Carl Acebes

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Carl Acebes was the founder of Rochdale Investment Management LLC, founded in 1975, where he held the title of Chairman & Chief Investment Officer from 2012 to 2013.
He is also the founder of Symphonic Financial Advisors LLC, founded in 2005, where he held the title of Chairman & Co-Chief Investment Officer from 2012 to 2014.
Mr. Acebes was a Co-Chairman at Rochdale International Trade Fixed Income Fund.
Mr. Acebes received his undergraduate degree from The Trustees of Columbia University in The City of New York and Cornell University.
Mr. Acebes is also the founder of Symphonic Securities LLC.

Former positions of Carl Acebes

Companies	Position	End
Symphonic Financial Advisors LLC Symphonic Financial Advisors LLC Investment ManagersFinance Symphonic uses a proprietary modeling system to design asset allocation models specific to each client’s risk return requirements.	Founder	15/03/2014
Rochdale Investment Management LLC Rochdale Investment Management LLC Investment ManagersFinance Rochdale Investment Management (RIM) provides affluent individuals and families with innovative and customized portfolio management based on proprietary research competencies. The firm also manages the Rochdale family of mutual firms. RIM is a growth manager that researches companies using a fundamental quantitative process in combination with qualitative reasoning. Steady growth companies are evaluated on earnings growth, price momentum, and analyst sentiment. Cyclical growth companies are evaluated based on their ability to generate increasing cash flow. They also utilize a price strength indicator to focus on those cyclical growth companies most likely to be recognized earlier as strong performers. Each analyst develops research on companies using information from a variety of sources to assess the prospects for growth in revenue and earnings as well as potential stock price appreciation. For those companies that meet their fundamental criteria, RIM develops proprietary financial models to determine the valuation level at which they consider them attractively priced. Once purchased, companies are monitored for changes in their fundamentals and in industry conditions. The firm will continue to own a company as long as its revenue and earnings growth continues in line with their expectations, valuation is attractive and industry trends remain favorable. RIM clients may access large company holdings through individual equities or through their proprietary funds.	Founder	17/12/2013
Rochdale International Trade Fixed Income Fund Rochdale International Trade Fixed Income Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust	Chairman	-
Symphonic Securities LLC Symphonic Securities LLC Investment Banks/BrokersFinance Provides brokerage services	Founder	-

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Private companies	6
Rochdale Investment Management LLC Rochdale Investment Management LLC Investment ManagersFinance Rochdale Investment Management (RIM) provides affluent individuals and families with innovative and customized portfolio management based on proprietary research competencies. The firm also manages the Rochdale family of mutual firms. RIM is a growth manager that researches companies using a fundamental quantitative process in combination with qualitative reasoning. Steady growth companies are evaluated on earnings growth, price momentum, and analyst sentiment. Cyclical growth companies are evaluated based on their ability to generate increasing cash flow. They also utilize a price strength indicator to focus on those cyclical growth companies most likely to be recognized earlier as strong performers. Each analyst develops research on companies using information from a variety of sources to assess the prospects for growth in revenue and earnings as well as potential stock price appreciation. For those companies that meet their fundamental criteria, RIM develops proprietary financial models to determine the valuation level at which they consider them attractively priced. Once purchased, companies are monitored for changes in their fundamentals and in industry conditions. The firm will continue to own a company as long as its revenue and earnings growth continues in line with their expectations, valuation is attractive and industry trends remain favorable. RIM clients may access large company holdings through individual equities or through their proprietary funds.	Finance
Symphonic Securities LLC Symphonic Securities LLC Investment Banks/BrokersFinance Provides brokerage services	Finance
Symphonic Financial Advisors LLC Symphonic Financial Advisors LLC Investment ManagersFinance Symphonic uses a proprietary modeling system to design asset allocation models specific to each client’s risk return requirements.	Finance
Rochdale International Trade Fixed Income Fund Rochdale International Trade Fixed Income Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust	Miscellaneous
The Trustees of Columbia University in The City of New York The Trustees of Columbia University in The City of New York Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Cornell University Cornell University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services

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