Glen Schneider and Ken Grossman founded SG Capital in 2002 with the launch of the Cedar Street Strategies from their office in downtown Chicago. Ethan Steinberg joined the team in 2013 and established the Teton Strategies in a satellite office in Jackson Hole, Wyoming.
The SG Capital Portfolio Managers, Glen Schneider and Ethan Steinberg, have a combined 50 years of investment experience focused on the US capital markets, combining in-depth understanding of top-down market forces with individual company fundamental analysis.
Glen co-founded SG Capital Management in 2002 and serves as President and Portfolio Manager for the firm’s Cedar Street Strategies. Prior to this, he was a Vice President with Mesirow Financial Asset Management and served as Portfolio Manager and Analyst of the firm’s small-cap equity strategy. Glen’s responsibilities also included conducting fundamental research and overseeing all trading activity for the strategy. From 1995 to 2000, Glen was an Equity Analyst for Coe Capital Management (previously a subsidiary of Paine Webber operating as Kent Capital). He began his career in 1994 as an Investment Associate for Merrill Lynch. Glen received his B.S. in Economics from the University of Wisconsin and holds the CFA designation.
PARTNER AND PORTFOLIO MANAGER
Senior Managing Director
Ethan joined SG Capital Management in April 2013 and is responsible for the management of the Teton Strategies. Ethan shares responsibility for idea generation with the equity analyst team and portfolio management along with SG Capital Founder and Partner, Glen Schneider. Ethan has spent the past 2 decades practicing a research-driven investment approach. Combining his in-depth understanding of top-down market forces with individual company fundamental analysis, he has consistently delivered strong risk-adjusted returns. Prior to SG Capital, Ethan spent 16 years at Friess Associates focused on the investment management activities of the Brandywine Funds. He began his career in 1997 as a Research Manager, in 1999 was promoted to Researcher and then Research Team Leader (Portfolio Manager). For the last 5 years, in addition to managing his own team, he assisted with CIO functions overseeing the Brandywine Funds entire portfolio. Ethan graduated from Brown University in 1996.
Co-Founder/ Portfolio Advisor
Ken co-founded SG Capital Management in 2002. Prior to founding SG Capital, he co-managed Mesirow Financial Asset Management and was responsible for the small-cap equity strategy and fixed income portfolio management. Ken joined Mesirow in 1996 as a result of their acquisition of investment advisory firm HGT Advisors, which Ken co-founded in 1983. Prior to forming HGT, Ken was a Senior Consulting Principal with A.S. Hansen, Inc and prior to that Ken served as Vice President of A.G. Becker and established their Consulting Group. He began his career in 1970 as manager of the pension program of Illinois Bell Telephone Company. Ken received his B.S. in Finance cum laude from the University of Miami and his master’s degree in Finance and Economics from the University of Chicago.
Nicolette joined SG Capital Management in February 2010 as Chief Operating Officer and Chief Compliance Officer. In this capacity, Nikki is responsible for firm wide governance, operational and compliance policies and procedures related to the firm’s hedge funds and separately managed accounts, as well employee and firm compliance. Prior to joining SG, she was the Head of Operations for Rail-Splitter Capital Management from 2005 to 2010 and before this, Nikki served as Manager of Compliance & Operations for JLB Investments, LLC, from 2000 to 2005. Nikki was a Registered Investment Associate and later Group Manager with Merrill Lynch from 1994-2000 and began her career in 1992 with Lehman Brothers at the Chicago Board of Trade. Nikki has a B.A. from Indiana University and is an active board member of the Lifeline Humanitarian Organization.
Director of Business Development, Portfolio Analytics, and Client Services
Adele joined SG Capital Management in May of 2013 and served as a Research Associate. She took on the Performance Analyst role in 2019 to help with investor and prospect outreach. She completed Harvard Business School Online, Leading with Finance course in May 2021. Prior to this, Adele was with 3 Creek Ranch Real Estate, a boutique real estate development company based in Jackson Hole Wyoming. She focused on overall market analysis, contract development, and negotiation. Adele started her career as a marketing, development, and real estate associate with DPS Development Company and obtained her Real Estate license in 2008. Adele graduated with a bachelor’s degree from the University of Virginia in 2006 and then completed a post-graduate business theory and practice program through the University’s McIntire Business Institute.
Senior VP Research
Lawrence (Harv) Weisman joined SG Capital Management in 2016 as Senior Research Analyst. Immediately prior to joining SG Capital, he was a Portfolio Manager for Teton Capital Advisers, (no affiliation to Teton Long/Short Strategy) co-managing a long/short equity fund and conducting fundamental equity research for 19 years. During his tenure there, Harv also served as a research consultant to Friess Associates, manager of the Brandywine mutual fund, working with Ethan Steinberg. Prior to this, Harv spent 6 years at Andersen Consulting (Accenture) as a Senior Manager in their Financial Services practice, focusing on large bank mergers and acquisitions. Immediately after graduating from college, and prior to attending business school, Harv worked for First City National Bank in New York City for 2 years as a money market investment analyst. Harv received his B.A. in economics from Vassar College and his M.B.A. from University of Pittsburgh.
Kyle joined the research team at SG Capital Management in February 2020. Prior to SG, Kyle was an analyst at Citigroup Inc, where he also interned during his college years. Kyle graduated from University of Miami magna cum laude with a B.S in Finance and Business Analytics.
John joined SG Capital Management in March 2021. Prior to joining SG, he spent 2 years as a Financial Solutions Advisor at Bank of America Merrill Lynch in Chicago, IL. John graduated from Dickinson College with a B.S. in Policy Management. During his time in college, he interned at Morgan Stanley and was a member of the student investment group.
Mitchell joined SG capital in January 2020 as Head of Business Development. Mitchell has over 30 years of experience in portfolio management, trading and research. Prior to joining SG, Mitchell worked in the fixed income group at Silver-Rock Financial . Before that, Mitchell served as portfolio manager of a long -short credit opportunity hedge fund at Crescent Capital Group for five years and was portfolio manager of a long short credit hedge fund at Armored Wolf from 2010 to 2013. Previously, Mitchell launched a long -short credit opportunity hedge fund and worked at Pacific Investment Management Company (PIMCO) for more than five years as portfolio manager and head high-yield trader. Mitchell also worked at Northwestern Mutual as head of high yield trading for two years. He worked at Zürich-Scudder Investments as portfolio manager, trader and analyst for 10 years. Mitchell earned an MBA from Loyola University of Chicago, Quinlan School of Business. He earned a BS in Finance, with honors distinction from the University of Illinois, Urbana-Champaign