Cory J. Reed
Portfolio Manager-Equities at Otter Creek Advisors LLC
Profile
Mr. Cory J.
Reed, CFA, is a Principal & Portfolio Manager at Otter Creek Advisors LLC.
He joined the investment advisor in September 2016 and served as an investment professional.
Prior to joining Otter Creek Advisors, Mr. Reed worked at Tetrem Capital Management, a Canadian investment firm based in Winnipeg, MB and Boston, MA, as Head of Trading.
Prior to that Mr. Reed spent time at LPL Financial in the research department, and with Needham and Company.
While at Needham and Co. Mr. Reed performed in-depth fundamental research and analysis for Financial Technology, and IT Hardware companies.
Mr. Reed started his career with Westfield Capital Management as an Assistant Trader.
Mr. Reed received his undergraduate degree BS in Business Administration from the University of Maine in 2007.
He is also a CFA Charter holder.
Cory J. Reed active positions
| Companies | Position | Start |
|---|---|---|
Otter Creek Advisors LLC
 Otter Creek Advisors LLC Investment ManagersFinance Otter Creek Advisors LLC (Otter Creek) is an independent, SEC-registered investment advisor headquartered in Palm Beach Gardens, Florida. The firm was founded in 2014 by Roger Keith Long, Tyler C. Walling and Gordon T. Williams. Otter Creek manages a single strategy through a liquid alternative fund – the Otter Creek Long/Short Opportunity Fund (OTTRX/OTCRX). | Portfolio Manager-Equities | 01/09/2016 |
Former positions of Cory J. Reed
| Companies | Position | End |
|---|---|---|
Tetrem Capital Management (US) Corp.
 Tetrem Capital Management (US) Corp. Investment ManagersFinance Tetrem Capital Management (US) Corp. provides investment advisory services. The private company is based in Boston, MA. | Trading-Equity | 01/03/2016 |
Needham & Co. LLC
 Needham & Co. LLC Investment Banks/BrokersFinance Needham & Co. LLC (Needham) is a registered investment advisor and broker/dealer headquartered in New York City. The firm was founded in 1985 and is a wholly-owned indirect subsidiary of The Needham Group, Inc. Needham provides corporate and institutional clients with high quality research, corporate access, capital markets and trading execution services in both the public and private markets, with an emphasis on growth companies. | Analyst-Equity | 01/10/2010 |
Westfield Capital Management Co. LP
 Westfield Capital Management Co. LP Investment ManagersFinance Westfield Capital Management Co. LP (Westfield) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1989 and is majority-owned by WMS Management LLC. Westfield provides quality investment management services to institutions and wealthy individuals. | Trading-Equity | 01/11/2009 |
LPL Financial LLC
 LPL Financial LLC Investment ManagersFinance LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients. | Analyst-Equity | - |
Training of Cory J. Reed
| University of Maine | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
Westfield Capital Management Co. LP
Westfield Capital Management Co. LP Investment ManagersFinance Westfield Capital Management Co. LP (Westfield) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1989 and is majority-owned by WMS Management LLC. Westfield provides quality investment management services to institutions and wealthy individuals. | Finance |
LPL Financial LLC
LPL Financial LLC Investment ManagersFinance LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients. | Finance |
Needham & Co. LLC
Needham & Co. LLC Investment Banks/BrokersFinance Needham & Co. LLC (Needham) is a registered investment advisor and broker/dealer headquartered in New York City. The firm was founded in 1985 and is a wholly-owned indirect subsidiary of The Needham Group, Inc. Needham provides corporate and institutional clients with high quality research, corporate access, capital markets and trading execution services in both the public and private markets, with an emphasis on growth companies. | Finance |
Otter Creek Advisors LLC
Otter Creek Advisors LLC Investment ManagersFinance Otter Creek Advisors LLC (Otter Creek) is an independent, SEC-registered investment advisor headquartered in Palm Beach Gardens, Florida. The firm was founded in 2014 by Roger Keith Long, Tyler C. Walling and Gordon T. Williams. Otter Creek manages a single strategy through a liquid alternative fund – the Otter Creek Long/Short Opportunity Fund (OTTRX/OTCRX). | Finance |
Tetrem Capital Management (US) Corp.
Tetrem Capital Management (US) Corp. Investment ManagersFinance Tetrem Capital Management (US) Corp. provides investment advisory services. The private company is based in Boston, MA. | Finance |
- Stock Market
- Insiders
- Cory J. Reed
