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Profil
Massimo Santicchia was the founder of Crest Investment Partners LLC (Old) (2011) and Alpha Quant Advisors LLC (2016), where he held the title of Chief Investment Officer.
He worked as an Analyst at Nicholas-Applegate Capital Management and as a Vice President at GSAM Strategist Portfolios LLC (Inv Mgmt) from 2000 to 2011.
From 2011 to 2016, he served as the Chief Investment Officer at Cypress Capital Group, Inc. He also worked as a Consultant at Credit Suisse Securities (USA) LLC (Broker) and Goldman Sachs & Co. LLC.
Mr. Santicchia earned an MBA from Alliant International University in 1996, a graduate degree from Pace University in 2002, and an undergraduate degree from the University of Perugia in 1991.
Anciens postes connus de Massimo Santicchia
| Sociétés | Poste | Fin |
|---|---|---|
Cypress Capital Group, Inc.
 Cypress Capital Group, Inc. Investment ManagersFinance CCG employs an asset allocation investment approach in order to determine the optimal portfolio allocations to distinct asset classes based on investors’ time horizon. The firm focuses on individual security management using the following asset classes: Equity and Fixed Income Securities, and occasionally Warrants and Options. They employ a team-driven approach to its equity investment process and together with its affiliate sub-advisor, Cypress Trust Company, provide a front-end screening to focus the research efforts of the investment team on a manageable list of attractive stocks. CCG is a largely a buy and hold investor and have a low turnover within their bond holdings. | Directeur en chef des Investissements | 01/10/2016 |
GSAM Strategist Portfolios LLC (Inv Mgmt)
 GSAM Strategist Portfolios LLC (Inv Mgmt) Investment ManagersFinance GSAMSP offers a broad range of products across asset classes, regions and the risk spectrum. The firm utilizes fundamental analysis and a combination of top-down sub-sector selection and bottom-up company selection. | Gestionnaire de Portefeuille-Actions | 31/08/2011 |
Alpha Quant Advisors LLC
 Alpha Quant Advisors LLC Investment ManagersFinance Alpha Quant manages accounts based on three proprietary products: equity strategies, multi-asset portfolios and strategy indexes. The equity strategies utilize proprietary, fundamentals-based quantitative models. The strategies are based on core fundamental concepts and are managed through a highly disciplined, repeatable and transparent investment process. Equity portfolios, consisting primarily of individual equity securities, span different styles and market capitalizations. Alpha Quant’s equity portfolios are managed with a disciplined, rules-based investment process based on fundamental concepts. Mutual funds or ETFs may be used for efficient portfolio management or to expose cash balances to the equity markets. | Fondateur | - |
Nicholas-Applegate Capital Management
 Nicholas-Applegate Capital Management Investment ManagersFinance Nicholas-Applegate Capital Management employs a forward-thinking, change-focused investment philosophy to create domestic and international portfolios across fundamental and systematic equity, income and growth strategies. The firm's investment approach seeks to identify points of inflection that could lead to strong price appreciation and to invest in a timely manner to maximize return potential. The firm's range of investment strategies include domestic, global, international and specialty portfolios. Each portfolio follows one of two approaches: traditional or model-driven (systematic). Nicholas-Applegate tends to invest in the stocks of companies in the electronic technology, health technology, technology services, consumer non-durables and finance sectors. The firm invests globally, across all market-caps. Nicholas-Applegate maintains a medium turnover rate. | Analyst-Equity | - |
Credit Suisse Securities (USA) LLC (Broker)
 Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
Formation de Massimo Santicchia
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
84
Relations au 1er degré
10
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 10 |
|---|---|
Credit Suisse Securities (USA) LLC (Broker)
Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Provides brokerage services | Finance |
Nicholas-Applegate Capital Management
Nicholas-Applegate Capital Management Investment ManagersFinance Nicholas-Applegate Capital Management employs a forward-thinking, change-focused investment philosophy to create domestic and international portfolios across fundamental and systematic equity, income and growth strategies. The firm's investment approach seeks to identify points of inflection that could lead to strong price appreciation and to invest in a timely manner to maximize return potential. The firm's range of investment strategies include domestic, global, international and specialty portfolios. Each portfolio follows one of two approaches: traditional or model-driven (systematic). Nicholas-Applegate tends to invest in the stocks of companies in the electronic technology, health technology, technology services, consumer non-durables and finance sectors. The firm invests globally, across all market-caps. Nicholas-Applegate maintains a medium turnover rate. | Finance |
Cypress Capital Group, Inc.
