Profil
Mr. Jerald P.
Menozzi is a Chief Investment Officer & Portfolio Manager at Orange Investment Advisors LLC.
He has over 34 years of industry experience.
Prior to founding Orange Investment Advisors in 2017, Mr. Menozzi held several positions over 17 years at Semper Capital LP.
He joined Semper in 1999 as the Head of Mortgages, and served as the firm’s Chief Investment Officer from 2010 until his departure in 2016, as well as Lead Portfolio Manager of the Semper MBS Total Return Fund from its inception through until his departure in 2016.
Prior to Semper, Mr. Menozzi spent 12 years at Atlantic Portfolio Analytics and Management.
His experience included managing mortgage pass-throughs and mortgage derivatives, in long only and leveraged portfolios.
Prior to managing portfolios, he spent four years developing analytical and operational systems, including one of the early CMO cash flow models.
He began his career as an electrical engineer at Harris Corp.
where he earned a patent for a digital radar design.
Mr. Menozzi received his undergraduate degree from Massachusetts Institute of Technology and an MBA from Florida Institute of Technology, Inc..
Postes actifs de Jay Menozzi
| Sociétés | Poste | Début |
|---|---|---|
Orange Investment Advisors LLC
 Orange Investment Advisors LLC Investment ManagersFinance Orange Investment Advisors LLC (Orange) is a SEC-registered investment advisor headquartered in Winter Park, Florida. The firm was founded by Jerald “Jay” Menozzi in 2017. They are owned by OIA Management Holdings LLC. Orange provides discretionary and non-discretionary advisory services to institutional clients and pooled investment vehicles, which include public and private investment companies. | Fondateur | 01/01/2017 |
Anciens postes connus de Jay Menozzi
| Sociétés | Poste | Fin |
|---|---|---|
Semper Capital Management LP
 Semper Capital Management LP Investment ManagersFinance Semper Capital Management LP (Semper) is an independent, SEC-registered investment advisor headquartered in New York City. The firm was founded by John Utendahl and Tom Mandel in 1992 and was formerly known as UCM Partners LP and as Utendahl Capital Management LP. Semper offers institutional and high-net-worth individuals multiple securitized debt-centric investment platforms that range from private absolute return and index-based strategies to registered mutual funds and custom managed accounts. | Directeur en chef des Investissements | 01/01/2017 |
| Atlantic Portfolio Analytics & Management, Inc. | Portfolio Manager-Fixed Income | 31/12/1998 |
Formation de Jay Menozzi
| Massachusetts Institute of Technology | Undergraduate Degree |
| Florida Institute of Technology, Inc. | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
Semper Capital Management LP
Semper Capital Management LP Investment ManagersFinance Semper Capital Management LP (Semper) is an independent, SEC-registered investment advisor headquartered in New York City. The firm was founded by John Utendahl and Tom Mandel in 1992 and was formerly known as UCM Partners LP and as Utendahl Capital Management LP. Semper offers institutional and high-net-worth individuals multiple securitized debt-centric investment platforms that range from private absolute return and index-based strategies to registered mutual funds and custom managed accounts. | Finance |
| Atlantic Portfolio Analytics & Management, Inc. | Finance |
Orange Investment Advisors LLC
Orange Investment Advisors LLC Investment ManagersFinance Orange Investment Advisors LLC (Orange) is a SEC-registered investment advisor headquartered in Winter Park, Florida. The firm was founded by Jerald “Jay” Menozzi in 2017. They are owned by OIA Management Holdings LLC. Orange provides discretionary and non-discretionary advisory services to institutional clients and pooled investment vehicles, which include public and private investment companies. | Finance |
