David Maurice Masten Montero-Rosen
Founder at The Graham & Dodd Fund LLC
Profile
Mr. David M.
Montero-Rosen is a Chief Investment Officer & Portfolio Manager at The Graham & Dodd Fund LLC.
He oversees the firm’s investment activities, determining where to focus the firm’s efforts and directing the firm’s activities according to areas of opportunity.
He is responsible for the investment selection, fundamental analysis and portfolio management as the Chairman, Chief Investment Officer and a Founding Member of the firm.
Mr. Montero-Rosen was previously employed as a Managing Director by Bear, Stearns & Co., Inc., a Senior Vice President by Dillon, Read & Co., Inc., by RD Smith & Co and by Kidder Peabody, a Vice President by Lazard Freres & Co. LLC (Broker).
and by Fahnestock & Co., Inc., and a Senior Financial Analyst by CBS, Inc.
He is an Honours Graduate with a BSc.
in Economics from The London School of Economics and Political Science and an M.B.A.
in Finance from the Stern School of Business at New York University.
David Maurice Masten Montero-Rosen active positions
| Companies | Position | Start |
|---|---|---|
The Graham & Dodd Fund LLC
 The Graham & Dodd Fund LLC Investment ManagersFinance The Graham & Dodd Fund LLC (GDF) is an independent institutional asset management firm headquartered in New York City. The firm was founded by David Montero-Rosen in 2003. GDF provides investment advice to individual and institutional clients. | Founder | 2002-12-31 |
Former positions of David Maurice Masten Montero-Rosen
| Companies | Position | End |
|---|---|---|
Bear, Stearns & Co., Inc.
 Bear, Stearns & Co., Inc. Investment Banks/BrokersFinance Bear, Stearns & Co., Inc. is a global investment banking, securities trading and brokerage firm located in New York City with additional offices in Dallas, Boston and San Francisco. The firm is a subsidiary Bear Sterns Cos., Inc. (NYSE: BSC). Their equity research team consists of senior analysts located throughout the world. In addition to domestic coverage, they have research teams focusing on Latin America, Asia and Europe. The analysts use a bottom-up approach to stock selection. The Bear Stearns fixed-income research department provides coverage of every sector of the fixed-income universe. The financial analytics and structured transactions group (F.A.S.T) provides investment research, fixed-income portfolio management and analytical systems, trading technology and general financial expertise. The group also provides a broad range of services to financial institutions including asset-liability management, balance sheet restructuring, receivables-based financing analysis, security and portfolio analysis, peer analysis, and historical and real-time market-based information. | Corporate Officer/Principal | 2000-12-30 |
| Dillon, Read & Co., Inc. | Corporate Officer/Principal | 1996-12-30 |
| Kidder Peabody | Corporate Officer/Principal | 1994-12-30 |
| Lazard Freres & Co. LLC (Broker) | Corporate Officer/Principal | 1990-12-30 |
| RD Smith & Co. | Corporate Officer/Principal | 1989-12-30 |
Training of David Maurice Masten Montero-Rosen
| New York University | Masters Business Admin |
| London School of Economics & Political Science | Undergraduate Degree |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 8 |
|---|---|
Bear, Stearns & Co., Inc.
Bear, Stearns & Co., Inc. Investment Banks/BrokersFinance Bear, Stearns & Co., Inc. is a global investment banking, securities trading and brokerage firm located in New York City with additional offices in Dallas, Boston and San Francisco. The firm is a subsidiary Bear Sterns Cos., Inc. (NYSE: BSC). Their equity research team consists of senior analysts located throughout the world. In addition to domestic coverage, they have research teams focusing on Latin America, Asia and Europe. The analysts use a bottom-up approach to stock selection. The Bear Stearns fixed-income research department provides coverage of every sector of the fixed-income universe. The financial analytics and structured transactions group (F.A.S.T) provides investment research, fixed-income portfolio management and analytical systems, trading technology and general financial expertise. The group also provides a broad range of services to financial institutions including asset-liability management, balance sheet restructuring, receivables-based financing analysis, security and portfolio analysis, peer analysis, and historical and real-time market-based information. | Finance |
Oppenheimer & Co., Inc.
 Oppenheimer & Co., Inc. Investment ManagersFinance Oppenheimer & Co., Inc. provides security brokerage services. It also offers investment banking and advice to high net worth investors, individuals, businesses and institutions. The company is headquartered in New York, NY. | Finance |
| Dillon, Read & Co., Inc. | Finance |
| CBS, Inc. | Consumer Services |
| Lazard Freres & Co. LLC (Broker) | Finance |
| Kidder Peabody | Finance |
| RD Smith & Co. | |
The Graham & Dodd Fund LLC
The Graham & Dodd Fund LLC Investment ManagersFinance The Graham & Dodd Fund LLC (GDF) is an independent institutional asset management firm headquartered in New York City. The firm was founded by David Montero-Rosen in 2003. GDF provides investment advice to individual and institutional clients. | Finance |
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