For Immediate Release:
Newton, MA, October 5, 2010 - Redwood Investments, LLC, a leading US equity portfolio management boutique serving institutional investors and private clients, is pleased to announce several additions to its organization. Jennifer K. Silver, a Founding and Managing Partner of the firm highlighted that "After successfully executing our five year business plan and forecasting the next five years, we determined that it was necessary to expand our Team to best meet the needs of existing clients and to grow our asset base.”
John P. Schwartz was appointed Head of Marketing & Client Service.
Tony E. Sutton was named as a Portfolio Manager and Analyst.
Yuda Goodman joined the firm as a full-time Operations & Trading Support Associate.
Founding and Managing Partner, Michael J. Mufson added “We are delighted to have Tony, John and Yuda on board to help respond to client demand for our services, as well as to have promoted Ezra Samet to join the research team."
Mr. Schwartz leads the firm’s marketing and client service efforts with a focus on broadening existing relationships. He will also develop and execute strategies to develop relationships with the broker dealer and sub-advised mutual fund channels. He joins Redwood from State Street Global Markets where he worked for the past six years, most recently as Head of North American Equity Institutional Equity Sales. At State Street, Mr. Schwartz was a Senior Managing Director with responsibility for the equity sales-trading, research sales and commission management businesses. Prior to State Street, he worked at Goldman Sachs for 15 years in Boston, New York and London in a variety of equity and fixed income positions. He earned an MBA with distinction from Harvard University, and a bachelor's degree in economics from Georgetown University, where he was named a George F. Baker Scholar.
Mr. Sutton serves as Portfolio Manager & Analyst for Redwood’s equity strategies. His primary research coverage responsibilities include biotechnology, information technology, commercial services, internet software, and medical equipment. Prior to joining Redwood, Mr. Sutton was a Managing Director at Putnam Investments where he worked as Portfolio Manager for the Small Cap Growth Fund and was also responsible for managing a team of research analysts. He began his investment career at Fidelity Investments. Mr. Sutton is a combat-decorated former US Marine, specializing in intelligence. He earned an MBA from MIT’s Sloan School of Management and a BA from Monmouth College.
Mr. Goodman works on numerous firm-wide priorities including collaborating with Mr. Mufson to maintain and enhance the firm’s proprietary quantitative model, integrating and monitoring the portfolio management and trading software systems, conducting daily reviews to reconcile portfolio positions, and interfacing between clients and custodian banks. Prior to joining Redwood, Mr. Goodman served in an elite Intelligence Unit of the IDF (Israel Defense Forces), where he operated in a complex technological environment managing and analyzing data, utilizing a variety of sophisticated high tech instruments and devices. He interned at Redwood Investments over the last three summers.
Additionally, Ezra Samet CFA, Redwood’s Head Trader has been promoted to Portfolio Manager & Analyst with primary research coverage responsibilities for consumer staples, media and energy. With the addition of Ezra to the analytic team, Redwood has transitioned from a three person to a five person Investment Team.
About Redwood Investments, LLC
Founded in 2004 by Jennifer Silver and Michael Mufson, Redwood Investments, LLC includes a senior portfolio management team of highly successful and respected investment managers possessing more than 100 years of collective experience. Through innovative idea-generation, a collaborative atmosphere, and a disciplined investment process, the company delivers sophisticated investment management expertise.
For more information, please contact:
Jennifer K. Silver, 617.467.3010, firstname.lastname@example.org
Michael J. Mufson, 617.467.3003, email@example.com
John P. Schwartz, 617.467.3040, firstname.lastname@example.org