Sturgis Paul Woodberry
Chief Executive Officer at Occam Crest Management LP
Profile
Mr. Sturgis P.
Woodberry, CFA MBA, is a Founder, Limited Partner, Chief Compliance Officer & Principal at Occam Crest Management LP.
Mr. Woodberry was previously employed as a Managing Director by Iridian Asset Management LLC, an Associate by Citicorp Securities Markets, Inc. and by Dillon, Read & Co., Inc., and a Portfolio Manager & Research Analyst by Oppenheimer Capital.
He received his undergraduate degree from Dartmouth College and an MBA from Harvard University.
Sturgis Paul Woodberry active positions
Companies | Position | Start |
---|---|---|
Occam Crest Management LP
Occam Crest Management LP Investment ManagersFinance Occam Crest Management LP is a fund that specializes in corporate change investing in the midcap and small cap universe. The private company is based in Darien, CT. The company's focus is on uncovering value for their clients and putting them first. The company was founded by Sturgis Paul Woodberry and he has been the CEO since incorporation. | Chief Executive Officer | 31/12/2021 |
Former positions of Sturgis Paul Woodberry
Companies | Position | End |
---|---|---|
Iridian Asset Management LLC
Iridian Asset Management LLC Investment ManagersFinance Iridian Asset Management LLC (Iridian) is a SEC-registered investment advisor headquartered in Westport, Connecticut. The firm was founded by Harold Levy and David Cohen in 1995 and is a subsidiary of Iridian Employee Holdings LLC. Iridian provides investment management services to individual and institutional clients on a discretionary basis. | Portfolio Manager-Equities | 30/11/2021 |
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. | Corporate Officer/Principal | - |
Citicorp Securities Markets, Inc.
Citicorp Securities Markets, Inc. Investment Banks/BrokersFinance Part of Crown Castle International Corp. /Old/, Citicorp Securities Markets, Inc. provides security brokerage services. | Corporate Officer/Principal | - |
Dillon, Read & Co., Inc. | Analyst-Equity | - |
Training of Sturgis Paul Woodberry
Dartmouth College | Undergraduate Degree |
Harvard University | Masters Business Admin |
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 |
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Iridian Asset Management LLC
Iridian Asset Management LLC Investment ManagersFinance Iridian Asset Management LLC (Iridian) is a SEC-registered investment advisor headquartered in Westport, Connecticut. The firm was founded by Harold Levy and David Cohen in 1995 and is a subsidiary of Iridian Employee Holdings LLC. Iridian provides investment management services to individual and institutional clients on a discretionary basis. | 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 |
Dillon, Read & Co., Inc. | Finance |
Citicorp Securities Markets, Inc.
Citicorp Securities Markets, Inc. Investment Banks/BrokersFinance Part of Crown Castle International Corp. /Old/, Citicorp Securities Markets, Inc. provides security brokerage services. | Finance |
Occam Crest Management LP
Occam Crest Management LP Investment ManagersFinance Occam Crest Management LP is a fund that specializes in corporate change investing in the midcap and small cap universe. The private company is based in Darien, CT. The company's focus is on uncovering value for their clients and putting them first. The company was founded by Sturgis Paul Woodberry and he has been the CEO since incorporation. | Finance |
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