Allen Margolius is a eficient professional, working in Highlands Analytics main office of which is in 150. as a Founder from 2017. Allen gained professional experience in more than seven positions at various companies. Allen Margolius went to the The Wharton School and received education from 1995 to 1997. Baltimore, Maryland is the area, where this expert was known to settle. Their contacts can be accessed through this website by request.
Name variants:
Alan Margolius
Last updated Jun 15, 2024
Contact Information
Last Update
Jul 4, 2022
Email
al**@yahoo.com, am**@palisadecapital.com
Location
Baltimore, MD
Company
Highlands Analytics
Workplace
Founder
Work History
Founder
66 Midchester Ave, White Plains, NY 10606
Managed long/short account focused on smaller cap and special situation stocks achieving 2017 return of 15%.
ESG certifications from CFA Institute and PRI Academy.
Assisted operating comm...
Jan 2017 — Sep 2018
Portfolio Manager and Member of Investment Committee
118 east Seneca St, Ithaca, NY 14850
from Sep 2018
Senior Vice-President of Research and Associate Portfolio Manager
1 Bridge Plz SUITE 695, Fort Lee, NJ 07024
Lifted out of AG Asset Management with 5 colleagues to run Small/SMID/Mid Growth products.
Successfully transitioned $650M AUM to Palisade Capital and had critical role in raising $600M. C...
Feb 2009 — Nov 2016
Managing Director, Associate Portfolio Manager and Equity Research Analyst
New York
Founding member of ForstmannLeff (acquired by Angelo, Gordon) Small/SMID Growth Team with colleagues from Credit Suisse Asset Management.
Sole analyst from Credit Suisse team asked to join...
Apr 2004 — Jan 2009
Director, Associate Portfolio Manager and Equity Research Analyst
Hired by Emerging Growth Group after providing institutional sales coverage for two years.
Assisted in day-to-day management of $1B Small Cap Growth portfolio after having focused on many ...
May 2000 — Mar 2004
Assistant Vice-President, Institutional Equity Sales
Provided sales coverage to various accounts such as hedge funds and mutual fund companies incorporating diverse strategies.
Jul 1997 — Apr 2000
Argentina Brady Bond Interest Specialist, Emerging Markets
270 Park Ave, New York, NY 10010
1992 — 1995
Education
1995 — 1997
1989 — 1992
Occupations
Financial Broker
Portfolio Manager
Executive
Founder
Investor
Investment Analyst
Financial Analyst
Founding Member
Chief Executive
Skills
Equity Research
Financials
Analysts
Business Services
Investments
Asset Managment
Trading
Mutual Funds
Stocks
Product Marketing
Client Services
Client Presentation
Client Prospecting
Small Cap
Smid
Equity Valuation
Equity Research Analysis
Investment Portfolios
Portfolio Management
Financial Services
Relationship Building
Business Development
Asset Management
Equities
Emerging Markets
Capital Markets
Alternative Investments
Bloomberg
E.u. Markets In Financial Instruments Directive
Due Diligence
Investigative Services
Investigative Research
Sales
Financial Analysis
Data Analysis
FAQs about Allen Margolius
What is the main profession of Allen Margolius?
Allen is a Portfolio Manager and Member of Investment Committee.
What jobs is Allen Margolius proficient at at?
Allen is a professional Financial Broker and Portfolio Manager jobs.
Where does Allen Margolius currently live?
Baltimore, Maryland is the place where Allen Margolius lives
What is the professional's email?
Allen Margolius's email is al**@yahoo.com and am**@palisadecapital.com.
Where did Allen Margolius work?
Allen Margolius worked at Highlands Analytics, Tompkins Financial Advisors.
Where has Allen Margolius studied?
Allen studied at the Wharton School from 1995 to 1997.
What is professional industry that Allen Margolius is connected to?
This person works in Investment Management industry.
What are professional skills of Allen Margolius?
Allen Margolius has the following skills: Equity Research, Financials, Analysts, Business Services, Investments, Asset Managment, Trading, Mutual Funds, Stocks, Product Marketing, and Client Services.