Credentials and Expertise![]() Lawrence C. Busch, MBA, CFA, PresidentDirector of Investment Research & Operations (New York Office)Direct: 212-201-2222, LBusch@SageNY.comLarry is the founder and President of Sage Capital Management LLC. Previously, Larry was Director of Investment Research at Clarfeld & Company, P.C., a boutique personal financial planning firm servicing high net worth individuals. Prior to that, he was Manager of Investment Counseling for Ernst & Young LLP’s national personal financial planning practice. Larry received a BS in Accounting from Brooklyn College and an MBA in Finance from New York University. He is a Chartered Financial Analyst and a member of the Association for Investment Management and Research and the New York Society of Securities Analysts. He is a contributing author of articles for several financial publications and has appeared on CNN. ![]() Howard Gottlieb, Managing DirectorPortfolio Management & Client Services (New York Office).Direct: 212-201-2224, HGottlieb@SageNY.comHoward is the Managing Director of Client Services at Sage Capital Management LLC. He has over 28 years of financial services experience specializing in strategic planning, marketing and client services. He joined us after managing his own financial services consulting agency. Previously, he held executive positions with Prudential Insurance Company, Burrell/DFA Advertising, Scudder Stevens & Clark and Citicorp. At Scudder, Howard assisted the AARP association in developing an investment program for their members. Howard received his BA from Brooklyn College. ![]() Ronald Deutsch, CFA, Managing DirectorPortfolio Management & Alternative Investments (New York Office).Direct: 212-201-2227, RDeutsch@SageNY.comRon is a Managing Director at Sage Capital Management LLC. He has over 25 years of financial services experience, specializing in fixed income and portfolio analysis. He worked in taxable fixed income trading and sales for Kidder Peabody from 1985 to 1990 and Prudential Securities from 1990 to 1992. He was a Senior Managing Director with Bear Stearns from 1992 to 2000 in the taxable fixed income department, specializing in credit products. Ron subsequently joined BNP Paribas where he formed a team to originate a corporate bond trading, research and sales unit. Ron received his BS in Accounting from Binghamton University in 1979 and an MBA from Northwestern University in 1981. He is a Chartered Financial Analyst and a member of the Association for Investment Management and Research as well as the New York Society for Securities Analysts. ![]() Geoffrey Kurinsky, MBA, DirectorClient Services (Boston Area Office).Direct: 781-453-3920, GKurinsky@Hotmail.comGeoff has over 30 years of experience in various investment, financial management and accounting roles. Since 2002 he has provided investment research services and been an independent investor, with a focus on fixed income, real estate, and alternative investment strategies. From 1990 to 2002, Geoff was a Senior Vice President and Portfolio Manager at MFS Investment Management. He was the lead portfolio manager and team leader for the MFS Bonds Fund, the firm’s flagship fixed income offering. His earlier assignments at MFS included managing the portfolio of the MFS Government Securities Trust (1987 to 1990) and the MFS Limited Maturity Fund from its inception (1993 to 2001). He was previously a CPA at Touche Ross & Co. Geoff holds a BBA in Accounting from the University of Massachusetts in Amherst, and an MBA in Management from Boston University. He is a member of the Board of Directors of the Greater Boston Food Bank. |