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A.R. Schmeidler & Co., Inc.

500 5th Avenue 9th floor
New York, New York 10110
United States
 
Contact :      Brian Barry
Phone :       212-687-9800
Fax :             212-687-1392
Email :         info@arschmeidler.com
Web :           http://www.arschmeidler.com

A.R. Schmeidler & Co., Inc. Information

Type of organization :
Total Assets Managed ($Mil) : $1,039
Tax-Exempt Managed ($Mil) : $221
Taxable Assets Managed ($Mil) : $818
Year Founded : 1971
Wrap Programs Offered? : Yes
# of Accounts Managed : 1209
In-House Research : 100 %
Carries liability insurance? : Yes
Errors & Omission Insurance? : Yes
Socially Responsible? : Yes
Minority Owned? : No
Wrap Program Description  
In $ Thousands
  $

A.R. Schmeidler & Co., Inc. History

In 1971, ARS is established as an independent investment management firm. In 2004, ARS became an autonomous subsidiary of Hudson Valley Bank. In January of 2015, after a decade of operating as an autonomous, wholly-owned subsidiary of Hudson Valley Bank (HVB), Pine Street Asset Management, in partnership with the management of ARS, acquired 100% of the interest in the firm from HVB. This transaction and partnership with Pine Street Asset Management allows ARS to extend ownership rights in the form of equity and profits interest to its senior professionals, including key members of the investment team. The ARS executive team maintains autonomous control of the firm’s investment processes and decisions, as well as overall day-to-day management of the business. The partnership with Pine Street provides ARS with the following key services – growth capital, distribution/operational support and strategic advice as well as liquidity and succession planning for management.

Assets by Client Category Professional Categories
Assets   # of Clients Amount ($Mil)  
Individuals/Trusts :
272
$137.29
 
Limited Partnership :
0
$0.00
 
Foundations :
25
$65.93
ERISA :
26
$69.50
Unions, Taft-Hartley :
1
$0.02
Public :
0
$0.00
Others :
885
$766.29
Total # of Professional : 9 Analysts : 0
Portfolio Managers : 7 Traders : 2
Client Service : 2 Operation : 3

A.R. Schmeidler & Co., Inc. Personnel

Mr.  Andrew Schmeidler

Portfolio Manager
Tel : 212-687-9800
Email: Andrews@arschmeidler.com
Andrew J. Schmeidler joined A.R. Schmeidler & Co., Inc., in 1992 and has over 17 years of portfolio management and research experience. As a portfolio manager Mr. Schmeidler has experience managing accounts for corporations, foundations and high net-worth clients. In 2002 Mr. Schmeidler returned after having spent two years as a founding member and Senior Vice President of GasPedal Ventures, an internet incubator and business development consultancy. Mr. Schmeidler has a B.A. in Government, International Relations from Skidmore College.

Mr.  Arnold Schmeidler

Portfolio Manager
Tel : 212-687-9800
Email: arnold@arsadvisors.com
Prior to founding A.R. Schmeidler & Co. Inc., Arnold R. Schmeidler was Vice President at A.W. Benkert & Company. Mr. Schmeidler earned a B.S. in Economics from New York University and an M.S. in Finance from Columbia University, where he studied under David Bonbright, a protégé of David Dodd (Graham & Dodd). Over the course of his career, Mr. Schmeidler has been quoted and/or interviewed by such publications as Barron’s, Forbes, Fortune, Institutional Investor, International Herald Tribune, Money Magazine, The New York Times, The Wall Street Transcript and The Wall Street Journal.

Mr.  Stephen Burke

President/CEO
Tel : 212-687-9800
Email: stephenb@arsadvisors.com
Stephen Burke joined the firm in June 2007 and was appointed to his current role in October of 2011. Prior to that Mr. Burke served as the CEO of Deutsche Asset Management’s Institutional Business in the Americas. Mr. Burke joined Deutsche after a 21 year career at Mellon Financial Corporation where he served as Vice Chairman of Standish Mellon Asset Management responsible for institutional sales, marketing and client services. Before joining Standish, Mr. Burke was the President of Dreyfus’ Marketing and Advertising Division. He started in the asset management industry in 1981. Mr. Burke received a Bachelor of Arts degree from Gettysburg College.

