Tom Dalpiaz
Portfolio Manager-Fixed Income bei Seelaus Asset Management LLC
Profil
Mr. Thomas P.
Dalpiaz is a Portfolio Manager at Seelaus Asset Management LLC.
At Seelaus Asset Management, he manages bond portfolios for individual clients, financial advisors and institutions.
He trades and researches the municipal bond market
Mr. Dalpiazhas over 30 years of experience in the municipal bond business working as a credit analyst at Bank of New York, Merrill Lynch, and Weiss, Peck & Greer.
He transitioned to portfolio management and spent time working in various senior roles at Weiss, Peck & Greer, Sage Capital Management, Neuberger Berman and Advisors Asset Management.
He holds a BA in History and an MBA in Finance both from Hofstra University.
Aktive Positionen von Tom Dalpiaz
Unternehmen | Position | Beginn |
---|---|---|
Seelaus Asset Management LLC
Seelaus Asset Management LLC Investment ManagersFinance Seelaus Asset Management LLC (Seelaus AM) is a SEC-registered investment advisor headquartered in Chatham, New Jersey. The firm was founded by Patrick L. Smith in 2009 and is owned by R. Seelaus & Co., Inc. Seelaus AM designs customized investment strategies for corporations, high-net-worth individuals, financial advisors, family offices, pension plans, foundations and other institutional investors. | Portfolio Manager-Fixed Income | 01.09.2013 |
Ehemalige bekannte Positionen von Tom Dalpiaz
Unternehmen | Position | Ende |
---|---|---|
The Bank of New York Co., Inc.
The Bank of New York Co., Inc. Major BanksFinance The Bank of New York Co., Inc. provides banking and other financial services to corporations and individuals worldwide. It also offers securities servicing and global payment services, corporate banking, BNY Asset Management and Private Client Services, Retail Banking and Global Market Services. Client base of the company include financial institutions, corporations, government entities, endowments and foundations. The company, founded in 1784 is headquartered in New York. | Corporate Officer/Principal | - |
Advisors Asset Management, Inc.
Advisors Asset Management, Inc. Investment ManagersFinance Advisors Asset Management, Inc. (AAM) is a SEC-registered investment advisor headquartered in Monument, Colorado. The firm was founded in 1979 as Fixed Income Securities LP. In 2023, Sun Life Capital Management (US) LLC, a subsidiary of Sun Life Financial, Inc. (TSE: SLF) in Canada, acquired a 51 percent majority stake in the firm. AAM provides portfolio supervisory and evaluation services to AAM-sponsored unit investment trusts (UITs). They also offer separately managed account (SMA) advisory services to individuals, banking or thrift institutions, trusts, estates, broker-dealers, investment advisers, investment companies, corporations, pension or profit-sharing plans and charitable organizations. | Portfolio Manager-Aktien | - |
Merrill Lynch & Co., Inc. | Corporate Officer/Principal | 31.12.1985 |
Weiss, Peck & Greer LLC | Corporate Officer/Principal | 31.12.2001 |
Sage Capital Management LLC
Sage Capital Management LLC Investment ManagersFinance Founded in 1988, Sage Capital Management LLC is a hedge fund manager located in Sarasota, Florida. They manage the Sage Strategic Income Fund LP and the Sage Utilities Opportunity Fund LP. | Corporate Officer/Principal | - |
Ausbildung von Tom Dalpiaz
Hofstra University | Masters Business Admin |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Private Unternehmen | 7 |
---|---|
The Bank of New York Co., Inc.
The Bank of New York Co., Inc. Major BanksFinance The Bank of New York Co., Inc. provides banking and other financial services to corporations and individuals worldwide. It also offers securities servicing and global payment services, corporate banking, BNY Asset Management and Private Client Services, Retail Banking and Global Market Services. Client base of the company include financial institutions, corporations, government entities, endowments and foundations. The company, founded in 1784 is headquartered in New York. | Finance |
Advisors Asset Management, Inc.
Advisors Asset Management, Inc. Investment ManagersFinance Advisors Asset Management, Inc. (AAM) is a SEC-registered investment advisor headquartered in Monument, Colorado. The firm was founded in 1979 as Fixed Income Securities LP. In 2023, Sun Life Capital Management (US) LLC, a subsidiary of Sun Life Financial, Inc. (TSE: SLF) in Canada, acquired a 51 percent majority stake in the firm. AAM provides portfolio supervisory and evaluation services to AAM-sponsored unit investment trusts (UITs). They also offer separately managed account (SMA) advisory services to individuals, banking or thrift institutions, trusts, estates, broker-dealers, investment advisers, investment companies, corporations, pension or profit-sharing plans and charitable organizations. | Finance |
Sage Capital Management LLC
Sage Capital Management LLC Investment ManagersFinance Founded in 1988, Sage Capital Management LLC is a hedge fund manager located in Sarasota, Florida. They manage the Sage Strategic Income Fund LP and the Sage Utilities Opportunity Fund LP. | Finance |
Neuberger Berman BD LLC
Neuberger Berman BD LLC Investment ManagersFinance Neuberger Berman BD LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. It is directly owned by Neuberger Berman Investment Advisers LLC, which is an indirect, wholly-owned subsidiary of Neuberger Berman Group LLC, which is owned by NBSH Acquisition LLC. The firm traces their origin back to the 1939 founding of Neuberger & Berman, its predecessor firm. In 1950, Neuberger Berman became one of the first firms to offer a no-load mutual fund to individual investors. Neuberger Berman BD manages a range of equity, fixed income, private equity and hedge fund strategies on behalf of institutions, advisors and individual investors worldwide. | Finance |
Weiss, Peck & Greer LLC | Finance |
Seelaus Asset Management LLC
Seelaus Asset Management LLC Investment ManagersFinance Seelaus Asset Management LLC (Seelaus AM) is a SEC-registered investment advisor headquartered in Chatham, New Jersey. The firm was founded by Patrick L. Smith in 2009 and is owned by R. Seelaus & Co., Inc. Seelaus AM designs customized investment strategies for corporations, high-net-worth individuals, financial advisors, family offices, pension plans, foundations and other institutional investors. | Finance |
Merrill Lynch & Co., Inc. | Finance |