Marty Leclerc, Portfolio Manager, is a 30-year veteran of the investment management business. He began his career at Dean Witter in Washington, D.C. and was based in London for 9 years, focused on the UK, Southern Europe, and the Middle East for Prudential Bache International. He established that firm in Dubai, UAE. Marty also spent three years at Morgan Stanley & Co., London and served as a Managing Director for Deutsche Bank before establishing Barrack Yard Advisors. Marty is a graduate of the College of William and Mary in Virginia.
Managing Partner, Marty Leclerc, spoke with Oliver Mihaljevic, Managing Editor of The Manual of Ideas, a Swiss-based publication devoted to identifying great ideas in the value investor tradition.
DISCLAIMER: This video interview happened in early August 2012 and nothing in it should be taken as a recommendation. It is presented as an introduction to the Portfolio Manager; and as an example of how he approaches investing. The Portfolio Manager, his relatives and his clients may or may not currently own any of the companies mentioned. This is not a solicitation to buy or sell any security.
Joe DeSipio, PM Advisor, is co-founder and chief market strategist for Arin Risk Advisors, where he leads strategy design, risk management and intermediary training sessions. He is a CFA Charter holder and a financial risk manager. Joe has held strategist and lead portfolio manager positions at SEI Investments, Evergreen Investments, Wachovia and Vector Capital Management. Joe earned his bachelor’s degree from Indiana University of Pennsylvania and master’s degree in economics from Temple University. Joe held strategist and lead portfolio manager positions at SEI Investments, Evergreen Investments, Wachovia and Vector Capital Management. He established the Options Strategy Group on behalf of Evergreen Investments in Philadelphia. Joe earned his bachelor’s degree from Indiana University of Pennsylvania and master’s degree in economics from Temple University.
Chris Pusak, Director of Institutional Marketing, is a 20-year veteran of the asset management business. He has held senior positions at Rorer Asset Management, the Quaker Funds, and Portable Alpha Consulting, llc. Chris is a Certified Investment Management Analyst and holds a bachelor’s degree in Finance from The Pennsylvania State University.
Mike Donnelly, Chief Compliance Officer, is President of Coastal Advisors, llc. He began his career upon graduating from Dickinson College with an Economics degree in 1990. Mike established his Independent Firm in 1998 to help fellow fiduciaries meet strict regulatory and compliance standards.
Bob Davis, Relationship Manager, started his financial services career with UBS. Prior to that, he served 12 years as a Marketing Consultant; mostly at the Cooper Wilbert Vault Co. Bob received his MBA from Rutgers.