Sam joined Shikiar Asset Management Inc. in 2018 as a Managing Director with Portfolio Management and Business Development responsibilities. Prior to joining the Firm, he spent 11 years at Goldman Sachs in the Asset Management Division with the Quantitative Investment Strategies Group and subsequently within the Securities Division, where he was the Global Head of an Electronic Sales and Trading team. Sam advised several of the world’s largest systematic and discretionary hedge funds and asset managers in this role. He was nominated by Goldman Sachs and thereafter selected to be on the Forbes Magazine “30 Under 30” list for Finance in 2014. He is a member of the Guggenheim Museum’s Contemporary Art Acquisitions Committee, sits on The Dalton School Alumni Career Board for Finance, and enjoys competitive speed-solving of the Rubik’s Cube. Sam graduated with Highest Honors from Lehigh University with a B.A. degree in Accounting and is a Chartered Financial Analyst (CFA) charterholder.
Mr. Sloan joined Shikiar Asset Management Inc. in 2015 and has responsibility for client relationships, corporate development and operational supervision. Prior to joining our Firm, Mr. Sloan served for over seven years as a Vice President at Pershing/Bank of New York Mellon Capital Markets. His career also includes having served in the wealth management divisions at U.S. Trust Co. and Merrill Lynch. Mr. Sloan holds a BA in Economics from Wheaton College and is a Chartered Financial Analyst charterholder. Mr. Sloan is a member of the CFA Institute and the New York Society of Security Analysts.
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 worked directly with Mr. Shikiar in his role as the Senior Investment Officer of the firm’s Investment Advisory Division. Ms. McDermott received a Business Administration Certificate from Berkeley College.
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.
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 Partner and Portfolio Manager at Omega Advisors, a hedge fund with ~$5B+ 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.