Joseph Marren

Joseph Marren Email and Phone Number

President, CEO, and CIO @ KStone Partners LLC
Harrison, NY, US
Joseph Marren's Location
Harrison, New York, United States, United States
About Joseph Marren

KStone Partners LLC manages funds of hedge funds and SMAs that primarily invest in hedge funds and publicly-traded closed-end municipal bond funds targeting the investment grade and high yield sectors of the municipal securities market. Generally, the hedge funds pursue arbitrage and relative value strategies. The firm provides funds to high net worth and institutional investors. KStone seeks to produce an attractive risk adjusted returns and constructs portfolios that have lower volatility.Joe is the President, CEO, and Chief Investment Officer. He has led the firm's efforts targeting the municipal securities market since their inception in 2016.Prior to joining KStone, Joe spent 23 years leading the business development groups in the M&A departments of Citigroup, Credit-Suisse, DLJ and Sagent Advisors. He specialized in identifying attractive investment opportunities for corporations, financial sponsors and entrepreneurs and assisting in the execution of transactions.Mr. Marren has spent considerable time researching and speaking on the issue of whether current financial reporting by the federal government complies with the requirements of the U.S. Constitution. He and his wife, along with KStone sponsored the first-of-its-kind conference at Fordham Law School in 2012 devoted to this topic. He has submitted several memorandum to and testified before the Federal Accounting Standards Advisory Board (FASAB) and the Governmental Accounting Standards Board (GASB). Furthermore, he has written and continues to write extensively on this timely and important matter.

Joseph Marren's Current Company Details
KStone Partners LLC

Kstone Partners Llc

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President, CEO, and CIO
Harrison, NY, US
Employees:
8
Joseph Marren Work Experience Details
  • Kstone Partners Llc
    President, Ceo, And Cio
    Kstone Partners Llc
    Harrison, Ny, Us
  • Kstone Partners Llc
    President, Ceo, & Cio
    Kstone Partners Llc Sep 2008 - Present
    Harrison, Ny, Us
  • Ibp Institute
    Advisory Board Member
    Ibp Institute Jan 2017 - Present
    Brookline, Ma, Us
    IBP Institute was created to develop a qualification examination for the investment banking industry. Advisory Board members were recruited that have had a significant influence on the training of investment banking analysts and associates. Mr. Marren's books on M&A have been used extensively in such training.
  • Columbia Business School
    Guest Lecturer - Accounting
    Columbia Business School Sep 2014 - Sep 2014
    New York, Ny, Us
    Discussed whether federal and state financial reporting complies with the U.S. Constitution and the antifraud provisions of the nation's securities laws.
  • Columbia Business School
    Guest Lecturer - Accounting
    Columbia Business School Apr 2013 - Apr 2013
    New York, Ny, Us
    Discussed history of legislation affecting financial reporting by the federal government and whether current financial reporting comports with the requirements of the United States Constitution.
  • Columbia Law School
    Guest Lecturer - M&A
    Columbia Law School Feb 2013 - Feb 2013
    New York, Ny, Us
    Covered valuation topics and related M&A matters
  • Fordham Law School
    Guest Lecturer - M&A
    Fordham Law School Sep 2012 - Sep 2012
    New York, Ny, Us
    Covered valuation topics and related M&A matters
  • Sagent Advisors
    Managing Director - Head Of The Strategic Opportunities Group
    Sagent Advisors Apr 2005 - Sep 2008
    Sagent is a privately-owned M&A advisory boutique
  • Citi
    Managing Director, Global Head - M&A Business Development Group
    Citi May 2001 - Mar 2005
    New York, New York, Us
  • Credit Suisse First Boston
    Managing Director, Global Head - M&A Business Development Group
    Credit Suisse First Boston Nov 2000 - Mar 2001
    Zurich, Ch
  • Donaldson, Lufkin & Jenrette
    Managing Director, Head Of The Business Development Group
    Donaldson, Lufkin & Jenrette Jun 1997 - Nov 2000
    Us
  • The Bridgeford Group/The Beacon Group
    Managing Director, Head Of The Business Development Group
    The Bridgeford Group/The Beacon Group Nov 1990 - May 1997
  • Nyu Stern School Of Business
    Adjunct Professor - Mergers & Acquisitions
    Nyu Stern School Of Business Jan 1989 - Dec 1990
    New York, Ny, Us
  • Prudential Financial
    Managing Director, Co-Head M&A Business Development Group
    Prudential Financial Jun 1989 - Oct 1990
    Newark, New Jersey, Us
  • Kidder, Peabody & Co.
    Vice President - Shareholder, Mergers & Acquisitions Department
    Kidder, Peabody & Co. Jun 1985 - May 1989
    New York, Ny, Us
  • American Maize-Products Company
    Mgr-Strategic Planning-Corporate Hq; Acting Cfo Lloyd Home & Building; Asst Genl Mgr Boyer Bros.
    American Maize-Products Company 1979 - 1985
    1984 to May 1985: CFO - Lloyd Home & Building Ceneters, Inc., a building materials retailer based in Danbury, Ct.1981: Assistant General Manager - Boyer Bros., a candy manufacturer based in Altoona, PA; returned the operation to profitability and then assisted in the sale of the company1979 to 1984: Manager of Strategic Planning - Corporate
  • Pwc
    Senior Tax Accountant And Audit Staff Accountant
    Pwc 1976 - 1978
    Gb

Joseph Marren Education Details

  • Fordham University School Of Law
    Fordham University School Of Law
    Jd
  • Nyu Stern School Of Business
    Nyu Stern School Of Business
    Finance
  • William & Mary
    William & Mary
    Economics
  • Iona Preparatory School
    Iona Preparatory School
  • Our Lady Of Mt. Carmel
    Our Lady Of Mt. Carmel

Frequently Asked Questions about Joseph Marren

What company does Joseph Marren work for?

Joseph Marren works for Kstone Partners Llc

What is Joseph Marren's role at the current company?

Joseph Marren's current role is President, CEO, and CIO.

What is Joseph Marren's email address?

Joseph Marren's email address is ca****@****aol.com

What is Joseph Marren's direct phone number?

Joseph Marren's direct phone number is +148423*****

What schools did Joseph Marren attend?

Joseph Marren attended Fordham University School Of Law, Nyu Stern School Of Business, William & Mary, Iona Preparatory School, Our Lady Of Mt. Carmel.

Who are Joseph Marren's colleagues?

Joseph Marren's colleagues are Patrick O'hara, Daniel Edwards, Paula Bailey, Janette Nash Martin, Caroline Marren.

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