Soos Global Capital
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ABOUT
MUST READ: IMPORTANT DISCLOSURE INFORMATION in the 'Company' section below applies to ALL correspondence made by Soos Global on SeekingAlpha.com.
Soos Global Capital Advisors, LLC was founded by our Principal, Edward J. Leventhal, after a 23-year career at Salomon Brothers, which became Citigroup through mergers. Since 2002, Ed was among Citigroup's Senior Management (top 1% of the firm).
After graduating from The Wharton School of Business in 1982, Ed started his career in Corporate Banking at Bank of America, where, for four years, he was an associate in the Fortune 500 group advising international companies such as Macy's, American Brands, RJReynolds, Zayre Stores and JC Penney.
In 1986, in ...More addition to completing his MBA at New York University, Ed moved to Salomon Brothers, where he worked for the next 23 years, through its mergers with Travelers and then Citigroup. During that time, he was in institutional sales and trading advising many of the largest hedge funds, banks, mutual funds, central banks and other government institutions on investment opportunities in various asset classes all over the world. His career advanced from US Treasury sales with specialization in derivatives, to heading the Global Government Bond team in the US, followed by managing Salomon's West Coast Fixed Income business (based in San Francisco), after which he returned to NY to become Global Product Manager of Emerging Markets, and finally, leading Global Relationship Management for Citigroup's premier institutional clients across Equities and Fixed Income around the globe.
Soos Global Capital Advisors, LLC provides Ed's global markets and institutional level experience to a select group of high-net-worth private investors who are looking for that level of sophistication in the way their money is managed and in designing investment portfolios suitable to their investment goals, risk tolerances, and liquidity preferences. Capitalizing on years of experience in global financial markets and on three full passports of international travel, Ed's assessment of global opportunities provides Soos Global with its key competitive investment edge. We offer a choice of actively managed strategies, differing by levels of risk, all based on global-macro, thematic opportunities, driven by thorough geopolitical risk assessments, fundamental research, and complemented by technical analysis. Soos Global has chosen Fidelity Investments as our preferred and recommended custodian for client funds and securities, and as our primary trading desk through which we access a complete menu of financial products.
Soos Global Capital Advisors, LLC was founded by our Principal, Edward J. Leventhal, after a 23-year career at Salomon Brothers, which became Citigroup through mergers. Since 2002, Ed was among Citigroup's Senior Management (top 1% of the firm).
After graduating from The Wharton School of Business in 1982, Ed started his career in Corporate Banking at Bank of America, where, for four years, he was an associate in the Fortune 500 group advising international companies such as Macy's, American Brands, RJReynolds, Zayre Stores and JC Penney.
In 1986, in ...More addition to completing his MBA at New York University, Ed moved to Salomon Brothers, where he worked for the next 23 years, through its mergers with Travelers and then Citigroup. During that time, he was in institutional sales and trading advising many of the largest hedge funds, banks, mutual funds, central banks and other government institutions on investment opportunities in various asset classes all over the world. His career advanced from US Treasury sales with specialization in derivatives, to heading the Global Government Bond team in the US, followed by managing Salomon's West Coast Fixed Income business (based in San Francisco), after which he returned to NY to become Global Product Manager of Emerging Markets, and finally, leading Global Relationship Management for Citigroup's premier institutional clients across Equities and Fixed Income around the globe.
Soos Global Capital Advisors, LLC provides Ed's global markets and institutional level experience to a select group of high-net-worth private investors who are looking for that level of sophistication in the way their money is managed and in designing investment portfolios suitable to their investment goals, risk tolerances, and liquidity preferences. Capitalizing on years of experience in global financial markets and on three full passports of international travel, Ed's assessment of global opportunities provides Soos Global with its key competitive investment edge. We offer a choice of actively managed strategies, differing by levels of risk, all based on global-macro, thematic opportunities, driven by thorough geopolitical risk assessments, fundamental research, and complemented by technical analysis. Soos Global has chosen Fidelity Investments as our preferred and recommended custodian for client funds and securities, and as our primary trading desk through which we access a complete menu of financial products.
SNAPSHOT
- Description: Registered investment advisor. Trading frequency: Daily
- Interests: Bonds, Dividend stock ideas & income, ETFs, Forex, Options, REITs, Stocks - long, Stocks - short
COMPANY
Soos Global Capital Advisors, LLC Please visit our website for a more complete description of "Who We Are, What We Do", "Team Soos Global", "Investment Process" & "Contact Information". IMPORTANT DISCLOSURE INFORMATION FOLLOWS and applies to all correspondence made by Soos Global on SeekingAlpha.com:
Soos Global Capital Advisors, LLC (“Soos ...More
Global”) is a New York state registered investment adviser located in Harrison, New York. Soos Global may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. The publication of Soos Global’s opinions on the Internet should not be construed by any consumer and/or prospective client as Soos Global’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Soos Global with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Soos Global, please contact the state securities regulators for those states in which Soos Global maintains a registration filing. A copy of Soos Global's current written disclosure statement discussing Soos Global’s business operations, services, and fees is available from Soos Global upon written request. Soos Global does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Soos Global's opinions or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended or undertaken by Soos Global) made reference to directly or indirectly by Soos Global in its opinion, or indirectly via a link to an unaffiliated third party web site, will be profitable or equal the corresponding indicated performance level(s). Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client or prospective client’s investment portfolio. Historical performance results for investment indices and/or categories generally do not reflect the deduction of transaction and/or custodial charges, the deduction of an investment management fee, nor the impact of taxes, the incurrence of which would have the effect of decreasing historical performance results.
Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by Soos Global), will be profitable or equal any historical performance level(s).
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SoosGlobal...Market Commentary..Portfolio Food for Thought
This blog is not meant to be nor should it be considered to be investment advice in any way.The comments made in this blog and reference to stocks/ETFs or charts as seen on our Public ChartList often cited/linked herein, are solely prepared and provided as food for thought and purely for informational and ...More
entertainment purposes. Any investment decisions and actions are soley the responsibility of the reader/investor based on their own assessement of appropriateness related to their overall financial and risk profiles.
Book
Currently, there are no book details for Soos Global Capital.
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