Strength in people: judgement, commitment and conviction – ARS

Professional Advisors

Strength in people: judgement, commitment and conviction

At ARS Investment Partners, we have conscientiously nurtured a culture of intellectual curiosity, teamwork, and the conviction to act on our judgement. Our seasoned professionals possess broad investment experience; our team has on average been managing assets for over 30 years, through multiple market cycles.

  • Arnold R. Schmeidler, Senior Partner

    Prior to founding ARS Investment Partners, LLC (formerly A.R. Schmeidler & Co., Inc.), Arnold Schmeidler was Vice President at A.W. Benkert & Company. He earned a B.S. in Economics from New York University and an M.S. in Finance from Columbia University, where he studied under David Bonbright, a protégé of David Dodd (Graham & Dodd). Over the course of his career, he has been quoted and/or interviewed by such publications as Barrons, Forbes, Fortune, Institutional Investor, International Herald Tribune, Money Magazine, The New York Times, The Wall Street Transcript and The Wall Street Journal.

  • Stephen Burke, Managing Partner

    Stephen Burke joined ARS Investment Partners, LLC (formerly A.R. Schmeidler & Co., Inc.), in June of 2007. Previously, he was the CEO of Deutsche Asset Management’s $165 billion Institutional Business in the Americas, serving the Defined Benefit, Insurance and Cash Management segments. Stephen joined Deutsche after a 21-year career at the Mellon Financial Corporation where he served as Vice Chairman of Standish Mellon Asset Management and was responsible for institutional sales, marketing and client services. Before joining Standish, Stephen was the President of Dreyfus’ Marketing and Advertising Division. Stephen holds a Bachelor of Arts from Gettysburg College.

  • P. Ross Taylor III, Partner

    Ross Taylor’s professional investing experience began in 1984 as portfolio manager.  Prior to joining ARS Investment Partners, LLC, Ross was the Chief Investment Officer for Somerset Capital Advisers since 2009.  He previously served as a Managing Director and Principal of Caxton Associates, LLC.  There, he managed an active equity product utilizing a value-driven strategy.  Prior to joining Caxton, Ross worked at the United States (U.S.) Trust Company, rising to Senior Vice President and Manager of Institutional Equity and Balanced Investing. Before that Ross worked at Management Asset Corporation from 1986 to 1987, and Brundage, Story and Rose from 1984 to 1986. Ross holds an M.B.A. from the Wharton School of the University of Pennsylvania (1984), and a B.S. in Economics from the University of Puget Sound (1980).

  • Sean Lawless CFA, Partner

    Sean Lawless entered the industry in 1987, primarily specializing in investment manager selection and due diligence for families and institutions.  At ARS Investment Partners, LLC, Sean is lead portfolio manager responsible for developing multi-strategy portfolios.  Prior to joining ARS, Sean joined Artemis Wealth LLC (and its predecessor firm Modern Asset Management) in 2006 and provided investment advisory services using a manager of managers approach. Previously, Sean was Head of Multimanager – Americas for HSBC and a voting member of the Global Multimanager Investment Committee that was responsible for setting policy and manager selection for HSBC’s global sub-advisory businesses. Sean received his BS in Economics from Southern Connecticut State University.  He is a CFA charter holder, a member of the CFA Institute and the New York Society of Security Analysts.

  • Andrew J. Schmeidler, Partner

    Andrew Schmeidler joined ARS Investment Partners, LLC (formerly A.R. Schmeidler & Co., Inc.) in 1992 and has over 20 years of portfolio management and research experience. As a portfolio manager he has handled accounts for corporations, foundations and high net-worth clients. For six years he worked with ARS Investment Partners, LLC as a research analyst and portfolio manager focusing on banking and semiconductor capital equipment industries. In 2002 he returned after spending two years as a founding member and Senior Vice President of GasPedal Ventures, LLC, an internet incubator and business development consultancy. Andrew has a B.A. in Government, International Relations from Skidmore College.

