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Capital Management Assoc.

140 Broadway
New York, New York 10005
United States
 
Contact :      Mr. Joseph Zock
Phone :       (212) 320-2009
Fax :             (212) 320-2049
Email :         bgaidis@cmanyc.com
Web :           http://www.cmanyc.com

Capital Management Assoc. Information

Type of organization :
Total Assets Managed ($Mil) : $639
Tax-Exempt Managed ($Mil) : $0
Taxable Assets Managed ($Mil) :
Year Founded : 1982
Wrap Programs Offered? : No
# of Accounts Managed : 41
In-House Research : %
Carries liability insurance? : No
Errors & Omission Insurance? : No
Socially Responsible? : No
Minority Owned? : No
Wrap Program Description  
In $ Thousands

Capital Management Assoc. History

CMA employs a disciplined, team oriented investment process that has been consistently applied over the firm's 18-year history. We focus our attention on well managed, mid-capitalization stocks that, financially, exhibit traditional value characteristics. Our investment process begins with the formulation of an economic forecast that becomes the foundation of our top-down analysis.

Assets by Client Category Professional Categories
Assets   # of Clients Amount ($Mil)  
Individuals/Trusts :
 
Limited Partnership :
 
Foundations :
ERISA :
Unions, Taft-Hartley :
Public :
Others :
Total # of Professional : Analysts :
Portfolio Managers : Traders :
Client Service : Operation :

Capital Management Assoc. Personnel

Ms.  Pati Glasgow

Marketing Associate
Tel : (212) 320-2009
Email: pglasgow@cmanyc.com

Mrs.  Brenda Gaidis

Client Contact
Tel : (212) 320-2008
Email: bgaidis@cmanyc.com

Mr.  Joseph Zock

Portfolio Manager
Tel : 212-320-2033
Email: JAZ@cmanyc.com
Mr. Zock joined Capital Management Associates as a founding partner in 1982. Previously, he worked closely with the principals of H.N. Whitney, Goadby & Company, where he served as portfolio manager and research analyst since 1980. From 1978 to 1980, Mr. Zock was an Associate Attorney specializing in tax for the firm of Zock, Petrie, Reid and Curtin. He serves as a Portfolio Manager/Analyst, manages the mid-cap equity product, and the CMA Small-Cap Fund. Mr. Zock is also directly responsible for the general administration and trading activity of the firm. He received his B.A. in Political Science/Economics from the University of New Hampshire, his J.D. from the University of San Diego, and a Certificate in International Law from the University of London, Kings College School of Law.

Mr.  Dimitri Kuriloff

Researcher/Analyst
Tel : 212-320-2000
Email: DKuriloff@cmanyc.com
Mr. Kuriloff joined CMA in 1983, as a Research Analyst. From 1973 to 1983, he was the President and Chief Financial Officer of a privately-held industrial corporation. Mr. Kuriloff has had long-term responsibility for the management of several family investment accounts. He currently acts as a generalist in the firm's research effort. Mr. Kuriloff was educated at the City College of New York.

Ms.  Sarah Hunt

Researcher/Analyst
Tel : 212-320-2000
Email: SMH@CMANYC.com
Ms. Hunt joined CMA in 1997 as a research analyst after obtaining her MBA from Fordham University and completing her CFA. Previously she had been an Assistant Vice President at Shields & Co. and received a B.A. in Economics from Wesleyan University.

Mr.  Bryan Kiss

Researcher/Analyst
Tel : 212-320-2000
Email: bkiss@cmanyc.com
Mr. Kiss joined CMA in 2001 as a research analyst. Before coming to CMA he was a research analyst at Cramer, Rosenthal, McGlynn LLC, asn asset managemetn firm with a value investing style. Prior to that, he worked for Arthur Andersen LLP as a senior in the tax consulting practice and pased the CPA exam. He received a B.S. in Accounting from Binghamton University.

Mr.  Edward Herbst

Portfolio Manager
Tel : 212-320-2000
Email: Eherbst@cmanyc.com
Edward Ian Herbst is a Managing Director at Capital Management Associates. Prior to joining CMA, Mr Herbst was a Senior Managing Director at Dominick & Dominick, LLC and a Managing Director & Partner at Cowen & Company, where he served for a period of time, as Chief Operating Officer.

Capital Management Assoc. Product Name

Report Created: January,21 2020.  Copyright Money Manager Review , All rights Reserved.
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