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. With around $4 billion AUM, M.D. Sass manages hedge funds, private equity, and diverse investment strategies. Before M.D. Sass, Sass was President at Neuwirth Management and Research Corp and Founder of the Special Situations Division at Argus Research Corporation. Sass, a Brooklyn College graduate, pursued Finance at NYU and CUNY for his MBA. He's Vice Chairman of the Brooklyn College Foundation, launched the M.D. Sass Investment Academy in 2015, and is associated with Chief Executive’s Organization and the World President’s Organization. Sass is also Chairman of The Sass Foundation for Medical Research.

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
Joon Lee

Joon Lee

Sr. Equity Analyst
Billy Chiappone, CFA

Billy Chiappone, CFA

Trader & Research Analyst

Fixed Income

Lipkee Lu, CFA

Lipkee Lu, CFA

Director of Fixed Income Investments
Steve Clancy, CFA

Steve Clancy, CFA

Managing Director, Portfolio Manager
Nancy Persoons

Nancy Persoons

Senior Vice President, Portfolio Manager
Lung Tsui

Lung Tsui

Vice President, Portfolio Manager

Relationship Management

Cris Posada, CFA

Cris Posada, CFA

Senior Managing Director, Sales & Relationship Management
Ed Riley

Ed Riley

Senior Managing Director, Sales & Relationship Management
Jeff Edelman, CPA

Jeff Edelman, CPA

Vice President & Controller
Donna Langan

Donna Langan

Vice President, Client & Financial Services

Finance, Legal and Operations

Sam Friedman, CPA

Sam Friedman, CPA

Chief Financial Officer
Bobby Liu

Bobby Liu

General Counsel and Chief Operating Officer
Jon Chen

Jon Chen

Senior Vice President, Controller
Sharon Snyder

Sharon Snyder

Executive Assistant and Office Manager