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Investment Committee
Anthony W. Soslow, CFA
Anthony Soslow is President and Chief Investment officer of Global Capital Management (GCM), an SEC Registered Investment Advisor where he supervises all investment functions. After founding the company in 1997, Mr. Soslow implemented his investment process, which he started in 1990, evaluating the quality, value and business prospect characteristics of U.S. equities. From 1986 through 1997 Mr. Soslow was Director of Portfolio Management at RTE Asset Management where he helped the firm grow assets from 200 million in 1986 to over 2.0B billion in assets ending 1997. Mr. Soslow served as a member of that firm's Investment Policy Committee and was directly responsible for the day-to-day portfolio management across all asset classes. With over 21 years of portfolio management experience utilizing both a quantitative and fundamental process, Mr. Soslow has been consistently named a “best of breed portfolio manager” for his successful Small Cap investment strategy.
Mr. Soslow graduated with honors from the Wharton School of the University of Pennsylvania and is a Chartered Financial Analyst.
Robin Lieberman Lane, CFA - Vice President
Robin Lieberman Lane, CFA, is a Portfolio Associate working with GCM’s Investment Committee assisting in the research and analysis of companies in the Consumer Staples Sector. Mrs. Lane previously worked as a Senior Relationship Manager for Lockwood responsible for manager research and working with advisors to gather assets and create customized portfolios matching a client’s risk tolerance. Prior to joining Lockwood, Mrs. Lane worked for Smith Barney as an analyst handling performance measurement, research analytics, and new business development for institutional accounts.
Mrs. Lane received a B.B.A. with a concentration in economics from Washington University in St. Louis and an M.B.A. in finance from Temple University. In addition Mrs. Lane earned the Chartered Financial Analyst designation and is a member of the CFA Institute and the CFA Society of Philadelphia. Mrs. Lane has over 13 years of investment experience and holds a Series 7, 24, 63 and 65 licenses.
Stacy Sullivan - Investment Analyst
Stacy Sullivan is an Investment Analyst with Global Capital Management, Inc responsible for performance measurement, reconciliation, quarterly reporting and monitoring model portfolios for dispersion. Previously Ms. Sullivan worked as a NASD Compliance Examiner responsible for both routine and special examinations of member firms' financial, sales, trading, underwriting and supervisory practices. Ms. Sullivan also worked for tier one consulting firms preparing monthly and quarterly investment reports for various institutional clients showing attribution, asset allocation and performance results.
Ms. Sullivan received her BA in Finance from James Madison University.
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