Mr.  Peter Kandel

President/CEO
Tel : 212-687-9800
Email: peterk@arsadvisors.com
Peter G. Kandel joined the firm in 1981 with previous experience as a Vice President and Comptroller with Spencer Trask & Co., Inc. for eight years. Mr. Kandel has 40 years experience in the areas of accounting, operations and compliance and is a member of the AICPA and NYSSCPA. Mr. Kandel earned a B.S. degree in Economics from Franklin & Marshall College and is a Certified Public Accountant.

Mr.  Richard Motta

Securities Trader
Tel : 212-687-9800
Email: richardm@arsadvisors.com
Richard L. Motta joined AR Schmeidler in 2000 after spending 7 years as a Sales Trader with H.C. Wainwright in Boston. Mr. Motta is a fully licensed trader with over 18 years of industry experience. Mr. Motta received his B.S. in Marketing from Bentley College, MA.

Mr.  Albert Schmeidler

Portfolio Manager
Tel : 212-687-9800
Email: aschmeidler@arsadvisors.com
Albert J. Schmeidler joined A.R. Schmeidler & Co., Inc. in 1974. Prior to that Mr. Schmeidler spent 12 years in the international metal trading business, the last half of which he was President of Intercontinental Metal Corporation a non-ferrous metal dealer and trading company. Mr. Schmeidler holds a B.S. in International Finance from New York University.

Mr.  Carmine Barbarise

Operations/Administrators
Tel : 212-687-9800
Email: carmineb@arsadvisors.com
Prior to joining the firm, Carmine was the Internal Audit Director for five years at Investec Ernst and Company. He worked as Senior Personal Trust Auditor for four years at U.S. Trust Company of New York and worked as Assistant Internal Control Manager for four years at Drexel Burnham Lambert. In addition, Carmine was an Assistant Vice President of Risk Control for two years at Morgan Stanley. Carmine earned a BBA in Business Management from Pace University.

Ms.  Mary Raymond

Client Contact
Tel : 212-687-9800
Email: maryr@arsadvisors.com
Mary Ann Raymond joined A.R. Schmeidler in January 2006 handling all aspects of the new account opening process.  Ms. Raymond’s primary responsibilities include servicing the clients as well as acting as a liaison to the portfolio managers. Previously, Ms. Raymond worked as Vice President of Operations for the First Principle division of Northeast Securities from 2003–2005. Ms. Raymond worked with Autranet, Inc. (a wholly-owned subsidiary of Donaldson, Lufkin & Jenrette) from 1983 until they were acquired by the Bank of New York 2002. In her position as Vice President, Manager of Equity Operations, Ms. Raymond ran the institutional equity operations group supporting a trading desk with over 400 investment advisers totaling approximately 30,000 accounts. Ms. Raymond NASD registrations include Series 7, 63, 9, 10 and 4.

Mr.  Jared Levin

Portfolio Manager
Tel : 212-687-9800
Email: jaredl@arsadvisors.com
Jared Levin has over 15 years of financial services experience. Prior to joining A.R. Schmeidler in 2008, Mr. Levin worked for five years as a fundamental equity research analyst in the hedge fund industry, most recently with Perella Weinberg Partners and Highbridge Capital, where he worked as a generalist with a focus on the consumer sector. Mr. Levin previously worked for six years as an investment banker, including four years with Lazard LLC, where he advised consumer and industrial companies on financial restructurings and mergers & acquisitions. Mr. Levin was awarded the CMT (Chartered Market Technician) designation in December 2012. Mr. Levin received J.D. and M.B.A. degrees from Columbia University and his B.A. from the University of Michigan.

Mr.  Joseph Silvagni

Securities Trader
Tel : 212-687-9800
Email: josephs@arsadvisors.com
Joseph Silvagni joined the firm in 2008 with over 20 years of trading experience. Prior to joining, Mr. Silvagni spent six years with Northeast Securities in New York. Mr. Silvagni graduated from New York University with a B.A. in Economics.

