Daniel Goldfarb
Directeur/Membre du Conseil chez CORNERSTONE FINANCIAL CORPORATION
Profil
Mr. Daniel J.
Goldfarb, CFA MBA, is a Co-Founder and Partner at Mendon Venture Partners LP and a Portfolio Manager at Mendon Capital Advisors Corp.
He is on the Board of Directors at Green Check Verified, Inc. and Cornerstone Financial Corp.
(New Jersey).
Mr. Goldfarb was previously employed as a Senior Portfolio Manager by AlphaOne Investment Services LLC, a Portfolio Manager by OFI Private Investments, Inc., a Vice President by OppenheimerFunds, Inc., a Managing Director by Babson Capital Management LLC, a Principal by Drexel Burnham Lambert, Inc., a Principal by Smith Barney & Co., Inc., and a Research Analyst by Wilmington Trust, FSB (Delaware) (Investment Management).
He received his undergraduate degree from Hobart & William Smith Colleges and an MBA from Vanderbilt University.
Postes actifs de Daniel Goldfarb
| Sociétés | Poste | Début |
|---|---|---|
| CORNERSTONE FINANCIAL CORPORATION | Directeur/Membre du Conseil | 01/09/2021 |
Mendon Capital Advisors Corp.
 Mendon Capital Advisors Corp. Investment ManagersFinance Mendon Capital Advisors Corp. (Mendon Capital) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in Key Largo, Florida. The firm was founded by Anton V. Schutz in 1996. Mendon Capital provides investment advice, as a sub-advisor, to registered investment funds, a Hedge Fund and certain separately managed accounts advised by ELCO Management Co. LLC. | Gestionnaire de Portefeuille-Actions | 01/08/2020 |
Mendon Venture Partners LP
 Mendon Venture Partners LP Investment ManagersFinance Mendon Venture Partners LP (Mendon Venture Partners) is a venture capital firm founded by Anton Schutz, Andrew Marquardt, Dan Goldfarb and John Clausen. The firm is headquartered in Manhattan, New York. | Fondateur | 01/08/2021 |
Green Check Verified, Inc.
 Green Check Verified, Inc. Packaged SoftwareTechnology Services Green Check Verified, Inc. engages in provision of cannabis banking software and service solutions. It focuses on helping financial institutions serve the legal medical and adult use cannabis industry. Its services include risk assessment, policy and procedure development, board communication, financial modeling, product and services design, and customer acquisition strategy. The company was founded by Kevin Hart, Mike Kennedy. Paul Dunford, John Gadea and is headquartered in North Haven, CT. | Directeur/Membre du Conseil | 01/01/2023 |
Anciens postes connus de Daniel Goldfarb
| Sociétés | Poste | Fin |
|---|---|---|
AlphaOne Investment Services LLC
 AlphaOne Investment Services LLC Investment ManagersFinance Founded in 2008, AlphaOne Investment Services LLC (AOIS) is a registered investment advisor and hedge fund manager located in Villanova, Pennsylvania. The firm is a wholly-owned subsidiary of AlphaOne Capital Partners LLC (AOCP). AOCP Holdings LLC is a wholly-owned subsidiary of AlphaOne Holdings LLC, a private company owned by Paul J. Hondros. AOCP acquired Redstone Investment Management LP in 2009. AOIS’ clients consist of a registered investment company (AlphaOne Micro Cap Equity Fund), private unregistered funds, individually managed accounts, and UMA clients. | Analyst-Equity | 01/01/2017 |
OFI Private Investments, Inc.
