Profil
Mr. Ross O'Toole, CFA, is a Senior Analyst at Roubaix Capital LLC.
He joined the investment team in August 2019 as a generalist equity research analyst.
Prior to joining Roubaix, Mr. O’Toole served in a similar capacity at 22NW Fund, L.P., a small cap focused long/short equity fund since 2015.
During 2014, he was a consultant for Engine Capital Management, a value oriented event-driven hedge fund.
From 2006 through 2013, he was a generalist equity research analyst at Systematic Financial Management where he worked on their small and mid cap focused long-only value strategies.
From 2000 through 2006 he held equity research analyst positions with progressively greater responsibility at Strong Capital Management, Northpointe Capital and RCM (part of Allianz Global Investors).
Mr. O’Toole earned a Bachelor of Arts from Washington University in St. Louis.
He is also a CFA charter holder and a member of the CFA Institute.
Aktive Positionen von Ross O'Toole
| Unternehmen | Position | Beginn |
|---|---|---|
Roubaix Capital LLC
 Roubaix Capital LLC Investment ManagersFinance Roubaix Capital LLC (Roubaix) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in Denver, Colorado. The firm was founded by Christopher Hillary in 2015. Roubaix provides discretionary investment management services to privately offered limited partnerships and separate accounts. | Analyst-Equity | 01.08.2019 |
Ehemalige bekannte Positionen von Ross O'Toole
| Unternehmen | Position | Ende |
|---|---|---|
Systematic Financial Management LP
 Systematic Financial Management LP Investment ManagersFinance Systematic Financial Management LP (SFM) is a SEC-registered investment advisor headquartered in Teaneck, New Jersey. The firm was founded by Joe K. Joshi in 1982 and they are a subsidiary of Titan NJ LP Holdings LLC, ultimately owned by Affiliated Managers Group, Inc. (NYSE: AMG). SFM provides investment management services to institutional investors and private clients. | Analyst-Equity | 01.12.2013 |
RCM Capital Management LLC
 RCM Capital Management LLC Investment ManagersFinance Founded in 1970 by Claude Rosenberg, RCM Capital Management LLC, formerly Rosenberg Capital Management, RCM Capital Management LLC is a registered investment advisor headquartered in San Francisco with additional offices in London, Frankfurt, Hong Kong, Tokyo and Sydney. The firm was also previously known as Dresdner RCM Global Investors. RCM is a division of RCM U.S. Holdings LLC and their ultimate parent is Allianz SE. RCM manages portfolios for individuals and institutions. They also manage the Allianz/Dresdner family of mutual funds. The firm provides investment management services to clients around the world including: pension funds, blue chip multinational companies, investment trusts, governments, insurance companies and charitable foundations. | Analyst-Equity | 31.08.2006 |
NorthPointe Capital LLC
 NorthPointe Capital LLC Investment ManagersFinance NorthPointe Capital LLC is an independent investment advisory firm headquartered in Bloomfield Hills, Michigan. The firm was founded in 2000 and is a subsidiary of NorthPointe Holdings LLC. NorthPointe Capital provides investment supervisory services relating to various investment strategies in equity securities. | Analyst-Equity | 31.03.2005 |
Strong Capital Management, Inc.
 Strong Capital Management, Inc. Financial ConglomeratesFinance Strong Capital Management, Inc. (SCM) provides investment management services to the Strong family of mutual funds, corporate and public employee retirement funds, endowments, foundations, Taft Hartley plans, and individuals. Founded in 1974, the firm is independently owned by professionals active in its day-to-day management. | Corporate Officer/Principal | - |
Ausbildung von Ross O'Toole
| University of Washington | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
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Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
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Herr
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Unternehmensverbindungen
| Private Unternehmen | 5 |
|---|---|
Strong Capital Management, Inc.
Strong Capital Management, Inc. Financial ConglomeratesFinance Strong Capital Management, Inc. (SCM) provides investment management services to the Strong family of mutual funds, corporate and public employee retirement funds, endowments, foundations, Taft Hartley plans, and individuals. Founded in 1974, the firm is independently owned by professionals active in its day-to-day management. | Finance |
RCM Capital Management LLC
RCM Capital Management LLC Investment ManagersFinance Founded in 1970 by Claude Rosenberg, RCM Capital Management LLC, formerly Rosenberg Capital Management, RCM Capital Management LLC is a registered investment advisor headquartered in San Francisco with additional offices in London, Frankfurt, Hong Kong, Tokyo and Sydney. The firm was also previously known as Dresdner RCM Global Investors. RCM is a division of RCM U.S. Holdings LLC and their ultimate parent is Allianz SE. RCM manages portfolios for individuals and institutions. They also manage the Allianz/Dresdner family of mutual funds. The firm provides investment management services to clients around the world including: pension funds, blue chip multinational companies, investment trusts, governments, insurance companies and charitable foundations. | Finance |
Systematic Financial Management LP
Systematic Financial Management LP Investment ManagersFinance Systematic Financial Management LP (SFM) is a SEC-registered investment advisor headquartered in Teaneck, New Jersey. The firm was founded by Joe K. Joshi in 1982 and they are a subsidiary of Titan NJ LP Holdings LLC, ultimately owned by Affiliated Managers Group, Inc. (NYSE: AMG). SFM provides investment management services to institutional investors and private clients. | Finance |
NorthPointe Capital LLC
NorthPointe Capital LLC Investment ManagersFinance NorthPointe Capital LLC is an independent investment advisory firm headquartered in Bloomfield Hills, Michigan. The firm was founded in 2000 and is a subsidiary of NorthPointe Holdings LLC. NorthPointe Capital provides investment supervisory services relating to various investment strategies in equity securities. | Finance |
Roubaix Capital LLC
Roubaix Capital LLC Investment ManagersFinance Roubaix Capital LLC (Roubaix) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in Denver, Colorado. The firm was founded by Christopher Hillary in 2015. Roubaix provides discretionary investment management services to privately offered limited partnerships and separate accounts. | Finance |
