Raymond Joseph Kubiak

Director, Portfolio Manager at Longfellow Investment Management Co. LLC

Raymond Joseph Kubiak

Raymond Joseph Kubiak

Director, Portfolio Manager at Longfellow Investment Management Co. LLC

Overview
RelSci Relationships

181

Number of Boards

1

Number of Awards

1

Relationships
RelSci Relationships are individuals Raymond Joseph Kubiak likely has professional access to. A relationship does not necessarily indicate a personal connection.

President, Managing Member at Longfellow Investment Management Co. LLC

Relationship likelihood: Strong

Managing Principal, Portfolio Manager at Longfellow Investment Management Co. LLC

Relationship likelihood: Strong

Principal, Portfolio Manager & Senior Analyst at Longfellow Investment Management Co. LLC

Relationship likelihood: Strong

Portfolio Manager & Senior Advisor at Longfellow Investment Management Co. LLC

Relationship likelihood: Strong

Principal, Chief Compliance Officer at Longfellow Investment Management Co. LLC

Relationship likelihood: Strong

Principal, Director of Marketing & Client Service at Longfellow Investment Management Co. LLC

Relationship likelihood: Strong

Principal, Chief Operating Officer at Longfellow Investment Management Co. LLC

Relationship likelihood: Strong

Director of Research & Strategy, Investment Team at Longfellow Investment Management Co. LLC

Relationship likelihood: Strong

Assistant Chief Compliance Officer at Longfellow Investment Management Co. LLC

Relationship likelihood: Strong

Portfolio Manager & Senior Analyst at Longfellow Investment Management Co. LLC

Relationship likelihood: Strong

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Raymond Joseph Kubiak
Director, Portfolio Manager at Longfellow Investment Management Co. LLC
Education
M.S. in Finance
Class of 1995

Boston College is one of the nation's best and most selective universities, with U.S. News & World Report ranking Boston College 31st among national universities, and Forbes ranking it 26th in its 2012 America's Best Colleges listing. Boston College confers more than 4,000 degrees annually in more than 50 fields of study through eight schools and colleges. Faculty members are committed to both teaching and research having earned nearly $60 million in research grants in the last year alone. The University has made a major commitment to academic excellence. As part of its Strategic Plan, Boston College is in the process of adding 100 new faculty positions, expanding faculty and graduate research, increasing student financial aid to more than $128 million annually, and widening opportunities in key undergraduate programs, such as international study, internships and student formation. Boston College has experienced tremendous growth in recent years, including a 75 percent increase in undergraduate applications over the past decade, to more than 34,000 for the 2,250 seats in its freshman class. During the same period, an increase in voluntary giving from alumni has helped to move the University's endowment to approximately $1.9 billion. Boston College students have also earned more than 200 prestigious academic scholarships over the past decade, including 2 Rhodes Scholarships, 4 Marshalls, 9 Goldwaters and 162 Fulbright grants.

BA
Class of 1979

Canisius College is the premier private university in Western New York, one of 28 Jesuit, Catholic colleges in the nation, and is consistently ranked among the top regional colleges in the Northeast. Founded in 1870 by German Jesuits, Canisius College is named for St. Peter Canisius, a renowned Dutch educator and one of the original members of the Society of Jesus.

Career History
Director, Portfolio Manager
2010 - Current

Longfellow Investment Management invests client portfolios in one of several in one of several fixed income-only mandates or in their merger arbitrage strategy. The firm's investment process, research and portfolio management are identical across all of their fixed income strategies; however, every portfolio is individually managed to meet each client’s specific guidelines and objectives. Longfellow's philosophy is based on the premise that upside is limited in fixed income investments. Downside risk, however, is substantial, so fixed income management should focus on analyzing risk. They believe that the fixed income portion of a portfolio should earn incremental returns over Treasuries without a substantial increase in risk. Longfellow performs bottom-up fundamental-based research to determine the most attractive sectors and individual credits (securities/issuers). They use fundamental, technical and valuation analysis in determining specific security selection, ultimately purchasing the security with the best risk-adjusted return potential given the particular liquidity needs and portfolio objectives. Because Longfellow’s portfolio strategies (enhanced cash/short/intermediate/core) are similar in structure, once identified as attractive, most issuers are held across all portfolios/products, varying only by the specific issue’s maturity. As appropriate to each client, Longfellow incorporates the following sectors/securities into portfolios: Corporate Notes; Government Agency and Sovereign Issues; Commercial Mortgage-backed Securities (CMBS); Residential Mortgage-backed Securities (MBS); Asset-backed Securities (ABS); and Treasury Notes and Bonds (including zero-coupons and TIPS).

Portfolio Manager
2006 - 2008

Lee Munder Capital Group (Holding Co.) provides investment services. It offers separate account management in a variety of investment disciplines to institutional and private investors seeking a highly customized approach to equity investment. The company was headquartered in Boston, MA.

Director-Insurance Client Strategies
1998 - Prior

Headquartered in Boston, Standish is a leading investment management firm dedicated to serving sophisticated fixed income investors. Our investment strategies span the wide range of fixed income disciplines and are complemented by a demonstrated ability to design innovative, effective solutions to satisfy our clients' needs. Standish traces its roots back to 1933, when its predecessor firm, Standish, Ayer & Wood, Inc., began managing fixed income portfolios for US financial institutions, banks and insurance companies. In July 2001, Standish, Ayer & Wood became a wholly-owned subsidiary of Mellon Financial Corporation and was renamed Standish Mellon Asset Management Company LLC. On July 1, 2007, The Bank of New York Company, Inc. and Mellon Financial Corporation (Standish's parent company) merged, creating a global leader in asset management and securities servicing: The Bank of New York Mellon Corporation (BNY Mellon). As a result of this transaction, Standish is a wholly-owned subsidiary of BNY Mellon, which is a publicly owned and traded company (NYSE: BK). As a wholly-owned subsidiary of BNY Mellon, Standish enjoys the support and backing of a well-capitalized parent company with a strong balance sheet. We invite you to explore our website to learn more about how we can help you achieve your fixed income goals.

Boards & Committees
Chairman
Prior

The National Federation of Municipal Analysts (NFMA), founded in 1983, is a not-for-profit association with over 1,200 members throughout the U.S. The professional focus of our members is on the creditworthiness of municipal bonds. Since NFMA’s inception, our goals have been:

Non-Profit Donations & Grants

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$1,787 - $2,499
2013

The University of Pittsburgh is among the nation's oldest and most distinguished comprehensive universities, with a wide variety of high-quality programs in the arts and sciences as well as professional fields. Pitt is a member of the Association of American Universities (AAU), which comprises 62 preeminent doctorate-granting research institutions in North America

$500 +
2006

The Children's Aid Society, Inc. provides adoption, foster care & health and education services to underserved children and families. It serves early childhood, school aged children, adolescents, and parents. The company was founded in 1853 by Charles Loring Brace and is headquartered in New York City, New York.

$1,000 +
2003

The Children's Aid Society, Inc. provides adoption, foster care & health and education services to underserved children and families. It serves early childhood, school aged children, adolescents, and parents. The company was founded in 1853 by Charles Loring Brace and is headquartered in New York City, New York.

Awards & Honors
CFA (Chartered Financial Analyst)
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