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Neal Epstein
Analyst-Fixed Income chez
Moody's Investors Service, Inc.
Profil
Neal M.
Epstein is Vice President & Senior Credit Officer at Moody's Investors Service, Inc. since 2011.
Former roles include Managing Director at Avatar Associates, Managing Director at Overture Asset Managers LLC in 2005, Managing Director at Proctor Investment Managers LLC in 2011, Principal at Morgan Stanley, Senior Financial Services Consultant at NewRiver, Inc., Principal at HSBC Bank USA, NA, and Vice President at Putnam Lovell NBF Securities in 2001.
Education includes an MBA from the University of Virginia in 1989, graduate studies at The Trustees of Columbia University in The City of New York in 1983, and undergraduate studies at Swarthmore College in 1981.
Postes actifs de Neal Epstein
| Sociétés | Poste | Début |
|---|---|---|
Moody's Investors Service, Inc.
 Moody's Investors Service, Inc. Investment ManagersFinance Provides investment research | Analyst-Fixed Income | 01/05/2011 |
Anciens postes connus de Neal Epstein
| Sociétés | Poste | Fin |
|---|---|---|
Proctor Investment Managers LLC | Corporate Officer/Principal | 30/04/2011 |
Avatar Associates
 Avatar Associates Investment ManagersFinance Momentum Investment Partners' product offerings include overlay, managed 401k, balanced, defensive equity and core equity. The firm customizes their products to meet individual client objectives using a process that employs quantitative, top-down, macroeconomic models. Their asset allocation model is a carefully calibrated, objective measure of economic factors and market trends. It is based on the fundamental premise that liquidity is the key force in driving stock and bond markets. Momentum Investment Partners' equity portfolios include a mixture of stocks and cash equivalents. They select stocks that demonstrate the ability to grow earnings in the future but are relatively undervalued today. To find these companies, the firm combines computer-driven quantitative research and qualitative research. Stocks are chosen through the equity selection process described above. For bonds, Momentum Investment Partners concentrates on US government and agency issues, avoiding the risks associated with corporate debt. Portfolio managers actively adjust maturity and duration and tailor their holdings using bullet, barbell or ladder strategies, based on current bond market research and analysis. Momentum Investment Partners' sell discipline requires them to sell a stock or bond under the following conditions: (1) asset allocation requires reduced market exposure (2) stock fundamentals or bond relative values deteriorate or (3) the stop-loss point is reached for any given stock. | Gestionnaire de Portefeuille-Actions | 31/12/2007 |
Overture Asset Managers LLC
 Overture Asset Managers LLC Investment ManagersFinance Acquires boutique money managers and provides investment management services | Corporate Officer/Principal | 31/12/2005 |
NewRiver, Inc.
 NewRiver, Inc. Miscellaneous Commercial ServicesCommercial Services Provides electronic communications solutions | Corporate Officer/Principal | 20/10/2003 |
| MORGAN STANLEY | Corporate Officer/Principal | 20/10/2003 |
Formation de Neal Epstein
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
97
Relations au 1er degré
11
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 11 |
|---|---|
Morgan Stanley
 Morgan Stanley Investment ManagersFinance Provides wealth and asset management, trading & investment banking services | Finance |
Avatar Associates
Avatar Associates Investment ManagersFinance Momentum Investment Partners' product offerings include overlay, managed 401k, balanced, defensive equity and core equity. The firm customizes their products to meet individual client objectives using a process that employs quantitative, top-down, macroeconomic models. Their asset allocation model is a carefully calibrated, objective measure of economic factors and market trends. It is based on the fundamental premise that liquidity is the key force in driving stock and bond markets. Momentum Investment Partners' equity portfolios include a mixture of stocks and cash equivalents. They select stocks that demonstrate the ability to grow earnings in the future but are relatively undervalued today. To find these companies, the firm combines computer-driven quantitative research and qualitative research. Stocks are chosen through the equity selection process described above. For bonds, Momentum Investment Partners concentrates on US government and agency issues, avoiding the risks associated with corporate debt. Portfolio managers actively adjust maturity and duration and tailor their holdings using bullet, barbell or ladder strategies, based on current bond market research and analysis. Momentum Investment Partners' sell discipline requires them to sell a stock or bond under the following conditions: (1) asset allocation requires reduced market exposure (2) stock fundamentals or bond relative values deteriorate or (3) the stop-loss point is reached for any given stock. | Finance |
University of Virginia
 University of Virginia Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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 |
Moody's Investors Service, Inc.
Moody's Investors Service, Inc. Investment ManagersFinance Provides investment research | Finance |
NewRiver, Inc.
NewRiver, Inc. Miscellaneous Commercial ServicesCommercial Services Provides electronic communications solutions | Commercial Services |
HSBC Bank USA, NA
 HSBC Bank USA, NA Investment ManagersFinance HSBC Bank USA manages separate account and specializes in the use of asset allocation strategies. The firm's portfolio managers and analysts are generalists, although they do have significant investments in the stocks of small-cap European companies in the electronic technology sector. | Finance |
Putnam Lovell NBF Securities
 Putnam Lovell NBF Securities Investment Banks/BrokersFinance Provides brokerage services | Finance |
Overture Asset Managers LLC
Overture Asset Managers LLC Investment ManagersFinance Acquires boutique money managers and provides investment management services | Finance |
Swarthmore College
 Swarthmore College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Proctor Investment Managers LLC |
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