Asset Management Team


 

Management

  • Robert Robotti

    Robert Robotti is the President and Chief Investment Officer of Robotti & Company. Prior to forming Robotti & Company, Incorporated in 1983, Bob was a vice president and shareholder of Gabelli & Company, Inc. He worked in public accounting before coming to Wall Street and is currently an inactive CPA. Bob holds a BS from Bucknell University and an MBA in Accounting from Pace University. Some of Bob's areas of coverage include Special Situations, Energy Industry and Home Building. Bob is the principal of the managing member or general partner of several investment vehicles.  Bob currently serves on the Board of Directors of Panhandle Oil & Gas Company, a NYSE-listed diversified mineral company located in Oklahoma City and on the Board of Directors of a publicly traded real estate and media service company, AMREP Corporation; as Chairman of the Board of Directors of Pulse Seismic Inc., a seismic data licensing business located in Calgary, Alberta; and was previously on the Board of Directors of BMC Building Materials Holding Corporation, prior to the completion of its merger with Stock Building Supply Holdings, Inc. on December 1, 2015. In addition, he serves on the Boards of many non-profit organizations where he generously donates his time and expertise. Previously, Bob was a member of the Securities and Exchange Commission's Advisory Committee on Smaller Public Companies, established to examine the impact of Sarbanes-Oxley Act and other aspects of the federal securities law. Check the background of this investment professional on FINRA’s BrokerCheck.

  • Erwin Mevorah

    Erwin Mevorah is the Chief Financial and Operating Officer of Robotti & Company, Inc. and is responsible for the oversight of the financial and administrative aspects of the firm. Erwin’s career has focused on middle market companies where he has been heavily involved in the finance and administrative functions. Prior to joining Robotti & Company, Erwin was the CFO of CoActive Marketing Group, a publicly traded marketing services company. During the period from 1995-2003, Erwin was the CFO at two different venture/private equity backed media companies and prior to that spent seven years at The Gabelli Group. Erwin started his career at Coopers & Lybrand where he was employed for four years and had a client base that had a particular emphasis on middle market entrepreneurial type companies. Erwin is a CPA and holds a BBA and an MBA from Pace University. Check the background of this investment professional on FINRA’s BrokerCheck.

  • Suraj Patel

    Suraj Patel is the Chief Compliance Officer of Robotti & Company, Inc. and is responsible for oversight of the firm’s business and regulatory compliance programs.   For the past four years Suraj has been the in-house counsel and compliance officer of Tangent Capital Partners, a registered BD and Jubak Asset Management, a SEC registered investment advisor.  Suraj is a barrister-at-law, admitted to practice in England and Wales; his legal training in London focused on commercial and contract work, with an emphasis on international law.  Suraj went on to pursue a Master of Laws, LLM degree in International Business and Trade at Fordham University School of Law, graduating cum laude. Suraj has a Master of Science, MSC degree in Sociology from the London School of Economics and Political Sciences, London and graduated summa cum laude with a BA in Rhetoric and English Language and Literature from the University of Michigan, Ann Arbor. Check the background of this investment professional on FINRA’s BrokerCheck.

Research

  • Daniel Grzywacz

    Dan joined Robotti & Company in 2013. Dan is a Senior Investment Associate at Robotti & Company, LLC, focusing on fundamental equity research along with special situation investment opportunities. Prior to joining Robotti, Dan was the Director of Investments for VMP Holdings, a privately held family office. At VMP Holdings, Dan was primarily responsible for securities analysis, asset allocation, and conducting due diligence. Before joining VMP, Dan worked as an equities and derivatives trader at Ingalls & Snyder LLC. After graduating from Villanova University with a BA in Economics, Dan began his career at Merrill Lynch where he worked in trading, operations, and finance roles. Dan is a CFA Charterholder, a member of the New York Society of Security Analysts and has completed the Financial Risk Manager (FRM) program. Dan holds the FINRA Series 7, 86, and 87 licenses. Check the background of this investment professional on FINRA’s BrokerCheck.

