Experience

Alpine Saxon Woods, LLC

• United States
• Investment Management
• 1 - 100 Employee

• Partner ~ Chief Executive Officer ~ Portfolio Manager

  • Feb 2014 - Present

  Greater New York City Area Long-Only and Long-Short Equity Portfolio Manager for Alpine Woods Capital Investors. Long-Only Portfolio Manager for previously owned Alpine Funds.



EULAV Asset Management / Value Line Funds

• Portfolio Manager

  • May 2011 - Feb 2014

  Portfolio Manager for the Value Line Income and Growth Fund and Value Line Larger Companies Fund.



Chestnut Asset Management LLC

• Investment Industry Consultant

  • Apr 2010 - May 2011

  Consultant to the investment management and broker/dealer industries.



MacKay Shields LLC

• United States
• Investment Management
• 100 - 200 Employee

• Managing Director

  • Jun 1996 - Jun 2009

  Lead Portfolio Manager for the Firm's Mid Cap Value product, including the Mainstay Mid Cap Value Fund. Member of Value Equity team managing large, mid, and small cap equities.



CJ Lawrence

• Analyst

  • Feb 1990 - May 1996

  New York City Metropolitan Area Auto Industry analyst. US Equity Strategist. Global Asset Allocation Team. Portfolio Manager in Investment Management Dept.



Prudential Equity Management Associates

• Portfolio Research Manager

  • Aug 1986 - Feb 1990

  Portfolio Research Manager in Equity Management Group Computer Programmer/IT Professional for Equity Management Group