Yves C. Siegel, CFA

Principal

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In October 2020, Yves founded Siegel Asset Management Partners, and serves as Principal and a sub-advisor to ELCO Management Company, LLC. In a joint effort, they will launch new investment strategies in energy infrastructure and renewable energy. For over 30 years prior, Yves has led the development and execution of niche investment portfolios for global institutional investors and high net worth individuals and built premier sell-side energy research franchises. Yves is considered a thought leader in the energy sector and engages in
regular dialogue with executive management teams and investors. He has been recognized several times by The Wall Street Journal’s “Best on the Street” survey for stock picking, and in 2018 received the “Ammys” Hall of Fame award in Research and Analysis, an honor recognizing excellence and contributions to the North American energy infrastructure sector. Additionally, Yves contributes to mainstream media including CNBC, The Wall Street Journal, and The New York Times as a recognized expert in asset management and investment strategy.

 

Yves is grateful that his success and expertise have enabled him to give back to his alma mater, New York University, as an annual guest lecturer at the Leonard N. Stern School of Business, in addition to Baruch College's Zicklin School of Business, where he mentors upcoming finance and investment leaders as an adjunct lecturer.

Sharon Lui, CPA

senior consultant

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Sharon Lui is a senior-level financial analyst with a proven track record of delivering impactful research and in-depth analysis to facilitate investment decisions. Sharon was most recently Director, Equity Research at Wells Fargo Securities, a position she held for nearly two decades. Her team covered more than 45 energy companies with a combined market cap exceeding $500 billion. For five consecutive years (2015-19), her team was ranked no. 1 by Institutional Investors in the Midstream and Natural Gas categories. Sharon was selected as the 2016 Wells Fargo Securities Rising Star for the Women’s Bond Club. She was

awarded a 5-star rating in StarMine’s 2014 Forecast Accuracy survey of the Top 50 Brokers on Wall Street. Sharon was also recognized as a 2010 Wall Street Journal Best On The Street winner.

Earlier in her career, Sharon gained extensive experience in project management and auditing with Bear Stearns and Coopers & Lybrand. She leverages her CPA background and Big 4 experience extensively.

 

Sharon received her MBA in finance and information technology from New York University and was designated as a Stern Scholar. She graduated magna cum laude from NYU Stern’s School of Business with a BS in accounting and marketing. Sharon is a certified public accountant in New York. She is an organizer for a New York City running club on Meetup, and serves as a volunteer for One Brick - Building Community Through Volunteering.

ELCO Management Co

Management

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Paul Elliot, CFA | Founder and CEO

More than 40 years of research and asset management experience. Expertise in Energy Infrastructure, Electrical Equipment, Master Limited Partnerships (MLPs). Served as senior research analyst, portfolio manager, and partner at Cowen & Co. for 20 years.

Daniel Tulis, CFA | Senior Chief Investment Officer

More than 40 years of research experience. First research analyst covering energy Master Limited Partnerships (MLPs). Headed the electric power, natural gas, MLP research as Senior Managing Director at Banc of America, Smith Barney & Shearson Lehman. Ranked as an All Star for 10 years by Institutional Investor (#1 in 1994). Expertise in electric and natural gas utilities, oil and gas exploration/production, energy infrastructure, and MLPs.

James Elliot, CFA | Portfolio Manager

More than 25 years of research and portfolio management experience. Co-managed a $1 Billion Large Cap Core Portfolio at Cowen Asset Management. Expertise in power technology, alternative energy, MLPs, and utilities.

Paul Doran | Portfolio Manager

More than 14 years of research, trading, and risk management experience. Co-manage long/short equity portfolio and long-only portfolios. Research analyst with expertise in oil and gas exploration/production, energy services, energy infrastructure, MLPs, and utilities. Formerly employed at UBS Financial Services.

Ron Geffen | Portfolio Manager

More than 30 years of portfolio management experience. Assisted in managing the Burnham Fund a large cap equity fund at Burnham Asset Management. Expertise in equities, fixed income, options, and preferred equity.