Senior Investment Analyst and
Portfolio Manager, Bienstock Asset Management
Former Portfolio Manager for US Bank
Paul Bienstock is a Senior Investment Analyst following the equity, fixed income, and convertible markets. He has purchased recommendations of equities and bonds that have significantly out-performed their respective benchmarks. He has written detailed research reports and presented/defended views to other buy-side investors and co-workers in investment committees, small meetings, and on conference calls.
He has covered small capitalization/medium capitalization companies as well as larger firms. His healthcare research background includes coverage of all the major sub-sectors including medical devices, pharmaceuticals, biotechnology, and healthcare services (managed care, hospital management/outpatient facilities, pharmacy distribution/management, etc). His coverage of other sectors includes: Consumer Cyclical/Retail, Consumer Staples, Telecommunications, Media, and Technology.
Paul Bienstock is an Adjunct Professor of Finance and Accounting at Baruch College and Fordham University, teaching Investment Analysis, Financial Management/Corporate Finance, and Accounting to undergraduate business students and MBA students.
Mr. Bienstock’s specialties include fundamental analysis, financial statement analysis, and financial modeling and forecasting. He also has experience in performance attribution analysis in valuation, in depth/primary research and due diligence, equity research/analysis, stock selection through high yield bonds/leverage, and credit analysis by loans/convertible bonds. Portfolio management and construction, global asset allocation, writing research reports/press releases/credit opinions, managing an investment team, and mentoring/guidance of co-workers are some of his other known skills. On top of that, his other specialties are fund marketing/presentation (to home office, existing and prospective clients, and consultants) and investment idea origination/alpha origination.
He established Bienstock Asset Management, a registered investment advisor (RIA) with the state of New York. He also completed several projects with the CFA Institute including grading level III exams.
About Bienstock Asset Management
Bienstock Asset Management is a registered investment advisory firm. The firm manages 2 accounts totaling an estimated $1,000,000 in assets under management. Bienstock Asset Management provide asset allocation, portfolio management, and security selection to individuals.
About Baruch College
Baruch College is ranked among the region’s and nation’s top colleges by U.S. News & World Report, Forbes, Princeton Review, and others. Their campus is within easy reach of Wall Street, Midtown, and the global headquarters of major companies and non-profit and cultural organizations, giving students unparalleled internship, career, and networking opportunities. The College’s more than 18,000 students, who speak more than 110 languages and trace their heritage to more than 170 countries, have been repeatedly named one of the most ethnically diverse student bodies in the United States.
About Fordham University
Fordham enrolls around 15,300 students from more than 65 countries, and is composed of ten constituent colleges, four of which are undergraduate and six of which are postgraduate, across three campuses in southern New York State: the Rose Hill campus in the Bronx, the Lincoln Center campus in Manhattan‘s Upper West Side, and the Westchester campus in Harrison, New York. In addition to these locations, the university maintains a study abroad center in London and field offices in Spain and South Africa. The university offers degrees in over 60 disciplines.
Fordham’s alumni and faculty include numerous U.S. senators and representatives, four cardinals of the Catholic Church, several noteworthy theologians, several U.S. governors and ambassadors, a number of billionaires, two directors of the CIA, Academy Award and Emmy-winning actors, royalty, a foreign head of state, a White House counsel, a vice chief of staff of the U.S. Army, a U.S. postmaster general, a U.S. attorney general, a U.S. vice-presidential candidate, and a president of the United States.