Burton Weinstein - Co-Founder
Burton Weinstein is the Co-Founder and Managing Partner of Cedarview Capital Management LP, an alternative investment firm established in 2004. Mr. Weinstein is the Portfolio Manager of Cedarview Opportunities Master Fund and Cedarview Liquid Short Duration Fund. Mr. Weinstein has a documented track record that spans over 20 years. Prior to co-establishing Cedarview in 2004, Mr. Weinstein served as a portfolio manager for four years (2000 to 2004) at Aviary Capital, managing a $120 million credit fund. In addition, he advised a wealthy U.S. family, who was the largest investor in the fund, in other investment matters. Previously, he worked at Gabriel Capital, a $1 billion New York-based hedge fund where he concentrated on distressed and event-driven investing and risk arbitrage from 1998 to 2000. From 1991 to 1998, Mr. Weinstein was a portfolio manager at Loews Corporation, where he helped manage $2 billion in high-yield and distressed securities as well as equities. From 1990–1991, he worked at Smith Barney Asset Management, now Palisade Capital, as a senior high-yield analyst and at IBJ Schroder bank from 1988–1990 as a credit analyst where he went through IBJ’s rigorous credit training program. Mr. Weinstein holds a B.S. in Accounting from Yeshiva University and an M.B.A. in Finance from N.Y.U. Stern School of Business and received his CPA designation in 1988 after working for 3 years in public accounting.
Josh Gottlieb - CFA, Co- Portfolio Manager
Josh Gottlieb, CFA, was promoted to Co- Portfolio Manager at Cedarview Capital Management in 2018. From 2006-2017 Mr. Gottlieb served as Senior Investment Analyst at Cedarview Capital Management.. He has been an active member of several bondholder committees in conjunction with corporate bankruptcies and debt restructurings and the lead analyst in several of the firm’s private deal negotiations. Prior to joining Cedarview, Mr. Gottlieb was a research analyst for four years (2001 to 2005) at Miller Tabak Roberts Securities (MTR), a broker dealer specializing in the trading of high yield and distressed bonds and loans. At MTR, Mr. Gottlieb was responsible for writing fundamental research reports and capital structure analyses covering high yield and distressed debt. He was also responsible for maintaining relationships with the firm’s clients and advising on investment strategies within the high yield debt space. At MTR he covered companies within the Paper & Packaging, Industrial, Consumer Products, Retail and Food industries. Mr. Gottlieb graduated from the Business School at Lehigh University in 2001 with a B.S. in Finance. Mr. Gottlieb was awarded the CFA® charter in 2006.
Steve Wind - Senior Investment Analyst, Risk Manager & Chief Compliance Officer
Steve Wind is a Senior Investment Analyst at Cedarview Capital Management, where he has worked in that capacity since 2005. Mr. Wind is also Cedarview’s Risk Manager & Chief Compliance Officer. Mr. Wind has covered an array of industries and he also designed the firm’s risk management systems. Prior to joining Cedarview, Mr. Wind spent four years at Bear, Stearns & Co. (2000 to 2004), working in the Loan Portfolio Management Group, where he was responsible for financial analysis and credit monitoring of bank loans underwritten and owned by Bear Stearns’ Investment Banking Division. During his tenure there, he also focused on analyzing corporate credits and performed fundamental research and risk assessments on publicly traded equities and private placements. He completed the formal two-year Investment Banking and Risk Management analyst training program at Bear Stearns & Co. Mr. Wind graduated from the University of Pennsylvania in 2000 with a B.A. in Economics.
Joseph Sheinman - CPA, CFO- Consultant
From 2006-2009 Joseph Sheinman served as the Controller for Cedarview Capital Management. Since 2009, Mr. Sheinman has acted as the CFO-Consultantof Cedarview Capital Management pursuant to a consultant contract. Prior to this, Mr. Sheinman was a Senior Accountant at RSM McGladrey (“RSM”)/Goldstein Golub Kessler LLP (“GGK”) from 2004 to 2006 where he prepared and reviewed audits and schedule K-1s for mid-sized companies in the financial services industry, with a focus on broker dealers and hedge funds. Previously, Mr. Sheinman was an Accountant and Auditor with ACS Unclaimed Property Clearinghouse (2001-2003), Ernst & Young (2000-2001), and Mahoney, Cohen & Co (1997-2000). Mr. Sheinman holds a B.A. in Accounting from Queens College and received his CPA license in 1999.
Eli Kalatsky – Head of Operations
Eli Kalatsky is Head of Operations at Cedarview Capital Management. Mr. Kalatsky joined Cedarview in 2008 as a Trading Assistant and was promoted to Senior Middle Office Analyst in 2013 where he functioned as Cedarview’s middle office and liaison between the operations and investment teams. In 2015, Mr. Kalatsky was appointed as Head of Operations. Prior to joining Cedarview, Mr. Kalatsky was an intern at Goldman Advisors. Mr. Kalatsky attended Fairleigh Dickinson University.
Yael Goldberg – Controller
Yael Goldberg is the Controller of Cedarview Capital Management, where she has worked in that capacity since 2007. Prior to joining Cedarview, Ms. Goldberg was a Tax Accountant at BISYS-RK Alternative Investment Services, a hedge fund administration firm from 2006 to 2007.
Ms. Goldberg holds a B.S. in Accounting from Rutgers University.