Mr.  Sam Weinstock

Portfolio Manager
Tel : 212-687-9800
Email: sweinstock@arschmeidler.com
Sam Weinstock joined A.R. Schmeidler & Co., Inc. in 2010 with primary responsibilities in portfolio management and fixed income research. Prior to joining the firm, Mr. Weinstock managed the $4.5 billion fixed income portfolio of Nord LB. Mr. Weinstock previously worked for the Dreyfus Corporation for over 20 years where he won numerous awards managing taxable and tax-exempt mutual funds, as well as separate accounts. Throughout Mr. Weinstock’s career, his investment philosophy has stressed conservative, income-oriented strategies across multiple bond sectors to build wealth in varying market conditions. Mr. Weinstock is a cum laude graduate of the University of Florida.

Mr.  Brian Barry

Portfolio Manager
Tel : 212-687-9800
Email: bbarry@arschmeidler.com
Brian Barry has over 10 years of financial services experience. Prior to joining A.R. Schmeidler in 2013, Mr. Barry worked at Bank of America in various investment management roles. Most recently, he was a Vice President and Portfolio Manager for U.S. Trust and was responsible for advising high net worth and institutional clients on asset allocation, investment strategy and elements of financial planning. Before joining U.S. Trust, Brian served as an Associate in the Consulting Services Group and was tasked with the manager search, selection and on going due diligence of the investment products available for purchase within the wealth management divisions of Bank of America. He began his career as an Analyst within Banc of America Securities’ Corporate and Investment Bank. He was awarded the CIMA (Certified Investment Management Analyst) designation in November 2008.  He received a B.A. in History and Economics from the College of the Holy Cross and a M.B.A in International Finance from New York University’s Stern School of Business

Mr.  Gregory Markel

Portfolio Manager
Tel : 212-687-9800
Email: gmarkel@arschmeidler.com
Gregory Markel has over 20 years of investment experience.  Prior to joining A.R. Schmeidler in 2012, Greg was a Senior Investment Analyst at Iridian Asset Management. Before joining Iridian, Greg managed the FrontPoint Stadia Opportunity fund, a $110 million global long/short hedge fund from November 2005 through November 2009 and was a Managing Director at Morgan Stanley & Co.  Prior to his experience at Stadia Capital, Greg worked for State Street Research & Management in Boston and co-managed the SSRM Investment Trust, a $2.5 billion Growth and Income mutual fund.  Greg received a B.A. in Economics and Psychology from Brown University in 1986 and received an M.B.A. from The Wharton School at the University of Pennsylvania in 1991.

Ms.  Ilana Marcus

Operations/Administrators
Tel : 212-687-9800
Email: imarcus@arschmeidler.com
Ilana Marcus joined A.R. Schmeidler & Co. in March 2015 as the Firm’s Chief Compliance Officer for its investment advisory services. She has over 25 years of extensive experience as an asset management, securities regulatory and compliance attorney. Prior to joining A.R. Schmeidler & Co. Ilana served as Chief Compliance Officer of Octagon Credit Investors, LLC.; previously, she was Chief Compliance Officer of Alcentra NY, LLC, Chief Compliance Officer and Assistant General Counsel for Standard & Poor’s Securities Evaluations; Vice President and Senior Counsel for Nomura Holding America; Senior Counsel at TIAA-CREF; Vice President at Oppenheimer Capital; Vice President and Associate Counsel at BT Variable and Assistant General Counsel at Prudential Bache Securities. She also served as Branch Chief at the U.S. Securities and Exchange Commission’s Division of Enforcement, where she investigated and litigated securities and business fraud matters. Ilana holds a J.D. from Brooklyn Law School and a Bachelor of Commerce with Honors from Queen’s University, Ontario, Canada.

A.R. Schmeidler & Co., Inc. Product Name

ARS MultiCap Equity:Privately Managed Accounts
US Balanced:Privately Managed Accounts
Report Created: December,11 2018.  Copyright Money Manager Review , All rights Reserved.
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