Our Team
Our dedicated and experienced team has an average tenure at the firm of over 15 years
Martin D. Sass
Martin D. Sass, the Founder and CEO of M.D. Sass, established the investment firm in 1972. Before forming M.D. Sass, he was President and CIO of Neuwirth Management and Research Corp and Founder of the Special Situations Division at Argus Research Corporation. After graduating Brooklyn College with a BS in Accounting, he pursued graduate studies in Finance at NYU and CUNY. He's Vice Chairman of the Brooklyn College Foundation and Chairman of its Investment Committee, he launched the M.D. Sass Investment Institute in 2015 and is a member of CEO (the Chief Executive’s Organization) and YPO Gold. Sass was Chairman and Co-Founder of The SASS-ARENA Foundation for Medical Research from 1986 through early 2025.
Equities
Ari Sass, CFA
Craig Barney, CFA
Eric Ward
Shimeng Yu
Billy Chiappone, CFA
Fixed Income
Lipkee Lu, CFA
Steve Clancy, CFA
Lung Tsui
Relationship Management
Joe Gill
Cris Posada, CFA
Ed Riley
Donna Langan
Finance, Legal and Operations
Sam Friedman, CPA
Bobby Liu
Jeff Edelman, CPA
Jon Chen