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Mark David Santero
Directeur Général chez
Homestead Advisers Corp.
Profil
Mr. Mark D.
Santero is a President, Chief Executive Officer & Trustee at Homestead Funds Trust and a Director, President & Chief Executive Officer at Homestead Advisers Corp.
He is on the Board of Directors at Homestead Funds Trust.
Mr. Santero is responsible for shaping the strategic vision and directing the business activities of the fund company and its related money management entity.
He oversees portfolio management, operations, client services, marketing and sales.
Mr. Santero was employed as a Managing Director & Head-Private Clients & Trust Banking Group by OppenheimerFunds Distributor, Inc., a Chief Operating Officer by Tremont Group Holdings LLC, a Senior Vice President by Tremont Capital Management, Inc., a Principal by Amvescap Plc (Georgia), a Chief Executive Officer by BNY Mellon Investment Adviser, Inc., a Principal by E.F.
Hutton & Co., Inc., a Chief Operating Officer by Ivy Asset Management LLC, a Principal by Lazard Freres & Co. LLC (Broker), and a Principal by US Trust Corp.
He is a graduate of Fordham University, where he received a Bachelor’s degree in finance and received his MBA in finance from Fordham University’s Graduate School of Business.
Postes actifs de Mark David Santero
| Sociétés | Poste | Début |
|---|---|---|
Homestead Advisers Corp.
 Homestead Advisers Corp. Investment ManagersFinance Homestead Advisers employs equity, fixed income and money market investment strategies. Their equity strategy seeks capital growth over the long-term by investing in stocks of established companies they believe to be attractive and/or undervalued. The firm generally follows a bottom-up approach based on its fundamental research and consideration of variety of factors. Homestead Advisers’ fixed-income strategy primarily seeks current income while maintaining a low degree of fluctuation. In selecting portfolio holdings, the firm considers the outlook for the economy, monetary policy, interest rates and credit spreads. | Directeur Général | 01/06/2018 |
Homestead Funds Trust
 Homestead Funds Trust Investment Trusts/Mutual FundsMiscellaneous Operates as an open-end management investment company | Directeur Général | 15/02/2019 |
Anciens postes connus de Mark David Santero
| Sociétés | Poste | Fin |
|---|---|---|
OppenheimerFunds Distributor, Inc.
 OppenheimerFunds Distributor, Inc. Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | 01/01/2014 |
Tremont Group Holdings LLC
 Tremont Group Holdings LLC Investment ManagersFinance Operates as a holding company | Directeur des opérations | 01/01/2014 |
Tremont Group Holdings, Inc.
 Tremont Group Holdings, Inc. Investment ManagersFinance Tremont's investment approach begins with a focus on strategy allocation. While hedge funds are not as liquid and transparent as traditional asset classes, Tremont believes that asset allocation, as represented by strategy selection, plays an important part in the generation of superior returns. The firm selects managers for their funds of hedge funds from the pool of available managers that have passed through their multi-stage due diligence process. In order to screen through and organize the sizable universe of hedge funds, their analysts utilize their Tremont Investment Management System, a comprehensive, proprietary database that enables them to capture both qualitative and performance-based quantitative information on hedge fund managers and to compare managers to their peer groups using underlying TASS data. Tremont collaborated with RiskMetrics in co-developing an analytical platform that offers managers the opportunity to report their risk exposures to RiskMetrics HedgePlatform without divulging their positions. In turn, RiskMetrics HedgePlatform has developed a myriad of risk reports based on position level information, including portfolio concentration analysis, leverage and liquidity analysis, sector, currency and geographic breakdowns, scenario and stress testing and other metrics including Value at Risk. | Directeur des opérations | 31/03/2009 |
BNY Mellon Investment Adviser, Inc.
 BNY Mellon Investment Adviser, Inc. Investment ManagersFinance BNYMIA’s investment approach is a team approach where portfolio managers and the research team share information to form a disciplined and consistent strategy that meets the client’s diversification, credit quality, liquidity and average weighted maturity requirements. The firm’s credit research function is fully independent from portfolio management and their dedicated research team employs a deliberately conservative policy, when evaluating individual credits, to help support portfolio credit quality and stability. | Directeur Général | 01/01/2017 |
E.F. Hutton & Co., Inc.
