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David Edward Ortiz
Comptroller/Controller/Auditor chez
HUNTINGTON BANCSHARES INCORPORATED
Profil
David Edward Ortiz was the founder of Beacon Ridge Capital Management LLC, founded in 2009, where the title held was President & Chief Investment Officer from 2009 to 2011.
Current jobs include Chief Auditor & Executive Vice President at Huntington Bancshares, Inc., and Trustee at The Episcopal Charities.
Former jobs include Partner at Asset Allocation & Management Co. LLC, Principal at CreditSights, Inc., Credit Research Analyst at PGIM Private Capital, and Senior Portfolio Manager at Vanderbilt Capital Advisors LLC (Illinois) in 2008.
Education includes an MBA from The University of Chicago and an undergraduate degree from Miami University.
Postes actifs de David Edward Ortiz
| Sociétés | Poste | Début |
|---|---|---|
| HUNTINGTON BANCSHARES INCORPORATED | Comptroller/Controller/Auditor | - |
The Episcopal Charities
 The Episcopal Charities Miscellaneous Commercial ServicesCommercial Services Operates social service organizations to meet the needs of the vulnerable | Directeur/Membre du Conseil | - |
Anciens postes connus de David Edward Ortiz
| Sociétés | Poste | Fin |
|---|---|---|
Beacon Ridge Capital Management LLC
 Beacon Ridge Capital Management LLC Investment ManagersFinance Beacon Ridge Capital Management focuses exclusively on fixed-income and structured finance investment management. | Fondateur | 01/03/2011 |
Vanderbilt Capital Advisors LLC (Illinois)
 Vanderbilt Capital Advisors LLC (Illinois) Investment ManagersFinance Vanderbilt Capital Advisors focuses exclusively on managing fixed-income portfolios for institutional clients. Their investment decisions are based on yield curve & duration, sector allocation and security selection. Sectors are identified based on yield spreads and volatility expectations | Corporate Officer/Principal | 31/12/2008 |
PGIM Private Capital
 PGIM Private Capital Investment ManagersFinance Prudential Private Capital invests in middle market companies located in North America, Europe, Latin America and Australia with an EBITDA of USD 10 – 100 million. The firm focuses on a broad range of sectors and industries. It participates in direct lending, mezzanine and secondary transactions with an investment size of USD 10 – 400 million. The firm acts as a lead investor and it takes a seat on the board of directors. | Corporate Officer/Principal | - |
Asset Allocation & Management Co. LLC
 Asset Allocation & Management Co. LLC Investment ManagersFinance AAM specializes in the management of insurance company assets. The firm works with each client to develop a comprehensive portfolio strategy. They execute this approach across a wide range of asset classes and investment styles. Their investment grade fixed income strategy offers insurers a diversified portfolio that seeks to emphasize stable income, predictable cash flows and stable credit ratings. Insurance portfolios seek a yield-oriented approach within a risk-controlled framework that seeks to minimize credit impairments and deliver competitive return over a market cycle. | Corporate Officer/Principal | - |
CreditSights, Inc.
 CreditSights, Inc. Investment ManagersFinance Provides investment research | Corporate Officer/Principal | - |
Formation de David Edward Ortiz
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
52
Relations au 1er degré
9
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 9 |
|---|---|
Huntington Bancshares, Inc.
 Huntington Bancshares, Inc. Major BanksFinance Operates as a bank holding company which provides commercial and consumer banking services | Finance |
Asset Allocation & Management Co. LLC
Asset Allocation & Management Co. LLC Investment ManagersFinance AAM specializes in the management of insurance company assets. The firm works with each client to develop a comprehensive portfolio strategy. They execute this approach across a wide range of asset classes and investment styles. Their investment grade fixed income strategy offers insurers a diversified portfolio that seeks to emphasize stable income, predictable cash flows and stable credit ratings. Insurance portfolios seek a yield-oriented approach within a risk-controlled framework that seeks to minimize credit impairments and deliver competitive return over a market cycle. | Finance |
CreditSights, Inc.
CreditSights, Inc. Investment ManagersFinance Provides investment research | Finance |
The University of Chicago
 The University of Chicago Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Miami University
 Miami University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
PGIM Private Capital
PGIM Private Capital Investment ManagersFinance Prudential Private Capital invests in middle market companies located in North America, Europe, Latin America and Australia with an EBITDA of USD 10 – 100 million. The firm focuses on a broad range of sectors and industries. It participates in direct lending, mezzanine and secondary transactions with an investment size of USD 10 – 400 million. The firm acts as a lead investor and it takes a seat on the board of directors. | Finance |
The Episcopal Charities
The Episcopal Charities Miscellaneous Commercial ServicesCommercial Services Operates social service organizations to meet the needs of the vulnerable | Commercial Services |
Vanderbilt Capital Advisors LLC (Illinois)
Vanderbilt Capital Advisors LLC (Illinois) Investment ManagersFinance Vanderbilt Capital Advisors focuses exclusively on managing fixed-income portfolios for institutional clients. Their investment decisions are based on yield curve & duration, sector allocation and security selection. Sectors are identified based on yield spreads and volatility expectations | Finance |
Beacon Ridge Capital Management LLC
Beacon Ridge Capital Management LLC Investment ManagersFinance Beacon Ridge Capital Management focuses exclusively on fixed-income and structured finance investment management. | Finance |
