Profile
Mr. Joe D.
Bates is President at Alan D.
Biller & Associates, Inc.
Prior to joining Alan Biller & Associates in July 2010, Mr. Bates was a Senior Analyst with Accumulus Capital Management from April 2005 until January 2009.
While with Accumulus Capital, he performed portfolio management, investment due diligence and performance analysis for the firm's hedge funds and private equity fund-of-funds.
Mr. Bates was a Vice President at Ferro Capital from December 2001 until November 2004 where he was responsible for portfolio management and analytics.
He worked as an Analyst for Commerzbank Securities in the firm's alternative investment group.
Mr. Bates was also an Assistant Vice President with Chase Manhattan Corporation from April 1997 until February 2000.
While with Chase Manhattan, he was an asset-backed securities and structured finance analyst.
Mr. Bates received a BA in Mathematics from the University of Chicago in 1989 and a JD in Securities and Tax Law from the State University of New York at Buffalo Law School.
Former positions of Joseph Derwin Bates
| Companies | Position | End |
|---|---|---|
Alan D. Biller & Associates, Inc.
 Alan D. Biller & Associates, Inc. Investment ManagersFinance Alan D. Biller & Associates, Inc. (ADB) is an independent, SEC-registered investment advisor headquartered in Menlo Park, California. The firm was founded by Alan D. Biller in 1982. ADB provides investment consulting services to US institutional investors. | President | 07/07/2015 |
Accumulus Capital Management LLC
 Accumulus Capital Management LLC Investment ManagersFinance Accumulus Capital Management LLC (Accumulus) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Benjamin Schliemann in 2001. Accumulus manages commingled funds and separately managed accounts. | Corporate Officer/Principal | 01/01/2009 |
| The Chase Manhattan Corp. | Corporate Officer/Principal | 01/02/2000 |
| Commerzbank Securities | Corporate Officer/Principal | - |
Training of Joseph Derwin Bates
| The University of Chicago | Undergraduate Degree |
| State University of New York at Buffalo Law School | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
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Linked companies
| Private companies | 4 |
|---|---|
Alan D. Biller & Associates, Inc.
Alan D. Biller & Associates, Inc. Investment ManagersFinance Alan D. Biller & Associates, Inc. (ADB) is an independent, SEC-registered investment advisor headquartered in Menlo Park, California. The firm was founded by Alan D. Biller in 1982. ADB provides investment consulting services to US institutional investors. | Finance |
Accumulus Capital Management LLC
Accumulus Capital Management LLC Investment ManagersFinance Accumulus Capital Management LLC (Accumulus) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Benjamin Schliemann in 2001. Accumulus manages commingled funds and separately managed accounts. | Finance |
| Commerzbank Securities | Finance |
| The Chase Manhattan Corp. | Finance |
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