David Edward Ortiz
Director/Board Member at The Episcopal Charities
Profile
Mr. David E.
Ortiz is Founder, President & Chief Investment Officer at Beacon Ridge Capital Management LLC.
Prior to forming the firm in 2009, he served as Senior Portfolio Manager at Vanderbilt Capital Advisors, LLC, from 2003 to 2009, where he managed Vanderbilt’s corporate CDO platform with over $2 billion assets under management, with emphasis on structured credit products research and trading.
He has broad experience in quantitative credit research and has worked closely with CreditSights, Inc. in the portfolio management application of the BondScore model.
Previously, he held the position of Partner at Asset Allocation & Management Company responsible for private placement portfolio management with over $1 billion in assets.
Mr. Ortiz has been investing in asset-backed securities since 1996 and has extensive experience in the evolution of the asset-backed securities.
Prior to that, he worked as a corporate credit research analyst for Prudential Capital’s Private Placement Group.
Mr. Ortiz holds an M.B.A.
in finance from the University of Chicago and a B.S.
in finance from Miami University of Ohio.
He has sixteen years of investment experience.
David Edward Ortiz active positions
| Companies | Position | Start |
|---|---|---|
The Episcopal Charities
 The Episcopal Charities Miscellaneous Commercial ServicesCommercial Services The Episcopal Charities operates as a religious organization. It provides community services. The company was founded in 1960 and is headquartered in Chicago, IL. | Director/Board Member | - |
Former positions of David Edward Ortiz
| Companies | Position | End |
|---|---|---|
Beacon Ridge Capital Management LLC
 Beacon Ridge Capital Management LLC Investment ManagersFinance Founded in 2009, Beacon Ridge Capital Management LLC is a registered investment advisor located in Chicago, Illinois. | Founder | 01/03/2011 |
Vanderbilt Capital Advisors LLC (Illinois)
 Vanderbilt Capital Advisors LLC (Illinois) Investment ManagersFinance Vanderbilt Capital Advisors LLC is a registered investment advisor located in Chicago, Illinois. The firm is a subsidiary of Pioneer Institutional Asset Management, Inc. and their ultimate parent is UniCredit SpA | Corporate Officer/Principal | 31/12/2008 |
PGIM Private Capital
 PGIM Private Capital Investment ManagersFinance PGIM Private Capital is a private equity firm, a subsidiary of Prudential Capital Group, founded in 1998. The firm is headquartered in Illinois, Chicago. | Corporate Officer/Principal | - |
Asset Allocation & Management Co. LLC
 Asset Allocation & Management Co. LLC Investment ManagersFinance Asset Allocation & Management Co. LLC (AAM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1982 and is principally owned by Securian AAM Holdings LLC, ultimately owned by Minnesota Mutual Cos., Inc. AAM provides discretionary and non-discretionary investment advice to insurance companies across all business segments of the industry including Property and Casualty, Life, Health and Captive insurers. | Corporate Officer/Principal | - |
CreditSights, Inc.
 CreditSights, Inc. Investment ManagersFinance CreditSights, Inc. is an independent investment research firm headquartered in New York City. The firm was co-founded by Paul Ciasullo, Reena Mithal, Glenn Reynolds and Peter Petas in 2000. They are a subsidiary of Fitch Group, Inc., ultimately owned by The Hearst Family Trust. CreditSights provides fundamental, in-depth credit research for buy-side decisionmakers, sell-side intermediaries and wealth managers and private banks globally. The firm actively covers more than 5,000 companies in North America, Europe, and Asia-Pacific representing over 56 countries. | Corporate Officer/Principal | - |
Training of David Edward Ortiz
| The University of Chicago | Masters Business Admin |
| Miami University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 6 |
|---|---|
Beacon Ridge Capital Management LLC
Beacon Ridge Capital Management LLC Investment ManagersFinance Founded in 2009, Beacon Ridge Capital Management LLC is a registered investment advisor located in Chicago, Illinois. | Finance |
Vanderbilt Capital Advisors LLC (Illinois)
Vanderbilt Capital Advisors LLC (Illinois) Investment ManagersFinance Vanderbilt Capital Advisors LLC is a registered investment advisor located in Chicago, Illinois. The firm is a subsidiary of Pioneer Institutional Asset Management, Inc. and their ultimate parent is UniCredit SpA | Finance |
CreditSights, Inc.
CreditSights, Inc. Investment ManagersFinance CreditSights, Inc. is an independent investment research firm headquartered in New York City. The firm was co-founded by Paul Ciasullo, Reena Mithal, Glenn Reynolds and Peter Petas in 2000. They are a subsidiary of Fitch Group, Inc., ultimately owned by The Hearst Family Trust. CreditSights provides fundamental, in-depth credit research for buy-side decisionmakers, sell-side intermediaries and wealth managers and private banks globally. The firm actively covers more than 5,000 companies in North America, Europe, and Asia-Pacific representing over 56 countries. | Finance |
Asset Allocation & Management Co. LLC
Asset Allocation & Management Co. LLC Investment ManagersFinance Asset Allocation & Management Co. LLC (AAM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1982 and is principally owned by Securian AAM Holdings LLC, ultimately owned by Minnesota Mutual Cos., Inc. AAM provides discretionary and non-discretionary investment advice to insurance companies across all business segments of the industry including Property and Casualty, Life, Health and Captive insurers. | Finance |
PGIM Private Capital
PGIM Private Capital Investment ManagersFinance PGIM Private Capital is a private equity firm, a subsidiary of Prudential Capital Group, founded in 1998. The firm is headquartered in Illinois, Chicago. | Finance |
The Episcopal Charities
The Episcopal Charities Miscellaneous Commercial ServicesCommercial Services The Episcopal Charities operates as a religious organization. It provides community services. The company was founded in 1960 and is headquartered in Chicago, IL. | Commercial Services |
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