David E. Ourlicht

Director/Board Member at

State University Construction Fund

Finance

Consumer Services

Profile

Prior to joining Amalgamated Bank, Mr. Ourlicht was a Senior Vice President of The Swarthmore Group.
He was a member of the Executive Committee, Investment Policy Committee and Chaired the Marketing Committee.
He was responsible for the Marketing, Client Service and Business Development.
He currently serves as a Trustee and a member of the Finance Committee for the South Street Seaport Museum.
Mr. Ourlicht has over 20 years of financial services and investment experience.
Mr. Ourlicht holds a B.S.
in Business from the State University of New York College at Buffalo, and has held NASD licenses Series 7, 63, 27, and 54.

David E. Ourlicht active positions

Companies	Position	Start
State University Construction Fund State University Construction Fund Hotels/Resorts/Cruise linesConsumer Services Provides academic buildings, dormitories and other facilities	Director/Board Member	-
New York State Insurance Fund New York State Insurance Fund Investment ManagersFinance Provides investment advice for Insurance Company Portfolio	Director/Board Member	-

All active positions of David E. Ourlicht

Former positions of David E. Ourlicht

Companies	Position	End
The Swarthmore Group, Inc. The Swarthmore Group, Inc. Investment ManagersFinance The Swarthmore Group uses a combination of fundamental, technical, and quantitative analysis to determine which securities are suitable for investment in client portfolios. Although they incorporate all three research methods, the firm employs fundamental analysis research most often. Their investment process utilizes a bottom-up approach with a macroeconomic overlay.	Investment Committee Member	31/08/2007
Amalgamated Bank (Investment Management) Amalgamated Bank (Investment Management) Investment ManagersFinance Amalgamated Bank-IM offers active and passive, domestic and international equity, fixed-income, quantitative and qualitative strategies. In general, the bank tends to invest in the stocks of companies in the commercial services, consumer services and electronic technology sectors. They invest primarily in the stocks of small- and mid-cap companies in Europe.	Sales & Marketing	-

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Linked companies

Private companies	4
Amalgamated Bank (Investment Management) Amalgamated Bank (Investment Management) Investment ManagersFinance Amalgamated Bank-IM offers active and passive, domestic and international equity, fixed-income, quantitative and qualitative strategies. In general, the bank tends to invest in the stocks of companies in the commercial services, consumer services and electronic technology sectors. They invest primarily in the stocks of small- and mid-cap companies in Europe.	Finance
The Swarthmore Group, Inc. The Swarthmore Group, Inc. Investment ManagersFinance The Swarthmore Group uses a combination of fundamental, technical, and quantitative analysis to determine which securities are suitable for investment in client portfolios. Although they incorporate all three research methods, the firm employs fundamental analysis research most often. Their investment process utilizes a bottom-up approach with a macroeconomic overlay.	Finance
New York State Insurance Fund New York State Insurance Fund Investment ManagersFinance Provides investment advice for Insurance Company Portfolio	Finance
State University Construction Fund State University Construction Fund Hotels/Resorts/Cruise linesConsumer Services Provides academic buildings, dormitories and other facilities	Consumer Services