Profil
Prior to joining Barrett Associates Inc., Mr. Warshawsky was a research analyst at Gray, Seifert & Co., Inc. Prior to that he was affiliated with another asset management firm for six years where he served as head equity research generalist.
He was also co-manager of several equity portfolios.
Mr. Warshawsky began his investment career at Swiss Bank Corporation (currently UBS Securities LLC) where he was responsible for research coverage of consumer non-durable and retail companies for 11 years.
Mr. Warshawsky holds a Bachelor of Science degree in Economics from Binghamton University and a Master of Business Administration in Finance and Investment Management from NYU Leonard N.
Stern School of Business.
He is a member of the Consumer Analyst Group of New York.
Anciens postes connus de Michael J. Warshawsky
| Sociétés | Poste | Fin |
|---|---|---|
Barrett Associates, Inc.
Barrett Associates, Inc. Investment ManagersFinance Barrett Associates is a large-cap growth manager that seeks to achieve premium returns through investments in the stocks of fundamentally strong, shareholder-oriented companies with superior, sustainable sales and earnings growth. They focus on companies in higher-growth industries that are experiencing superior sales and earnings increases. Investments are diversified across a variety of growing industries to provide portfolios with superior overall growth characteristics and to control risk. Though not limited by sector, Barrett Associates tends to invest in the stocks of large-cap companies in the finance, technology services, health technology, energy minerals, producer manufacturing and electronic technology sectors. They invest primarily in the US and Europe. The firm maintains a very low turnover rate. Barrett Associates' research efforts focus on industries that have the potential to grow at a greater rate than the overall economy. The firm looks for companies with excellent management teams, high pre-tax margins and significant cash generation. They strive to purchase shares at an appropriate valuation and hold them for as long as the company's competitive advantages are sustained. Barrett Associates' investment horizon is 3 to 5 years. Barrett Associates also offers balanced portfolios. Bonds are included in portfolios to provide safety, liquidity and a stable stream of income on a favorable after-tax basis. The firm's fixed-income investment approach selects bonds based on their outlook for interest rates and the client's tax status. Barrett Associates invests in securities with a high-quality credit rating. The firm's fixed-income research evaluates macroeconomic data including GDP growth, fiscal monetary and regulatory policy, the outlook for inflation and global capital flows to determine long and short-term expectations for interest rates. Bond portfolios are positioned to take advantage of the inflection point of the yield curve. Barrett Associates invests in bonds rated investment grade or better. These securities may include issues of the US Treasury, state and local governments, including US territories, authorities and agencies and high-quality corporations. | Analyst-Equity | 01/06/2009 |
The Seifert Group
The Seifert Group Investment Banks/BrokersFinance Investment conseling concern | Analyst-Equity | 31/12/2002 |
UBS Securities LLC
UBS Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | - |
Formation de Michael J. Warshawsky
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Barrett Associates, Inc.
Barrett Associates, Inc. Investment ManagersFinance Barrett Associates is a large-cap growth manager that seeks to achieve premium returns through investments in the stocks of fundamentally strong, shareholder-oriented companies with superior, sustainable sales and earnings growth. They focus on companies in higher-growth industries that are experiencing superior sales and earnings increases. Investments are diversified across a variety of growing industries to provide portfolios with superior overall growth characteristics and to control risk. Though not limited by sector, Barrett Associates tends to invest in the stocks of large-cap companies in the finance, technology services, health technology, energy minerals, producer manufacturing and electronic technology sectors. They invest primarily in the US and Europe. The firm maintains a very low turnover rate. Barrett Associates' research efforts focus on industries that have the potential to grow at a greater rate than the overall economy. The firm looks for companies with excellent management teams, high pre-tax margins and significant cash generation. They strive to purchase shares at an appropriate valuation and hold them for as long as the company's competitive advantages are sustained. Barrett Associates' investment horizon is 3 to 5 years. Barrett Associates also offers balanced portfolios. Bonds are included in portfolios to provide safety, liquidity and a stable stream of income on a favorable after-tax basis. The firm's fixed-income investment approach selects bonds based on their outlook for interest rates and the client's tax status. Barrett Associates invests in securities with a high-quality credit rating. The firm's fixed-income research evaluates macroeconomic data including GDP growth, fiscal monetary and regulatory policy, the outlook for inflation and global capital flows to determine long and short-term expectations for interest rates. Bond portfolios are positioned to take advantage of the inflection point of the yield curve. Barrett Associates invests in bonds rated investment grade or better. These securities may include issues of the US Treasury, state and local governments, including US territories, authorities and agencies and high-quality corporations. | Finance |
UBS Securities LLC
UBS Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
The Seifert Group
The Seifert Group Investment Banks/BrokersFinance Investment conseling concern | Finance |
New York University
New York University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
State University of New York at Binghamton
State University of New York at Binghamton Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















