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Profil
Michael Adam Kulla worked as a Managing Director at Windsor Investment Management LLC and as a Vice President at Lombardia Capital Partners LLC.
He was a Senior Vice President at Ingalls & Snyder LLC from 2012 to 2021.
Prior to that, he worked as a Principal at W.
P.
Stewart & Co., Ltd. and as a Senior Global Trader at Rockefeller & Co., Inc. Kulla received his undergraduate degree and MBA from the University of Miami.
Anciens postes connus de Michael Adam Kulla
| Sociétés | Poste | Fin |
|---|---|---|
Ingalls & Snyder LLC
 Ingalls & Snyder LLC Investment ManagersFinance Ingalls & Snyder is a long-term investor that uses bottom-up research to examine balance sheets valuations and possible risk/return ratios. The firm constructs portfolios for clients based on their own fundamental research and securities analysis, and invest across multiple asset classes, including US and global equities, taxable and tax-exempt bonds, listed options, private placements, exchange traded funds and mutual funds. | Gestionnaire de Portefeuille-Actions | 01/07/2021 |
Windsor Investment Management LLC
 Windsor Investment Management LLC Investment ManagersFinance Windsor Investment Management focuses on managing portfolios of primarily small-cap and mid-cap stocks for institutional investors. The firm also manages a long/short equity hedge fund | Corporate Officer/Principal | 31/12/2011 |
Rockefeller & Co., Inc.
 Rockefeller & Co., Inc. Investment ManagersFinance Rockefeller & Co. is organized around two primary areas of expertise: Rockefeller Wealth Advisors (RWA) and Rockefeller Asset Management (RAM). RWA is an open-architecture investment advice and wealth management platform. RWA provides tailored advice and portfolios of equities, fixed-income securities, hedge funds, private equity funds, and other alternative investments. RAM offers internally-managed global, US, non-US, sector specific and sustainability and impact investment equity strategies; as well as balanced (i.e., multi-asset class) strategies. RAM’s equity strategies, which are available through both affiliated funds and separately managed accounts and in a sub-advisory capacity (depending on size), include but are not limited to: Global Equities; US Equities; Non-US Equities; Global Sustainability & Impact Equities; US Sustainability & Impact Equities; Non-US Sustainability & Impact Equities; US Small Cap Equities; Balanced (Multi-Asset Class) Strategies; and Global Equity Sector Specific Strategies. Rockefeller & Co.’s taxable and tax-exempt fixed income strategies generally employ a conservative approach to US fixed income markets and emphasize capital preservation and current income. Portfolios are constructed utilizing both a top-down focus on macro trends and sector forecasts and a bottom-up focus on credit, relative valuation and volatility. Fixed income strategies are offered through Affiliated Mutual Funds and separately managed accounts. Rockefeller & Co. employs a formal multi-stage process for selecting third-party managers which quantitative and qualitative factors. | Corporate Officer/Principal | - |
Lombardia Capital Partners LLC
 Lombardia Capital Partners LLC Investment ManagersFinance Lombardia Capital Partners (LCP) specializes in investments in U.S. and and non-U.S. value equities. The firm's suite of domestic small-cap and international equity products offers a broad range of diverse investment opportunities. LCP's investment strategies include: Small-Cap Value, Small-Cap Core Equity, and International Value Equity. LCP's Small-Cap Value Portfolio seeks capital appreciation through a value-focused investment process. It is an actively managed, diversified portfolio of stocks of small-cap companies. The strategy seeks to outperform the Russell 2000 Value Index over 300 basis points per annum. The portfolio usually holds 85 to 100 core positions diversified across various industry sectors. The firm's Small-Cap Core Portfolio seeks capital appreciation through a value-focused investment process. It is an actively managed, diversified portfolio of stocks of small-cap companies. The strategy seeks to outperform the Russell 2000 Index over 300 basis points per annum. The portfolio usually holds 70 to 85 core positions diversified across various industry sectors. LCP's International Equity Value Portfolio seeks capital appreciation through a value-focused investment process. It is an actively managed, diversified portfolio of non-U.S. stocks with an investable universe, at the time of purchase, of companies with a U.S. dollar equivalent market-cap greater than $1 billion. The strategy utilizes a Graham & Dodd approach to investing. | Corporate Officer/Principal | - |
