M.D. Sass
Our Team - bg

Our Team

Our dedicated and experienced team has an average tenure at the firm of over 15 years

Martin D. Sass

Martin D. Sass

Chairman & Chief Executive Officer

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

Ari Sass, CFA

President, Portfolio Manager
Craig Barney, CFA

Craig Barney, CFA

Sr. Equity Analyst
Eric Ward

Eric Ward

Sr. Equity Analyst
Shimeng Yu

Shimeng Yu

Sr. Equity Analyst
Billy Chiappone, CFA

Billy Chiappone, CFA

Equity Analyst

Fixed Income

Lipkee Lu, CFA

Lipkee Lu, CFA

Director of Fixed Income Investments
Steve Clancy, CFA

Steve Clancy, CFA

Managing Director, Portfolio Manager
Lung Tsui

Lung Tsui

Vice President, Portfolio Manager

Relationship Management

Joe Gill

Joe Gill

Senior Managing Director, Head of Institutional Sales
Cris Posada, CFA

Cris Posada, CFA

Senior Managing Director, Sales & Relationship Management
Ed Riley

Ed Riley

Senior Managing Director, Sales & Relationship Management
Donna Langan

Donna Langan

Vice President, Client & Financial Services

Finance, Legal and Operations

Sam Friedman, CPA

Sam Friedman, CPA

Chief Operating Officer
Bobby Liu

Bobby Liu

Chief Legal and Risk Officer
Jeff Edelman, CPA

Jeff Edelman, CPA

Chief Financial Officer
Jon Chen

Jon Chen

Senior Vice President, Controller
Sharon Snyder

Sharon Snyder

Executive Assistant and Office Manager