Ricardo Lee Cortez
Chief Executive Officer at Broadmark Asset Management LLC
Active connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Christopher Jon Guptill | M | - |
Broadmark Asset Management LLC
 Broadmark Asset Management LLC Investment ManagersFinance Broadmark Asset Management LLC (Broadmark) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by Christopher J. Guptill in 1999 and became a majority owned subsidiary of Westwood Holdings Group, Inc. (NYSE: WHG) in 2023. Broadmark manages and/or sub-advises mutual funds, retail and institutional separately managed accounts. Tactical Growth is their flagship strategy. | 25 years |
| Rick Damico | M | - |
Broadmark Asset Management LLC
Broadmark Asset Management LLC Investment ManagersFinance Broadmark Asset Management LLC (Broadmark) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by Christopher J. Guptill in 1999 and became a majority owned subsidiary of Westwood Holdings Group, Inc. (NYSE: WHG) in 2023. Broadmark manages and/or sub-advises mutual funds, retail and institutional separately managed accounts. Tactical Growth is their flagship strategy. | 19 years |
| Francis T. Mullen | M | - |
Broadmark Asset Management LLC
Broadmark Asset Management LLC Investment ManagersFinance Broadmark Asset Management LLC (Broadmark) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by Christopher J. Guptill in 1999 and became a majority owned subsidiary of Westwood Holdings Group, Inc. (NYSE: WHG) in 2023. Broadmark manages and/or sub-advises mutual funds, retail and institutional separately managed accounts. Tactical Growth is their flagship strategy. | 22 years |
| J. Kennedy | M | - |
Broadmark Asset Management LLC
Broadmark Asset Management LLC Investment ManagersFinance Broadmark Asset Management LLC (Broadmark) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by Christopher J. Guptill in 1999 and became a majority owned subsidiary of Westwood Holdings Group, Inc. (NYSE: WHG) in 2023. Broadmark manages and/or sub-advises mutual funds, retail and institutional separately managed accounts. Tactical Growth is their flagship strategy. | 2 years |
Connections Chart
Multi-company connection
Former connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Grace Torres | F | 64 |
PGIM Investments LLC
 PGIM Investments LLC Investment ManagersFinance PGIM Investments LLC is a SEC-registered investment advisor and fund-of-funds manager headquartered in Newark, New Jersey. The firm was founded in 1996 and formerly known as Prudential Investments LLC. They are an indirect, wholly-owned subsidiary of Prudential Financial, Inc. (NYSE: PRU). PGIM Investments serves as investment adviser and administers the business affairs of retail, insurance, and alternative funds. | 20 years |
| Michael J, Newman | M | 78 |
Queens College
| 4 years |
| Mark Jeffrey Tenenhaus | M | - |
Queens College
| 4 years |
| Elliot H. Levine | M | 70 |
Queens College
| 4 years |
| Richard K. Rothberger | M | - |
Queens College
| 4 years |
| Greg Goldberg | M | 60 |
PGIM Investments LLC
PGIM Investments LLC Investment ManagersFinance PGIM Investments LLC is a SEC-registered investment advisor and fund-of-funds manager headquartered in Newark, New Jersey. The firm was founded in 1996 and formerly known as Prudential Investments LLC. They are an indirect, wholly-owned subsidiary of Prudential Financial, Inc. (NYSE: PRU). PGIM Investments serves as investment adviser and administers the business affairs of retail, insurance, and alternative funds. | 4 years |
| William M. Brown | M | - |
Queens College
| 4 years |
| John T. Green | M | - |
Queens College
| 4 years |
| William T. Skayhan | M | - |
PGIM Investments LLC
PGIM Investments LLC Investment ManagersFinance PGIM Investments LLC is a SEC-registered investment advisor and fund-of-funds manager headquartered in Newark, New Jersey. The firm was founded in 1996 and formerly known as Prudential Investments LLC. They are an indirect, wholly-owned subsidiary of Prudential Financial, Inc. (NYSE: PRU). PGIM Investments serves as investment adviser and administers the business affairs of retail, insurance, and alternative funds. | 15 years |
| John L. Krase | M | - |
PGIM Investments LLC
PGIM Investments LLC Investment ManagersFinance PGIM Investments LLC is a SEC-registered investment advisor and fund-of-funds manager headquartered in Newark, New Jersey. The firm was founded in 1996 and formerly known as Prudential Investments LLC. They are an indirect, wholly-owned subsidiary of Prudential Financial, Inc. (NYSE: PRU). PGIM Investments serves as investment adviser and administers the business affairs of retail, insurance, and alternative funds. | 5 years |
| Steven Tobias | M | - |
Queens College
| 4 years |
| Hal M. Stewart | M | - |
Queens College
| 4 years |
| Paul Seid | M | 75 |
Queens College
| 4 years |
| Linda Joyce Ludwig | F | - |
Queens College
| 3 years |
| Marshall Cobb | M | - |
PGIM Investments LLC