  • Kristen Niebuhr, Chief Compliance Officer

    Kristen Niebuhr brings 30 years of experience in the financial services industry to her current role as Chief Compliance Officer at ARS Investment Partners, LLC.  Previously, Kristen was Director of Practical Compliance at MarketCounsel, a compliance consulting firm.  Prior to that role, she served as President of Source Financial Advisors, launched in September of 2012. Beginning in 2009, she served as Chief Administrative Officer of Alexandra & James, a holding company encompassing A&J Advisory Services (a RIA), Lebenthal (a B/D), A&J Family Wealth Management (a family office), and Smith Divorce Strategies (a divorce settlement financial planning firm). Before joining A&J, Kristen started in 2007 with the newly-formed Constellation Wealth Advisors, overseeing their advisory and broker-dealer operations. From 2001 through 2007, she had her own consulting firm, specializing in start-up and ongoing support to advisors and hedge funds. From 1995 through 2001, she was Director of Operations and Compliance at Schaenen Capital Management (now Somerset Capital Partners). She spent 1987 through 1995 in various roles at Merrill Lynch, and Smith Barney. Kristen graduated from Boston University with a BA in Economics

     

     

  • Michael Schaenen, Senior Partner

    Michael Schaenen entered the investment business in 1960 as a registered representative at Bache & Co. Prior to joining ARS Investment Partners, Michael was the founding partner of Somerset Capital Advisers, LLC. (and its previous iterations) which were initially launched in 1995.  In 1977, he founded Somerset Capital Management, which later became Schaenen, Wood and Associates, an asset management firm whose total assets under management exceeded $1.25 billion by 1993, at which point the firm was acquired by KeyCorp. Among his previous roles, Michael was a General Partner at Oppenheimer & Co. Mr. Schaenen received a BA degree in Psychology from Amherst College.

  • Andrea Bowen, Client Relations & Administration

    Andrea has been with the firm since 2008. She is the first point of contact for ARS Investment Partners, LLC (formerly A.R. Schmeidler & Co., Inc.) providing courtesy and a professional attitude to all clients and guests. She provides support to executives and staff as well as updating the company website. Previously, Andrea was a Sales Assistant/Receptionist/Wire Operator/Mailroom Clerk at a Brokerage firm. Andrea was also a college assistant and student Mentor.  She received her A.A.S. Degree in Business Management, Honors Graduate from Manhattan Community College. Andrea has also attended Baruch College.

  • Dara Cohen, Client Relations & Administration

    Dara joined the firm in 2009. Prior to joining ARS Investment Partners LLC (formerly A.R. Schmeidler & Co., Inc.), Dara was a research associate at Rockbay Capitol, a long-short hedge fund.  She was previously an Executive Assistant to Robert Pitts at Steadfast Financial. Before that, Ms. Cohen worked at NJJ Music as a coordinator of a music library for Fox Sports.  Dara attended both Westchester Community College and Hunter College.

  • Elizabeth M. Ciorciari, Client Relations & Administration

    Elizabeth joined the firm in June 2001 and provides administrative support to the senior management team and maintains procedures and standards for the smooth operation of the office environment as well as being a liaison to building management and vendors.  Elizabeth has worked in the financial industry for over 30 years.  At CIBC World Markets she reported to the Managing Director in Equity Research-Financial Sector.  At Prudential Securities, Inc. and EF Hutton & Co., Inc., she worked in the Commodity Futures Delivery dept. handling all facets of spot commodity settlements as well as special research projects.  Elizabeth attended LaGuardia Community College where she majored in Legal Secretarial Science with a minor in Business Law. Elizabeth is also a Notary Public.

  • Ryan O’Meara, Trader

    Ryan O’Meara began his finance career in 2001 in JP Morgan’s swap group. In 2002, he joined the operations department at Clinton Group, a multi-strategy hedge fund, where he handled settlements in equity, convertible bonds, options, treasuries and mortgage backed securities. In 2004, he moved to the trading desk where he was responsible for hedging the convertible bond portfolio in addition to the operational duties. In 2006, he moved to Bear Stearns and in 2008 to Morgan Stanley, both in the Prime Brokerage divisions before joining Somerset Capital Advisers, LLC in January of 2009. He holds a BS in Business Administration from the University of Colorado with emphasis in Finance and Accounting.

