Ron Portnoy
Portfolio Manager-Fixed Income at Tolis Advisors LP
Profile
Mr. Ron Portnoy is a Principal, Trader & Portfolio Manager at Tolis Advisors LP.
He joined the firm in September 2014.
Mr. Portnoy was a Portfolio Manager responsible for managing US Non-Agency Residential Mortgage Backed Securities on behalf of the StabFund, a vehicle established by the Swiss National Bank and UBS.
He was responsible for all trading and risk management decisions related to RMBS and Asset Backed Collateral Debt Obligations.
Prior to joining the StabFund’s management team in 2008, he was a Portfolio Manager in UBS’s Workout Group I, responsible for a multi-billion dollar portfolio, by market value, of Non-Agency RMBS cash securities and Credit Default Swaps.
He was tasked with reducing balance sheet and credit risk exposure.
He joined UBS in 2007 as a Director in Non-Agency RMBS Trading.
His primary responsibility was to make markets in securitizations backed by Home Equity loans.
Prior to joining UBS, he was a Director at Fortis charged with trading Asset-Backed Securities.
His primary responsibility was to manage a portfolio of Non-Agency Securities.
Additionally, he was a key member of the team mandated to manage risk as well as evaluate the bank’s growing asset backed portfolio.
He began his career at Bayview Financial in 1995 as an Analyst in Whole Loan Trading.
He received a B.A.
in Economics from Stockton College.
Ron Portnoy active positions
| Companies | Position | Start |
|---|---|---|
Tolis Advisors LP
 Tolis Advisors LP Investment ManagersFinance Tolis Advisors LP (Tolis) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Eric Banks in 2007. Tolis provides investment management services to their funds in a master-feeder structure. The firm also serves as the investment adviser or sub-adviser with discretionary or non-discretionary trading authority for separately managed accounts and private funds sponsored or managed by unaffiliated managers and unaffiliated investment professionals. | Portfolio Manager-Fixed Income | 31/08/2014 |
Former positions of Ron Portnoy
| Companies | Position | End |
|---|---|---|
| BayView Financial Advisory Services | Corporate Officer/Principal | - |
Fortis Securities LLC
 Fortis Securities LLC Investment Banks/BrokersFinance Headquartered in New York City, Fortis Securities LLC, a subsidiary of Fortis Brussels NV is a broker/dealer. They offer a full array of investment services with a particular focus on the biotech industry. They are a member of the NASD. Their ultimate parent is Fortis SA/NV (XB: FORB). | Corporate Officer/Principal | - |
UBS Securities LLC
 UBS Securities LLC Investment ManagersFinance UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients. | Corporate Officer/Principal | - |
Training of Ron Portnoy
| Stockton University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
UBS Securities LLC
UBS Securities LLC Investment ManagersFinance UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients. | Finance |
| BayView Financial Advisory Services | |
Fortis Securities LLC
Fortis Securities LLC Investment Banks/BrokersFinance Headquartered in New York City, Fortis Securities LLC, a subsidiary of Fortis Brussels NV is a broker/dealer. They offer a full array of investment services with a particular focus on the biotech industry. They are a member of the NASD. Their ultimate parent is Fortis SA/NV (XB: FORB). | Finance |
Tolis Advisors LP
Tolis Advisors LP Investment ManagersFinance Tolis Advisors LP (Tolis) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Eric Banks in 2007. Tolis provides investment management services to their funds in a master-feeder structure. The firm also serves as the investment adviser or sub-adviser with discretionary or non-discretionary trading authority for separately managed accounts and private funds sponsored or managed by unaffiliated managers and unaffiliated investment professionals. | Finance |
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