W. P. Stewart & Co., Ltd.
 W. P. Stewart & Co., Ltd. Investment ManagersFinance Provides global investment advisory services | Corporate Officer/Principal | - |
Formation de Michael Adam Kulla
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
12
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Lombardia Capital Partners LLC
Lombardia Capital Partners LLC Investment ManagersFinance Lombardia Capital Partners (LCP) specializes in investments in U.S. and and non-U.S. value equities. The firm's suite of domestic small-cap and international equity products offers a broad range of diverse investment opportunities. LCP's investment strategies include: Small-Cap Value, Small-Cap Core Equity, and International Value Equity. LCP's Small-Cap Value Portfolio seeks capital appreciation through a value-focused investment process. It is an actively managed, diversified portfolio of stocks of small-cap companies. The strategy seeks to outperform the Russell 2000 Value Index over 300 basis points per annum. The portfolio usually holds 85 to 100 core positions diversified across various industry sectors. The firm's Small-Cap Core Portfolio seeks capital appreciation through a value-focused investment process. It is an actively managed, diversified portfolio of stocks of small-cap companies. The strategy seeks to outperform the Russell 2000 Index over 300 basis points per annum. The portfolio usually holds 70 to 85 core positions diversified across various industry sectors. LCP's International Equity Value Portfolio seeks capital appreciation through a value-focused investment process. It is an actively managed, diversified portfolio of non-U.S. stocks with an investable universe, at the time of purchase, of companies with a U.S. dollar equivalent market-cap greater than $1 billion. The strategy utilizes a Graham & Dodd approach to investing. | Finance |
Ingalls & Snyder LLC
Ingalls & Snyder LLC Investment ManagersFinance Ingalls & Snyder is a long-term investor that uses bottom-up research to examine balance sheets valuations and possible risk/return ratios. The firm constructs portfolios for clients based on their own fundamental research and securities analysis, and invest across multiple asset classes, including US and global equities, taxable and tax-exempt bonds, listed options, private placements, exchange traded funds and mutual funds. | Finance |
W. P. Stewart & Co., Ltd.
W. P. Stewart & Co., Ltd. Investment ManagersFinance Provides global investment advisory services | Finance |
Rockefeller & Co., Inc.
Rockefeller & Co., Inc. Investment ManagersFinance Rockefeller & Co. is organized around two primary areas of expertise: Rockefeller Wealth Advisors (RWA) and Rockefeller Asset Management (RAM). RWA is an open-architecture investment advice and wealth management platform. RWA provides tailored advice and portfolios of equities, fixed-income securities, hedge funds, private equity funds, and other alternative investments. RAM offers internally-managed global, US, non-US, sector specific and sustainability and impact investment equity strategies; as well as balanced (i.e., multi-asset class) strategies. RAM’s equity strategies, which are available through both affiliated funds and separately managed accounts and in a sub-advisory capacity (depending on size), include but are not limited to: Global Equities; US Equities; Non-US Equities; Global Sustainability & Impact Equities; US Sustainability & Impact Equities; Non-US Sustainability & Impact Equities; US Small Cap Equities; Balanced (Multi-Asset Class) Strategies; and Global Equity Sector Specific Strategies. Rockefeller & Co.’s taxable and tax-exempt fixed income strategies generally employ a conservative approach to US fixed income markets and emphasize capital preservation and current income. Portfolios are constructed utilizing both a top-down focus on macro trends and sector forecasts and a bottom-up focus on credit, relative valuation and volatility. Fixed income strategies are offered through Affiliated Mutual Funds and separately managed accounts. Rockefeller & Co. employs a formal multi-stage process for selecting third-party managers which quantitative and qualitative factors. | Finance |
University of Miami
 University of Miami Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Windsor Investment Management LLC
Windsor Investment Management LLC Investment ManagersFinance Windsor Investment Management focuses on managing portfolios of primarily small-cap and mid-cap stocks for institutional investors. The firm also manages a long/short equity hedge fund | Finance |