 OFI Private Investments, Inc. Investment ManagersFinance OFI Private Investments, Inc. (OFI) is an investment advisory firm headquartered in New York. The firm is a subsidiary of Oppenheimer Acquisition Corp., ultimately held by Invesco Ltd. (NYSE: IVZ). OFI provides investment advice to individual and institutional clients. | Gestionnaire de Portefeuille-Actions | 31/12/2009 |
Barings LLC
 Barings LLC Investment ManagersFinance Barings LLC is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Founded in 1940, the firm is direct subsidiary of MM Asset Management Holding LLC and their ultimate parent is Massachusetts Mutual Life Insurance Co. (MassMutual). MassMutual?s affiliated companies include financial services companies that provide investment management services and individual protection insurance to clients worldwide. Barings provides a broad range of investment advisory and management services to institutional clients, registered investment companies, and other pooled investment vehicles. | Analyst-Equity | 31/03/2006 |
Wilmington Trust, FSB (Delaware) (Investment Management)
 Wilmington Trust, FSB (Delaware) (Investment Management) Investment ManagersFinance Wilmington Trust FSB is a registered investment advisor located in Wilmington, Delaware with an additional office in Baltimore, Maryland. The firm provides customized wealth advisory, corporate client and regional banking services. They are a wholly owned subsidiary of Wilmington Trust Corporation (NYSE: WL) | Analyst-Equity | 31/12/1994 |
| Smith Barney & Co., Inc. | Corporate Officer/Principal | - |
Formation de Daniel Goldfarb
| Vanderbilt University | Masters Business Admin |
| Hobart & William Smith Colleges | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Sociétés cotées | 1 |
|---|---|
| CORNERSTONE FINANCIAL CORPORATION | Finance |
| Entreprise privées | 10 |
|---|---|
Barings LLC
Barings LLC Investment ManagersFinance Barings LLC is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Founded in 1940, the firm is direct subsidiary of MM Asset Management Holding LLC and their ultimate parent is Massachusetts Mutual Life Insurance Co. (MassMutual). MassMutual?s affiliated companies include financial services companies that provide investment management services and individual protection insurance to clients worldwide. Barings provides a broad range of investment advisory and management services to institutional clients, registered investment companies, and other pooled investment vehicles. | Finance |
OppenheimerFunds, Inc.
 OppenheimerFunds, Inc. Investment ManagersFinance OppenheimerFunds, Inc. provides investment advice. The company was founded in 1959 and is headquartered in New York, NY. | Finance |
Wilmington Trust, FSB (Delaware) (Investment Management)
Wilmington Trust, FSB (Delaware) (Investment Management) Investment ManagersFinance Wilmington Trust FSB is a registered investment advisor located in Wilmington, Delaware with an additional office in Baltimore, Maryland. The firm provides customized wealth advisory, corporate client and regional banking services. They are a wholly owned subsidiary of Wilmington Trust Corporation (NYSE: WL) | Finance |
OFI Private Investments, Inc.
OFI Private Investments, Inc. Investment ManagersFinance OFI Private Investments, Inc. (OFI) is an investment advisory firm headquartered in New York. The firm is a subsidiary of Oppenheimer Acquisition Corp., ultimately held by Invesco Ltd. (NYSE: IVZ). OFI provides investment advice to individual and institutional clients. | Finance |
Mendon Capital Advisors Corp.
Mendon Capital Advisors Corp. Investment ManagersFinance Mendon Capital Advisors Corp. (Mendon Capital) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in Key Largo, Florida. The firm was founded by Anton V. Schutz in 1996. Mendon Capital provides investment advice, as a sub-advisor, to registered investment funds, a Hedge Fund and certain separately managed accounts advised by ELCO Management Co. LLC. | Finance |
| Drexel Burnham Lambert, Inc. | Process Industries |
| Smith Barney & Co., Inc. | Finance |
AlphaOne Investment Services LLC
AlphaOne Investment Services LLC Investment ManagersFinance Founded in 2008, AlphaOne Investment Services LLC (AOIS) is a registered investment advisor and hedge fund manager located in Villanova, Pennsylvania. The firm is a wholly-owned subsidiary of AlphaOne Capital Partners LLC (AOCP). AOCP Holdings LLC is a wholly-owned subsidiary of AlphaOne Holdings LLC, a private company owned by Paul J. Hondros. AOCP acquired Redstone Investment Management LP in 2009. AOIS’ clients consist of a registered investment company (AlphaOne Micro Cap Equity Fund), private unregistered funds, individually managed accounts, and UMA clients. | Finance |
Green Check Verified, Inc.
Green Check Verified, Inc. Packaged SoftwareTechnology Services Green Check Verified, Inc. engages in provision of cannabis banking software and service solutions. It focuses on helping financial institutions serve the legal medical and adult use cannabis industry. Its services include risk assessment, policy and procedure development, board communication, financial modeling, product and services design, and customer acquisition strategy. The company was founded by Kevin Hart, Mike Kennedy. Paul Dunford, John Gadea and is headquartered in North Haven, CT. | Technology Services |
Mendon Venture Partners LP
Mendon Venture Partners LP Investment ManagersFinance Mendon Venture Partners LP (Mendon Venture Partners) is a venture capital firm founded by Anton Schutz, Andrew Marquardt, Dan Goldfarb and John Clausen. The firm is headquartered in Manhattan, New York. | Finance |
