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Capital Management Assoc, LLC

6220 S. Orange Blossom Trail
Orlando, Florida 32809
United States
 
Contact :      Mr. Ronald Oldenkamp
Phone :       630-887-1414
Fax :             630-887-1415
Email :         mkt@genesis2020.com
Web :           http://www.cmacorporation.com

Capital Management Assoc, LLC Information

Type of organization : Limited Liability Company
Total Assets Managed ($Mil) : $306
Tax-Exempt Managed ($Mil) : $237
Taxable Assets Managed ($Mil) : $69
Year Founded : 1996
Wrap Programs Offered? : No
# of Accounts Managed : 315
In-House Research : 100 %
Carries liability insurance? : Yes
Errors & Omission Insurance? : Yes
Socially Responsible? : Yes
Minority Owned? : No
Wrap Program Description  
In $ Thousands

Capital Management Assoc, LLC History

Capital Management Associates, LLC is an independent Women owned Investment Advisor located in Orlando, Florida. The firm was founded by principals, David A. Russo and Beth A. Lang. Collectively they have over 55 years of investment experience.

Assets by Client Category Professional Categories
Assets   # of Clients Amount ($Mil)  
Individuals/Trusts :
250
$79.76
 
Limited Partnership :
 
Foundations :
13
$30.4
ERISA :
34
$31.1
Unions, Taft-Hartley :
9
$105.2
Public :
9
$59.9
Others :
0
$0
Total # of Professional : 13 Analysts : 1
Portfolio Managers : 5 Traders : 4
Client Service : 2 Operation : 1

Capital Management Assoc, LLC Personnel

Ms.  Beth Lang

Portfolio Manager
Tel : 407-854-0040
Email: blang@cmacorporation.com
Before forming Capital Management Associates, Beth was Vice President of Client Services at ICC. She has worked in the capital markets since 1983, starting her career at Glendale Federal Savings. In 1986, she joined Liden, Cogan & Associates where she was responsible for pension plan trust accounting. Beth joined ICC in 1988, where she initially held a marketing position for the North Central Region. Beth is based in Orlando, Florida office.

Mr.  David Russo

Portfolio Manager
Tel : 407-854-0040
Email: drusso@cmacorporation.com
A founding principal of CMA, Dave served as Chief Operating Officer of the parent company, ICC. After college, Dave began his career at Merrill Lynch in 1964, and has since held several positions, including Director of Investment Consulting Services at Detroit-based Roney & Company, where he was a General Partner of the firm. A Michigan native, Dave is based in our Orlando, Florida office.

Ms.  Barbara Russo

Manager
Tel : 407-854-0040
Email: barbarar@cmacorporation.com
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Mr.  Erez Zadok

Portfolio Manager
Tel : 011-972-54-4401222
Email: b53232@walla.co.il
Prior to joining CMA as International Investment Officer, Erez was Portfolio Manager and Investment Strategist for Dean Reach Investment LTD. Erez has served in the capital markets since 1993. Erez developed the award-winning global investment model as a result of his thesis on ?The Influence of Economic Indicators on Stock Market Behavior?. Erez received his BA in Accounting and Finance from the College of Management, Israel and has completed his graduate studies at Derby University, United Kingdom. He has recently published an investment primer titled ?International Investing for the Israeli Investor.?

Ms.  Anita  Lohman

Portfolio Manager
Tel : 407-854-0040
Email: alohman@cmacorporation.com
Prior to joining CMA, Anita was a Regional Managing Director for SunTrust, Personal Asset Management where she managed the investment staff in the North and Central Florida regions. The group managed approximately $4 billion in assets for high net worth clients, and Anita personally managed approximately $200 million for individual clients. She has worked in the capital markets since 1982, starting her career at Nationwide Insurance Company, joining The Investment Counsel Company in 1985, and joining SunTrust in 2000. Anita received her BA in Economics from Rollins College and earned the Chartered Financial Analyst Designation in 1995. She is a member of the CFA Institute and is a past president of the CFA Society of Orlando.

Capital Management Assoc, LLC Product Name

Large-Cap Growth Supplemental:Privately Managed Accounts
Large Cap Growth:Privately Managed Accounts
Report Created: January,27 2020.  Copyright Money Manager Review , All rights Reserved.
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