Ted Haddad
Gestionnaire de Portefeuille-Actions chez Azimuth Capital Investment Management LLC
Profil
Mr. Theodore N.
Haddad, CFA MBA, is a Senior Managing Director at Azimuth Capital Investment Management LLC.
He has more than thirty years of experience involving portfolio management and research, business development, client service, compliance, and firm management.
He has broad experience in providing investment management and advisory services across the major asset classes including global equities and fixed income, private equity, venture capital, commodities and hedge funds.
Mr. Haddad previously was a founding member and the managing director of R.
H.
Bluestein & Company.
He also previously served as a vice president of Goldman, Sachs & Co. where he was responsible for providing research and trading related services to major financial institutions and high net worth clients.
He graduated with distinction from the Ross School of Business at the University of Michigan with a BBA in Finance and from the Kellogg School of Management at Northwestern University, with an MBA in Finance.
Postes actifs de Ted Haddad
| Sociétés | Poste | Début |
|---|---|---|
Azimuth Capital Investment Management LLC
 Azimuth Capital Investment Management LLC Investment ManagersFinance Azimuth Capital Investment Management LLC (Azimuth) is a registered investment advisor headquartered in Bloomfield Hills, Michigan. The firm was founded by and is a subsidiary of Focus Operating LLC, which is ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). Azimuth offers portfolio management and other services to individuals, high net worth individuals, trusts, pension and profit-sharing plans, charitable institutions, foundations, non-profit institutions, banks and thrift institutions, municipal entities and other US institutions, corporations or entities. | Gestionnaire de Portefeuille-Actions | 01/04/2022 |
Anciens postes connus de Ted Haddad
| Sociétés | Poste | Fin |
|---|---|---|
Azimuth Capital Management LLC
 Azimuth Capital Management LLC Investment ManagersFinance Azimuth Capital Management LLC (ACM) is a wealth management firm headquartered in Bloomfield Hills, Michigan. The firm was founded in 2004 and is a subsidiary of Azimuth Capital Advisors, Inc. ACM manages customized portfolios for individuals, trusts, foundations, pensions, profit sharing plans, and corporations. | Fondateur | 01/04/2022 |
Goldman Sachs & Co. LLC
 Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Corporate Officer/Principal | - |
R.H. Bluestein & Co. LLC
 R.H. Bluestein & Co. LLC Investment ManagersFinance R.H. Bluestein & Co. LLC (RHB) is a registered investment advisor and wealth management firm headquartered in Birmingham, Michigan. The firm was founded in 1990 and is a subsidiary of CI Private Wealth US LLC, which is owned by CI Financial Corp. (TSE: CIX; NYSE: CIXX) in Canada. RHB provides investment management and supervisory services to both separately managed accounts and pooled investment vehicles. Their clients also include individuals, corporations, endowments, foundations, trusts, estates, and pension and profit-sharing plans. | Corporate Officer/Principal | - |
Formation de Ted Haddad
| Stephen M. Ross School of Business | Undergraduate Degree |
| Kellogg School of Management | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
R.H. Bluestein & Co. LLC
R.H. Bluestein & Co. LLC Investment ManagersFinance R.H. Bluestein & Co. LLC (RHB) is a registered investment advisor and wealth management firm headquartered in Birmingham, Michigan. The firm was founded in 1990 and is a subsidiary of CI Private Wealth US LLC, which is owned by CI Financial Corp. (TSE: CIX; NYSE: CIXX) in Canada. RHB provides investment management and supervisory services to both separately managed accounts and pooled investment vehicles. Their clients also include individuals, corporations, endowments, foundations, trusts, estates, and pension and profit-sharing plans. | Finance |
Azimuth Capital Management LLC
Azimuth Capital Management LLC Investment ManagersFinance Azimuth Capital Management LLC (ACM) is a wealth management firm headquartered in Bloomfield Hills, Michigan. The firm was founded in 2004 and is a subsidiary of Azimuth Capital Advisors, Inc. ACM manages customized portfolios for individuals, trusts, foundations, pensions, profit sharing plans, and corporations. | Finance |
Goldman Sachs & Co. LLC
Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Finance |
Azimuth Capital Investment Management LLC
Azimuth Capital Investment Management LLC Investment ManagersFinance Azimuth Capital Investment Management LLC (Azimuth) is a registered investment advisor headquartered in Bloomfield Hills, Michigan. The firm was founded by and is a subsidiary of Focus Operating LLC, which is ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). Azimuth offers portfolio management and other services to individuals, high net worth individuals, trusts, pension and profit-sharing plans, charitable institutions, foundations, non-profit institutions, banks and thrift institutions, municipal entities and other US institutions, corporations or entities. | Finance |
