David Neubert

David Neubert Email and Phone Number

Portfolio Manager - Fintech Entrepreneur - Family Office Consultant @ medicalrecords.com
David Neubert's Location
New York, New York, United States, United States
David Neubert's Contact Details
About David Neubert

Fintech entrepreneur and fund manager.

David Neubert's Current Company Details
medicalrecords.com

Medicalrecords.Com

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Portfolio Manager - Fintech Entrepreneur - Family Office Consultant
David Neubert Work Experience Details
  • Windshear Management
    Windshear Management
    Windshear Management Dec 2022 - Present
  • Medicalrecords.Com
    Advisory Director
    Medicalrecords.Com Nov 2010 - Present
    Lexington, Ma, Us
    Medical Records.com is a private company based in Cambridge, Massachusetts helping to organize the Electronic Medical Records (EMR) software market.
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  • Eagle Bay Family Office
    Partner
    Eagle Bay Family Office Feb 2016 - Sep 2024
    New York, New York, Us
    Past: Chief Investment Officer 2017-2022
    View
  • Seize Sur Vingt / Groupe
    Board Member
    Seize Sur Vingt / Groupe 2015 - 2022
    http://www.16sur20.com/
    View
  • Voyager
    Advisor - Trading Systems
    Voyager 2017 - 2018
    Jersey City, Us
    View
  • Contextuall
    Advisory Director
    Contextuall 2012 - 2017
    Non -traditional financial markets database
  • Scout Trading Llc
    Portfolio Manager
    Scout Trading Llc Nov 2012 - Mar 2014
    Quantitative asset management and VIX related ETF market making. Also responsible for non-arbitrage strategies.
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  • Kapitall
    Co-Founder / Editor-In-Chief
    Kapitall Dec 2007 - Jan 2013
    Kapitall is a user-friendly investing platform (online broker)Responsibilties:Public Facing Investment Research, Educational Design, Trading design, Content CreationMedia appearances representing the product
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  • The Panelist
    Publisher/Founder
    The Panelist Aug 2006 - Feb 2009
    The Panelist is an online magazine focusing on socially responsible investing with making money in listed securities as the first priority. http://thepanelist.com
  • Lehman Brothers
    Managing Director
    Lehman Brothers Mar 2003 - Mar 2005
    Us
    Equity Division: Head of Technology and Trading Strategy.
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  • Morgan Stanley
    Managing Director
    Morgan Stanley 1993 - 2003
    New York, Ny, Us
    Macro Equity Proprietary Trading (2002 – 2003)Co-managed group of 11 traders/analysts. Strategies included: Long term volatility positioning (dispersion, relative volatility, special situations volatility), risk and alpha model for forward relative volatility, Sector based asset allocation model, beta similar sector specific valuation modelsGlobal Head, Equity Portfolio Trading (1998 – 2002)Managed all risk, proprietary trading and brokerage for portfolio/program transactions, ETF trading, index arbitrage, and electronic execution. Trading manager for the development of TradeXL, a visual trading platform. Combined responsibilities:European Equity Electronic Trade Flows Coordinator (2001-2002 London)Responsible for trading flows for external retail, institution and broker sourced transactions.Southeast Asian Equity Derivatives Manager (2000-2001 short term position in Hong Kong and London)Filled in during transition of local managers.Head of Equity and Derivative Trading for Latin America. (1998-2001)Equity Division strategic acquisition and due diligence team (1996 – 2003).Principal – Head Trader: Americas Portfolio Trading Department (1996-1998)Vice-President – Head Trader Latin American Equity Derivatives (1993-1996)
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  • Jpmorgan Chase & Co.
    Associate
    Jpmorgan Chase & Co. Aug 1990 - Feb 1993
    New York, Ny, Us
    Chemical Bank Merged with JPMorgan ChaseCredit Analyst Training ProgramEmerging Market Merchant BankEmerging Markets Fixed Income Derivatives Trader
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David Neubert Skills

Equities Trading Valuation Portfolio Management Fixed Income Investments Derivatives Emerging Markets Equity Derivatives Hedge Funds Start Ups Alternative Investments Securities Strategy Asset Management Entrepreneurship Mergers And Acquisitions Due Diligence Asset Allocation Finance Equity Trading Trading Systems Proprietary Trading Investment Management Options Equity Research Venture Capital Capital Markets Etfs Financial Advisory Financial Structuring Quantitative Finance Seo Investment Banking Private Equity Asset Managment Financial Risk Volatility Market Making Investment Strategies Value Investing Socially Responsible Investing Bloomberg Structured Products Electronic Trading Financial Markets Financial Modeling Series 7 Quantitative Investing Business Journalism

David Neubert Education Details

  • Harvard Kennedy School
    Harvard Kennedy School
    International Finance
  • Pitzer College
    Pitzer College
    Spanish Lit.
  • University Of Warwick
    University Of Warwick
    Theatre
  • Instituto Dante Alighieri - Rosario, Argentina
    Instituto Dante Alighieri - Rosario, Argentina
    Afs Student
  • Pacific Grove High School
    Pacific Grove High School
    Nerd

Frequently Asked Questions about David Neubert

What company does David Neubert work for?

David Neubert works for Medicalrecords.com

What is David Neubert's role at the current company?

David Neubert's current role is Portfolio Manager - Fintech Entrepreneur - Family Office Consultant.

What is David Neubert's email address?

David Neubert's email address is da****@****adv.com

What is David Neubert's direct phone number?

David Neubert's direct phone number is +191767*****

What schools did David Neubert attend?

David Neubert attended Harvard Kennedy School, Pitzer College, University Of Warwick, Instituto Dante Alighieri - Rosario, Argentina, Pacific Grove High School.

What are some of David Neubert's interests?

David Neubert has interest in Writing, Marketplaces, Health Care, Reading, Big Data Analytics, Children, Government Innovation, Finance, Lead Generation, Running.

What skills is David Neubert known for?

David Neubert has skills like Equities, Trading, Valuation, Portfolio Management, Fixed Income, Investments, Derivatives, Emerging Markets, Equity Derivatives, Hedge Funds, Start Ups, Alternative Investments.

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