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Profil
Oliver Pursche is the founder of Montebello Partners LLC, which was founded in 2008.
He held the titles of General Partner, Secretary & Co-Portfolio Manager from 2008 to 2020.
Pursche's former jobs include being Vice Chairman & Chief Market Strategist at Gary Goldberg Planning Services LLC from 2015 to 2020, Regional Vice President at Trust Co. of America, Inc. from 2002 to 2004, and Principal at Neuberger Berman BD LLC from 1997 to 2002.
Pursche also served as President at Gary Goldberg Planning Services, Inc. from 2005 to 2015.
Pursche received his undergraduate degree from Bentley University in 1992.
Anciens postes connus de Oliver Pursche
| Sociétés | Poste | Fin |
|---|---|---|
Gary Goldberg Planning Services LLC
 Gary Goldberg Planning Services LLC Investment ManagersFinance GGPS aims to create and deliver customized investment strategies that are aligned with their investor’s vision and aspirations. The firm takes a holistic approach to financial planning and investing where they consider current and future cash needs to ensure that their client’s lifestyle obligations are met presently, as well as for the future. Their asset allocation is determined after conducting research using both a top-down and bottom-up approach. | Stratège de marché | 06/04/2020 |
Montebello Partners LLC
 Montebello Partners LLC Investment ManagersFinance Montebello Partners manages the GMG Defensive Beta Fund. The fund invests long/short across a variety of traditional and alternative asset classes of US and foreign companies including (1) equity securities of any market-cap (2) fixed-income securities including exchange-traded notes of any maturity and any credit quality including high yield bonds (3) other investment companies using mutual funds, closed-end funds or ETFs and (4) cash equivalents. The fund may also invest in alternative asset classes including (1) derivative instruments such as futures, options and swaps (2) commodities (3) foreign assets including foreign currencies (4) real estate-related securities and (5) private equity. Montebello Partners' investment approach employs the use of proprietary alpha and beta strategies. The fund's core strategy is the beta strategy. The firm's alpha strategy is used to complement their beta strategy. Montebello Partners' alpha strategy seeks to identify investments that have expected returns that are not correlated with the equity or fixed-income markets as a whole. To reduce correlation, the strategy may use hedging techniques such as short selling or short positions in derivative instruments to reduce risk. The firm's beta strategy seeks to identify investments that will produce superior returns compared to the equity or fixed-income markets as a whole. Investments in this strategy are expected to produce returns that are correlated to the equity or fixed-income markets as a whole. Montebello Partners also takes long positions in securities and instruments they believe are undervalued relative to competing investments. The firm sells short or takes short positions in securities they believe are over valued. The firm sells positions and buys back short positions when they believe securities have reached their target price or if better investment opportunities are identified. | Fondateur | 28/03/2020 |
Gary Goldberg Planning Services, Inc.
 Gary Goldberg Planning Services, Inc. Investment ManagersFinance Gary Goldberg Planning Services (GGPS) offers discretionary portfolio management and non-discretionary portfolio management using individual equities, bonds or bond funds, no-load mutual funds, ETFs and variable annuities. The firm to creates custom portfolios designed to meet clients' individual needs. GGPS uses a number of proprietary which contain solutions with varying risk profiles. GGPS manages accounts in three separate portfolios: the Select Opportunity Portfolio, the Growth & Income Model, and the Income Model. The firm also manages accounts in two wrap fee programs: the Select Trac Mutual Fund Program and the Select Trac Exchange Traded Fund Program. GPS employs a variety of strategies in them management of model portfolios including long-term purchases, short-term purchases, short sales, margin transactions, option writing (puts and calls), covered calls, and spreading. | President | 01/03/2015 |
Trust Co. of America, Inc.
 Trust Co. of America, Inc. Packaged SoftwareTechnology Services Provides asset custodian proprietary software products | Corporate Officer/Principal | 01/12/2004 |
Neuberger Berman BD LLC
 Neuberger Berman BD LLC Investment ManagersFinance NBBD-IM offers clients investment solutions across asset classes, styles, capitalizations and geographies in both public and private markets, as well as multi-asset class solutions that bring them all together. For equity investments, the firm tends to focus on stocks with solid balance sheets, relatively low price-to-earnings ratios, low price-to-cash flow ratios, strong cash flows, above-average yields, sustainable earnings growth, reasonable valuation multiples relative to growth prospects, sound franchise values and significant insider ownership. They use both top-down and bottom-up analysis to select investments. In addition, the firm uses options and futures and occasionally invests in ADRs and private equity opportunities. | Corporate Officer/Principal | - |
Formation de Oliver Pursche
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
57
Relations au 1er degré
7
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
Trust Co. of America, Inc.