  • Richard L. Motta, Head Trader

    Rich joined ARS Investment Partners, LLC (formerly A.R. Schmeidler & Co., Inc.) in 2000 after spending seven years with H.C. Wainwright (HCW) in Boston. He is a fully licensed equity trader with over 18 years of experience. As an equity trader at ARS Investment Partners, LLC (formerly A.R. Schmeidler & Co., Inc.), he uses multiple trading platforms, charts, news services, and constantly monitors market conditions in his efforts for best execution. While working as a Sales Trader at “HCW”, he covered multiple billion dollar accounts in the New England area including Fidelity, Putnam, John Hancock and MFS. He received his B.S. in Marketing from Bentley College.

  • Brian C. Molinaro, Controller

    Brian joined ARS Investment Partners, LLC (formerly A.R. Schmeidler & Co., Inc.) in 2002. He previously worked for KPMG LLP as an auditor in their Financial Services Office. Brian started out as an accountant at the firm. He has worked closely with the operations department and managed to greatly improve the efficiency of day to day operations and to incorporate many technological advances that have improved the workflow of the entire firm. He received his B.B.A. degree from The University of Notre Dame specializing in Accounting.

  • Carmine G. Barbarise, Operations Manager

    Carmine has been with the firm since 2003; his responsibilities include various operations functions including balancing & correcting daily trade blotters, monthly wires & check distributions, month end balancing of customer accounts, securities litigation claims & research, and IRA distributions. Carmine spent five years as the Internal Audit Director at Investec Ernst and Company. He worked as Senior Personal Trust Auditor for four years at U.S. Trust Company of New York and as Assistant Internal Control Manager for four years at Drexel Burnham Lambert. Additionally, Carmine was Assistant Vice President of risk control for two years at Morgan Stanley. Carmine holds a B.B.A. in Business Management from Pace University.

  • Charles L. Stewart, Director of Operations

    Charles  Stewart joined ARS Investment Partners, LLC (formerly A.R. Schmeidler & Co., Inc.) in 2005. Charles began his career in the financial services industry in 1996. Prior to joining the firm, Charles was an equity trader and principal at ARS Management, a non-affiliated research firm and broker-dealer. He received his B.A. in History from Denison University.

  • Allison Hine, Director of Client Services

    Allison Hine is Director of Client Services at ARS Investment Partners, LLC (formerly A.R. Schmeidler & Co., Inc.).  Previously, Allison was the Director of Client Services and Administration at Somerset Capital Advisers, LLC which she joined in 2005.  Prior to that, she worked in a number of operational capacities at the Yale University Book Store.  Allison graduated from Hamilton College with a B.A. degree in Government and Philosophy.

  • Brian P. Barry CIMA, Portfolio Manager

    Brian Barry joined the investment industry in 2003 and ARS Investment Partners, LLC (formerly A.R. Schmeidler & Co., Inc.), in 2013. Previously, Brian worked at Bank of America in various investment roles. Most recently, he was a Vice President and Portfolio Manager for U.S. Trust and was responsible for advising high net worth and institutional clients. Before joining U.S. Trust, Brian served as an Associate in the Consulting Services Group and was responsible for manager search, selection and ongoing due diligence of investment products. He began his career as an Analyst within Banc of America Securities’ Corporate and Investment Bank.  He received a B.A. in History and Economics from the College of the Holy Cross and a M.B.A in International Finance from New York University’s Stern School of Business.

  • Jared M. Levin CMT, Senior Portfolio Manager

    Jared Levin has over 18 years of financial services experience. Prior to joining ARS Investment Partners, LLC (formerly A.R. Schmeidler & Co., Inc.), in 2008, he worked for five years as a fundamental equity research analyst in the hedge fund industry, most recently with Perella Weinberg Partners and Highbridge Capital, where he worked as a generalist with a focus on the consumer sector. Jared previously worked for six years as an investment banker, including four years with Lazard LLC, where he advised consumer and industrial companies on financial restructurings and mergers & acquisitions. Jared received J.D. and M.B.A. degrees from Columbia University, and his B.A. from the University of Michigan.

  • Harmeet Bindra, Director of Business Development

    Harmeet Bindra is the Director of Business Development at ARS Investment Partners (formerly A.R. Schmeidler & Co., Inc.). He joined the firm in April 2018. Previously, he was the Director of Marketing at Monsoon Capital in the Washington, DC area. Harmeet has over 10 years of experience in various roles in the investment, management and financial services industry. Harmeet graduated from the University of Virginia with a Bachelors in Economics.