Profile
Mr. Daniel J.
Goldfarb, CFA MBA, is a Co-Founder and Partner at Mendon Venture Partners LP and a Portfolio Manager at Mendon Capital Advisors Corp.
He is on the Board of Directors at Green Check Verified, Inc. and Cornerstone Financial Corp.
(New Jersey).
Mr. Goldfarb was previously employed as a Senior Portfolio Manager by AlphaOne Investment Services LLC, a Portfolio Manager by OFI Private Investments, Inc., a Vice President by OppenheimerFunds, Inc., a Managing Director by Babson Capital Management LLC, a Principal by Drexel Burnham Lambert, Inc., a Principal by Smith Barney & Co., Inc., and a Research Analyst by Wilmington Trust, FSB (Delaware) (Investment Management).
He received his undergraduate degree from Hobart & William Smith Colleges and an MBA from Vanderbilt University.
Daniel Goldfarb active positions
| Companies | Position | Start |
|---|---|---|
| CORNERSTONE FINANCIAL CORPORATION | Director/Board Member | 2021-08-31 |
Mendon Capital Advisors Corp.
Mendon Capital Advisors Corp. Investment ManagersFinance Mendon Capital seeks to identify companies that meet either long bullish or short bearish criteria. Their primary investment focus has centered on the US Financial Services Sector. | Portfolio Manager-Equities | 2020-07-31 |
Mendon Venture Partners LP
Mendon Venture Partners LP Investment ManagersFinance Mendon Venture Partners invests in companies located in the United States. The firm focuses on financial technology companies and traditional banks. It participates in early stage capital requirements with an investment size ranging from USD 2.5 - 5 million. | Founder | 2021-07-31 |
Green Check Verified, Inc.
Green Check Verified, Inc. Packaged SoftwareTechnology Services Develops cannabis banking software | Director/Board Member | 2022-12-31 |
Former positions of Daniel Goldfarb
| Companies | Position | End |
|---|---|---|
AlphaOne Investment Services LLC
AlphaOne Investment Services LLC Investment ManagersFinance AlphaOne Investment Services' (AOIS) investment strategy for the AlphaOne Micro Cap Equity Fund is to build a portfolio with a risk profile less than that of the Russell 2000 Index that is comprised of both “value” and “growth” stocks through investing in equity securities of micro-cap companies. The AlphaOne Satori Master Fund Ltd. pursues a long/short investment strategy that focuses on investing in securities (including debt, derivatives and equity) of companies across a broad range of industries. The fund invests in securities listed in the US, as well as those which trade on internationally recognized exchanges or over-the-counter markets overseas. The funds generally place emphasis on investments in the following sectors: consumer, emerging/green technology, energy, financial, industrial, media, REITs, retailing, services, technology, telecommunications and transportation. The AlphaOne Global Innovations Master Fund Ltd. pursues a long/short investment strategy that primarily invests in the securities (including derivatives and equity) of companies in the technology, technology-related, media, alternative energy, and telecommunication industries. This includes companies listed in the US, as well as those which trade on internationally recognized exchanges or over-the-counter markets overseas. AOIS acts as the investment advisor and provides discretionary advisory services to corporations, institutions, pension plans, and charitable organizations through managed accounts. Some accounts are individually tailored and some are managed through AOIS' model investment strategies. The firm offers Small-Cap Growth, Small-Cap Core, Micro-Cap Core, Long/Short Technology and Long/Short model investment strategies for managed accounts. | Analyst-Equity | 2016-12-31 |
OFI Private Investments, Inc.
