Joseph Soares

Finance

Profile

Prior to joining Maxam in November 2005, Mr. Soares started his career at Tremont in 1992 as a fund analyst and worked his way up through the ranks to be a Senior Vice President and the Director of Client Service.
His department consisted of a staff of 15 and was responsible for client reporting, manager monitoring and all portfolio operations.
Mr. Soares was on Tremont’s New Product Development Committee and instrumental in helping to design Tremont’s internal Investment Management System, which monitored and tracked their portfolio holdings.
He also spent 18 months managing the Tremont (Bermuda) Limited office, where the main focus was fund administration.
Mr. Soares holds Series 7, 63, 24 and 3 Licenses.
He has a Bachelor's degree in Economics from the State University of New York at Albany.

Former positions of Joseph Soares

Companies	Position	End
Tremont Capital Management, Inc. Tremont Capital Management, Inc. Investment ManagersFinance Tremont Capital Management, Inc. provided investment advice. The firm worked closely with traditional consulting firms and financial advisers to provide custom and proprietary fund of funds products for institutions, trusts and family offices. The company was founded on June 18, 1987 and was headquartered in Rye, NY.	Corporate Officer/Principal	-
MAXAM Capital Management LLC MAXAM Capital Management LLC Investment ManagersFinance Founded in 2005 by Sandra Manzke, MAXAM Capital Management LLC is a hedge fund management firm headquartered in Darien, Connecticut. The firm is a women and employee-owned firm that invests with minority and women managers	Investment Committee Member	-

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