David Robert Cleary
Chief Executive Officer at Timber Point Capital Management LLC
Profile
Mr. David R.
Cleary, CFA, is a President & Chief Investment Officer at Timber Point Capital Management LLC and a Member at The New York Society of Security Analysts, Inc.
Mr. Cleary Prior to founding Timber Point Capital, he served as the Chief Investment Officer at Crow Point Partners.
Before Crow Point, Mr. Cleary spent 23 years at Lazard Asset Management where he held a series of senior portfolio management roles over multi-asset and global fixed income strategies.
Additionally, he served as the firm’s global head of fixed income, a $26 billion platform.
Prior to Lazard, he worked at UBS and IBJ Schroder, mostly in fixed income asset management roles.
He began working in the asset management field in 1987.
He received his BS in Business Management and Applied Economics from Cornell University.
Mr. Cleary holds a Chartered Financial Analyst (CFA) designation.
David Robert Cleary active positions
| Companies | Position | Start |
|---|---|---|
The New York Society of Security Analysts, Inc.
 The New York Society of Security Analysts, Inc. Miscellaneous Commercial ServicesCommercial Services The New York Society of Security Analysts, Inc. operates as a financial services trade group and networking forum for wall street and provides Chartered Financial Analyst (CFA) exam. The company was founded in 1937 and is headquartered in New York, NY. | Corporate Officer/Principal | 2011-07-28 |
Timber Point Capital Management LLC
 Timber Point Capital Management LLC Investment ManagersFinance Timber Point Capital Management LLC (Timber Point) is a SEC-registered investment advisor headquartered in Briarcliff Manor, New York. The firm was founded by David R. Cleary in 2020 and is principally owned by Beechmont Holding Corp. Timber Point provides alternative and multi-asset solutions to a wide range of clientele which includes independent financial advisors, registered funds, institutions and private clients. | Chief Executive Officer | 2019-12-31 |
Former positions of David Robert Cleary
| Companies | Position | End |
|---|---|---|
Lazard Asset Management LLC
 Lazard Asset Management LLC Investment ManagersFinance Lazard Asset Management LLC (LAM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1970 and is a wholly-owned subsidiary of Lazard Frères & Co. LLC, ultimately held by Lazard Ltd. (NYSE: LAZ). LAM provides investment advisory services to a variety of clients. | Analyst-Fixed Income | 2017-10-31 |
Crow Point Partners LLC
 Crow Point Partners LLC Investment ManagersFinance Founded in 2006 by Timothy O'Brien and Peter DeCaprio, Crow Point Partners LLC is a registered investment advisor located in Hingham, Massachusetts. The firm provides portfolio management services to registered investment companies or mutual funds, hedge funds and other private investment funds, high net-worth individuals and other US and international institutions. | Chief Investment Officer | - |
IBJ Schroder Bank & Trust Co.
 IBJ Schroder Bank & Trust Co. Investment ManagersFinance Part of Schroders Plc, IBJ Schroder Bank & Trust Co. is a company that provides fund management services. The company is based in New York, NY. | Corporate Officer/Principal | - |
| Union Bank of Switzerland | Portfolio Manager-Fixed Income | - |
Training of David Robert Cleary
| Cornell University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 6 |
|---|---|
| Union Bank of Switzerland | Finance |
Lazard Asset Management LLC
Lazard Asset Management LLC Investment ManagersFinance Lazard Asset Management LLC (LAM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1970 and is a wholly-owned subsidiary of Lazard Frères & Co. LLC, ultimately held by Lazard Ltd. (NYSE: LAZ). LAM provides investment advisory services to a variety of clients. | Finance |
Crow Point Partners LLC
Crow Point Partners LLC Investment ManagersFinance Founded in 2006 by Timothy O'Brien and Peter DeCaprio, Crow Point Partners LLC is a registered investment advisor located in Hingham, Massachusetts. The firm provides portfolio management services to registered investment companies or mutual funds, hedge funds and other private investment funds, high net-worth individuals and other US and international institutions. | Finance |
The New York Society of Security Analysts, Inc.
The New York Society of Security Analysts, Inc. Miscellaneous Commercial ServicesCommercial Services The New York Society of Security Analysts, Inc. operates as a financial services trade group and networking forum for wall street and provides Chartered Financial Analyst (CFA) exam. The company was founded in 1937 and is headquartered in New York, NY. | Commercial Services |
IBJ Schroder Bank & Trust Co.
IBJ Schroder Bank & Trust Co. Investment ManagersFinance Part of Schroders Plc, IBJ Schroder Bank & Trust Co. is a company that provides fund management services. The company is based in New York, NY. | Finance |
Timber Point Capital Management LLC
Timber Point Capital Management LLC Investment ManagersFinance Timber Point Capital Management LLC (Timber Point) is a SEC-registered investment advisor headquartered in Briarcliff Manor, New York. The firm was founded by David R. Cleary in 2020 and is principally owned by Beechmont Holding Corp. Timber Point provides alternative and multi-asset solutions to a wide range of clientele which includes independent financial advisors, registered funds, institutions and private clients. | Finance |
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