Michael James Valentinas
Portfolio Manager-Equities at Advisory Research, Inc.
Profile
Mr. Michael J.
Valentinas, CPA, is a Managing Director & Portfolio Manager at Advisory Research, Inc. He has over 25 years of investment experience.
He is employing a capital discipline investment process with a focus on quality/value and global/international equities.
Prior to joining Advisory Research in 2016, Mr. Valentinas was formerly responsible for leading the development of Credit Suisse HOLT’s stock selection framework and researching global trends in the equity markets.
He joined HOLT Value Associates in 2001 after spending three years as a tax and compensation consultant for Arthur Andersen.
He holds a BS in accounting from DePaul University in Chicago, and has passed the Uniform CPA Examination.
Michael James Valentinas active positions
| Companies | Position | Start |
|---|---|---|
Advisory Research, Inc.
 Advisory Research, Inc. Investment ManagersFinance Advisory Research, Inc. (ARI) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded by David Heller in 1974 and is a wholly-owned subsidiary of Ostara, Inc. They provide discretionary investment management services to institutional and high-net-worth clients through separately managed accounts, unregistered pooled investment vehicles, and model-based accounts. | Portfolio Manager-Equities | 30/11/2016 |
Former positions of Michael James Valentinas
| Companies | Position | End |
|---|---|---|
Credit Suisse Asset Management LLC
 Credit Suisse Asset Management LLC Investment ManagersFinance Founded in 1999, Credit Suisse Asset Management LLC (CSAM) is a registered investment advisor headquartered in New York City. The firm is an indirect wholly-owned subsidiary of Credit Suisse Group AG (NYSE: CS), a publicly owned foreign bank holding company based in Switzerland. | Portfolio Manager-Equities | 31/08/2016 |
| Holt Value Associates LP | Corporate Officer/Principal | 31/12/2000 |
Arthur Andersen LLP
 Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Corporate Officer/Principal | - |
Training of Michael James Valentinas
| DePaul University | Undergraduate Degree |
Experiences
Positions held
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Inactive
Listed companies
Private companies
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1st degree connections
1st degree companies
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Linked companies
| Private companies | 4 |
|---|---|
Credit Suisse Asset Management LLC
Credit Suisse Asset Management LLC Investment ManagersFinance Founded in 1999, Credit Suisse Asset Management LLC (CSAM) is a registered investment advisor headquartered in New York City. The firm is an indirect wholly-owned subsidiary of Credit Suisse Group AG (NYSE: CS), a publicly owned foreign bank holding company based in Switzerland. | Finance |
| Holt Value Associates LP | Finance |
Arthur Andersen LLP
Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Commercial Services |
Advisory Research, Inc.
Advisory Research, Inc. Investment ManagersFinance Advisory Research, Inc. (ARI) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded by David Heller in 1974 and is a wholly-owned subsidiary of Ostara, Inc. They provide discretionary investment management services to institutional and high-net-worth clients through separately managed accounts, unregistered pooled investment vehicles, and model-based accounts. | Finance |
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