 E.F. Hutton & Co., Inc. Financial ConglomeratesFinance Provides investment and financial services | Corporate Officer/Principal | - |
Formation de Mark David Santero
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
19
Relations au 1er degré
12
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 12 |
|---|---|
BNY Mellon Investment Adviser, Inc.
BNY Mellon Investment Adviser, Inc. Investment ManagersFinance BNYMIA’s investment approach is a team approach where portfolio managers and the research team share information to form a disciplined and consistent strategy that meets the client’s diversification, credit quality, liquidity and average weighted maturity requirements. The firm’s credit research function is fully independent from portfolio management and their dedicated research team employs a deliberately conservative policy, when evaluating individual credits, to help support portfolio credit quality and stability. | Finance |
Tremont Group Holdings, Inc.
Tremont Group Holdings, Inc. Investment ManagersFinance Tremont's investment approach begins with a focus on strategy allocation. While hedge funds are not as liquid and transparent as traditional asset classes, Tremont believes that asset allocation, as represented by strategy selection, plays an important part in the generation of superior returns. The firm selects managers for their funds of hedge funds from the pool of available managers that have passed through their multi-stage due diligence process. In order to screen through and organize the sizable universe of hedge funds, their analysts utilize their Tremont Investment Management System, a comprehensive, proprietary database that enables them to capture both qualitative and performance-based quantitative information on hedge fund managers and to compare managers to their peer groups using underlying TASS data. Tremont collaborated with RiskMetrics in co-developing an analytical platform that offers managers the opportunity to report their risk exposures to RiskMetrics HedgePlatform without divulging their positions. In turn, RiskMetrics HedgePlatform has developed a myriad of risk reports based on position level information, including portfolio concentration analysis, leverage and liquidity analysis, sector, currency and geographic breakdowns, scenario and stress testing and other metrics including Value at Risk. | Finance |
Amvescap Plc (Georgia)
 Amvescap Plc (Georgia) Investment ManagersFinance Provides investment management services | Finance |
Homestead Advisers Corp.
Homestead Advisers Corp. Investment ManagersFinance Homestead Advisers employs equity, fixed income and money market investment strategies. Their equity strategy seeks capital growth over the long-term by investing in stocks of established companies they believe to be attractive and/or undervalued. The firm generally follows a bottom-up approach based on its fundamental research and consideration of variety of factors. Homestead Advisers’ fixed-income strategy primarily seeks current income while maintaining a low degree of fluctuation. In selecting portfolio holdings, the firm considers the outlook for the economy, monetary policy, interest rates and credit spreads. | Finance |
Ivy Asset Management LLC
 Ivy Asset Management LLC Investment ManagersFinance Ivy Asset Management seeks to deliver significant risk-adjusted returns by investing with highly skilled managers, creating diversified portfolios and carefully monitoring performance. The firm's investment approach focuses on identifying opportunities, recognizing untapped market niches and discovering new, emerging managers around the world. Ivy Asset Management offers global equity long/short, credit and trading strategies. The firm tends to invest in the stocks of US small-cap companies in the producer manufacturing and consumer durables sectors. | Finance |
OppenheimerFunds Distributor, Inc.
OppenheimerFunds Distributor, Inc. Investment ManagersFinance Provides investment advice | Finance |
Tremont Group Holdings LLC
Tremont Group Holdings LLC Investment ManagersFinance Operates as a holding company | Finance |
Lazard Freres & Co. LLC (Broker)
 Lazard Freres & Co. LLC (Broker) Investment Banks/BrokersFinance Provides brokerage services | Finance |
Fordham University
 Fordham University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
US Trust Corp.
 US Trust Corp. Regional BanksFinance Provides integrated wealth management solutions | Finance |
E.F. Hutton & Co., Inc.
E.F. Hutton & Co., Inc. Financial ConglomeratesFinance Provides investment and financial services | Finance |
Homestead Funds Trust
Homestead Funds Trust Investment Trusts/Mutual FundsMiscellaneous Operates as an open-end management investment company | Miscellaneous |