PGIM Investments LLC Investment ManagersFinance PGIM Investments LLC is a SEC-registered investment advisor and fund-of-funds manager headquartered in Newark, New Jersey. The firm was founded in 1996 and formerly known as Prudential Investments LLC. They are an indirect, wholly-owned subsidiary of Prudential Financial, Inc. (NYSE: PRU). PGIM Investments serves as investment adviser and administers the business affairs of retail, insurance, and alternative funds. | 3 years |
| Rasikh Jawaid | M | - |
Broadmark Asset Management LLC
Broadmark Asset Management LLC Investment ManagersFinance Broadmark Asset Management LLC (Broadmark) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by Christopher J. Guptill in 1999 and became a majority owned subsidiary of Westwood Holdings Group, Inc. (NYSE: WHG) in 2023. Broadmark manages and/or sub-advises mutual funds, retail and institutional separately managed accounts. Tactical Growth is their flagship strategy. | - |
| Michael Craig-Scheckman | M | - |
Queens College
| 4 years |
| Lawrence Stewart | M | - |
Queens College
| 4 years |
| Andrew Conrad Karlinski | M | - |
Queens College
| 4 years |
| Robert L. Ade | M | - |
Queens College
| 4 years |
| Leonard Rosenberg | M | - |
Queens College
| 4 years |
| Timothy Harris | M | 63 |
PGIM Investments LLC
PGIM Investments LLC Investment ManagersFinance PGIM Investments LLC is a SEC-registered investment advisor and fund-of-funds manager headquartered in Newark, New Jersey. The firm was founded in 1996 and formerly known as Prudential Investments LLC. They are an indirect, wholly-owned subsidiary of Prudential Financial, Inc. (NYSE: PRU). PGIM Investments serves as investment adviser and administers the business affairs of retail, insurance, and alternative funds. | 4 years |
| David E. Lerner | M | 71 |
Queens College
| 4 years |
| Barry S. Huston | M | 76 |
Queens College
| 4 years |
| Harold L. Kestenbaum | M | 74 |
Queens College
| 4 years |
| Brian M. Storms | M | 68 |
PGIM Investments LLC
PGIM Investments LLC Investment ManagersFinance PGIM Investments LLC is a SEC-registered investment advisor and fund-of-funds manager headquartered in Newark, New Jersey. The firm was founded in 1996 and formerly known as Prudential Investments LLC. They are an indirect, wholly-owned subsidiary of Prudential Financial, Inc. (NYSE: PRU). PGIM Investments serves as investment adviser and administers the business affairs of retail, insurance, and alternative funds. | 5 years |
| John Kaldi | M | 72 |
Queens College
| 4 years |
| Hank Bonde | M | 79 |
Queens College
| 4 years |
| Ira Seth Lederman | M | 69 |
Queens College
| 4 years |
| Juan Carlos Espinoza | M | - |
PGIM Investments LLC
PGIM Investments LLC Investment ManagersFinance PGIM Investments LLC is a SEC-registered investment advisor and fund-of-funds manager headquartered in Newark, New Jersey. The firm was founded in 1996 and formerly known as Prudential Investments LLC. They are an indirect, wholly-owned subsidiary of Prudential Financial, Inc. (NYSE: PRU). PGIM Investments serves as investment adviser and administers the business affairs of retail, insurance, and alternative funds. | 2 years |
| Danny Schwarzwalder | M | - |
Queens College
| 4 years |
| Robert Bertoldi | M | 69 |
Queens College
| 4 years |
| Barry Borak | M | - |
Queens College
| 5 years |
| Leonard P. Forman | M | 78 |
Queens College
| 4 years |
| Dave Odenath | M | 67 |
PGIM Investments LLC
PGIM Investments LLC Investment ManagersFinance PGIM Investments LLC is a SEC-registered investment advisor and fund-of-funds manager headquartered in Newark, New Jersey. The firm was founded in 1996 and formerly known as Prudential Investments LLC. They are an indirect, wholly-owned subsidiary of Prudential Financial, Inc. (NYSE: PRU). PGIM Investments serves as investment adviser and administers the business affairs of retail, insurance, and alternative funds. | 3 years |
| Robert F. Gunia | M | 77 |
PGIM Investments LLC
PGIM Investments LLC Investment ManagersFinance PGIM Investments LLC is a SEC-registered investment advisor and fund-of-funds manager headquartered in Newark, New Jersey. The firm was founded in 1996 and formerly known as Prudential Investments LLC. They are an indirect, wholly-owned subsidiary of Prudential Financial, Inc. (NYSE: PRU). PGIM Investments serves as investment adviser and administers the business affairs of retail, insurance, and alternative funds. | 13 years |
| Sol Glasner | M | - |
Queens College
| 4 years |
| Robert L. Natt | M | - |
Queens College
| 5 years |
| Michael Thomas Dieschbourg | M | - |
Broadmark Asset Management LLC
Broadmark Asset Management LLC Investment ManagersFinance Broadmark Asset Management LLC (Broadmark) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by Christopher J. Guptill in 1999 and became a majority owned subsidiary of Westwood Holdings Group, Inc. (NYSE: WHG) in 2023. Broadmark manages and/or sub-advises mutual funds, retail and institutional separately managed accounts. Tactical Growth is their flagship strategy. | - |
| Dennis Liotta | M | 76 |
Queens College
| 4 years |
| Bruce McNevin | M | - |
Queens College
| 7 years |
Statistics
| Country | Connections | % of total |
|---|---|---|
| United States | 45 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Ricardo Lee Cortez
- Personal Network
