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Jeffrey Caress

Jeffrey Caress

Portfolio Manager

Followers of Jeffrey Caress487 followers
location of Jeffrey CaressNew York City Metropolitan Area

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  • Timeline

  • About me

    Director focusing on Bankruptcy/Distressed Debt and Special Situations at Stifel Nicolaus

  • Education

    • University of Florida - Fredric G. Levin College of Law

      1989 - 1991
      Juris Doctor Law

  • Experience

    • Liquidity Solutions, Inc.

      Oct 1999 - Apr 2018
      Portfolio Manager

      Sourced/originated, analyzed and executed purchases of bankruptcy claims; conducted primary due diligence and financial analysis on potential investment opportunities; negotiated investment terms with counter-parties; managed and monitored portfolios consisting of millions of dollars and several thousands of claims.

    • Shoreline Capital, LLC

      Jun 2018 - Mar 2019
      President

      Sourced/originated, analyzed and executed purchases of bankruptcy claims; conducted primary due diligence and financial analysis on potential investment opportunities; negotiated investment terms with counter-parties; managed and monitored portfolio of claims,

    • Cowen and Company

      Mar 2019 - Jun 2020
      Director

      Bankruptcy and Special Situations Investor; sourced/originated, analyzed and executed special situations credit investments; conducted primary due diligence and financial analysis on potential investment opportunities; negotiated investment terms with counter-parties.

    • Stifel Nicolaus & Company Incorporated

      Dec 2020 - now
      Director

  • Licenses & Certifications

    • Securities Industry Exam

      FINRA
      Nov 2020