Profile
Prior to joining Spectrum in 1995, Mr. Sussman was with Goldman Sachs & Co. for nearly 18 years.
A General Partner and head of the Preferred Stock Department, he was in charge of sales, trading and underwriting for all preferred products and was instrumental in the development of the hybrid, MIPS, market.
Mr. Sussman was a Limited Partner at Goldman Sachs from December 1994 through November 1996.
He received his BS in Industrial Relations and his MBA in Finance from Cornell University.
Former positions of Bernard Martin Sussman
| Companies | Position | End |
|---|---|---|
Spectrum Asset Management, Inc.
Spectrum Asset Management, Inc. Investment ManagersFinance Spectrum seeks to provide superior investment returns to investors in preferred and capital securities by employing a long-term, actively managed and diversified portfolio approach; emphasizing fundamental, qualitative and quantitative credit analyses to company and credit selection and relative value analysis to the individual security and sector selection; and taking advantage of the inefficiencies found in the various primary sectors of preferred and capital securities and junior subordinated debt securities. The firm utilizes a bottom-up investment process. | Chief Investment Officer | 30/06/2009 |
Goldman Sachs & Co. LLC
Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
| NUVEEN PREFERRED & INCOME OPPORTUNITIES FUND | Corporate Officer/Principal | - |
| NUVEEN QUALITY PREFERRED INCOME FUND | Corporate Officer/Principal | - |
| NUVEEN PREFERRED SECURITIES INCOME FUND | Corporate Officer/Principal | - |
Education of Bernard Martin Sussman
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 7 |
|---|---|
Nuveen Quality Preferred Income Fund
Nuveen Quality Preferred Income Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Nuveen Preferred & Income Securities Fund
Nuveen Preferred & Income Securities Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Nuveen Quality Preferred Income Fund 3
Nuveen Quality Preferred Income Fund 3 Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Nuveen Preferred & Income Opportunities Fund
Nuveen Preferred & Income Opportunities Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Spectrum Asset Management, Inc.
Spectrum Asset Management, Inc. Investment ManagersFinance Spectrum seeks to provide superior investment returns to investors in preferred and capital securities by employing a long-term, actively managed and diversified portfolio approach; emphasizing fundamental, qualitative and quantitative credit analyses to company and credit selection and relative value analysis to the individual security and sector selection; and taking advantage of the inefficiencies found in the various primary sectors of preferred and capital securities and junior subordinated debt securities. The firm utilizes a bottom-up investment process. | Finance |
Goldman Sachs & Co. LLC
Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Cornell University
Cornell University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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