Profile
Mr. Michael D.
Blatt, CFA MBA, is a Vice President & Senior Investment Officer at Chemung Canal Trust Co.
Mr. Blatt joined the Bank in 1999 as a Research & Portfolio Manager, was elected Assistant Vice President in 2000, and was promoted to Vice-President & Senior Investment Officer in 2005.
He has over twenty years in analytical and investment experience.
His key responsibilities include recommending and monitoring stocks for the Guidance List in addition to managing client accounts.
He previously worked for Registered Investment Advisor John G.
Ullman & Associates, Inc. as an Account Executive and Jordan Gary & Assoc.
where he was responsible for marketing, portfolio selection and management, trading and preparing financial plans.
Mr. Blatt received his BS in Finance from Pennsylvania State University and his MBA from The Fuqua School of Business at Duke University..
Michael D. Blatt active positions
| Companies | Position | Start |
|---|---|---|
Chemung Canal Trust Co. (Investment Management)
Chemung Canal Trust Co. (Investment Management) Investment ManagersFinance CCTC-IM works closely with clients to construct a portfolio that reflects their goals, timeframe and risk tolerance. The firm uses a disciplined approach to investing. They combine cost effective market exposure through mutual and exchange traded funds (both active and passive strategies) with research based individual security investments. Their investment team considers measures of value, competitive advantage and management stewardship when making investment decisions. | Portfolio Manager-Equities | 01/01/1999 |
Former positions of Michael D. Blatt
| Companies | Position | End |
|---|---|---|
John G. Ullman & Associates, Inc.
John G. Ullman & Associates, Inc. Investment ManagersFinance JGUA recommends securities based on fundamental and technical analysis methods. The firm uses an inherent value technique including the evaluation of financial position, product and market factors, and management to identify undervalued securities. Their approach combines a strategic asset allocation, including preferred investment sectors, with substantially individual security selection. Value Based analyses are emphasized for most equity security decisions. | Corporate Officer/Principal | 31/12/1998 |
Training of Michael D. Blatt
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 4 |
|---|---|
John G. Ullman & Associates, Inc.
John G. Ullman & Associates, Inc. Investment ManagersFinance JGUA recommends securities based on fundamental and technical analysis methods. The firm uses an inherent value technique including the evaluation of financial position, product and market factors, and management to identify undervalued securities. Their approach combines a strategic asset allocation, including preferred investment sectors, with substantially individual security selection. Value Based analyses are emphasized for most equity security decisions. | Finance |
The Pennsylvania State University
The Pennsylvania State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The Fuqua School of Business
The Fuqua School of Business Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Chemung Canal Trust Co. (Investment Management)
Chemung Canal Trust Co. (Investment Management) Investment ManagersFinance CCTC-IM works closely with clients to construct a portfolio that reflects their goals, timeframe and risk tolerance. The firm uses a disciplined approach to investing. They combine cost effective market exposure through mutual and exchange traded funds (both active and passive strategies) with research based individual security investments. Their investment team considers measures of value, competitive advantage and management stewardship when making investment decisions. | Finance |
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