Profil
Mr. Michael S.
Gildenhorn is a Senior Managing Director & Director of Portfolio Management at Chevy Chase Trust Co. He provides portfolio and wealth management advice to high net worth and institutional clients at Chevy Chase Trust.
He has over twenty-five years of investment management experience.
Prior to joining Chevy Chase Trust, Mr. Gildenhorn served as President of Asset Management Investment Advisers until 2005, when the firm was acquired by Chevy Chase Trust.
Before that, he practiced corporate and real estate law.
He graduated magna cum laude from Duke University and obtained his Juris Doctor from the George Washington University.
Postes actifs de Michael S. Gildenhorn
| Sociétés | Poste | Début |
|---|---|---|
Chevy Chase Trust Co.
Chevy Chase Trust Co. Investment ManagersFinance CCTC seeks to generate attractive returns relative to appropriate benchmarks over a full market and business cycle. The firm employs conventional methods of selecting securities including fundamental research, technical analysis and cyclical timing. They do not focus on the typical categorizations of value/growth, small/mid/large capitalization, and domestic/international. Instead, CCTC diversifies portfolios by concentrating on sectors and their underlying industries. | Gestionnaire de Portefeuille-Actions | 01/10/2005 |
Anciens postes connus de Michael S. Gildenhorn
| Sociétés | Poste | Fin |
|---|---|---|
Asset Management, Inc. (Maryland)
Asset Management, Inc. (Maryland) Investment ManagersFinance In structuring equity portfolios AMI is a long-term investor with a focus on large-cap value and growth. They utilize a disciplined top-bottom approach. At the 'top' they accumulate and analyze a broad range of economic data from which they formulate an opinion as to the direction and orientation of the world and national economies. They next evaluate the economy's impact on each business sector in order to select appropriate industries and themes for investment. In addition, an array of monetary, economic, valuation and technical market factors are monitored in a systematic manner to determine the appropriate level of stock market investment exposure. AMI applies this approach to the S&P 500 sector weightings and implements an over/underweighting of various sectors based on the conclusions of their economic models. Once the targeted sectors are identified, they begin the process of selecting the individual equity positions. The 'bottom' is thoroughly explored through a combination of fundamental and quantitative analysis to select companies that have demonstrated strong and consistent earnings, superior profitability and excellent financial strength. Any company that meets the firm's criteria is subjected to further analysis to determine that its management has demonstrated long-term success in their business and the company's prospects are fundamentally sound. Analysis includes contacting management, outside analysts and research sources to obtain additional opinions and validations. AMI's taxable bond investment strategy entails maximizing a client's total return while remaining sensitive to their unique requirements for quality, liquidity and income. Their emphasis is on the creation of short/intermediate maturity taxable bond portfolios with an expertise in profitably exploiting values uncovered in the secondary taxable bond market. Quality, high income and minimal price volatility characterize their bond portfolios. Through active management, the firm attempts to outperform an agreed upon taxable bond index. Their research process involves a detailed analysis of economic/interest rate trends, taxable bond sector/industry/quality spreads, credit quality and bond specialty features (calls, sinking funds, etc.). AMI's municipal bond investment strategy focuses on maximizing a client's after-tax total return while remaining sensitive to requirements for quality, liquidity and income. They focus on the creation of short/intermediate maturity municipal bond portfolios with a special expertise in profitably exploiting special values uncovered in the secondary municipal bond market. Their tax-exempt bond portfolios are characterized by premium quality, high income and minimal volatility. | President | 01/10/2005 |
Jewish Community Centers Association of North America
Jewish Community Centers Association of North America Services to the Health IndustryHealth Services Provides and organizes social and recreational programs | Corporate Officer/Principal | - |
United Jewish Endowment Fund | Corporate Officer/Principal | - |
Jewish Community Center of Greater Washington, Inc. | Corporate Officer/Principal | - |
The Jewish Federation of Greater Washington, Inc.
The Jewish Federation of Greater Washington, Inc. Miscellaneous Commercial ServicesCommercial Services Operates as a foundation serving Jewish households | Directeur/Membre du Conseil | - |
Formation de Michael S. Gildenhorn
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 8 |
|---|---|
Asset Management, Inc. (Maryland)
Asset Management, Inc. (Maryland) Investment ManagersFinance In structuring equity portfolios AMI is a long-term investor with a focus on large-cap value and growth. They utilize a disciplined top-bottom approach. At the 'top' they accumulate and analyze a broad range of economic data from which they formulate an opinion as to the direction and orientation of the world and national economies. They next evaluate the economy's impact on each business sector in order to select appropriate industries and themes for investment. In addition, an array of monetary, economic, valuation and technical market factors are monitored in a systematic manner to determine the appropriate level of stock market investment exposure. AMI applies this approach to the S&P 500 sector weightings and implements an over/underweighting of various sectors based on the conclusions of their economic models. Once the targeted sectors are identified, they begin the process of selecting the individual equity positions. The 'bottom' is thoroughly explored through a combination of fundamental and quantitative analysis to select companies that have demonstrated strong and consistent earnings, superior profitability and excellent financial strength. Any company that meets the firm's criteria is subjected to further analysis to determine that its management has demonstrated long-term success in their business and the company's prospects are fundamentally sound. Analysis includes contacting management, outside analysts and research sources to obtain additional opinions and validations. AMI's taxable bond investment strategy entails maximizing a client's total return while remaining sensitive to their unique requirements for quality, liquidity and income. Their emphasis is on the creation of short/intermediate maturity taxable bond portfolios with an expertise in profitably exploiting values uncovered in the secondary taxable bond market. Quality, high income and minimal price volatility characterize their bond portfolios. Through active management, the firm attempts to outperform an agreed upon taxable bond index. Their research process involves a detailed analysis of economic/interest rate trends, taxable bond sector/industry/quality spreads, credit quality and bond specialty features (calls, sinking funds, etc.). AMI's municipal bond investment strategy focuses on maximizing a client's after-tax total return while remaining sensitive to requirements for quality, liquidity and income. They focus on the creation of short/intermediate maturity municipal bond portfolios with a special expertise in profitably exploiting special values uncovered in the secondary municipal bond market. Their tax-exempt bond portfolios are characterized by premium quality, high income and minimal volatility. | Finance |
Chevy Chase Trust Co.
Chevy Chase Trust Co. Investment ManagersFinance CCTC seeks to generate attractive returns relative to appropriate benchmarks over a full market and business cycle. The firm employs conventional methods of selecting securities including fundamental research, technical analysis and cyclical timing. They do not focus on the typical categorizations of value/growth, small/mid/large capitalization, and domestic/international. Instead, CCTC diversifies portfolios by concentrating on sectors and their underlying industries. | Finance |
Duke University
Duke University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
George Washington University
George Washington University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Jewish Community Centers Association of North America
Jewish Community Centers Association of North America Services to the Health IndustryHealth Services Provides and organizes social and recreational programs | Health Services |
Jewish Community Center of Greater Washington, Inc. | |
The Jewish Federation of Greater Washington, Inc.
The Jewish Federation of Greater Washington, Inc. Miscellaneous Commercial ServicesCommercial Services Operates as a foundation serving Jewish households | Commercial Services |
United Jewish Endowment Fund |
















