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David Gottlieb

Managing Director, Fixed Income Division

1000 followers

New York, New York, United States

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Timeline
About me
Chief Investment Officer at Triple J Investments LLC
Education
- The Wharton School, University of Pennsylvania
  -
  B.S. Economics Finance/Political Science
Experience
- Donaldson Lufkin & Jenrette
  Jan 1995 - Jan 2001
  Managing Director, Fixed Income Division
- Credit Suisse
  Sept 2001 - Mar 2003
  Managing Director, Fixed Income Division
  Market-making and proprietary trading responsibilities on goverment bond trading desk. Managed and coordinated integration of new hires. Ran weekly sales/trader meetings.
- EMF Fixed Income Fund/Third Wave Asset Management
  Mar 2003 - Apr 2015
  Principal
  Portfolio Manager and Principal of Fixed Income, Macro/ Relative-Value hedge fund.
- Schroders
  May 2015 - Jan 2018
  Senior Portfolio Manager
  Responsible for effort to incubate and manage an alternative asset capability in New York. Portfolio manager for a liquid rates/macro Fund and SMA. Responsible for incorporating all aspects of portfolio composition, risk, and marketing within the broader entity.
- Triple J Investments LLC
  Jan 2018 - now
  Chief Investment Officer
  Broad responsibility for the investment function, direction and structure of a NY-based single family office.
Licenses & Certifications
- License and Certification
  FINRA
Honors & Awards
- Awarded to David Gottlieb
  Barron's Top 100 Hedge Fund -
Volunteer Experience
- Benefactor
  Issued by Co-Founder, Write-On! Fellowship thru The New School on Mar 2016
  Associated with David Gottlieb
- General Member Board
  Issued by meetperry on Aug 2023
  Associated with David Gottlieb
- Trustee
  Issued by Montefiore Health System on Sept 1997
  Associated with David Gottlieb

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