Profile
Mr. David S.
Hochstim, CFA MBA, is a Director & Senior Research Analyst for Financials at ClearBridge Investments LLC.
He joined ClearBridge Investments in 2015 and has over 37 years of investment industry experience.
His financials research involves the following key ESG considerations: Corporate governance; Compensation structure; Lending practices; Regulatory compliance; Talent acquisition/retention; and Corporate responsibility.
Prior to joining ClearBridge, Mr. Hochstim was Director, Equity Research, at Buckingham Research Group.
He was previously Senior Managing Director, Equity Research, at Bear, Stearns & Co., and held roles at Shearson Lehman Hutton and Security Pacific Bank.
Mr. Hochstim received his MBA from the UCLA Anderson School of Management and holds an AB in Urban Studies from Brown University.
He is also a member of the CFA Institute.
Former positions of David S. Hochstim
| Companies | Position | End |
|---|---|---|
ClearBridge Investments LLC
 ClearBridge Investments LLC Investment ManagersFinance ClearBridge Investments LLC is a SEC-registered investment advisor headquartered in New York City. The firm is a subsidiary of Legg Mason, Inc., ultimately held by Franklin Resources, Inc. (NYSE: BEN). They were founded in 2005 as ClearBridge Advisors, which operated through Citigroup Asset Management NA, and was acquired by Legg Mason that year. They changed their name to ClearBridge Investments LLC in 2012. ClearBridge Investments provides discretionary investment management services for both institutional and retail clients. The firm also acts as adviser or sub-adviser to the ClearBridge Funds which are part of the Legg Mason family of mutual funds. | Analyst-Equity | 01/01/2024 |
Bear, Stearns & Co., Inc.
 Bear, Stearns & Co., Inc. Investment Banks/BrokersFinance Bear, Stearns & Co., Inc. is a global investment banking, securities trading and brokerage firm located in New York City with additional offices in Dallas, Boston and San Francisco. The firm is a subsidiary Bear Sterns Cos., Inc. (NYSE: BSC). Their equity research team consists of senior analysts located throughout the world. In addition to domestic coverage, they have research teams focusing on Latin America, Asia and Europe. The analysts use a bottom-up approach to stock selection. The Bear Stearns fixed-income research department provides coverage of every sector of the fixed-income universe. The financial analytics and structured transactions group (F.A.S.T) provides investment research, fixed-income portfolio management and analytical systems, trading technology and general financial expertise. The group also provides a broad range of services to financial institutions including asset-liability management, balance sheet restructuring, receivables-based financing analysis, security and portfolio analysis, peer analysis, and historical and real-time market-based information. | Analyst-Equity | 31/05/2008 |
The Buckingham Research Group, Inc.
 The Buckingham Research Group, Inc. Investment Banks/BrokersFinance Founded in 1982, Buckingham Research Group, Inc. is an institutional brokerage firm located in New York City. The firm provides services to portfolio managers and research analysts for mutual funds, hedge funds, pension funds, foundations and other institutional investors. The employ fundamental, bottom-up research with a focus on U.S. small- to mid-cap emerging growth companies in the retail, consumer non-durables, finance and technology sectors | Analyst-Equity | - |
Training of David S. Hochstim
| Brown University | Undergraduate Degree |
| UCLA Anderson School of Management | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Bear, Stearns & Co., Inc.
Bear, Stearns & Co., Inc. Investment Banks/BrokersFinance Bear, Stearns & Co., Inc. is a global investment banking, securities trading and brokerage firm located in New York City with additional offices in Dallas, Boston and San Francisco. The firm is a subsidiary Bear Sterns Cos., Inc. (NYSE: BSC). Their equity research team consists of senior analysts located throughout the world. In addition to domestic coverage, they have research teams focusing on Latin America, Asia and Europe. The analysts use a bottom-up approach to stock selection. The Bear Stearns fixed-income research department provides coverage of every sector of the fixed-income universe. The financial analytics and structured transactions group (F.A.S.T) provides investment research, fixed-income portfolio management and analytical systems, trading technology and general financial expertise. The group also provides a broad range of services to financial institutions including asset-liability management, balance sheet restructuring, receivables-based financing analysis, security and portfolio analysis, peer analysis, and historical and real-time market-based information. | Finance |
The Buckingham Research Group, Inc.
The Buckingham Research Group, Inc. Investment Banks/BrokersFinance Founded in 1982, Buckingham Research Group, Inc. is an institutional brokerage firm located in New York City. The firm provides services to portfolio managers and research analysts for mutual funds, hedge funds, pension funds, foundations and other institutional investors. The employ fundamental, bottom-up research with a focus on U.S. small- to mid-cap emerging growth companies in the retail, consumer non-durables, finance and technology sectors | Finance |
ClearBridge Investments LLC
ClearBridge Investments LLC Investment ManagersFinance ClearBridge Investments LLC is a SEC-registered investment advisor headquartered in New York City. The firm is a subsidiary of Legg Mason, Inc., ultimately held by Franklin Resources, Inc. (NYSE: BEN). They were founded in 2005 as ClearBridge Advisors, which operated through Citigroup Asset Management NA, and was acquired by Legg Mason that year. They changed their name to ClearBridge Investments LLC in 2012. ClearBridge Investments provides discretionary investment management services for both institutional and retail clients. The firm also acts as adviser or sub-adviser to the ClearBridge Funds which are part of the Legg Mason family of mutual funds. | Finance |
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