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The Messinger Group

Focused on the Markets
Focused on Our Research
Focused on Our Clients

Quarterly Commentary
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Phone: 212.476.5960

Portfolio Managers: Will Hunter, Sandy Pomeroy, Richard Levine,
Marty Messinger & David Portny

Learn More About the Messinger Group

Get to Know the Messinger Group

The Messinger Group’s portfolio managers discuss the team’s investment process and passion for working with clients and their families to help meet their current and future financial goals.

Financial Planning with the Messinger Group

Christen Crim, Senior Client Relationship Manager, Messinger Group, introduces the financial planning analysis services offered by the Messinger Group

News & Insights


Philosophy and Process

The Messinger Group 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 Messinger Group at a Glance

  • 25-plus year heritage managing money for individuals and institutions
  • Over $6 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 Senior Advisor

Marty Messinger

Managing Director / Senior Advisor

Marty Messinger is the founding member of the Messinger 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
tel. 212.476.5955

Rich Levine is a portfolio manager and senior member of the Messinger 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.

Sandy Pomeroy

Managing Director Portfolio Manager

David Portny

Managing Director Portfolio Manager

David Kiefer, CFA

Managing Director Portfolio Manager

Ted Giuliano

Managing Director Portfolio Manager

Greg Francfort

Managing Director Portfolio Manager

Shawn Trudeau, CFA

Senior Vice President
Associate Portfolio Manager

Paul Ferraioli

Vice President
Senior Trading Associate

Stacy Schimmel Hohenstein

Senior Trading Associate

Craig Calderon

Senior Trading Associate

Guitele Douge

Administrative Coordinator

Christen Crim, CFP®

Senior Vice President
Client Relationship Manager

Phil Maronilla

Senior Portfolio Associate

Dan Castro, CFA

Research Associate

Amy Tucker

Senior Portfolio Associate

Marc Kramer

Portfolio Associate

Gennaro Ferrara

Senior Vice President
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.