OFI Private Investments, Inc. Investment ManagersFinance OFI seeks excellent long-term performance relative to their benchmarks. | Portfolio Manager-Equities | 2009-12-30 |
Barings LLC
Barings LLC Investment ManagersFinance Barings? investment decisions across all asset classes incorporate a comprehensive analysis that uses or combines top-down and/or bottom-up approaches to investment analysis. The firm utilizes economic, fundamental, technical/cyclical, and quantitative analyses, along with a sound understanding of both macro drivers and micro considerations in its investment decision-making process and to manage risk. They invest in a variety of fixed income and financing instruments across various industries as well as credit qualities and maturities in North America, Europe, Latin America, Africa/Middle East, and the Asia-Pacific region. Barings manages portfolios of public equity securities and equity-related securities of issuers of all sizes. The firm has teams focused on three alternative investment sectors: Real Estate, Private Equity & Real Assets, and Funds & Co-Investments. | Analyst-Equity | 2006-03-30 |
Wilmington Trust, FSB (Delaware) (Investment Management)
Wilmington Trust, FSB (Delaware) (Investment Management) Investment ManagersFinance Wilmington Trust provides customized financial alternatives for three core lines of business: wealth advisory, corporate client and regional banking services. Their Complete Asset Management investment approach seeks to manage risk across the spectrum of asset classes, while uncovering market opportunities at the same time. They seek to take advantage of market cycles, rather than simply reacting to them. The firm takes a broader view of the markets across investment vehicles and over time and shifts assets, styles and managers to capitalize on cyclical market trends. Their research and allocation process is based on three fundamental principles: diversification, asset shifting and investment search/selection. Wilmington Trust's offerings provide direct investment in, or indirect exposure to, a broad group of asset classes, strategies and vehicles. Asset Classes include equities, fixed-income, hedge funds and inflation hedges. Wilmington Trust's equity strategies include value, growth, passive, small-cap, mid-cap and large-cap, emerging international, developed international and private equity. Fixed-income investments include municipal bonds, taxable bonds, short- and intermediate-term bonds and cash management. The firm offers investments in directional and low volatility hedge funds. Wilmington Trust also offers hedges against inflation through investments in inflation-linked securities, real estate-related securities, commodity/natural resource-related securities and private real estate. Wilmington Trust offers a variety of investment vehicles including separately managed accounts, mutual funds, private funds, other pooled investment vehicles, fundamentally weighted portfolios and ETFs. | Analyst-Equity | 1994-12-30 |
Smith Barney & Co., Inc.
Smith Barney & Co., Inc. Investment Banks/BrokersFinance Provides securities brokerage services | Corporate Officer/Principal | - |
Education of Daniel Goldfarb
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 13 |
|---|---|
Barings LLC
Barings LLC Investment ManagersFinance Barings? investment decisions across all asset classes incorporate a comprehensive analysis that uses or combines top-down and/or bottom-up approaches to investment analysis. The firm utilizes economic, fundamental, technical/cyclical, and quantitative analyses, along with a sound understanding of both macro drivers and micro considerations in its investment decision-making process and to manage risk. They invest in a variety of fixed income and financing instruments across various industries as well as credit qualities and maturities in North America, Europe, Latin America, Africa/Middle East, and the Asia-Pacific region. Barings manages portfolios of public equity securities and equity-related securities of issuers of all sizes. The firm has teams focused on three alternative investment sectors: Real Estate, Private Equity & Real Assets, and Funds & Co-Investments. | Finance |
OppenheimerFunds, Inc.
OppenheimerFunds, Inc. Investment ManagersFinance OFI focuses on delivering long-term results through active management and seeing opportunities where others may not. The firm’s methods of security analysis may include economic analysis, fundamental analysis, technical analysis, quantitative analysis and top-down analysis. OFI’s investment strategies may also be guided by (a) the investment objectives, policies, strategies, and restrictions set forth in an advisory or sub-advisory agreement, (b) any offering document or other governing document applicable to a client for whom OFI provides advisory services, and (c) applicable legal and regulatory requirements. OFI offers investment strategies in the following broad asset classes: equities, fixed income, alternatives and multi-asset. Equities include main street equity, small and mid cap growth equity, value and income equity, emerging markets equity and global equity. Fixed income has investment grade debt, high yield corporate debt, global debt, Rochester municipals, multi-sector fixed income and cash strategies. Alternatives asset class includes alternative strategies, real estate, gold and special minerals and global infrastructure securities. | Finance |
Wilmington Trust, FSB (Delaware) (Investment Management)
Wilmington Trust, FSB (Delaware) (Investment Management) Investment ManagersFinance Wilmington Trust provides customized financial alternatives for three core lines of business: wealth advisory, corporate client and regional banking services. Their Complete Asset Management investment approach seeks to manage risk across the spectrum of asset classes, while uncovering market opportunities at the same time. They seek to take advantage of market cycles, rather than simply reacting to them. The firm takes a broader view of the markets across investment vehicles and over time and shifts assets, styles and managers to capitalize on cyclical market trends. Their research and allocation process is based on three fundamental principles: diversification, asset shifting and investment search/selection. Wilmington Trust's offerings provide direct investment in, or indirect exposure to, a broad group of asset classes, strategies and vehicles. Asset Classes include equities, fixed-income, hedge funds and inflation hedges. Wilmington Trust's equity strategies include value, growth, passive, small-cap, mid-cap and large-cap, emerging international, developed international and private equity. Fixed-income investments include municipal bonds, taxable bonds, short- and intermediate-term bonds and cash management. The firm offers investments in directional and low volatility hedge funds. Wilmington Trust also offers hedges against inflation through investments in inflation-linked securities, real estate-related securities, commodity/natural resource-related securities and private real estate. Wilmington Trust offers a variety of investment vehicles including separately managed accounts, mutual funds, private funds, other pooled investment vehicles, fundamentally weighted portfolios and ETFs. | Finance |
OFI Private Investments, Inc.
