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OUR PRINCIPALS' EXPERIENCE
Blossom is owned and managed by founding partners Paul M. Ferreri, Chief Investment Officer, and Arthur W. (Tony) Schwartz Jr., Head Trader, each of whom bring unique and complementary expertise to investment selection and portfolio management.
Paul Ferreri co-founded Blossom Investment Management in January 2008 and manages the firm's Sustainable Technology Fund. He has 17 years of experience in money management and financial services. Mr. Ferreri worked at Morgan Stanley's Private Client Group for 10 years managing separate accounts for institutions and individuals. In 2006 he developed the McClurg Capital Corp.'s Energy Innovation Portfolio, the predecessor to Blossom STF. Before joining Morgan Stanley, Mr. Ferreri worked for Alex Brown & Sons on their Municipal Bond Desk. He is a member of Environmental Entrepreneurs (E2), mentored MBA students on environmental business at Dominican University of California, and played an instrumental role in the adoption of a climate-change action plan by the city of San Rafael, CA, where he currently resides. Mr. Ferreri received a BA from Johns Hopkins University in 1994.
Tony Schwartz, co-founder and head trader at Blossom Investment Management, was a trader and market maker at Fleet Securities (1995-2001) and worked as a financial advisor at Morgan Stanley Dean Witter (1994-1995). Mr. Schwartz served as senior managing partner of the Housatonic Group, which invests in sustainable food product companies. He currently resides in Lenox, Ma. with his wife Cynthia and their three children. NEXT >> |
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