Profile
Mr. Joseph M.
Rizzo is an Investment Manager at Clear Harbor Asset Management LLC.
He also co-manages a select number of investment accounts for non-profit organizations, family entities and high-net-worth individuals.
He joined the firm in March 2010 and is a member of the firm’s Investment Committee.
He has over 30 years of experience in the investment management industry as an analyst, portfolio manager, technologist, venture capitalist, risk arbitrageur and special situations investor.
Mr. Rizzo previously was employed by Ingalls & Snyder LLC, where he was a Portfolio Manager for individual and institutional clients, including serving as general partner and founder of I&S Technology Partners LP, an investment fund focused on the technology sector.
Prior to joining Ingalls & Snyder, he served as Chief Operating Officer at SynData Technologies Inc., a security software company.
Before joining SynData, he spent six years as an analyst for JWS Partners, a special situations and arbitrage hedge fund, and Ingalls & Snyder LLC.
He began his professional career spending six years developing and implementing complex transaction and risk management software systems at a major New York City bank and at Morgan Stanley & Co.
He graduated Summa Cum Laude from Rutgers University, holds a Masters of Business Administration from New York University, and is a member of Phi Beta Kappa.
Joe Rizzo active positions
| Companies | Position | Start |
|---|---|---|
Clear Harbor Asset Management LLC
Clear Harbor Asset Management LLC Investment ManagersFinance Clear Harbor is a multi-asset class investment manager with a dual focus on both asset allocation and security selection. They incorporate values-based considerations and strategies into portfolio construction on an individually tailored basis. The firm seeks to incorporate long-term investment objectives within a comprehensive financial plan by coordinating with each client’s tax and legal advisors. Their investment strategy is driven by both a bottom-up and top-down process. | Investment Committee Member | 2010-02-28 |
Former positions of Joe Rizzo
| Companies | Position | End |
|---|---|---|
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
Ingalls & Snyder LLC (Broker)
Ingalls & Snyder LLC (Broker) Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
SynData Technologies, Inc.
SynData Technologies, Inc. Packaged SoftwareTechnology Services Develops innovative security encryption, software solutions | Chief Operating Officer | - |
Training of Joe Rizzo
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 | 6 |
|---|---|
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Ingalls & Snyder LLC (Broker)
Ingalls & Snyder LLC (Broker) Investment Banks/BrokersFinance Provides brokerage services | Finance |
SynData Technologies, Inc.
SynData Technologies, Inc. Packaged SoftwareTechnology Services Develops innovative security encryption, software solutions | Technology Services |
Rutgers State University of New Jersey
Rutgers State University of New Jersey Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
New York University
New York University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Clear Harbor Asset Management LLC
Clear Harbor Asset Management LLC Investment ManagersFinance Clear Harbor is a multi-asset class investment manager with a dual focus on both asset allocation and security selection. They incorporate values-based considerations and strategies into portfolio construction on an individually tailored basis. The firm seeks to incorporate long-term investment objectives within a comprehensive financial plan by coordinating with each client’s tax and legal advisors. Their investment strategy is driven by both a bottom-up and top-down process. | Finance |
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