Cory Reed

Gestionnaire de Portefeuille-Actions chez

Tidal Investments LLC

Finance

Consumer Services

Profil

Mr. Cory J.
Reed, CFA, is a Vice President Portfolio Manager at Tidal Investments LLC.
Prior to joining Otter Creek Advisors, Mr. Reed worked at Tetrem Capital Management, a Canadian investment firm based in Winnipeg, MB and Boston, MA, as Head of Trading.
Prior to that Mr. Reed spent time at LPL Financial in the research department, and with Needham and Company.
While at Needham and Co. Mr. Reed performed in-depth fundamental research and analysis for Financial Technology, and IT Hardware companies.
Mr. Reed started his career with Westfield Capital Management as an Assistant Trader.
Mr. Reed received his undergraduate degree BS in Business Administration from the University of Maine in 2007.
He is also a CFA Charter holder.

Postes actifs de Cory Reed

Sociétés	Poste	Début
Tidal Investments LLC Tidal Investments LLC Investment ManagersFinance Tidal Investments employs a process-oriented approach to investment management. They design a custom, diversified portfolio aligned with their clients’ needs and objectives.	Gestionnaire de Portefeuille-Actions	01/12/2025

Tous les postes actifs de Cory Reed

Anciens postes connus de Cory Reed

Sociétés	Poste	Fin
Otter Creek Advisors LLC Otter Creek Advisors LLC Investment ManagersFinance Otter Creek aims to generate attractive risk-adjusted returns while protecting capital in volatile markets. Their investment process attempts to create an original, yet opportunistic portfolio, employing a deep-dive fundamental approach to security analysis with a strong focus on risk management. The firm believes superior absolute returns are driven by a sound long-term macro-economic thesis coupled with an intensive bottom-up security analysis to construct a portfolio of the firm’s best ideas.	Gestionnaire de Portefeuille-Actions	01/12/2025
Tetrem Capital Management (US) Corp. Tetrem Capital Management (US) Corp. Investment ManagersFinance Provides investment advisory services	Trading-Equity	01/03/2016
Needham & Co. LLC Needham & Co. LLC Investment Banks/BrokersFinance Provides brokerage services	Analyst-Equity	01/10/2010
Westfield Capital Management Co. LP Westfield Capital Management Co. LP Investment ManagersFinance Westfield utilizes an in-depth, fundamental research process, managing domestic growth equity products across the market capitalization spectrum to service their clients' diverse investment needs. The firm favors investing in earnings growth stocks given their conviction that stock prices follow earnings progress and that they offer the best opportunity for superior real rates of return. As a fundamental, bottom-up manager, macro-economic forecasts do not drive their stock selection process but do help to shape their investment themes.	Trading-Equity	01/11/2009
LPL Financial LLC LPL Financial LLC Investment ManagersFinance LPL Financials’ advisory services are made available to clients primarily through individuals associated with LPL as investment advisor representatives (IARs). The IARs has access to various research reports and model portfolios to which they may refer in determining investment advice IAR provides to clients. The IAR chooses their own research methods, investment style and management philosophy.	Analyst-Equity	-

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Entreprise privées	7
Westfield Capital Management Co. LP Westfield Capital Management Co. LP Investment ManagersFinance Westfield utilizes an in-depth, fundamental research process, managing domestic growth equity products across the market capitalization spectrum to service their clients' diverse investment needs. The firm favors investing in earnings growth stocks given their conviction that stock prices follow earnings progress and that they offer the best opportunity for superior real rates of return. As a fundamental, bottom-up manager, macro-economic forecasts do not drive their stock selection process but do help to shape their investment themes.	Finance
LPL Financial LLC LPL Financial LLC Investment ManagersFinance LPL Financials’ advisory services are made available to clients primarily through individuals associated with LPL as investment advisor representatives (IARs). The IARs has access to various research reports and model portfolios to which they may refer in determining investment advice IAR provides to clients. The IAR chooses their own research methods, investment style and management philosophy.	Finance
Needham & Co. LLC Needham & Co. LLC Investment Banks/BrokersFinance Provides brokerage services	Finance
University of Maine University of Maine Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Tidal Investments LLC Tidal Investments LLC Investment ManagersFinance Tidal Investments employs a process-oriented approach to investment management. They design a custom, diversified portfolio aligned with their clients’ needs and objectives.	Finance
Otter Creek Advisors LLC Otter Creek Advisors LLC Investment ManagersFinance Otter Creek aims to generate attractive risk-adjusted returns while protecting capital in volatile markets. Their investment process attempts to create an original, yet opportunistic portfolio, employing a deep-dive fundamental approach to security analysis with a strong focus on risk management. The firm believes superior absolute returns are driven by a sound long-term macro-economic thesis coupled with an intensive bottom-up security analysis to construct a portfolio of the firm’s best ideas.	Finance
Tetrem Capital Management (US) Corp. Tetrem Capital Management (US) Corp. Investment ManagersFinance Provides investment advisory services	Finance