Cypress Capital Group, Inc. Investment ManagersFinance CCG employs an asset allocation investment approach in order to determine the optimal portfolio allocations to distinct asset classes based on investors’ time horizon. The firm focuses on individual security management using the following asset classes: Equity and Fixed Income Securities, and occasionally Warrants and Options. They employ a team-driven approach to its equity investment process and together with its affiliate sub-advisor, Cypress Trust Company, provide a front-end screening to focus the research efforts of the investment team on a manageable list of attractive stocks. CCG is a largely a buy and hold investor and have a low turnover within their bond holdings. | Finance |
Goldman Sachs & Co. LLC
 Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Alliant International University
 Alliant International University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Pace University
 Pace University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Perugia
 University of Perugia Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
GSAM Strategist Portfolios LLC (Inv Mgmt)
GSAM Strategist Portfolios LLC (Inv Mgmt) Investment ManagersFinance GSAMSP offers a broad range of products across asset classes, regions and the risk spectrum. The firm utilizes fundamental analysis and a combination of top-down sub-sector selection and bottom-up company selection. | Finance |
Crest Investment Partners LLC (Old)
 Crest Investment Partners LLC (Old) Investment ManagersFinance Crest Investment Partners' (CIP) services are based on two main portfolio products: multi-asset portfolios and equity portfolios. Their multi-asset portfolios are designed to target specific risk levels and/or specific objectives such as income or real wealth, and include mutual funds, SMAs, ETFs and individual securities. Equity portfolios, consisting entirely of individual securities, span different styles and market capitalizations globally. For their equity portfolios, CIP employs a combination of fundamental and quantitative analysis. They identify fundamental factors that have displayed ability to predict future returns and that they believe will continue to do so. The firm's fundamental analysis and insights are captured in a disciplined, rule-based portfolio process. CIP's equity strategies may display greater volatility than the overall market as they tend to be concentrated portfolios of 30 to 60 stocks. These strategies rely on historically estimated and empirically tested relationships between stocks attributes (alpha factors) and future returns. Potential erosion of factors' predictive power may result in below-expectation portfolio performance. For their multi-asset portfolios, CIP employs a combination of quantitative and qualitative analysis. Extensive historical simulations drive their strategic asset allocation process. They employ optimization tools such as mean-variance and Black-Litterman methods to construct efficient portfolios. In selecting ETFs, CIP consider various factors such as costs, liquidity, structure and sponsor. In selecting mutual funds, the firm evaluates patterns of historical performance, risk characteristics, fees and management quality. Multi-asset portfolios may invest in more volatile asset classes such as high yield bonds, emerging market bonds and equities, commodities and small-cap stocks. | Finance |
Alpha Quant Advisors LLC
Alpha Quant Advisors LLC Investment ManagersFinance Alpha Quant manages accounts based on three proprietary products: equity strategies, multi-asset portfolios and strategy indexes. The equity strategies utilize proprietary, fundamentals-based quantitative models. The strategies are based on core fundamental concepts and are managed through a highly disciplined, repeatable and transparent investment process. Equity portfolios, consisting primarily of individual equity securities, span different styles and market capitalizations. Alpha Quant’s equity portfolios are managed with a disciplined, rules-based investment process based on fundamental concepts. Mutual funds or ETFs may be used for efficient portfolio management or to expose cash balances to the equity markets. | Finance |
