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• Over Fifteen Years of Investment Experience
• Specialty in Technology, Industrial and Energy Sectors
• Small Cap Growth Portfolio Manager at Witter Beginning in 1998
• Needham & Company, Analyst & Portfolio Administrator for the Needham Growth Fund (NEEGX)
• Dickinson College, B.A. in Economics |
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• Founder of International Cotton, 10 Years of Operational Experience
• Founder of Phoenician Partners, Investing in Public and Private Markets. Joint Venture with William D. Witter, Inc.
• McGill University, B.A.
• Columbia University, M.B.A.
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• Chairman of the Board
• Over Fifteen Years of Investment Experience
• Founded Off-Shore Hedge Fund in 1999
• Wellington Asset Management, Portfolio Manager
• ESL Investments (Edward S. Lampert’s fund), Buy-Side Analyst
• Lazard Freres, Analyst (New York, Paris, and London Offices)
• University of Pennsylvania, Wharton Undergraduate program, B.A & B.S. in Economics |
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• Director of Research
• Over Ten Years of Utility and Energy Investment Experience
• Previously at Polar Capital Partners as Senior Utility Analyst and Principal with Absolute Return Global Utility Fund
• Lazard Asset Management, Senior Utility Analyst
• Jemmco Capital Utility, Director of Research for Market-Neutral Hedge Fund
• Deutsche Bank Securities, Utilities and Alternative Energy Analyst
• University of Michigan, B.S. in Economics |
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• Over Forty Five Years Fixed-Income and Banking Experience
• Managing Director at William D. Witter Since 1996
• Mitchell Hutchins Institutional Investors Inc.
• St. John’s University, B.A. |
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• Twenty Two Years of Experience in Investment Banking and Real Estate Investing
• Extensive Experience in All Aspects of Real Estate Including Acquisitions, Property Management, Restructuring, Redeveloping, permitting and Development
• Lehman Brothers, Senior Vice President in Corporate Finance Department
• Yale University, M.B.A.
• Middlebury College, B.A. |
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• Bank of China, Risk Modeling Analyst
• Research at Columbia University in Simulated Volatility Trading and Hedging Strategies
• Columbia University, M.S. in Financial Engineering
• Lehigh University, M.S. in Electrical Engineering
• Jilin University, B.S. Summa Cum Laude |
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• Generalist with Specialty in Semiconductors and Biotechnology
• Morgan Stanley, Intern
• Pepperidge Farm, Brand Management
• Columbia University, School of Engineering, B.S. in Operations Research
• Columbia University, Pre-Medical Concentration
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• Generalist with Specialty in Heavy Industrials and Basic Materials
• A1 Enterprise, Inc., Programmer/IT Consultant
• Designed Enterprise Management Databases and Web Interfaces
• Honors Research in Mechanical Engineering
• Columbia University, School of Engineering, B.S. in Mechanical Engineering, Cum Laude |
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| .: Contact Information :. |
William D. Witter Inc.
One Citigroup Center
153 E. 53rd Street, 51st Floor
New York, NY 10022
Tel. 212.753.7878
Fax. 212.486.7697
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