Profile
Mr. Donald Roger B. Liddell is a Vice Chairman & Investment Manager at Clear Harbor Asset Management LLC.
He is a member of the firm’s Investment Committee.
Prior to joining Clear Harbor Asset Management in February 2011, Mr. Liddell was a Partner, Senior Director, and Managing Director for 22 years at Ingalls & Snyder, LLC.
His areas of specialization include energy and utilities.
Within the energy sector, he concentrates on demand-side versus supply-side opportunities as well as providers of energy-efficient equipment and energy management services.
He offers perspective on electric rate structures, generation economics, peak loads, price signals, and efficiency programs.
He has been active with major environmental organizations such as Natural Resources Defense Council since the mid-1970s in efforts to establish policies supportive of rational energy markets.
In this pro bono activity, he encourages regulators and companies to re-direct capital expenditures toward efficiency investments in lieu of additional capacity.
He is a graduate of Princeton University in A.B. English Literature and, after service as a U S Navy Reserve Officer from1967-72, Columbia University Graduate School of Business MBA Finance & Security Analysis.
Donald Roger Brooke Liddell active positions
| Companies | Position | Start |
|---|---|---|
Clear Harbor Asset Management LLC
Clear Harbor Asset Management LLC Investment ManagersFinance Clear Harbor is a multi-asset class investment manager with a dual focus on both asset allocation and security selection. They incorporate values-based considerations and strategies into portfolio construction on an individually tailored basis. The firm seeks to incorporate long-term investment objectives within a comprehensive financial plan by coordinating with each client’s tax and legal advisors. Their investment strategy is driven by both a bottom-up and top-down process. | Investment Committee Member | 06/02/2011 |
Former positions of Donald Roger Brooke Liddell
| Companies | Position | End |
|---|---|---|
Ingalls & Snyder LLC
Ingalls & Snyder LLC Investment ManagersFinance Ingalls & Snyder is a long-term investor that uses bottom-up research to examine balance sheets valuations and possible risk/return ratios. The firm constructs portfolios for clients based on their own fundamental research and securities analysis, and invest across multiple asset classes, including US and global equities, taxable and tax-exempt bonds, listed options, private placements, exchange traded funds and mutual funds. | Portfolio Manager-Fixed Income | 31/07/2009 |
US Department of the Navy (District of Columbia)
US Department of the Navy (District of Columbia) SovereignGovernment Naval service branch of the government | Corporate Officer/Principal | 31/12/1971 |
Training of Donald Roger Brooke Liddell
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
Ingalls & Snyder LLC
Ingalls & Snyder LLC Investment ManagersFinance Ingalls & Snyder is a long-term investor that uses bottom-up research to examine balance sheets valuations and possible risk/return ratios. The firm constructs portfolios for clients based on their own fundamental research and securities analysis, and invest across multiple asset classes, including US and global equities, taxable and tax-exempt bonds, listed options, private placements, exchange traded funds and mutual funds. | Finance |
The Trustees of Columbia University in The City of New York
The Trustees of Columbia University in The City of New York Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Princeton University
Princeton University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
US Department of the Navy (District of Columbia)
US Department of the Navy (District of Columbia) SovereignGovernment Naval service branch of the government | Government |
Clear Harbor Asset Management LLC
Clear Harbor Asset Management LLC Investment ManagersFinance Clear Harbor is a multi-asset class investment manager with a dual focus on both asset allocation and security selection. They incorporate values-based considerations and strategies into portfolio construction on an individually tailored basis. The firm seeks to incorporate long-term investment objectives within a comprehensive financial plan by coordinating with each client’s tax and legal advisors. Their investment strategy is driven by both a bottom-up and top-down process. | Finance |
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