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George Koo

George Koo

Asst. Controller

Followers of George Koo386 followers
location of George KooHuntington Station, New York, United States

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  • Timeline

  • About me

    CEO & Chief Investment Officer at Clearmark Partners, LLC

  • Education

    • Saint John's University - Peter J. Tobin College of Business

      1983 - 1987
      Master of Business Administration (MBA) Finance

    • Virginia Tech

      2017 - 2025
      PhD Candidate Business Information Technology & Artificial Intelligence

    • Saint John's University

      1976 - 1983
      Bachelor of Science (BS) Accounting

    • New York University - Leonard N. Stern School of Business

      1991 - 1993
      Advanced Professional Certificate International Finance

    • Harvard University

      2012 - 2015
      Master of Liberal Arts in Extension Studies International Relations

      Activities and Societies: Harvard Alumni Association

    • Harvard Business School Executive Education

      2016 - 2016
      Certificate CFA Investment Management Workshop

  • Experience

    • Unione Italiana Re-insurance Co. of America

      Jan 1980 - Jan 1985
      Asst. Controller

      Statutory Financial Accounting and Reporting & Investment Analysis

    • Chase Manhattan Bank, N.A.

      Jan 1985 - Jan 1993
      Vice President - Portfolio Manager

      Managed a $3 billion fixed income/mortgage backed securities portfolio.

    • Burnham Securities Inc.

      Jan 1993 - Jan 2000
      Assoc. Managing Director - Investment Banker

      Investment Banking and Financial Advisory: specialist in turnarounds, restructurings, bankruptcies and distressed situations. Special Situations Research (Oppenheimer)

    • Hillcrest Capital Advisors, LLC

      Jan 2000 - now
      Managing Partner

      Investment consulting services specializing in distressed securities, turnarounds and restructurings.

    • Digital Systems Group

      Jan 2000 - Jan 2003
      CEO & President

      Successful turnaround of a bankrupt information technology services company.

    • Dahlman Rose & Co.

      Jan 2003 - Jan 2007
      Investment Banker & CFO

      Managed and coordinated numerous initial public offerings for shipping and energy related companies.Also served as Head of Research.

    • Clearmark Partners, LLC

      Jan 2009 - now
      CEO & Chief Investment Officer

      Clearmark Partners is an Investment Advisor managing investment portfolios of fixed income, equities and derivatives securities for institutions and high net worth individuals.

  • Licenses & Certifications

    • CFA

      CFA Institute
      Jun 2001

    • CFA Institute Charterholder

      CFA Institute
      Aug 2024
      View certificate certificate

    • Certified Public Accountant (CPA)

      AICPA

    • Chartered Global Management Accountant

      American Institute of Certified Public Accountants (AICPA)

  • Honors & Awards

    • Awarded to George Koo
      Dean's List for Academic Achievement Harvard University May 2015 ALM Dean's List Certificate for Academic Achievement