Career history of Benjamin Holtz
Former positions of Benjamin Holtz
Companies | Position | Start | End |
---|---|---|---|
Urdang Capital Management, Inc.
Urdang Capital Management, Inc. Investment ManagersFinance Founded in 1987, Urdang Capital Management, Inc. is a registered investment advisor located in Plymouth Meeting, Pennsylvania. The firm is a subsidiary of Bank of New York Mellon Corp. (NYSE: BK). Urdang Capital Management provides discretionary and non-discretionary investment advisory services to: (1) institutional investors in the form of separate accounts (2) pooled investment vehicles that are exempt from registration in the U.S., including private funds and (3) other investment advisory services through subadvisory agreements. Urdang Capital Management's clients include high net-worth individuals, proprietary accounts, banks or thrift institutions, corporate pension and profit sharing plans, public/governmental pension plans, Taft-Hartley plans, trusts, charitable institutions, foundations, endowments, other non-U.S. regulated funds, and other U.S. institutions. | Portfolio Manager-Equities | 2010-06-30 | 2013-02-27 |
Urdang Securities Management, Inc.
Urdang Securities Management, Inc. Investment ManagersFinance Founded in 1994, Urdang Securities Management, Inc. is a registered investment advisor firm headquartered in Plymouth Meeting, Pennsylvania. The firm is a sub of Urdang capital Management, Inc. and their ultimate parent is Bank of New York Mellon Corp. (NYSE: BK). Their clients include: corporate, public and Taft-Hartley plan sponsors, foundations, endowments, financial institutions (subadvisory) and high net-worth individuals. | Analyst-Equity | 2005-12-31 | 2010-06-29 |
Starwood Real Estate Securities LLC
Starwood Real Estate Securities LLC Investment ManagersFinance Founded by Matthew Gilman in 2004, Starwood Real Estate Securities LLC is a hedge fund manager located in Greenwich, Connecticut. The firm is a subsidiary of Starwood Real Estate Securities Holdings LLC. | Analyst-Equity | 2013-04-30 | - |
Training of Benjamin Holtz
University of Pennsylvania | Undergraduate Degree |
Statistics
International
United States | 5 |
Operational
Analyst-Equity | 2 |
Undergraduate Degree | 1 |
Portfolio Manager-Equities | 1 |
Sectoral
Finance | 4 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 3 |
---|---|
Urdang Securities Management, Inc.
Urdang Securities Management, Inc. Investment ManagersFinance Founded in 1994, Urdang Securities Management, Inc. is a registered investment advisor firm headquartered in Plymouth Meeting, Pennsylvania. The firm is a sub of Urdang capital Management, Inc. and their ultimate parent is Bank of New York Mellon Corp. (NYSE: BK). Their clients include: corporate, public and Taft-Hartley plan sponsors, foundations, endowments, financial institutions (subadvisory) and high net-worth individuals. | Finance |
Urdang Capital Management, Inc.
Urdang Capital Management, Inc. Investment ManagersFinance Founded in 1987, Urdang Capital Management, Inc. is a registered investment advisor located in Plymouth Meeting, Pennsylvania. The firm is a subsidiary of Bank of New York Mellon Corp. (NYSE: BK). Urdang Capital Management provides discretionary and non-discretionary investment advisory services to: (1) institutional investors in the form of separate accounts (2) pooled investment vehicles that are exempt from registration in the U.S., including private funds and (3) other investment advisory services through subadvisory agreements. Urdang Capital Management's clients include high net-worth individuals, proprietary accounts, banks or thrift institutions, corporate pension and profit sharing plans, public/governmental pension plans, Taft-Hartley plans, trusts, charitable institutions, foundations, endowments, other non-U.S. regulated funds, and other U.S. institutions. | Finance |
Starwood Real Estate Securities LLC
Starwood Real Estate Securities LLC Investment ManagersFinance Founded by Matthew Gilman in 2004, Starwood Real Estate Securities LLC is a hedge fund manager located in Greenwich, Connecticut. The firm is a subsidiary of Starwood Real Estate Securities Holdings LLC. | Finance |
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