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Profil
Mr. Wayne A. Geffen is Founder & Managing Member at First Serve Asset Management LLC.
Prior to founding First Serve in September 2011, Mr. Geffen was employed as Financial Advisor by Burnham Asset Management Corp.
He also worked for Mendon Capital Advisors Corp.
Mr. Geffen received his bachelor's degree in Economics from New York University.
Anciens postes connus de Wayne Adam Geffen
| Sociétés | Poste | Fin |
|---|---|---|
Burnham Asset Management Corp.
 Burnham Asset Management Corp. Investment ManagersFinance Burnham Asset Management Corp. (BAM) provides investment advisory and related services that emphasize long-term strategies designed to meet each client’s specific investment objectives. Investments may include, but aren't necessarily limited to: exchange-listed, over-the-counter, domestic and foreign equity securities; warrants; commercial paper and other corporate debt securities; certificates of deposit; municipal securities; mutual fund shares; US government securities; options on securities; and investments in affiliated and unaffiliated private funds. BAM's investment approach seek to identify best-in-sector equities, specifically those with attractive business models, valuations and, where appropriate, dividend growth. For fixed income investments, the firm considers the quality of the issuer of the securities, duration, yield to maturity, the potential for ratings upgrade and refinancing, and the industry outlook. BAM applies similar criteria to municipal bonds, taking into account the quality of the credit and the borrower’s ability to pay principal and interest. ^ | Corporate Officer/Principal | 30/08/2011 |
Mendon Capital Advisors Corp.
 Mendon Capital Advisors Corp. Investment ManagersFinance Mendon Capital seeks to identify companies that meet either long bullish or short bearish criteria. Their primary investment focus has centered on the US Financial Services Sector. | Corporate Officer/Principal | 01/06/2005 |
First Serve Asset Management LLC
 First Serve Asset Management LLC Investment ManagersFinance First Serve Asset Management employs a long/short equity strategy. The First Serve Capital Fund maintains a fairly concentrated portfolio that focuses on investments in the stocks of mid-to-small cap companies in the energy space. Although the fund invests mainly in the stocks of US companies, it may also consider investments in the stocks of international companies in the energy sector. | Fondateur | - |
Formation de Wayne Adam Geffen
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100
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| Entreprise privées | 4 |
|---|---|
Burnham Asset Management Corp.
Burnham Asset Management Corp. Investment ManagersFinance Burnham Asset Management Corp. (BAM) provides investment advisory and related services that emphasize long-term strategies designed to meet each client’s specific investment objectives. Investments may include, but aren't necessarily limited to: exchange-listed, over-the-counter, domestic and foreign equity securities; warrants; commercial paper and other corporate debt securities; certificates of deposit; municipal securities; mutual fund shares; US government securities; options on securities; and investments in affiliated and unaffiliated private funds. BAM's investment approach seek to identify best-in-sector equities, specifically those with attractive business models, valuations and, where appropriate, dividend growth. For fixed income investments, the firm considers the quality of the issuer of the securities, duration, yield to maturity, the potential for ratings upgrade and refinancing, and the industry outlook. BAM applies similar criteria to municipal bonds, taking into account the quality of the credit and the borrower’s ability to pay principal and interest. ^ | Finance |
Mendon Capital Advisors Corp.
Mendon Capital Advisors Corp. Investment ManagersFinance Mendon Capital seeks to identify companies that meet either long bullish or short bearish criteria. Their primary investment focus has centered on the US Financial Services Sector. | Finance |
New York University
 New York University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
First Serve Asset Management LLC
First Serve Asset Management LLC Investment ManagersFinance First Serve Asset Management employs a long/short equity strategy. The First Serve Capital Fund maintains a fairly concentrated portfolio that focuses on investments in the stocks of mid-to-small cap companies in the energy space. Although the fund invests mainly in the stocks of US companies, it may also consider investments in the stocks of international companies in the energy sector. | Finance |
