth strategies include large-cap growth, mid-cap growth, small-cap growth and 130/30 S/M growth. The firm's global strategies include core and value-oriented investment approaches that emphasize strong management and franchise quality when analyzing companies and identifying attractive investment opportunities. Their global strategy platform is managed for long-term appreciation over a full market cycle and includes international equity and global equity. Oppenheimer's fixed-income strategies incorporate a multi-sector approach investing in U.S. government, agency and corporate bonds. Their fixed-income strategies seek long-term outperformance of client specific benchmarks over a full market cycle. These strategies include fixed-income core, fixed-income core plus, fixed-income intermediate and fixed-income government/corporate. Oppenheimer also offers structured alpha strategies that integrate their proprietary index options approach with underlying fixed income, passive equity or active equity portfolios. The strategies are designed to achieve absolute-return, alpha-enhancement and beta-hedging. One of the key benefits of this approach is the consistently low correlation of the alpha source to the underlying portfolio. These strategies include structured alpha and enhanced index. | Analyst-Equity | 30/06/2010 |
PEA Capital LLC
PEA Capital LLC Investment ManagersFinance PEA's investment process is centered on bottom-up fundamental research analysis. The firm begins with a quantitative analysis to determine if the stock is reasonably priced with respect to its peer group on a historical and current basis. They then conduct fundamental research by carefully evaluating the financial statement and sell-side brokerage reports. They complement their financial analysis with interviews of company management, competitors and other industry experts to establish a high level of confidence in the company's business model, future prospects and financial outlook. Portfolio holdings are monitored daily to ensure that client investment policies are strictly followed. They actively strive for diversification by constantly reviewing securities in a variety of industries. PEA gleans investment ideas from numerous sources including in-house research, Wall Street research, and investment publications. Fixed-income investment is handled by Pacific Investment Management Co. in Newport Beach, California. | Analyst-Equity | 31/10/2006 |
Sidoti & Co. LLC
Sidoti & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Ventes Institutionnelles | 30/06/2004 |
Formation de David Ronald Fossella
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 | 6 |
|---|---|
Cohen & Steers Capital Management, Inc.
Cohen & Steers Capital Management, Inc. Investment ManagersFinance Cohen & Steers is a global investment manager that specializes in liquid real assets, including real estate securities, listed infrastructure, and natural resource equities, as well as preferred securities and other income solutions. The firm’s investment strategies are managed by teams comprised of portfolio managers and research analysts. Portfolio managers generally set the investment strategy, oversee the research process and make the final investment decisions in client portfolios. Research analysts conduct fundamental research utilizing a broad spectrum of information. Cohen & Steers utilizes a combination of top-down subsector allocation framework with rigorous bottom-up company specific research. | Finance |
Oppenheimer Capital
Oppenheimer Capital Investment ManagersFinance Oppenheimer manages separate US small-, mid- and large-cap and value equity portfolios and separate non-US international and global equity portfolios. The firm also offers an array of separately managed institutional investment products. Their proprietary research approaches designed to deliver alpha to client portfolios. Oppenheimer's value strategies are designed to generate alpha through research insights that identify securities trading at a discount to intrinsic value. Their value strategy platform contains several equity strategies managed for long-term appreciation over a full market cycle. Their value strategies include large-cap value, mid-cap value, small-cap value, all cap value and balanced value. Oppenheimer's core strategies incorporate a value-oriented investment approach that emphasizes strong management and franchise quality when analyzing companies and identifying attractive investment opportunities. Their core strategy platform is managed for long-term appreciation over a full market cycle and includes large-cap focus, strategic equity, small-cap core and all cap equity. Oppenheimer's growth strategies employ a bottom-up fundamental research approach. The goal is to identify growing businesses through proprietary fundamental research, bearing in mind a long-term investment horizon. They believe this is the best way to identify differentiated insights about a stock's earnings potential and ultimately generate strong returns. Their growth strategies include large-cap growth, mid-cap growth, small-cap growth and 130/30 S/M growth. The firm's global strategies include core and value-oriented investment approaches that emphasize strong management and franchise quality when analyzing companies and identifying attractive investment opportunities. Their global strategy platform is managed for long-term appreciation over a full market cycle and includes international equity and global equity. Oppenheimer's fixed-income strategies incorporate a multi-sector approach investing in U.S. government, agency and corporate bonds. Their fixed-income strategies seek long-term outperformance of client specific benchmarks over a full market cycle. These strategies include fixed-income core, fixed-income core plus, fixed-income intermediate and fixed-income government/corporate. Oppenheimer also offers structured alpha strategies that integrate their proprietary index options approach with underlying fixed income, passive equity or active equity portfolios. The strategies are designed to achieve absolute-return, alpha-enhancement and beta-hedging. One of the key benefits of this approach is the consistently low correlation of the alpha source to the underlying portfolio. These strategies include structured alpha and enhanced index. | Finance |
PEA Capital LLC
PEA Capital LLC Investment ManagersFinance PEA's investment process is centered on bottom-up fundamental research analysis. The firm begins with a quantitative analysis to determine if the stock is reasonably priced with respect to its peer group on a historical and current basis. They then conduct fundamental research by carefully evaluating the financial statement and sell-side brokerage reports. They complement their financial analysis with interviews of company management, competitors and other industry experts to establish a high level of confidence in the company's business model, future prospects and financial outlook. Portfolio holdings are monitored daily to ensure that client investment policies are strictly followed. They actively strive for diversification by constantly reviewing securities in a variety of industries. PEA gleans investment ideas from numerous sources including in-house research, Wall Street research, and investment publications. Fixed-income investment is handled by Pacific Investment Management Co. in Newport Beach, California. | Finance |
Sidoti & Co. LLC
Sidoti & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
The Pennsylvania State University
The Pennsylvania State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Allianz Global Investors U.S. LLC
Allianz Global Investors U.S. LLC Investment ManagersFinance AllianzGI US manages client portfolios (directly or through model delivery and wrap fee programs) using traditional and systematic processes across various investment strategies. The firm offers an array of US equity strategies that vary across style and market-cap ranges. Their high yield bond and convertibles strategies employ a fundamental bottom-up process that seeks the early identification of high yield issuers that exhibit the potential for improving fundamental characteristics. AllianzGI US employs rigorous fundamental research and capital structure analysis to construct portfolios that consist of the best companies from a risk/return standpoint. They also offer alternative investment strategies that are designed to achieve absolute return, alpha enhancement and beta hedging. | Finance |
















