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Ari Sass

Ari Sass

President and Portfolio Manager at M.D. Sass, Inc.

Port Washington, NY , United States

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

OrganizationRoleDate RangeDetails
M.D. Sass Investor Services, Inc.President and Portfolio ManagerJan 2004 to Present
InsoundCo-FounderAug 1998 to May 2004
Co-Founder of Insound.com, Tiger Style Records and Drillteam Media.
Elektra Entertainment GroupManager, FinanceJan 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

Hedge Funds
Equities
Portfolio Management
Investments
Valuation
Asset Managment
Alternative Investments
Business Strategy
Project Management
Business Development
Startups
Financial Analysis

Others at M.D. Sass, Inc. (5)

NameRoleLocation
C
Craig Barney
Portfolio Manager and AnalystNew York, NY , United States
D
Dominic Bruno
portfolio managerGreenwich, CT , United States
Eric Ward
Eric Ward
Senior AnalystNew York, NY , United States
S
Sam Klatt
AnalystNew York, NY , United States
William Chiappone
William Chiappone
Investment AnalystWestbury, NY , United States