Profile
David Jeffrey Polson worked as a Director at Fitch Ratings, Inc. and as a Research Analyst at Bear, Stearns & Co., Inc. He also worked as an Assistant Vice President at 40 and as an Analyst at Financial Guaranty Insurance Co. and CSFB Private Equity Partners LLC.
Polson's most recent job was as a Portfolio Manager & Analyst at AXA Investment Managers US, Inc. from 2008 to 2023.
He holds an MBA from New York University and an undergraduate degree from State University of New York at Binghamton.
Former positions of David Polson
| Companies | Position | End |
|---|---|---|
AXA Investment Managers US, Inc.
AXA Investment Managers US, Inc. Investment ManagersFinance AXA IM-US is an active, long-term, global, multi-asset manager that aims to help them preserve and grow their client’s wealth. The firm’s investment philosophy is predicated upon the idea that long-term returns are built through the compounding of income earned over time and the avoidance of principal losses. Their investment process consists of three major components centered on assessing, valuing and managing risk. AXA IM-US aims to balance bottom-up (idiosyncratic) and top-down (systemic and market-related) risks against return opportunities. Their integrated investment process utilizes both quantitative and qualitative processes to construct portfolios. | Analyst-Fixed Income | 2022-12-31 |
Bear, Stearns & Co., Inc.
Bear, Stearns & Co., Inc. Investment Banks/BrokersFinance Provides investment banking, securities trading and brokerage Services | Analyst-Fixed Income | 2008-05-30 |
40/86 Advisors, Inc.
40/86 Advisors, Inc. Investment ManagersFinance 40/86 primarily invests client’s assets in multiple classes of fixed income securities and investments. The firm builds each portfolio from the bottom-up by selecting undervalued securities through proprietary, independent research. They place an emphasis on relative value, looking for opportunities where the market price of a security does not appropriately reflect its intrinsic value. The objective is to invest in those securities that the firm believes are undervalued and then sell them when they become fully valued in the market. 40/86 also perform a top-down asset allocation and performance attribution analysis. The firm’s portfolio managers have decision-making authority over investment decisions. | Analyst-Fixed Income | 2006-09-30 |
Fitch Ratings, Inc.
Fitch Ratings, Inc. Investment ManagersFinance Provides investment research | Director of Research - Equity | - |
Financial Guaranty Insurance Co.
Financial Guaranty Insurance Co. Financial Publishing/ServicesCommercial Services Provides credit enhancement on public finance and structured finance securities | Corporate Officer/Principal | - |
Training of David Polson
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 | 8 |
|---|---|
Bear, Stearns & Co., Inc.
Bear, Stearns & Co., Inc. Investment Banks/BrokersFinance Provides investment banking, securities trading and brokerage Services | Finance |
40/86 Advisors, Inc.
40/86 Advisors, Inc. Investment ManagersFinance 40/86 primarily invests client’s assets in multiple classes of fixed income securities and investments. The firm builds each portfolio from the bottom-up by selecting undervalued securities through proprietary, independent research. They place an emphasis on relative value, looking for opportunities where the market price of a security does not appropriately reflect its intrinsic value. The objective is to invest in those securities that the firm believes are undervalued and then sell them when they become fully valued in the market. 40/86 also perform a top-down asset allocation and performance attribution analysis. The firm’s portfolio managers have decision-making authority over investment decisions. | Finance |
Fitch Ratings, Inc.
Fitch Ratings, Inc. Investment ManagersFinance Provides investment research | Finance |
Financial Guaranty Insurance Co.
Financial Guaranty Insurance Co. Financial Publishing/ServicesCommercial Services Provides credit enhancement on public finance and structured finance securities | Commercial Services |
CSFB Private Equity Partners LLC
CSFB Private Equity Partners LLC Investment ManagersFinance CSFB Private Equity invests in companies located in the United States and Europe. The firm focuses on companies operating in the fields of the market structure, financial technology, enterprise software, data analytics and specialty finance service sector. It provides financing for growth stage capital requirements. | Finance |
New York University
New York University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
State University of New York at Binghamton
State University of New York at Binghamton Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
AXA Investment Managers US, Inc.
AXA Investment Managers US, Inc. Investment ManagersFinance AXA IM-US is an active, long-term, global, multi-asset manager that aims to help them preserve and grow their client’s wealth. The firm’s investment philosophy is predicated upon the idea that long-term returns are built through the compounding of income earned over time and the avoidance of principal losses. Their investment process consists of three major components centered on assessing, valuing and managing risk. AXA IM-US aims to balance bottom-up (idiosyncratic) and top-down (systemic and market-related) risks against return opportunities. Their integrated investment process utilizes both quantitative and qualitative processes to construct portfolios. | Finance |
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