Jamey Cappello
Gestionnaire de Portefeuille-Actions chez Gagnon Securities LLC
Profil
Mr. James M.
Cappello is a Partner & Portfolio Manager at Gagnon Securities LLC.
He joined the firm in 2017 and is a Portfolio Manager focused on the technology sector.
Prior to joining the firm, Mr. Cappello was Co-Portfolio Manager at Invicta Capital, LLC, a technology-focused hedge fund investing primarily in small- and mid-cap equities.
Between 2008-2013, he was Vice President and Senior Research Analyst on the Small-SMID-Midcap team at Columbus Circle Investors, LLC, investing in technology-, services and industrial-related equities.
He began his buy-side career in 2001 at Kern Capital Management, LLC, a small-cap asset manager, starting as an Analyst and becoming a Principal and Senior Investment Adviser.
Mr. Cappello earned his B.S.
from Fairfield University and an M.B.A from Hofstra University and Rotterdam School of Management, Erasmus University.
Postes actifs de Jamey Cappello
| Sociétés | Poste | Début |
|---|---|---|
Gagnon Securities LLC
 Gagnon Securities LLC Investment ManagersFinance Gagnon Securities LLC is an independent registered investment advisor headquartered in New York City. The firm was founded in 2000 by Neil Gagnon, Brian Gagnon and Maureen Drew. Gagnon Securities manages individual brokerage accounts on a discretionary basis for individuals, retirement accounts, trusts, custodial accounts, and other institutions and business entities. | Gestionnaire de Portefeuille-Actions | 01/01/2017 |
Anciens postes connus de Jamey Cappello
| Sociétés | Poste | Fin |
|---|---|---|
Invicta Capital Management LLC
 Invicta Capital Management LLC Investment ManagersFinance Founded in 2008 by Gregory Weaver, Invicta Capital Management LLC is a hedge fund manager located in New York City. The firm is a subsidiary of Invicta Capital Group LLC. In addition to managing their flagship Invicta Fund LLC, the firm serves as sub-advisor to the James Alpha Small-Cap Fund. | Analyst-Equity | 04/08/2015 |
Columbus Circle Investors
 Columbus Circle Investors Investment ManagersFinance Columbus Circle Investors (CCI) is a SEC-registered investment advisor headquartered in Stamford, Connecticut. The firm is directly owned by CCIP LLC and is a partly-owned subsidiary of Principal Global Investors LLC, itself a member of Principal Financial Group, Inc. (NYSE: PFG). Founded in 1975, CCI provides portfolio management services to individuals, high net-worth individuals, corporate pension and profit-sharing plans, Taft-Hartley plans, charitable institutions, foundations, endowments, municipalities, registered mutual funds, private investment funds, trust programs, sovereign funds, foreign funds, and other US and international institutions. The firm also provides sub-advisory services to certain registered investment companies, including certain affiliated Principal Global Investors’ Funds. They also sub-advise accounts of the Principal Global Investors Trust and provide investment portfolio services to wrap fee programs and other similar mandates. | Analyst-Equity | 01/03/2013 |
Kern Capital Management LLC
 Kern Capital Management LLC Investment ManagersFinance Founded in 1997 by Robert E. Kern, Jr. and David G. Kern, Kern Capital Management LLC is a registered investment advisor located in Madison, New Jersey | Analyst-Equity | 01/12/2007 |
Sidoti & Co. LLC
 Sidoti & Co. LLC Investment Banks/BrokersFinance Sidoti & Co. LLC (S&C) is a registered broker and equity research firm headquartered in New York City. The firm is a subsidiary of Sidoti Holding Co. LLC and was founded in 1999. S&C provides research exclusively to institutional investors. The firm covers the following sectors: housing, retail, basic industries, technology, business services, capital goods, automotive, computer software, regional banking, telecommunications, entertainment, healthcare and consumer products. Their analysts conduct their own due diligence which includes visiting companies and meeting with operating and financial management. In addition, the firm's analysts focus on fundamentals, particularly cash flow from operations and EPS. | Analyst-Equity | 31/05/2001 |
Sumitomo Mitsui Banking Corp.
