Profiel
Mr. Michael T.
Allen, CFA MBA, is Senior Portfolio Strategist at Atlantic Asset Management LLC.
He is an industry veteran with over 20 years' experience managing fixed income portfolios with particular expertise in developing and utilizing a macroeconomic fundamental based investment approach.
Prior to joining the firm in June 2014, Mr. Allen was a portfolio manager and key member of the fixed income management teams at Dreyfus, Allianz-Oppenheimer Capital and TCP Global Investment Management, LLC, where he was the head portfolio manager having responsibility over the Mortgage, Securitized Debt and Structured Products portfolios and teams.
Previously, he was employed as a Principal by J.&W.
Seligman & Co., Inc., a Principal by UBS Financial Services, Inc.
Mr. Allen holds an MBA in Finance from NYU's Stern School of Business and a BS in Finance from Pennsylvania State University.
He is a member of both the CFA Institute and The New York Society of Security Analysts.
Eerdere bekende functies van Michael Thomas Allen
Bedrijven | Functie | Einde |
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TCP Global Investment Management LLC
TCP Global Investment Management LLC Investment ManagersFinance Founded in 2007, TCP Global Investment Management LLC is a registered investment advisor located in Radnor, Pennsylvania. The firm is a subsidiary of Trinity Capital Partners LP. | Portfolio Manager-Fixed Income | 13-01-2014 |
Oppenheimer Capital
Oppenheimer Capital Investment ManagersFinance Founded in 1969, Oppenheimer Capital is an investment advisor firm located in New York City with an additional office in Newport Beach,, California. Oppenheimer Capital is wholly-owned by Allianz Dresdner Asset Management of America LP (formerly PIMCO Advisors LP), which is a subsidiary of Allianz AG (NYSE: AG). The firm is unrelated to OppenheimerFunds and the brokerage firm CIBC Oppenheimer. | Portfolio Manager-Fixed Income | 28-02-2010 |
BNY Mellon Investment Adviser, Inc.
BNY Mellon Investment Adviser, Inc. Investment ManagersFinance BNY Mellon Investment Adviser, Inc. (BNYMIA) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1951 and formerly known as The Dreyfus Corp. They are a wholly-owned subsidiary of MBC Investments Corp., ultimately held by The Bank of New York Mellon Corp. (NYSE: BK). BNYMIA serves as an investment advisor to mutual funds, such as the BNY Mellon Family of Funds and The BNY Mellon Funds Trust, and as sub-investment advisor to non-affiliated mutual funds. Formed in 2009, Dreyfus Cash Investment Strategies (Dreyfus) is a division of the BNYMIA that offers money market strategies to US and non-US institutional investors. | Corporate Officer/Principal | - |
Atlantic Asset Management LLC
Atlantic Asset Management LLC Investment ManagersFinance Founded 1992, Atlantic Asset Management LLC (AAM) is a hedge fund manager headquartered in Stamford, Connecticut. In April 2015, AAM merged with Hughes Capital Management, whereby the businesses of Hughes and Old Atlantic were combined with the combined firm continuing the operations under the name Atlantic Asset Management LLC. Equity in the firm is wholly-owned by the owners of Hughes, through Atlantic Capital Holdings LLC. AAM may enter into investment advisory contracts with both individual and institutional investors. They generally provide investment advice to state and local pension plans, and government units and plans, corporate pension and profit-sharing plans, Taft-Hartley plans, trusts, charities, foundations, endowments, insurance companies, corporations or other business entities, and state and local municipalities. AAM is [also the investment manager of Atlantic Global Yield Opportunity Fund and the Global Alpha Trust. AAM has an interest in the investment manager and general partner to the Palmer Square Emerging Manager Fund LP and 25 Capital Residential Mortgage Opportunities Fund. | Market Strategist | - |
Allianz Global Investors U.S. LLC
Allianz Global Investors U.S. LLC Investment ManagersFinance Allianz Global Investors U.S. LLC (AllianzGI US) is an investment advisory firm headquartered in New York City. The firm was founded in 2001 as Allianz Global Investors Capital LLC. In 2022, Voya Investment Management Co. LLC, which is ultimately owned by Voya Financial, Inc. (NYSE: VOYA), acquired the firm from Allianz SE (ETR: ALV). AllianzGI US provides portfolio management services to a variety of individual and institutional clients as well as certain Wrap Fee Programs. | Portfolio Manager-Fixed Income | 31-12-2010 |
Opleiding van Michael Thomas Allen
The Pennsylvania State University | Undergraduate Degree |
The Leonard N Stern School of Business | Masters Business Admin |
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Bedrijven in privébezit | 7 |
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BNY Mellon Investment Adviser, Inc.
