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Profil
Elliot Craig Kauffman worked as a Managing Director at PacWest Financial Management, Inc. from 2010 to 2017.
Prior to that, he worked as an Investment Manager at Davidson Capital Management, Inc. and as an Analyst at Madison Scottsdale LC.
Kauffman holds an MBA from Drexel University and an undergraduate degree from The College of New Jersey.
Anciens postes connus de Elliot Craig Kauffman
| Sociétés | Poste | Fin |
|---|---|---|
PacWest Financial Management, Inc.
 PacWest Financial Management, Inc. Investment ManagersFinance PacWest's advice and discretionary investment management services are limited to various publicly listed securities, including stocks, mutual funds, and ETFs, as well as various fixed income securities, including individual bonds, notes and CDs, and money market funds. | Compliance Officer | 01/01/2017 |
Davidson Capital Management, Inc.
 Davidson Capital Management, Inc. Investment ManagersFinance DCM aims to actively manage and tactically balance portfolios unique to their clients’ needs, goals, risk capacity, risk tolerance, and time horizon. In constructing equity portfolios, the firm uses a quality oriented, disciplined, long-term approach to identify those companies whose fundamentals cause them to have greater growth potential than the marketplace. The same disciplined approach is used to sell those holdings which have become overpriced. Fixed income portfolios are constructed around a high-quality core holding of investment grade government, agency, corporate, or Texas municipal bonds. Mutual fund portfolios are constructed using proprietary screens of the entire mutual fund universe. | Corporate Officer/Principal | - |
Madison Scottsdale LC
 Madison Scottsdale LC Investment ManagersFinance Madison Scottsdale specializes in managing the assets of insurance companies. The firm employs a proactive investment management approach that addresses issues that continually confront their clients such as tax issues, impact of market-to-market securities and risk-based capital. They develop customized investment programs based on each client's individual needs and circumstances. Madison Scottsdale's primary objective is to protect and grow their clients' assets. Madison Scottsdale's fixed-income strategy is to determine the overall direction of interest rates and position durations accordingly. They analyze the yield curve to determine the most advantageous portfolio construction. The firm determines the relative attractiveness of corporate versus government and/or government agency securities. Based on these results, Madison Scottsdale adjusts durations/maturities when conditions indicate and shorten portfolio exposure when necessary to preserve capital. When investing in equities and ETFs, the firm employs a GARP strategy that seeks to invest companies that have had consistent growth and which demonstrate sustainable future growth. They look for companies that they believe have underappreciated future growth prospects, are currently out-of-favor due to a short term, correctable problem or are transforming into a faster growth, higher margin business model. Madison Scottsdale believes the stocks of these issuers have a blend of both value and growth potential. In addition, if appropriate for a client, they may invest client assets in portfolios of ETFs that they believe will provide the equity exposure and diversification suitable for the client. | Analyst-Equity | - |
Formation de Elliot Craig Kauffman
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
8
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Madison Scottsdale LC
Madison Scottsdale LC Investment ManagersFinance Madison Scottsdale specializes in managing the assets of insurance companies. The firm employs a proactive investment management approach that addresses issues that continually confront their clients such as tax issues, impact of market-to-market securities and risk-based capital. They develop customized investment programs based on each client's individual needs and circumstances. Madison Scottsdale's primary objective is to protect and grow their clients' assets. Madison Scottsdale's fixed-income strategy is to determine the overall direction of interest rates and position durations accordingly. They analyze the yield curve to determine the most advantageous portfolio construction. The firm determines the relative attractiveness of corporate versus government and/or government agency securities. Based on these results, Madison Scottsdale adjusts durations/maturities when conditions indicate and shorten portfolio exposure when necessary to preserve capital. When investing in equities and ETFs, the firm employs a GARP strategy that seeks to invest companies that have had consistent growth and which demonstrate sustainable future growth. They look for companies that they believe have underappreciated future growth prospects, are currently out-of-favor due to a short term, correctable problem or are transforming into a faster growth, higher margin business model. Madison Scottsdale believes the stocks of these issuers have a blend of both value and growth potential. In addition, if appropriate for a client, they may invest client assets in portfolios of ETFs that they believe will provide the equity exposure and diversification suitable for the client. | Finance |
Drexel University
 Drexel University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
PacWest Financial Management, Inc.
PacWest Financial Management, Inc. Investment ManagersFinance PacWest's advice and discretionary investment management services are limited to various publicly listed securities, including stocks, mutual funds, and ETFs, as well as various fixed income securities, including individual bonds, notes and CDs, and money market funds. | Finance |
The College of New Jersey
 The College of New Jersey Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Davidson Capital Management, Inc.
Davidson Capital Management, Inc. Investment ManagersFinance DCM aims to actively manage and tactically balance portfolios unique to their clients’ needs, goals, risk capacity, risk tolerance, and time horizon. In constructing equity portfolios, the firm uses a quality oriented, disciplined, long-term approach to identify those companies whose fundamentals cause them to have greater growth potential than the marketplace. The same disciplined approach is used to sell those holdings which have become overpriced. Fixed income portfolios are constructed around a high-quality core holding of investment grade government, agency, corporate, or Texas municipal bonds. Mutual fund portfolios are constructed using proprietary screens of the entire mutual fund universe. | Finance |
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