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Rick Bleser
Trading-Equity chez
St. Germain Investment Management, Inc.
Profil
Mr. Richard R.
Bleser is a Vice President & Portfolio Manager at St. Germain Investment Management, Inc. He manages investment portfolios, assists with trading and performs analytical duties on both the fixed income and equity sides.
He brings key experience and knowledge in fund analysis and portfolio management.
Previously, Mr. Bleser was with Berkshire Bank Wealth Management in Lenox, MA as Senior Vice President & Chief Investment Officer.
Before that, he was at Meridian Capital Partners, Inc., where he was responsible for macroeconomic, S&P 500 and hedge fund analysis.
Prior to Meridian, Mr. Bleser was an equity analyst with Paradigm Capital Management, Inc., where he generated long and short investment ideas in the small-cap specialty retail, leisure and technology distribution sectors.
He began his career as a client analyst with The Ayco Company, A Goldman Sachs Company.
Active within the community, he is involved with nonprofits.
He holds a BS degree in Economics as well as one in Business Administration from the State University of New York at Albany.
Postes actifs de Rick Bleser
| Sociétés | Poste | Début |
|---|---|---|
St. Germain Investment Management, Inc.
 St. Germain Investment Management, Inc. Investment ManagersFinance St. Germain Investments’ analysis methods incorporate macro-economic, sector, industry assessments, and fundamental and technical analysis of broad financial markets as well as individual portfolio holdings. They emphasize the identification of an appropriate risk tolerance and asset allocation. Their investment management strategies do not attempt to manage short-term market fluctuations and emphasize a long-term approach to investing. | Trading-Equity | - |
Anciens postes connus de Rick Bleser
| Sociétés | Poste | Fin |
|---|---|---|
Goldman Sachs Wealth Services LP
 Goldman Sachs Wealth Services LP Investment ManagersFinance Goldman Sachs Wealth works with clients to understand each client’s risk tolerance, investment objectives, and investment attribute preferences, and to determine an appropriate asset allocation and portfolio construction. They invest in a variety of asset classes and investment vehicles that may include mutual funds, exchange traded funds (ETFs), exchange traded notes, equity securities, options, fixed income securities, or other types of securities. | Corporate Officer/Principal | - |
Meridian Capital Partners, Inc.
 Meridian Capital Partners, Inc. Investment ManagersFinance Meridian Capital Partners (MCP) manages are funds of hedge funds that utilize a multi-manager approach to investing in securities and employ either a diversified or hedged equity investment strategy. The funds, either directly or through a master-feeder structure, invest substantially all of their assets in a diverse group of privately-offered investment partnerships, companies and similar entities. The underlying managers chosen by Meridian, however, may make a variety of investments including stocks, bonds, options, warrants, currencies, futures contracts, commodities, partnership interests, precious metals, money market instruments, debt securities, or other ownership interests and indebtedness. The underlying managers also have authority to utilize a variety of specialized investment techniques, including short-selling and leverage. Through their multi-manager investment, Meridian engages in either a diversified or hedged equity strategy. Meridian’s diversified strategy seeks to preserve capital and achieve superior risk-adjusted returns, generally by allocating fund capital between approximately 20 to 35 underlying managers. Meridian’s hedged equity strategy seeks more ambitious return potential, generally allocating fund capital to fewer underlying managers. | Corporate Officer/Principal | - |
Paradigm Capital Management, Inc.
 Paradigm Capital Management, Inc. Investment ManagersFinance Paradigm employs a disciplined, bottom-up approach with an emphasis on fundamental analysis and extensive management contact on undervalued small-cap securities. The firm looks for what they believe to be high-quality companies trading at discounts to their assessment of intrinsic value. They strive to achieve this by combining a long-term, high-conviction approach with meticulous, independent research. Paradigm conducts disciplined fundamental research to identify mispriced small-cap equities whose short-term pricing does not accurately reflect the true earning potential of the company. | Corporate Officer/Principal | - |
Berkshire Bank (Private Banking)
 Berkshire Bank (Private Banking) Investment ManagersFinance Beacon Bank-PB delivers proprietary investment management strategies designed to meet the objectives and risk tolerances of their clients. | Gestionnaire de Portefeuille-Actions | - |
Formation de Rick Bleser
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
6
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Paradigm Capital Management, Inc.
Paradigm Capital Management, Inc. Investment ManagersFinance Paradigm employs a disciplined, bottom-up approach with an emphasis on fundamental analysis and extensive management contact on undervalued small-cap securities. The firm looks for what they believe to be high-quality companies trading at discounts to their assessment of intrinsic value. They strive to achieve this by combining a long-term, high-conviction approach with meticulous, independent research. Paradigm conducts disciplined fundamental research to identify mispriced small-cap equities whose short-term pricing does not accurately reflect the true earning potential of the company. | Finance |
Goldman Sachs Wealth Services LP
Goldman Sachs Wealth Services LP Investment ManagersFinance Goldman Sachs Wealth works with clients to understand each client’s risk tolerance, investment objectives, and investment attribute preferences, and to determine an appropriate asset allocation and portfolio construction. They invest in a variety of asset classes and investment vehicles that may include mutual funds, exchange traded funds (ETFs), exchange traded notes, equity securities, options, fixed income securities, or other types of securities. | Finance |
St. Germain Investment Management, Inc.
St. Germain Investment Management, Inc. Investment ManagersFinance St. Germain Investments’ analysis methods incorporate macro-economic, sector, industry assessments, and fundamental and technical analysis of broad financial markets as well as individual portfolio holdings. They emphasize the identification of an appropriate risk tolerance and asset allocation. Their investment management strategies do not attempt to manage short-term market fluctuations and emphasize a long-term approach to investing. | Finance |
Meridian Capital Partners, Inc.
Meridian Capital Partners, Inc. Investment ManagersFinance Meridian Capital Partners (MCP) manages are funds of hedge funds that utilize a multi-manager approach to investing in securities and employ either a diversified or hedged equity investment strategy. The funds, either directly or through a master-feeder structure, invest substantially all of their assets in a diverse group of privately-offered investment partnerships, companies and similar entities. The underlying managers chosen by Meridian, however, may make a variety of investments including stocks, bonds, options, warrants, currencies, futures contracts, commodities, partnership interests, precious metals, money market instruments, debt securities, or other ownership interests and indebtedness. The underlying managers also have authority to utilize a variety of specialized investment techniques, including short-selling and leverage. Through their multi-manager investment, Meridian engages in either a diversified or hedged equity strategy. Meridian’s diversified strategy seeks to preserve capital and achieve superior risk-adjusted returns, generally by allocating fund capital between approximately 20 to 35 underlying managers. Meridian’s hedged equity strategy seeks more ambitious return potential, generally allocating fund capital to fewer underlying managers. | Finance |
State University of New York at Albany
 State University of New York at Albany Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Berkshire Bank (Private Banking)
Berkshire Bank (Private Banking) Investment ManagersFinance Beacon Bank-PB delivers proprietary investment management strategies designed to meet the objectives and risk tolerances of their clients. | Finance |
