Brian Moss, Cfa Email and Phone Number
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Brian Moss, Cfa personal email
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Founder & CEO of Soaring Capital Management, LLC. I have a passion for investing and for thinking strategically about both the art and science of markets, investment opportunities and risks. * Geared as a value investor with an eye to being compensated for risks taken. * Comprehensive and broad background across a wide range of investments including both alternative and traditional fund strategies and direct special situation investing. * Have experience in risk management, portfolio construction and hedging strategies. * Experience on the buy and sell sides of the business including fixed income research, strategy and portfolio optimization.
Soaring Capital Management, Llc
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Founder & CeoSoaring Capital Management, Llc Jan 2020 - PresentDarien, Ct, UsSoaring Capital Management, LLC is an independent, registered investment advisory company that provides conflict-free, objective investment advice and provides access to global niche alternative and traditional investment opportunities to individuals, families, trusts and business owners. Soaring Capital’s investment approach is principally focused on long term investing. We strive to make the complex world of investing understandable and endeavor to provide peace of mind to our clients. -
Executive Board MemberDarien Chamber Of Commerce Mar 2022 - PresentBoard member on the Darien Chamber of Commerce Charitable Foundation and Treasurer and Executive Board Member of the Darien Chamber of Commerce. Serve as treasurer and trusted fiduciary on the Board of Directors to oversee the financial administration of the Chamber. The Darien Chamber of Commerce is committed to taking a leadership role in promoting the business community and quality of life in Darien, CT.
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Senior Vice PresidentMasterworks.Io 2019 - 2020New York, Ny, UsBlue-chip fine art investment company founded by billionaire serial entrepreneur. Hired as a full-time consultant to advise on business and marketing strategy for institutional investors. Helped build out model that offers fractional ownership in individual pieces and portfolios of blue-chip artwork. Shares registered under SEC Regulation A. • Initiated selling agreements with investment advisors and wealth management platforms• Engaged Bloomberg, S&P, MSCI and FTSE Russell regarding index partnerships • Structured products for institutional investors -
PartnerBarington Capital Management 2016 - 2018Activist fund focused on investing in US industrial and consumer companies. Creates value by making changes in capital allocation, operations, strategy and corporate governance. Employs levers in a similar manner to a private equity firm however mostly operates in the public markets. Lead capital raising and investor relations globally for the firm. Restructured fund investment termsRaised co-investment capitalSourced buyout partner for portfolio investment resulting in 3 times return on investment
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Managing DirectorOptima Fund Management 2006 - 2016New York, New York, UsGlobal alternative investment firm managing over $3b of alternative investments including multi-manager vehicles and single strategy hedge funds managed by the following asset managers: - Platinum Asset Management – $25 billion investment firm seeded by George Soros - Dorset Management – $200 million energy group managed by senior Goldman partner - Jennison Associates – $180 billion firm managing $300m L/S healthcare/biotech fund - American Farmland Company - $175 million REIT (Real Estate Investment Trust) • Secured largest sale in the company history ($1.1 billion) from one of the biggest US pension funds. • Management Committee Member – Select group of recognized thought leaders. • Focused on a wide range of investors including institutional allocators and consultants. • Developed business with global platform with offices in US, Europe, Asia, LATAM and Middle East. • Successfully retained clients through the 2008-2009 crisis while also raising new capital. • Gained experience with several alternative hedge fund sub-strategies with a focus on long short equity, CTA/managed futures/quant (trend and non-trend) and global macro. • Executive Chairman Committee Member -
Partner Riskmetrics; Alternative InvestmentsJ.P. Morgan 2000 - 2006New York, Ny, UsJP Morgan spun off risk management company called The RiskMetrics Group. Global provider of quantitative/risk analytic software and services for hedge funds, fund of hedge funds and institutional investors. Firm was taken public at over $1 billion valuation on the NYSE. Developed and managed business strategy and sales growth initiatives and partnerships for the alternative investment market. Key focus was on the hedge fund community including investors, managers, prime brokers and fund administrators. • Best performing business development executive globally for 4 of 6 years at the firm. • Directly responsible for opening over 200 new relationships resulting in $40 million in new revenue. • Successfully made hedge fund capital introductions resulting in over $300 million of capital flows. • Developed business with CIO’s from top ten global fund of hedge funds and pension funds. • Developed business model that led to over 350 new client and strategic relationships • Regularly spoke at industry forums and conferences. -
Director, Fixed Income Product GroupThomson Reuters 1992 - 2000Toronto, On, CaEJV Partners/Bridge Information Systems (acquired by Thomson Reuters) - Welsh, Carson, Anderson & Stowe private equity firm backed roll up of global financial information systems, software, quantitative/analytics and real time financial market information.• Highest producing sales executive (numerous years)• Grew business by generating over $4 million in revenue in a single year.• Consistently achieved Chairman’s Club status throughout tenure at firm.• Successfully managed and developed a suite of quantitative finance software products. Business line revenue exceeded $25 million -
Co-Manager; Fixed Income Strategy Desk | Portfolio Strategies AnalystUbs Investment Bank 1990 - 1992Zurich, ChFixed income research and co-manager of the Fixed Income Strategy desk
Brian Moss, Cfa Skills
Brian Moss, Cfa Education Details
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Union CollegeEconomics
Frequently Asked Questions about Brian Moss, Cfa
What company does Brian Moss, Cfa work for?
Brian Moss, Cfa works for Soaring Capital Management, Llc
What is Brian Moss, Cfa's role at the current company?
Brian Moss, Cfa's current role is Private Wealth Manager | Investor | Alternative Investments | Risk Manager | Board Member.
What is Brian Moss, Cfa's email address?
Brian Moss, Cfa's email address is fo****@****aol.com
What is Brian Moss, Cfa's direct phone number?
Brian Moss, Cfa's direct phone number is +160989*****
What schools did Brian Moss, Cfa attend?
Brian Moss, Cfa attended Union College.
What skills is Brian Moss, Cfa known for?
Brian Moss, Cfa has skills like Alternative Investments, Portfolio Management, Fund Of Funds, Hedge Funds, Global Macro, Cta, Asset Allocation, Investment Management, Equities, Fixed Income, Derivatives, Asset Management.
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