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Cory J. Reed
Portfolio Manager-Equities at Otter Creek Advisors LLC
Cory J. Reed active positions
Companies | Position | Start | End |
---|---|---|---|
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 | - |
Career history of Cory J. Reed
Former positions of Cory J. Reed
Companies | Position | Start | 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 | 01/03/2013 | 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 | 01/01/2010 | 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 | 01/11/2009 |
Trading-Fixed Income | 01/11/2009 | 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 | 10/05/2013 | - |
Analyst-Fixed Income | 10/05/2013 | - |
Training of Cory J. Reed
University of Maine | Undergraduate Degree |
Statistics
International
United States | 7 |
Operational
Analyst-Equity | 2 |
Trading-Equity | 2 |
Trading-Fixed Income | 1 |
Sectoral
Finance | 6 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
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 |
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