You're signed outSign in or to get full access.
About
Ari D. Sass is President and Senior Portfolio Manager at M.D. Sass Investor Services, Inc., where he oversees the firm's investment strategies, client relationships, and day-to-day operations. Under his leadership, the firm has launched the Concentrated Value strategy and grown assets under management beyond $2 billion by 2025, with a focus on serving institutional and high-net-worth clients.
Sass specializes in managing portfolios that target value equities—including out-of-favor or misperceived companies with significant upside potential—and fixed income securities such as U.S. Treasuries, agency bonds, and mortgage-backed securities. He plays a central role in shaping the firm’s focus on concentrated value equity strategies and high-quality fixed income allocations, utilizing a research-driven, opportunistic approach to generate attractive risk-adjusted returns for clients.
Before joining M.D. Sass in 2004, Ari Sass was CEO and co-founder of Insound, and previously held a finance manager role at Elektra Entertainment Group. He holds an MBA from NYU Stern and a B.A. in Economics from the University of Michigan, and has contributed to the evolution of M.D. Sass’s differentiated investment offerings, including seeding new hedge fund strategies and expanding the firm’s footprint in value and special situations credit investments.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| M.D. Sass Investor Services, Inc. | President and Portfolio Manager | Jan 2004 to Present | — |
| Insound | Co-Founder | Aug 1998 to May 2004 | Co-Founder of Insound.com, Tiger Style Records and Drillteam Media. |
| Elektra Entertainment Group | Manager, Finance | Jan 1996 to Jun 1997 | — |
Education
New York University - Leonard N. Stern School of Business
MBA, Marketing, Management
1997 — 2000
University of Michigan
Bachelor of Arts, Economics
1991 — 1995
Skills & Expertise
Others at M.D. Sass, Inc. (5)
| Name | Role | Location |
|---|---|---|
C Craig Barney | Portfolio Manager and Analyst | New York, NY , United States |
D Dominic Bruno | portfolio manager | Greenwich, CT , United States |
| Senior Analyst | New York, NY , United States | |
S Sam Klatt | Analyst | New York, NY , United States |
| Investment Analyst | Westbury, NY , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
A Anthony Dunleavy | Head of Delta One Trading | Mirae Asset Securities (usa) Inc. | Hartsdale, NY , United States |
A Anthony Gelato | Associate | Mirae Asset Securities (usa) Inc. | New York, NY , United States |
| Head Trader and Vice President | Braun Stacey Associates Inc. | United States | |
I Ian Maccallum | partner | Klingenstein Fields & Co. LP | New York, NY , United States |
| Partner and Portfolio Manager | Klingenstein Fields & Co. LP | New York, NY , United States | |
| Vice President, Investment Solutions | Shufro Rose & Co. LLC | New York, NY , United States |
Team at M.D. Sass, Inc.
People at Similar Funds
CEOs at Portfolio Companies
Chad J. Zamarin
President and Chief Executive Officer • WMB
C. Howard Nye
Chair of the Board, President and Chief Executive Officer • MLM
David A. Zapico
Chairman and Chief Executive Officer • AME
Eric Gerstenberg
Co-Chief Executive Officer and Co-President • CLH
Eric J. Foss
Executive Chairman and Chief Executive Officer • PRMB