  • David Kaiser

    David initially joined Robotti & Company in 2005, where he acted as a Senior Investment Associate for Robotti & Company until 2013. David still acts as a Senior Investment Associate and provides research analysis for Robotti & Company Advisors, LLC, including its pooled vehicles and separately managed accounts, from time to time.   Additionally, David Kaiser manages the Structured Value Strategy for Robotti & Company Advisors, LLC. This is a rule based, or quantitative, strategy that relies on mean reversion for portfolio gains and downside protection. Through a systematic screening process David selects securities that, generally, create a portfolio that is a lower valuation than the benchmark used (the Russell 2500 Value), but has better key fundamental metrics.  David is a graduate of Albertus Magnus College, where he received a BS in Business Administration and Finance. David holds the FINRA Series 7, 63, 65, 86, and 87 licenses. Check the background of this investment professional on FINRA’s BrokerCheck.

  • David Kessler

    David Kessler is a Senior Investment Associate with Robotti & Company Advisors, LLC.  Prior to joining the firm in 2009, he was a Research Analyst Consultant with Aquamarine Capital and a Portfolio Management Associate with Rochdale Investment Management.  David received an MBA from Columbia Business School.  He was a member of Columbia’s Applied Value Investing Program and gained valuable experience as a summer analyst with Ruane, Cunniff & Goldfarb (Sequoia Fund).  David graduated from the University of Maryland with a BS in Finance and Marketing. David holds the FINRA Series 7 and 63 licenses. Check the background of this investment professional on FINRA’s BrokerCheck.

  • Ben Rubenstein

    Ben Rubenstein is an Investment Associate for Robotti & Company Advisors, LLC.  Prior to joining the firm in 2015, Ben worked at Chesapeake Partners, Kimco Realty, Larch Lane Advisors and Federated Investors.  He graduated from Johns Hopkins University in 2014 with a BA in Economics.

  • Theo van der Meer

    Theo van der Meer joined Robotti & Company in 2012 and is currently a Senior Investment Associate of Robotti & Company Advisors, LLC. Theo graduated from Vassar College with a BA in Physics and a correlate in Economics. He has also attended the Columbia Business School Value Investing Executive Education Program. Theo's focus is on small cap equities, mid cap equities, and special situations. Theo holds the FINRA Series 7 and 66 licenses. Check the background of this investment professional on FINRA’s BrokerCheck.   

  • Alan Weber

    Alan Weber is a Research Associate for Robotti & Company Advisors, LLC.  After having spent two years with Robotti & Company from 1993 to 1995, Alan was an analyst at Prescott Investors and rejoined us in 2000.  Prior to 1993, Alan was an analyst with American Securities, Fund America and Bear Stearns over a period of ten years.  Alan holds an MBA from St. John’s University and a Bachelor's Degree in Economics from Queens College. Alan holds the FINRA Series 7 and 63 licenses. Check the background of this investment professional on FINRA’s BrokerCheck.

Portfolio Management

  • Robert Robotti

    Robert Robotti is the President and Chief Investment Officer of Robotti & Company. Prior to forming Robotti & Company, Incorporated in 1983, Bob was a vice president and shareholder of Gabelli & Company, Inc. He worked in public accounting before coming to Wall Street and is currently an inactive CPA. Bob holds a BS from Bucknell University and an MBA in Accounting from Pace University. Some of Bob's areas of coverage include Special Situations, Energy Industry and Home Building. Bob is the principal of the managing member or general partner of several investment vehicles.  Bob currently serves on the Board of Directors of Panhandle Oil & Gas Company, a NYSE-listed diversified mineral company located in Oklahoma City and on the Board of Directors of a publicly traded real estate and media services company, AMREP Corporation, located in Princeton, New Jersey; as Chairman of the Board of Directors of Pulse Seismic Inc., a seismic data licensing business located in Calgary, Alberta; and was previously on the Board of Directors of BMC Building Materials Holding Corporation, prior to the completion of its merger with Stock Building Supply Holdings, Inc. on December 1, 2015. In addition, he serves on the Boards of many non-profit organizations where he generously donates his time and expertise. Previously, Bob was a member of the Securities and Exchange Commission's Advisory Committee on Smaller Public Companies, established to examine the impact of Sarbanes-Oxley Act and other aspects of the federal securities law. Check the background of this investment professional on FINRA’s BrokerCheck.

