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The MLG Group

Focused On the Markets
Focused On Our Research
Focused On Our Clients

Portfolio Managers: Sandy Pomeroy, Richard Levine, Marty Messinger, Tony Gleason & David Portny

Marty Messinger Receives Prestigious Award

The Eastman School of Music at the University of Rochester is honoring MLG Portfolio Manager Marty Messinger with the Eastman Luminary Award. The award is given to individuals who have not only given extraordinary service to music and the arts at the national level, but who have also worked to support the arts at the community level.

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News & Insights

 

Philosophy and Process

The MLG team offers private clients, their families and businesses a range of investment solutions designed to meet a wide spectrum of investment objectives including capital preservation, income and growth. Our flagship strategy, Equity Income, is managed to generate an attractive current return from dividends and interest while still having an opportunity for capital appreciation over time.

  • Top-down long-term view on global economies and industries
  • Fundamental bottom-up stock analysis

Focused on Clients

  • 25 + years of managing money for individuals and institutions.
  • Spend time with each client to understand his or her complete financial picture and risk tolerance.
  • Customize investment strategies that address both near- and longer-term objectives and tax considerations.

Focused on Research

  • Conduct extensive research to understand the free cash flow a company will generate going forward.
  • Purchase stocks when the market price of the stock is trading at a discount to the value of future cash flows.

Focused on Markets

  • From the macro to the micro, from the changes that are emerging in our world, to the themes that will shape its future, we are constantly looking for investment ideas that we believe are persistent, structural and investable.

The MLG Group at a Glance

  • 25-plus year heritage managing money for individuals and institutions
  • Over $7 billion in assets under management in equity, fixed income and hybrid strategies
  • Commitment to disciplined risk management
  • Significant focus on tailoring solutions to meet client goals, risk profile and time horizon

Meet Our Team

Marty Messinger

Managing Director / Portfolio Manager

Marty Messinger

Managing Director / Portfolio Manager

Marty Messinger is the founding member of the MLG Group, with over 60 years of investment experience. Prior to joining Neuberger Berman in 1973, Marty was a vice president and executive assistant to the chairman and CEO of Merrill Lynch from 1954 to 1973. Roy Neuberger recruited Marty to oversee NB’s Research Department, but eventually Marty followed his true passion of working with clients in an advisory role. He has been honored with two distinguished awards from the University of Rochester, including the Hutchinson Medal and the Eastman School of Music Dean’s Medal. Marty is an avid supporter of American Craft Art and has supported 20 universities throughout the country. Marty received his BA in 1949 from The University of Rochester and his MBA from Columbia University. He is the father of four and grandfather of ten. When Marty isn’t spending time with his family at his home in the Berkshires, you’ll find him traveling the world, including recent adventures to China and India.

Rich Levine

Managing Director / Portfolio Manager

Rich Levine

Managing Director / Portfolio Manager

rlevine@nb.com
tel. 212.476.5955

Rich Levine is a portfolio manager and senior member of the MLG Group with over 30 years of investment experience. Rich is also a founder and director of the Neuberger Berman Trust Company and a member of the firm's Partnership Committee. Prior to joining Neuberger Berman in 1989, Rich was a tax attorney and financial planner for the Ayco Corporation, headquartered in Albany, New York. While there, he specialized in investment allocation, estate and tax planning and employee benefits. Rich received his BA from SUNY at Binghamton and his JD from Albany Law School . He has been a lifelong fan of the Mets, Jets, Rangers and NY Knicks — through good times and bad. Rich enjoys spending his free time with his family, and an occasional round of golf.

Tony Gleason, CFA

Managing Director / Portfolio Manager

Sandy Pomeroy

Managing Director / Portfolio Manager

David Portny

Managing Director / Portfolio Manager

Ted Giuliano

Managing Director / Portfolio Manager

Greg Francfort

Managing Director / Portfolio Manager

Shawn Trudeau, CFA

Vice President / Research Associate

Paul Ferraioli

Vice President / Head Equity Trader

Stacy Schimmel Hohenstein

Senior Equity Trader

Craig Calderon

Associate Equity Trader

Guitele Douge

Portfolio Administrator

Phil Maronilla

Portfolio Associate

Marisa Thibault

Senior Portfolio Associate / Fixed Income Trading

Christen Crim

Senior Portfolio Associate

Dan Castro

Portfolio Associate

Amy Tucker

Portfolio Associate

Denise Lackett

Portfolio Associate

Alice Klein

Portfolio Associate

Kristina Fox

Managing Director / Portfolio Specialist

Gennaro Ferrara

Vice President / Associate Portfolio Specialist

This material is intended as a broad overview of the portfolio managers’ current style, philosophy and process. This material is presented solely for informational purposes and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. Information is obtained from sources deemed reliable, but there is no representation or warranty as to its accuracy, completeness or reliability. All information is current as of the date of this material and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Third-party economic or market estimates discussed herein may or may not be realized and no opinion or representation is being given regarding such estimates. Certain products and services may not be available in all jurisdictions or to all client types. Investing entails risks, including possible loss of principal. Past performance is no guarantee of future results.