David Adam Siegel
Analyst-Fixed Income at Sawgrass Asset Management LLC
Profile
Mr. David A.
Siegel, CFA, is a Fixed Income Portfolio Manager at Sawgrass Asset Management LLC.
Mr. Siegel is responsible for portfolio construction, credit analysis, trading, and portfolio analytics.
He serves on the firm’s fixed income investment committee.
Prior to Sawgrass, Mr. Siegel worked with Pioneer Alternative Investments as a fixed income research analyst, where he selected sub-advisor funds for inclusion in a $3 billion fund of hedge funds, and with Morgan Stanley as a fixed income sales analyst servicing advisors on various fixed income investments.
His educational accomplishments include a B.S.
in Financial Economics from Binghamton University and earning a Chartered Financial Analyst (CFA) designation from The CFA Institute (formerly AIMR), of which he is a member.
He is also the Treasurer of the CFA Society Jacksonville.
David Adam Siegel active positions
Companies | Position | Start |
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Sawgrass Asset Management LLC
Sawgrass Asset Management LLC Investment ManagersFinance Sawgrass Asset Management LLC (Sawgrass) is a SEC-registered investment advisor headquartered in Ponte Vedra Beach, Florida. The firm was founded in 1998 by its principals Andrew Cantor, Dean McQuiddy, and Brian Monroe. They are a wholly-owned subsidiary of Sawgrass Asset Management, Inc. (SAM). Sawgrass provides active equity and fixed income investment management services to institutional investors. | Analyst-Fixed Income | 2012-07-31 |
Former positions of David Adam Siegel
Companies | Position | End |
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Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Institutional Sales | - |
Pioneer Alternative Investment Management Ltd.
Pioneer Alternative Investment Management Ltd. Investment ManagersFinance Pioneer Alternative Investment Management Ltd. (PAI) is the Ireland-based alternative investment subsidiary of Pioneer Global Asset Management SpA, the asset management arm of UniCredit SpA (MI: UCG) in Italy. Generally known under their trading name, Pioneer Alternative Investments, PAI was established in 1999 and manages hedge funds listed on the Irish Stock Exchange. In 2002, they acquired funds of hedge funds firm Momentum Group. Headquartered in Dublin, PAI has research and investment professionals located in Dublin, New York, London, Geneva and Milan. They distribute products through Pioneer investments' sales and marketing centers in Boston, Dublin, Geneva, Hong Kong, London, Madrid, Miami, Milan, Munich, New York, Paris, Prague, Singapore and Warsaw. | Analyst-Fixed Income | - |
Training of David Adam Siegel
State University of New York at Binghamton | Undergraduate Degree |
Experiences
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1st degree connections
1st degree companies
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Female
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Linked companies
Private companies | 3 |
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Sawgrass Asset Management LLC
Sawgrass Asset Management LLC Investment ManagersFinance Sawgrass Asset Management LLC (Sawgrass) is a SEC-registered investment advisor headquartered in Ponte Vedra Beach, Florida. The firm was founded in 1998 by its principals Andrew Cantor, Dean McQuiddy, and Brian Monroe. They are a wholly-owned subsidiary of Sawgrass Asset Management, Inc. (SAM). Sawgrass provides active equity and fixed income investment management services to institutional investors. | Finance |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Finance |
Pioneer Alternative Investment Management Ltd.
Pioneer Alternative Investment Management Ltd. Investment ManagersFinance Pioneer Alternative Investment Management Ltd. (PAI) is the Ireland-based alternative investment subsidiary of Pioneer Global Asset Management SpA, the asset management arm of UniCredit SpA (MI: UCG) in Italy. Generally known under their trading name, Pioneer Alternative Investments, PAI was established in 1999 and manages hedge funds listed on the Irish Stock Exchange. In 2002, they acquired funds of hedge funds firm Momentum Group. Headquartered in Dublin, PAI has research and investment professionals located in Dublin, New York, London, Geneva and Milan. They distribute products through Pioneer investments' sales and marketing centers in Boston, Dublin, Geneva, Hong Kong, London, Madrid, Miami, Milan, Munich, New York, Paris, Prague, Singapore and Warsaw. | Finance |
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