  • Curtis Jensen

    Curtis Jensen is the portfolio manager of the Ossia Partners Fund. Ossia Partners employs a fundamentals-based strategy, grounded in primary research, to identify securities whose public market prices diverge significantly from a conservative estimate of intrinsic or economic value. Prior to joining Robotti & Company Advisors in 2016, Curtis was employed by Third Avenue Management in various roles from 1995 to 2014. Curtis oversaw that firm’s Small-Cap strategy and, from 2003 until 2009, he also served as Co-Chief Investment Officer, along with the firm’s founder, Martin Whitman, until being named sole CIO in January of 2010. Curtis was a member of the firm’s management and risk committees and oversaw the recruiting and mentoring of the firm’s research team. During his tenure at Third Avenue Curtis was a member of the nominating committee of the Board of Directors at Investor AB, Sweden’s leading industrial holding company. Curtis holds a BA in Economics from Williams College and an MBA from Yale University School of Management. Check the background of this investment professional on FINRA’s BrokerCheck.

  • Isaac Schwartz

    Isaac Schwartz is the Portfolio Manager of Robotti Global Fund.  In 2007, Isaac launched the Global Fund to apply fundamental investing principles in less efficient international markets.  Isaac lived in Singapore and Hong Kong for a combined six years and had extended work stays in Istanbul and Beijing. He has complemented his bottom-up research with extensive travel throughout Asia and Southeast Europe to develop relationships in the markets in which he invests.  Isaac has been invited to speak at Wharton, Columbia Business School, CEIBS in Shanghai, and other forums about investing in Asia and emerging    markets.  Prior to joining Robotti & Company, Isaac worked for Schiff’s Insurance Observer, an investigative journal focused on the property-casualty insurance industry.  Isaac graduated from Wharton with a BS in Economics.

     

  • David Kaiser

    David Kaiser manages the Structured Value Strategy for Robotti & Company Advisors, LLC. This is a rule based, or quantitative, strategy that relies on mean reversion for portfolio gains and downside protection. Through a systematic screening process David selects securities that, generally, create a portfolio that is a lower valuation than the benchmark used (the Russell 2500 Value), but has better key fundamental metrics.  David initially joined Robotti & Company in 2005, where he acted as an Investment Associate for Robotti & Company until 2013. David still acts as a Senior Investment Associate and still provides research analysis for Robotti & Company Advisors, LLC, including its pooled vehicles and separately managed accounts, from time to time.  David is a graduate of Albertus Magnus College, where he received a BS in Business Administration and Finance. David holds the FINRA series 7, 63, 65, 86, and 87 licenses. Check the background of this investment professional on FINRA’s BrokerCheck.

Trading and Client Services

  • Karin Chadwick

    Karin Chadwick is a Managing Director of Robotti & Company Advisors, LLC. Karin is responsible for the operations, trading and client services of the Adviser. Prior to joining the firm in early 1996, Karin spent four years with the Gap, Inc. in successive store management positions. Karin holds a BBA in International Business & Finance from Ohio University and holds the FINRA Series 7, 55, 63, 65 and 99 licenses. Check the background of this investment professional on FINRA’s BrokerCheck.

  • Peter Doro

    Peter Doro is a Compliance Associate for Robotti & Company.  Prior to joining the firm in 2016, Peter worked as an Assistant Vice President in Compliance at Barclays Capital.  Peter began his career as an Associate Examiner for FINRA and also interned for the SEC in their Division of Enforcement office while in law school.  Peter graduated from Union College with a BA in Political Science and Albany Law School with a JD concentrated in Business Law.  Peter holds the FINRA Series 7, 24 and 63 licenses.  Check the background of this investment professional on FINRA's BrokerCheck.

     

  • Todd Offermann

    Todd Offermann first joined Robotti & Company as a Research Analyst Intern in 2014.  In April 2015, Todd joined full time as the Sales and Marketing Associate of Robotti & Company Advisors, LLC.  Todd graduated from Fordham University’s Gabelli School of Business in May 2015 with a BS in Finance, concentrating in Value Investing.  He attended the 2014 and 2015 Gabelli School of Business’ Value Investing Executive Education Programs, is a member of the New York Society of Security Analysts and holds the FINRA Series 7 license. Check the background of this investment professional on FINRA’s BrokerCheck.

Brokerage Products and Services offered by Robotti & Company, LLC - Member FINRA and SIPC.
Form ADV - Robotti & Company Advisors, LLC