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Ori Elan
Analyst-Equity chez
Emerald Mutual Fund Advisers Trust
Profil
Mr. Ori Elan is a Vice President at Emerald Mutual Fund Advisers Trust.
He is also a Research Analyst at the firm.
Mr. Elan previously was Managing Director and Portfolio Manager of Elessar Investment Management.
He was hired in 2004 as an equity analyst on the small cap value team managed by Mr. Giesen at National City Bank.
Prior to joining National City Bank, he was a financial analyst and chemical engineer at Air Products and Chemicals, Inc.
He received a B.S.
degree in chemical engineering from the City College of New York in 1991 and an MBA from the Tepper School of Business at Carnegie Mellon University in 2003.
Postes actifs de Ori Elan
| Sociétés | Poste | Début |
|---|---|---|
Emerald Mutual Fund Advisers Trust
 Emerald Mutual Fund Advisers Trust Investment ManagersFinance EMFAT utilizes a fundamental, bottom-up research designed to identify unrecognized, under-researched, undervalued as well as overvalued companies. The firm invests their clients' assets primarily in US domestic equity securities. Their investment strategies include small-cap growth, small-cap value, and mid- and large-cap stocks. | Analyst-Equity | - |
Anciens postes connus de Ori Elan
| Sociétés | Poste | Fin |
|---|---|---|
National City Bank Asset Management
 National City Bank Asset Management Major BanksFinance National City Bank Asset Management's investment management philosophy is based on active market analysis that includes close monitoring of the current economic cycle, demographics, relative prices and monetary and fiscal policies. Their investment approach consists of diversification and asset allocation, tax efficiency and fundamental research | Corporate Officer/Principal | - |
Elessar Investment Management LLC
 Elessar Investment Management LLC Investment ManagersFinance Elessar Investment Management focuses solely on value-oriented investments in small-cap US companies. Their domestic small-cap value equity strategy relies on fundamental research and stock selection. The investment research process is complemented by a proprietary and trademarked stock screen called the Quality at an Acceptable Price Model (QAPM) | Gestionnaire de Portefeuille-Actions | - |
| AIR PRODUCTS & CHEMICALS, INC. | Corporate Officer/Principal | - |
Allegiant Asset Management Co.
 Allegiant Asset Management Co. Investment ManagersFinance AAM is organized around nine investment style teams. While subscribing to a common overall investment philosophy of portfolio style diversification and a common top-down economic outlook, each team functions with an investment boutique orientation, supporting research, portfolio management and portfolio construction processes unique to its specialized investment style. Each investment style team consists of portfolio managers, analysts and administrative support personnel. There are seven equity investment style teams, reflecting the specializations of large/mid/small-cap growth, large/small-cap value, the S&P 500 index and international securities. Two fixed-income teams are organized around taxable and tax-exempt fixed-income management. The fixed income teams consist of specialists in treasury/agency, corporate, mortgage, asset backed and municipal securities, as well as a credit analysis staff. The fixed-income team supports the investment styles of aggregate, intermediate government/corporate, intermediate tax exempt, GNMA, 1-3 year government/corporate and short duration/liquidity securities. | Analyst-Equity | 31/12/2006 |
Formation de Ori Elan
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
46
Relations au 1er degré
7
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
Air Products & Chemicals, Inc.
 Air Products & Chemicals, Inc. Chemicals: SpecialtyProcess Industries Manufactures and supplies oxygen, nitrogen, argon, hydrogen, helium & carbon dioxide gases | Process Industries |
Allegiant Asset Management Co.
Allegiant Asset Management Co. Investment ManagersFinance AAM is organized around nine investment style teams. While subscribing to a common overall investment philosophy of portfolio style diversification and a common top-down economic outlook, each team functions with an investment boutique orientation, supporting research, portfolio management and portfolio construction processes unique to its specialized investment style. Each investment style team consists of portfolio managers, analysts and administrative support personnel. There are seven equity investment style teams, reflecting the specializations of large/mid/small-cap growth, large/small-cap value, the S&P 500 index and international securities. Two fixed-income teams are organized around taxable and tax-exempt fixed-income management. The fixed income teams consist of specialists in treasury/agency, corporate, mortgage, asset backed and municipal securities, as well as a credit analysis staff. The fixed-income team supports the investment styles of aggregate, intermediate government/corporate, intermediate tax exempt, GNMA, 1-3 year government/corporate and short duration/liquidity securities. | Finance |
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust Investment ManagersFinance EMFAT utilizes a fundamental, bottom-up research designed to identify unrecognized, under-researched, undervalued as well as overvalued companies. The firm invests their clients' assets primarily in US domestic equity securities. Their investment strategies include small-cap growth, small-cap value, and mid- and large-cap stocks. | Finance |
National City Bank Asset Management
National City Bank Asset Management Major BanksFinance National City Bank Asset Management's investment management philosophy is based on active market analysis that includes close monitoring of the current economic cycle, demographics, relative prices and monetary and fiscal policies. Their investment approach consists of diversification and asset allocation, tax efficiency and fundamental research | Finance |
City University of New York
 City University of New York Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Elessar Investment Management LLC
Elessar Investment Management LLC Investment ManagersFinance Elessar Investment Management focuses solely on value-oriented investments in small-cap US companies. Their domestic small-cap value equity strategy relies on fundamental research and stock selection. The investment research process is complemented by a proprietary and trademarked stock screen called the Quality at an Acceptable Price Model (QAPM) | Finance |
Tepper School of Business
 Tepper School of Business Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
