David E. Ourlicht
Directeur/Membre du Conseil chez State University Construction Fund
Profil
Prior to joining Amalgamated Bank, Mr. Ourlicht was a Senior Vice President of The Swarthmore Group.
He was a member of the Executive Committee, Investment Policy Committee and Chaired the Marketing Committee.
He was responsible for the Marketing, Client Service and Business Development.
He currently serves as a Trustee and a member of the Finance Committee for the South Street Seaport Museum.
Mr. Ourlicht has over 20 years of financial services and investment experience.
Mr. Ourlicht holds a B.S.
in Business from the State University of New York College at Buffalo, and has held NASD licenses Series 7, 63, 27, and 54.
Postes actifs de David E. Ourlicht
| Sociétés | Poste | Début |
|---|---|---|
State University Construction Fund
 State University Construction Fund Hotels/Resorts/Cruise linesConsumer Services The State University Construction Fund provides academic buildings, dormitories and other facilities. The company is headquartered in New York, NY. | Directeur/Membre du Conseil | - |
New York State Insurance Fund
 New York State Insurance Fund Investment ManagersFinance New York State Insurance Fund provides investment advice for Insurance Company Portfolio. It offers timely and appropriate indemnity and medical payments to injured workers. The company was founded in1914 and is headquartered in Albany, NY. | Directeur/Membre du Conseil | - |
Anciens postes connus de David E. Ourlicht
| Sociétés | Poste | Fin |
|---|---|---|
The Swarthmore Group, Inc.
 The Swarthmore Group, Inc. Investment ManagersFinance The Swarthmore Group, Inc. is an independent, minority-owned, SEC-registered investment advisory firm headquartered in Philadelphia, Pennsylvania. The firm was founded by James E. Nevels in 1991 and they provide discretionary investment advice and wealth management services to individuals, high net-worth individuals, pension and profit sharing plans, corporations, foundation/endowments and state and municipal governments. | Membre du Comité d'Investissement | 31/08/2007 |
Amalgamated Bank (Investment Management)
 Amalgamated Bank (Investment Management) Investment ManagersFinance Amalgamated Bank (Investment Management) (Amalgamated Bank-IM) is the investment management division of Amalgamated Bank (NASDAQ: AMAL), an FDIC-insured commercial bank headquartered in New York City. The firm was founded as Amalgamated Bank of New York in 1923 by the Amalgamated Clothing Workers of America. They have retail branches in New York as well as branches in Las Vegas, Nevada, Lyndhurst, New Jersey, Pasadena, California and Washington, DC. Amalgamated Bank’s corporate divisions also include commercial banking and real estate finance. Through their institutional asset management and custody division, Amalgamated Bank-IM provides investment and trust services to US Taft-Hartley and public sector employee benefit plans, as well as endowments and foundations, non-profits, unions, political organizations and social impact enterprises. | Sales & Marketing | - |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Amalgamated Bank (Investment Management)
Amalgamated Bank (Investment Management) Investment ManagersFinance Amalgamated Bank (Investment Management) (Amalgamated Bank-IM) is the investment management division of Amalgamated Bank (NASDAQ: AMAL), an FDIC-insured commercial bank headquartered in New York City. The firm was founded as Amalgamated Bank of New York in 1923 by the Amalgamated Clothing Workers of America. They have retail branches in New York as well as branches in Las Vegas, Nevada, Lyndhurst, New Jersey, Pasadena, California and Washington, DC. Amalgamated Bank’s corporate divisions also include commercial banking and real estate finance. Through their institutional asset management and custody division, Amalgamated Bank-IM provides investment and trust services to US Taft-Hartley and public sector employee benefit plans, as well as endowments and foundations, non-profits, unions, political organizations and social impact enterprises. | Finance |
The Swarthmore Group, Inc.
The Swarthmore Group, Inc. Investment ManagersFinance The Swarthmore Group, Inc. is an independent, minority-owned, SEC-registered investment advisory firm headquartered in Philadelphia, Pennsylvania. The firm was founded by James E. Nevels in 1991 and they provide discretionary investment advice and wealth management services to individuals, high net-worth individuals, pension and profit sharing plans, corporations, foundation/endowments and state and municipal governments. | Finance |
New York State Insurance Fund
New York State Insurance Fund Investment ManagersFinance New York State Insurance Fund provides investment advice for Insurance Company Portfolio. It offers timely and appropriate indemnity and medical payments to injured workers. The company was founded in1914 and is headquartered in Albany, NY. | Finance |
State University Construction Fund
State University Construction Fund Hotels/Resorts/Cruise linesConsumer Services The State University Construction Fund provides academic buildings, dormitories and other facilities. The company is headquartered in New York, NY. | Consumer Services |