BNY Mellon Investment Adviser, Inc. Investment ManagersFinance BNY Mellon Investment Adviser, Inc. (BNYMIA) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1951 and formerly known as The Dreyfus Corp. They are a wholly-owned subsidiary of MBC Investments Corp., ultimately held by The Bank of New York Mellon Corp. (NYSE: BK). BNYMIA serves as an investment advisor to mutual funds, such as the BNY Mellon Family of Funds and The BNY Mellon Funds Trust, and as sub-investment advisor to non-affiliated mutual funds. Formed in 2009, Dreyfus Cash Investment Strategies (Dreyfus) is a division of the BNYMIA that offers money market strategies to US and non-US institutional investors. | Finance |
J.&W. Seligman & Co., Inc.
J.&W. Seligman & Co., Inc. Investment ManagersFinance Founded in 1864, J. & W. Seligman & Co., Inc. manages the Seligman family of mutual funds, the Tri-Continental fund and offshore funds, as well as separate institutional and individual portfolios. Based in New York City, the firm offers separate growth, value, and theme-oriented investment approaches for its US portfolios. | Finance |
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Finance |
Oppenheimer Capital
Oppenheimer Capital Investment ManagersFinance Founded in 1969, Oppenheimer Capital is an investment advisor firm located in New York City with an additional office in Newport Beach,, California. Oppenheimer Capital is wholly-owned by Allianz Dresdner Asset Management of America LP (formerly PIMCO Advisors LP), which is a subsidiary of Allianz AG (NYSE: AG). The firm is unrelated to OppenheimerFunds and the brokerage firm CIBC Oppenheimer. | Finance |
Allianz Global Investors U.S. LLC
Allianz Global Investors U.S. LLC Investment ManagersFinance Allianz Global Investors U.S. LLC (AllianzGI US) is an investment advisory firm headquartered in New York City. The firm was founded in 2001 as Allianz Global Investors Capital LLC. In 2022, Voya Investment Management Co. LLC, which is ultimately owned by Voya Financial, Inc. (NYSE: VOYA), acquired the firm from Allianz SE (ETR: ALV). AllianzGI US provides portfolio management services to a variety of individual and institutional clients as well as certain Wrap Fee Programs. | Finance |
TCP Global Investment Management LLC
TCP Global Investment Management LLC Investment ManagersFinance Founded in 2007, TCP Global Investment Management LLC is a registered investment advisor located in Radnor, Pennsylvania. The firm is a subsidiary of Trinity Capital Partners LP. | Finance |
Atlantic Asset Management LLC
Atlantic Asset Management LLC Investment ManagersFinance Founded 1992, Atlantic Asset Management LLC (AAM) is a hedge fund manager headquartered in Stamford, Connecticut. In April 2015, AAM merged with Hughes Capital Management, whereby the businesses of Hughes and Old Atlantic were combined with the combined firm continuing the operations under the name Atlantic Asset Management LLC. Equity in the firm is wholly-owned by the owners of Hughes, through Atlantic Capital Holdings LLC. AAM may enter into investment advisory contracts with both individual and institutional investors. They generally provide investment advice to state and local pension plans, and government units and plans, corporate pension and profit-sharing plans, Taft-Hartley plans, trusts, charities, foundations, endowments, insurance companies, corporations or other business entities, and state and local municipalities. AAM is [also the investment manager of Atlantic Global Yield Opportunity Fund and the Global Alpha Trust. AAM has an interest in the investment manager and general partner to the Palmer Square Emerging Manager Fund LP and 25 Capital Residential Mortgage Opportunities Fund. | Finance |