Zweig Forecast Newsletter launched
Marty Zweig invents Put/Call ratio to assess investor sentiment
Joe DiMenna joins Marty Zweig as research analyst
Marty authored books: Winning on Wall Street and Winning with New IRAs
Zweig-DiMenna Partners, L.P. launches, pioneering one of the early equity long/short strategies
IPO of the Zweig Closed-End Funds and launch of the Zweig Mutual Funds
Marty coins the phrase “Don’t Fight the Fed”
Marty calls the Crash of 1987 on Wall Street Week with Louis Rukeyser
Zweig Mutual Funds sold to Phoenix Investments Partners
Michael Schaus joins Zweig DiMenna as Marty’s research analyst
Zweig-DiMenna recognized with the U.S Equity Fund Award in 2007 by Absolute Return Magazine* (“AR”)
Zweig-DiMenna was 1 of 3 funds nominated for the U.S. Equity Fund Award by AR in 2008*
*AR’s criteria for “U.S. Equity Fund Award” is based on performance in relation to relevant peer groups, partially adjusted for sharpe ratio. These awards are from a number of years ago, and are not indicative of subsequent or future performance.
Brenton Point Wealth Advisors is formed in partnership with Zweig-DiMenna
Open offices in NY & CT
Brenton Point launches Brenton Point Portfolio Solutions managing dynamic allocation strategies driven by the firm’s research process.
CEO
Kevin Cannon is the Chief Executive Officer of Brenton Point Wealth Advisors and Zweig-DiMenna where he oversees all the critical business operations of the firm. Mr. Cannon, who joined Zweig-DiMenna in 1998, was previously a tax partner with Deloitte & Touche. For more than twenty years before joining Zweig-DiMenna, he had worked closely with the firms’ founding partners. Mr. Cannon received a B.S. in Accounting from Fairfield University. He serves on the Board of Trustees of Fairfield University.
President
Paul Michalowski is President of Brenton Point Wealth Advisors. Paul is responsible for overall firm strategy, client advisory, operation and business development. In addition to his responsibilities at Brenton Point, Paul is the Head of Global Marketing for Zweig-DiMenna. Previously he held various leadership roles within Bank of America/Merrill Lynch including Head of Distribution for Investment and Wealth Management, Head of Retirement Strategy and National Sales Manager for Merrill Lynch Insurance Group. He also served as an early stage Partner and Senior Vice President of the commodities firm, Gold Bullion International. He received his B.S from Fordham University.
Chief Market Strategist
Joe DiMenna serves as Chief Market Strategist for Brenton Point Wealth Advisors. He is also the Head Portfolio Manager of Zweig-DiMenna, in charge of portfolio construction and stock selection. Mr. DiMenna has amassed a more than 35-year track record in equity long/short equity investing. Mr. DiMenna received a B.S. in Finance from Fairfield University, where he served as a member of the Board of Trustees and Chair of the Investment Committee for a number of years. He is currently a member of the Board of the Orchestra of St. Luke’s, the Harlem Children’s Zone and the New York Historical Society.
Director of Market Research
Michael Schaus is the Director of Market Research for Brenton Point Wealth Advisors and Zweig-DiMenna. Since joining Zweig-DiMenna in 1992, his focus has been on macroeconomic research, the analysis of market risk and the refinement of risk assessment processes, and quantitative research. For more than 20 years, Michael worked with Dr. Martin Zweig as his Head of Research. Previously, Mr. Schaus worked as an analyst at First American Bank in Washington, D.C. He holds a B.A. in Government from Georgetown University and an M.B.A. in Finance from the Graduate School of Business of Columbia University.
Chief Compliance Officer
Moshe Luchins is the Chief Compliance Officer for Brenton Point Wealth Advisors and Zweig-DiMenna. He has had a broad range of legal and compliance responsibilities on behalf of the firm and its affiliates since joining in 1996. Mr. Luchins is a faculty member for the Regulatory Compliance Association, and is a frequent speaker at industry conferences. Mr. Luchins received his JD from Columbia Law School and he holds a BA from Touro College and holds FINRA Series 7 and 24 licenses.
Senior Client Manager
Wendy Chusid is a Senior Client Manager for Brenton Point Wealth Advisors responsible for managing and servicing client relationships in both the Westport, CT and New York, NY offices. Wendy is also the Head of Investor Relations for Zweig-DiMenna, since 2001. Previously, Ms. Chusid worked in marketing and client service at Scudder Kemper Investments. She received a B.S. in Marketing from the University of Rhode Island.
Senior Administrative Coordinator
Sammantha Kaufman-Jones is a Senior Administrative Coordinator for Brenton Point Wealth Advisors, located in the New York, NY office. Sammantha provides a wide range of administrative, marketing and partnership support to the team. Sammantha is also a Senior Associate for Zweig-DiMenna, since 2001. She is a graduate of the State University of New York at Buffalo.
Director of Market Research
Michael Schaus is the Director of Market Research for Brenton Point Wealth Advisors and Zweig-DiMenna. Since joining Zweig-DiMenna in 1992, his focus has been on macroeconomic research, the analysis of market risk and the refinement of risk assessment processes, and quantitative research. For more than 20 years, Michael worked with Dr. Martin Zweig as his Head of Research. Previously, Mr. Schaus worked as an analyst at First American Bank in Washington, D.C. He holds a B.A. in Government from Georgetown University and an M.B.A. in Finance from the Graduate School of Business of Columbia University.
Market Strategist
Matthew Finkelstein is a Market Strategist for Brenton Point Wealth Advisors and Zweig-DiMenna, joining in 1996. He worked closely with Dr. Martin Zweig and continues to work closely with Michael Schaus on market research across multiple assets. He uses his computer science background both for research and to manage the internal database used for testing, a critical resource for the group. He attended the University of Pennsylvania and holds a B.S. in Finance from the Wharton School, as well as a B.S.E. in Computer Science & Engineering. He also holds an M.B.A. in Finance and Information Systems from NYU’s Stern School of Business.
Data Engineer and Programmer
Kang Wang has been the data engineer and programmer for Brenton Point Wealth Advisors and Zweig-DiMenna since 1997. He works closely with Michael Schaus and Matthew Finkelstein in the development of the testing programs used to analyze historical data. Kang was born in Taiwan and speaks fluent Mandarin. He holds a B.A. degree from Tunghai University in Taiwan. He also has a masters degree in computer science from Queens College and Management & Policy from Stony Brook University.
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