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Stuart A. Shikiar
Founder, President,
Chief Investment Officer
Mr. Shikiar founded Shikiar Asset Management Inc. in 1995 and is the firm’s
Chairman and Chief Investment Officer.
The firm is a registered investment advisor catering to high net worth
individuals, families and tax-exempt institutions, and is based upon the
investment philosophy and processes cultivated by Mr. Shikiar
over his 35+ years of managing investment portfolios. Prior to founding Shikiar,
he was a General Partner and Portfolio Manager at Omega Advisors, a hedge fund
with $6B+ in AUM. Prior to joining
Omega, Mr. Shikiar was Chief Investment Officer and
Managing Director of Prudential Securities Investment Management for ten
years, overseeing $2B+ in AUM. He also
held the Chief Investment Officer position at Furman Selz
Capital Management prior to Prudential, and before that was part of an
investment team as a portfolio manager at Wertheim & Company, catering to
high net worth individuals and institutions.
Mr. Shikiar has served on the Board of
Directors of three publicly traded companies, one listed on the NYSE, one
listed on the AMEX, and one NASDAQ listed.
He has a BBA from City College of New York. Mr. Shikiar is a
trustee of the Baruch College Fund. He
is also former Chairman of Baruch’s Endowment Investment Committee and is
still an active member of that committee.
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Albert Sipzener
Partner, Equity Research
Mr. Sipzener joined Shikiar Asset Management Inc. in 2001, and is now a
partner and portfolio manager. Prior
to joining Shikiar, he covered diversified
industrials, machinery, electrical equipment, and capital goods companies for
two years as a sell-side research analyst at Bear Stearns & Co. Mr. Sipzener
began his research career in 1993 as an investment banking analyst in Lehman
Brothers' Debt Capital Markets group.
He has a B.A. in Biology and Mathematics from Brown University and an
MBA from Columbia Business School.
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Diane M. McDermott
Partner, Operations/Compliance Administration
Ms. McDermott joined Shikiar
Asset Management Inc. in 1997 and is now a partner with responsibilities
ranging from client servicing to performance measurement. She is also the firm’s Chief Compliance
Officer. Prior to joining Shikiar she was an Associate Vice President and the
operations manager for the Investment Advisory Division at Prudential
Securities. Before her duties as
operations manager, she was the Assistant to the Senior Investment Officer of
the firm’s Investment Advisory Division (Mr. Shikiar). Ms. McDermott received a Business
Administration Certificate from Berkeley College in New York City.
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Gary A. Friedle
Chief Operating Officer
Portfolio Manager/Client
Service
Mr. Friedle joined Shikiar Asset
Management Inc. in 2002 and is the firm’s Chief Operating Officer, with
marketing, client service and portfolio management duties. Before joining Shikiar
in 2002, he worked at UBS/PaineWebber for over 10 years. Mr. Friedle
started his career at PaineWebber in 1991 as a financial advisor, and then
moved over to manage the firm’s Unit Investment Trust Sales and Trading Desk.
He became a senior investment manager research analyst and Divisional Vice
President at PaineWebber in 1999, covering multiple styles of investment managers
in the firm’s $50 billion sub advisory programs. He has a B.A. in economics from Franklin
& Marshall College and an MBA in Finance from New York University. Mr. Friedle is a
member of the New York Society of Security Analysts and the CFA
Institute. He has completed the CFA
Level II.
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