 Sumitomo Mitsui Banking Corp. Major BanksFinance Sumitomo Mitsui Banking Corp. engages in the provision of financial services centered on banking. It operates through the following business segments: Wholesale, Retail, International, Market Sales, and Headquarters Management. The Wholesale segment covers business for customers of large and medium-sized companies in Japan. The Retail segment handles business for domestic individuals and SME customers. The International segment comprises of business for overseas Japanese and non-Japanese companies. The Market Sales segment corresponds to financial market business. The Headquarters Management segment includes all other businesses not covered by other segments. The company was founded in April 2001 and is headquartered in Tokyo, Japan. | Portfolio Manager-Fixed Income | 31/12/1999 |
Formation de Jamey Cappello
| Fairfield University | Undergraduate Degree |
| Hofstra University | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Kern Capital Management LLC
Kern Capital Management LLC Investment ManagersFinance Founded in 1997 by Robert E. Kern, Jr. and David G. Kern, Kern Capital Management LLC is a registered investment advisor located in Madison, New Jersey | Finance |
Gagnon Securities LLC
Gagnon Securities LLC Investment ManagersFinance Gagnon Securities LLC is an independent registered investment advisor headquartered in New York City. The firm was founded in 2000 by Neil Gagnon, Brian Gagnon and Maureen Drew. Gagnon Securities manages individual brokerage accounts on a discretionary basis for individuals, retirement accounts, trusts, custodial accounts, and other institutions and business entities. | Finance |
Columbus Circle Investors
Columbus Circle Investors Investment ManagersFinance Columbus Circle Investors (CCI) is a SEC-registered investment advisor headquartered in Stamford, Connecticut. The firm is directly owned by CCIP LLC and is a partly-owned subsidiary of Principal Global Investors LLC, itself a member of Principal Financial Group, Inc. (NYSE: PFG). Founded in 1975, CCI provides portfolio management services to individuals, high net-worth individuals, corporate pension and profit-sharing plans, Taft-Hartley plans, charitable institutions, foundations, endowments, municipalities, registered mutual funds, private investment funds, trust programs, sovereign funds, foreign funds, and other US and international institutions. The firm also provides sub-advisory services to certain registered investment companies, including certain affiliated Principal Global Investors’ Funds. They also sub-advise accounts of the Principal Global Investors Trust and provide investment portfolio services to wrap fee programs and other similar mandates. | Finance |
Sumitomo Mitsui Banking Corp.
Sumitomo Mitsui Banking Corp. Major BanksFinance Sumitomo Mitsui Banking Corp. engages in the provision of financial services centered on banking. It operates through the following business segments: Wholesale, Retail, International, Market Sales, and Headquarters Management. The Wholesale segment covers business for customers of large and medium-sized companies in Japan. The Retail segment handles business for domestic individuals and SME customers. The International segment comprises of business for overseas Japanese and non-Japanese companies. The Market Sales segment corresponds to financial market business. The Headquarters Management segment includes all other businesses not covered by other segments. The company was founded in April 2001 and is headquartered in Tokyo, Japan. | Finance |
Sidoti & Co. LLC
Sidoti & Co. LLC Investment Banks/BrokersFinance Sidoti & Co. LLC (S&C) is a registered broker and equity research firm headquartered in New York City. The firm is a subsidiary of Sidoti Holding Co. LLC and was founded in 1999. S&C provides research exclusively to institutional investors. The firm covers the following sectors: housing, retail, basic industries, technology, business services, capital goods, automotive, computer software, regional banking, telecommunications, entertainment, healthcare and consumer products. Their analysts conduct their own due diligence which includes visiting companies and meeting with operating and financial management. In addition, the firm's analysts focus on fundamentals, particularly cash flow from operations and EPS. | Finance |
Invicta Capital Management LLC
Invicta Capital Management LLC Investment ManagersFinance Founded in 2008 by Gregory Weaver, Invicta Capital Management LLC is a hedge fund manager located in New York City. The firm is a subsidiary of Invicta Capital Group LLC. In addition to managing their flagship Invicta Fund LLC, the firm serves as sub-advisor to the James Alpha Small-Cap Fund. | Finance |