Trust Co. of America, Inc. Packaged SoftwareTechnology Services Provides asset custodian proprietary software products | Technology Services |
Neuberger Berman BD LLC
Neuberger Berman BD LLC Investment ManagersFinance NBBD-IM offers clients investment solutions across asset classes, styles, capitalizations and geographies in both public and private markets, as well as multi-asset class solutions that bring them all together. For equity investments, the firm tends to focus on stocks with solid balance sheets, relatively low price-to-earnings ratios, low price-to-cash flow ratios, strong cash flows, above-average yields, sustainable earnings growth, reasonable valuation multiples relative to growth prospects, sound franchise values and significant insider ownership. They use both top-down and bottom-up analysis to select investments. In addition, the firm uses options and futures and occasionally invests in ADRs and private equity opportunities. | Finance |
Painewebber Group, Inc.
 Painewebber Group, Inc. Investment Banks/BrokersFinance Provides services in connection with the purchase and sale of securities, and option contracts | Finance |
Bentley University
 Bentley University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Montebello Partners LLC
Montebello Partners LLC Investment ManagersFinance Montebello Partners manages the GMG Defensive Beta Fund. The fund invests long/short across a variety of traditional and alternative asset classes of US and foreign companies including (1) equity securities of any market-cap (2) fixed-income securities including exchange-traded notes of any maturity and any credit quality including high yield bonds (3) other investment companies using mutual funds, closed-end funds or ETFs and (4) cash equivalents. The fund may also invest in alternative asset classes including (1) derivative instruments such as futures, options and swaps (2) commodities (3) foreign assets including foreign currencies (4) real estate-related securities and (5) private equity. Montebello Partners' investment approach employs the use of proprietary alpha and beta strategies. The fund's core strategy is the beta strategy. The firm's alpha strategy is used to complement their beta strategy. Montebello Partners' alpha strategy seeks to identify investments that have expected returns that are not correlated with the equity or fixed-income markets as a whole. To reduce correlation, the strategy may use hedging techniques such as short selling or short positions in derivative instruments to reduce risk. The firm's beta strategy seeks to identify investments that will produce superior returns compared to the equity or fixed-income markets as a whole. Investments in this strategy are expected to produce returns that are correlated to the equity or fixed-income markets as a whole. Montebello Partners also takes long positions in securities and instruments they believe are undervalued relative to competing investments. The firm sells short or takes short positions in securities they believe are over valued. The firm sells positions and buys back short positions when they believe securities have reached their target price or if better investment opportunities are identified. | Finance |
Gary Goldberg Planning Services, Inc.
Gary Goldberg Planning Services, Inc. Investment ManagersFinance Gary Goldberg Planning Services (GGPS) offers discretionary portfolio management and non-discretionary portfolio management using individual equities, bonds or bond funds, no-load mutual funds, ETFs and variable annuities. The firm to creates custom portfolios designed to meet clients' individual needs. GGPS uses a number of proprietary which contain solutions with varying risk profiles. GGPS manages accounts in three separate portfolios: the Select Opportunity Portfolio, the Growth & Income Model, and the Income Model. The firm also manages accounts in two wrap fee programs: the Select Trac Mutual Fund Program and the Select Trac Exchange Traded Fund Program. GPS employs a variety of strategies in them management of model portfolios including long-term purchases, short-term purchases, short sales, margin transactions, option writing (puts and calls), covered calls, and spreading. | Finance |
Gary Goldberg Planning Services LLC
Gary Goldberg Planning Services LLC Investment ManagersFinance GGPS aims to create and deliver customized investment strategies that are aligned with their investor’s vision and aspirations. The firm takes a holistic approach to financial planning and investing where they consider current and future cash needs to ensure that their client’s lifestyle obligations are met presently, as well as for the future. Their asset allocation is determined after conducting research using both a top-down and bottom-up approach. | Finance |
