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Troy Michael Cates
Portfolio Manager-Fixed Income at Neos Investment Management LLC
Troy Michael Cates active positions
Companies | Position | Start | End |
---|---|---|---|
Neos Investment Management LLC
![]() Neos Investment Management LLC Investment ManagersFinance Part of Neos Investments LLC, Neos Investment Management LLC provides investment advice. The company is based in Westport, CT. | Portfolio Manager-Fixed Income | 31/03/2022 | - |
Career history of Troy Michael Cates
Former positions of Troy Michael Cates
Companies | Position | Start | End |
---|---|---|---|
Harvest Volatility Management LLC
![]() Harvest Volatility Management LLC Investment ManagersFinance Harvest Volatility Management LLC (Harvest) is a SEC-registered investment advisor and wealth management firm headquartered in Norwalk, Connecticut. The firm was founded by Curtis “Curt” Brockelman and Richard Selvala in 2008. Harvest provides investment advisory services on a discretionary basis to high net worth individuals, family offices, foundations, endowments and other sophisticated or institutional investors. | Portfolio Manager-Equities | - | 30/06/2023 |
MKM Partners LLC
![]() MKM Partners LLC Investment Banks/BrokersFinance MKM Partners LLC (MKM) is a premier institutional equity trading, sales, and research firm headquartered in Stamford, Connecticut. The firm was founded by Thomas G. Messina in 2002. They were acquired in 2023 by ROTH Capital Partners LLC, a subsidiary of CR Financial Holdings LLC. MKM provides timely, insightful, and actionable proprietary research to hedge funds, mutual funds, family offices, endowments, corporates, private equity, pension plans, RIAs, etc. The firm combines high-impact fundamental analysis with macroeconomics, technical insights, derivatives strategies, event-driven commentary, alternative research, and first-rate execution. They take a client-centric approach to the trading desk and utilize both a top-down and bottom-up approach. | Director/Board Member | 30/06/2006 | 31/07/2014 |
Horizons ETFs Management (USA) LLC
![]() Horizons ETFs Management (USA) LLC Investment ManagersFinance Part of Mirae Asset Global Etfs Holdings Ltd., Horizons ETFs Management (USA) LLC is an innovative financial services company that offers one of the largest suites of exchange traded funds in the world. The company is based in New York, NY. The company provides a broadly diversified range of solutions for investors of all experience levels to meet their investment objectives in a variety of market conditions. Horizons ETFs is a wholly owned subsidiary of the Mirae Asset Financial Group, which manages approximately $710 billion of assets across 13 countries around the world. | Trading-Equity | - | - |
Portfolio Manager-Equities | - | - | |
Crow Point Global Dividend Plus Fund
![]() Crow Point Global Dividend Plus Fund Investment Trusts/Mutual FundsMiscellaneous Crow Point Global Dividend Plus Fund is a closed-end and non-diversified management investment. It engages in the provision of high level of income while simultaneously seeking capital preservation. The company was founded on February 23, 2015 and is headquartered in Hingham, MA. | Corporate Secretary | 31/12/2015 | - |
Training of Troy Michael Cates
State University of New York at Albany | Undergraduate Degree |
Statistics
International
United States | 7 |
Operational
Portfolio Manager-Equities | 2 |
Corporate Secretary | 1 |
Undergraduate Degree | 1 |
Sectoral
Finance | 5 |
Miscellaneous | 2 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 5 |
---|---|
Crow Point Global Dividend Plus Fund
![]() Crow Point Global Dividend Plus Fund Investment Trusts/Mutual FundsMiscellaneous Crow Point Global Dividend Plus Fund is a closed-end and non-diversified management investment. It engages in the provision of high level of income while simultaneously seeking capital preservation. The company was founded on February 23, 2015 and is headquartered in Hingham, MA. | Miscellaneous |
MKM Partners LLC
![]() MKM Partners LLC Investment Banks/BrokersFinance MKM Partners LLC (MKM) is a premier institutional equity trading, sales, and research firm headquartered in Stamford, Connecticut. The firm was founded by Thomas G. Messina in 2002. They were acquired in 2023 by ROTH Capital Partners LLC, a subsidiary of CR Financial Holdings LLC. MKM provides timely, insightful, and actionable proprietary research to hedge funds, mutual funds, family offices, endowments, corporates, private equity, pension plans, RIAs, etc. The firm combines high-impact fundamental analysis with macroeconomics, technical insights, derivatives strategies, event-driven commentary, alternative research, and first-rate execution. They take a client-centric approach to the trading desk and utilize both a top-down and bottom-up approach. | Finance |
Horizons ETFs Management (USA) LLC
![]() Horizons ETFs Management (USA) LLC Investment ManagersFinance Part of Mirae Asset Global Etfs Holdings Ltd., Horizons ETFs Management (USA) LLC is an innovative financial services company that offers one of the largest suites of exchange traded funds in the world. The company is based in New York, NY. The company provides a broadly diversified range of solutions for investors of all experience levels to meet their investment objectives in a variety of market conditions. Horizons ETFs is a wholly owned subsidiary of the Mirae Asset Financial Group, which manages approximately $710 billion of assets across 13 countries around the world. | Finance |
Harvest Volatility Management LLC
![]() Harvest Volatility Management LLC Investment ManagersFinance Harvest Volatility Management LLC (Harvest) is a SEC-registered investment advisor and wealth management firm headquartered in Norwalk, Connecticut. The firm was founded by Curtis “Curt” Brockelman and Richard Selvala in 2008. Harvest provides investment advisory services on a discretionary basis to high net worth individuals, family offices, foundations, endowments and other sophisticated or institutional investors. | Finance |
Neos Investment Management LLC
![]() Neos Investment Management LLC Investment ManagersFinance Part of Neos Investments LLC, Neos Investment Management LLC provides investment advice. The company is based in Westport, CT. | Finance |
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