OFI Private Investments, Inc. Investment ManagersFinance OFI seeks excellent long-term performance relative to their benchmarks. | Finance |
Mendon Capital Advisors Corp.
Mendon Capital Advisors Corp. Investment ManagersFinance Mendon Capital seeks to identify companies that meet either long bullish or short bearish criteria. Their primary investment focus has centered on the US Financial Services Sector. | Finance |
Vanderbilt University
Vanderbilt University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Drexel Burnham Lambert, Inc.
Drexel Burnham Lambert, Inc. Agricultural Commodities/MillingProcess Industries Manufactures chocolates and sugar candies. | Process Industries |
Cornerstone Financial Corp. (New Jersey)
Cornerstone Financial Corp. (New Jersey) Regional BanksFinance Operates as a bank holding company whose subsidiaries provides state commercial banking services | Finance |
Hobart & William Smith Colleges
Hobart & William Smith Colleges Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Smith Barney & Co., Inc.
Smith Barney & Co., Inc. Investment Banks/BrokersFinance Provides securities brokerage services | Finance |
AlphaOne Investment Services LLC
AlphaOne Investment Services LLC Investment ManagersFinance AlphaOne Investment Services' (AOIS) investment strategy for the AlphaOne Micro Cap Equity Fund is to build a portfolio with a risk profile less than that of the Russell 2000 Index that is comprised of both “value” and “growth” stocks through investing in equity securities of micro-cap companies. The AlphaOne Satori Master Fund Ltd. pursues a long/short investment strategy that focuses on investing in securities (including debt, derivatives and equity) of companies across a broad range of industries. The fund invests in securities listed in the US, as well as those which trade on internationally recognized exchanges or over-the-counter markets overseas. The funds generally place emphasis on investments in the following sectors: consumer, emerging/green technology, energy, financial, industrial, media, REITs, retailing, services, technology, telecommunications and transportation. The AlphaOne Global Innovations Master Fund Ltd. pursues a long/short investment strategy that primarily invests in the securities (including derivatives and equity) of companies in the technology, technology-related, media, alternative energy, and telecommunication industries. This includes companies listed in the US, as well as those which trade on internationally recognized exchanges or over-the-counter markets overseas. AOIS acts as the investment advisor and provides discretionary advisory services to corporations, institutions, pension plans, and charitable organizations through managed accounts. Some accounts are individually tailored and some are managed through AOIS' model investment strategies. The firm offers Small-Cap Growth, Small-Cap Core, Micro-Cap Core, Long/Short Technology and Long/Short model investment strategies for managed accounts. | Finance |
Green Check Verified, Inc.
Green Check Verified, Inc. Packaged SoftwareTechnology Services Develops cannabis banking software | Technology Services |
Mendon Venture Partners LP
Mendon Venture Partners LP Investment ManagersFinance Mendon Venture Partners invests in companies located in the United States. The firm focuses on financial technology companies and traditional banks. It participates in early stage capital requirements with an investment size ranging from USD 2.5 - 5 million. | Finance |
- Stock Market
- Insiders
- Daniel Goldfarb
















