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Profile
David Stuart Falk worked as a Partner & Director of Research at Cedar Ridge Partners LLC from 2009 to 2019.
Prior to that, he worked as an Investment Banker at Bear, Stearns & Co., Inc. and Lazard Frères & Co. LLC.
In 2019, he became a Portfolio Manager at CCM Partners LP, where he is expected to work until 2023.
Falk also served as a Trustee at Citizens Budget Commission, Inc. and worked as an Investment Banker at Depfa First Albany Securities LLC and Caine Gressel Midgley Slater, Inc. Falk received his undergraduate degree from Northwestern University and his graduate degree from The University of North Carolina at Chapel Hill.
Former positions of David Falk
Companies | Position | End |
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CCM Partners LP
![]() CCM Partners LP Investment ManagersFinance CCM Partners LP, do-business-as Shelton Capital Management (SCM), is an independent, SEC-registered investment advisor and mutual fund manager headquartered in Denver, Colorado. Founded in 1985, SCM provides investment management services to mutual funds, institutions, individuals, retirement plans and their sponsors, and other entities. | Portfolio Manager-Fixed Income | 2023-04-30 |
Cedar Ridge Partners LLC
![]() Cedar Ridge Partners LLC Investment ManagersFinance Founded in 2004 by Alan E. Hart, Cedar Ridge Partners LLC is a hedge fund manager headquartered in Greenwich, Connecticut with an additional office in San Francisco. They manage the Cedar Ridge Investors Fund I LP, the Cedar Ridge Investors Offshore Fund Ltd. and the Cedar Ridge Short-term Cash Fund LP. Cedar Ridge also offers separately managed accounts. | Director of Research - Fxd Inc | 2019-01-24 |
Citizens Budget Commission, Inc.
![]() Citizens Budget Commission, Inc. Miscellaneous Commercial ServicesCommercial Services Citizens Budget Commission, Inc. operates an organization that influences constructive changes in the finances and services. It researches and analyzes the city's finances and fiscal affairs of state government and evaluates the management of city government. The company was founded in 1932 and is headquartered in New York, NY. | Director/Board Member | - |
Caine Gressel Midgley Slater, Inc. | Corporate Officer/Principal | - |
Lazard Frères & Co. LLC
![]() Lazard Frères & Co. LLC Investment ManagersFinance Lazard Freres & Co. LLC provides corporate advisory, capital market, and asset management services. The company was founded on April 13, 1992 and is headquartered in New York, NY. | Corporate Officer/Principal | - |
Training of David Falk
Northwestern University | Undergraduate Degree |
The University of North Carolina at Chapel Hill | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 7 |
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Bear, Stearns & Co., Inc.
![]() Bear, Stearns & Co., Inc. Investment Banks/BrokersFinance Bear, Stearns & Co., Inc. is a global investment banking, securities trading and brokerage firm located in New York City with additional offices in Dallas, Boston and San Francisco. The firm is a subsidiary Bear Sterns Cos., Inc. (NYSE: BSC). Their equity research team consists of senior analysts located throughout the world. In addition to domestic coverage, they have research teams focusing on Latin America, Asia and Europe. The analysts use a bottom-up approach to stock selection. The Bear Stearns fixed-income research department provides coverage of every sector of the fixed-income universe. The financial analytics and structured transactions group (F.A.S.T) provides investment research, fixed-income portfolio management and analytical systems, trading technology and general financial expertise. The group also provides a broad range of services to financial institutions including asset-liability management, balance sheet restructuring, receivables-based financing analysis, security and portfolio analysis, peer analysis, and historical and real-time market-based information. | Finance |
Lazard Frères & Co. LLC
![]() Lazard Frères & Co. LLC Investment ManagersFinance Lazard Freres & Co. LLC provides corporate advisory, capital market, and asset management services. The company was founded on April 13, 1992 and is headquartered in New York, NY. | Finance |
CCM Partners LP
![]() CCM Partners LP Investment ManagersFinance CCM Partners LP, do-business-as Shelton Capital Management (SCM), is an independent, SEC-registered investment advisor and mutual fund manager headquartered in Denver, Colorado. Founded in 1985, SCM provides investment management services to mutual funds, institutions, individuals, retirement plans and their sponsors, and other entities. | Finance |
Cedar Ridge Partners LLC
![]() Cedar Ridge Partners LLC Investment ManagersFinance Founded in 2004 by Alan E. Hart, Cedar Ridge Partners LLC is a hedge fund manager headquartered in Greenwich, Connecticut with an additional office in San Francisco. They manage the Cedar Ridge Investors Fund I LP, the Cedar Ridge Investors Offshore Fund Ltd. and the Cedar Ridge Short-term Cash Fund LP. Cedar Ridge also offers separately managed accounts. | Finance |
Citizens Budget Commission, Inc.
![]() Citizens Budget Commission, Inc. Miscellaneous Commercial ServicesCommercial Services Citizens Budget Commission, Inc. operates an organization that influences constructive changes in the finances and services. It researches and analyzes the city's finances and fiscal affairs of state government and evaluates the management of city government. The company was founded in 1932 and is headquartered in New York, NY. | Commercial Services |
Depfa First Albany Securities LLC
![]() Depfa First Albany Securities LLC Investment Banks/BrokersFinance Depfa First Albany Securities LLC provides securities in the new issue and secondary markets. It offers services in the areas of asset securitization, derivatives, and redevelopment finance. The company is headquartered in New York, NY. | Finance |
Caine Gressel Midgley Slater, Inc. |
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