Founder & Chief Investment Officer
Mr. Garvey is the founder and Chief Investment Officer of Hilton Capital Management, LLC. During his thirty years on Wall Street, Bill has developed a unique investment process that serves as the core for the firm's investment philosophy. Prior to founding Hilton Capital, Mr. Garvey established a Fixed Income Investment Advisory business at Ashland Management, where he served as Head of Portfolio Management and was also affiliated with Lehman Brothers, where he concentrated on the Fixed-Income markets. Mr. Garvey has also been associated with Bache and Co., Dean Witter and was a founding partner of William J. Garvey and Co., a member firm of the Comex. Mr. Garvey earned a BS from Fairfield University.
Mr. O'Neill is the CEO & President of Hilton Capital Management, LLC. Prior to joining Hilton Capital, Mr. O'Neill was a Managing Director at Rafferty Capital Markets overseeing their Institutional Equity Sales and Trading as well as the Prime Brokerage group. Prior to Rafferty Capital, Mr. O'Neill was a partner at CDM LLC, an option specialist firm on the American Stock Exchange, where he served as a Senior Market Maker and Risk Manager. Mr. O'Neill graduated from Hobart College with a B.S. in Economics.
Partner & Co-Chief Investment Officer
Mr. Oxenham joined Hilton Capital Management, LLC in 2011 from HSBC Private Bank in New York. At HSBC, Mr. Oxenham was a Senior Portfolio Manager and Voting Member on the HSBC Private Bank Investment Policy committee for the Americas' region. Prior to HSBC, Mr. Oxenham worked in portfolio management for Mercantile Bankshares, Bankers Trust Alex Brown / Brown Advisory and Bank of America. Mr. Oxenham holds a B.S. in International Business from the University of Maryland, College Park, an M.B.A. in Finance from American University and is a CFA charter holder. Alex is also a member of the CFA Institute and the New York Society of Security Analysts.
Mr. Reilly joined Hilton Capital Management, LLC in 2017 and manages Hilton's Efficient Tactical Income Strategy. In addition to his work on the Investment Committee, Mr. Reilly will focus on a range of strategic business development initiatives and expand the firm's risk management capabilities. Prior to joining Hilton Capital, Mr. Reilly was a Managing Director at Bank of America, where he oversaw their Global Convertible Sales and Trading business. He was responsible for risk management, trading and distribution of the convertible product. Prior to Bank of America, Mr. Reilly was a Managing Director at Goldman Sachs, where he managed their U.S. Convertible Trading business. Mr. Reilly graduated from Harvard University with a B.S. in Economics.
Mr. Molloy joined Hilton Capital Management, LLC as Director of Marketing in 2014, where he oversees the firm's marketing, sales and communications. Prior to joining Hilton Capital, Mr. Molloy ran Business Development and Operations for Quality Capital Management US, LLC, the North American affiliate of a UK-based global-macro hedge fund manager. For more than ten years at the outset of his career, Mr. Molloy held positions of increasing responsibility within the sales and investor relations functions of WCM, LLC, a multi-billion dollar hedge fund investment group. Mr. Molloy graduated from Fairfield University with a B.A. in American Studies.
Mr. Jennings is a Managing Director at Hilton who joined the firm in 2010 assuming a role in the sales / marketing / distribution and client service management functions of Hilton. He has enjoyed an extensive career in the investment management business, holding positions with Scudder Stevens and Clark, Bankers Trust Company (Co-Head Client Service), Citicorp Investment Management (Head of Sales and Marketing), Westwood Management (Partner), Newbolds Asset Management (President) and Cramer Rosenthal McGlynn (Vice Chairman). Mr. Jennings holds a B.S. from Rider University and attended Baruch University, CUNY. He is a former 20 year Trustee of The Professional Children's School in New York.
Mr. McCarthy joined Hilton Capital Management, LLC in June of 2012 and is involved in the Sales and Marketing functions for Hilton. Mr. McCarthy has had an extensive career within brokerage and the investment management businesses holding positions at GFI Group (VP, MD of Research Sales), Fleet Institutional Trading Services (VP, Senior Equity Trader), Ashland Management (VP, Equity Portfolio Manager) and M&M Securities Inc. (General Partner). Mr. McCarthy holds a B.B.A. from Pace University.
Mr. Gillies is involved in the Sales and Marketing functions for Hilton Capital Management, LLC, where he joined in 2009. Prior to joining Hilton, Mr. Gillies spent 15 years as a Senior Financial Advisor at Raymond James, where he founded a franchise in 1994. He began his career with Smith Barney in 1990. Mr. Gillies is also a member of the Hockey Hall of Fame. During his NHL career that spanned 958 games, Gillies notched 319 goals, 378 assists and 1023 penalty minutes. Mr. Gillies won four consecutive Stanley Cups during his tenure with the New York Islanders. He was elected to the Hockey Hall of Fame in 2002.
Chief Compliance Officer
Ms. Martens is the Chief Compliance officer for Hilton Capital Management, LLC. She was integral in the Company's formation and currently oversees all areas of regulatory compliance. Prior to Hilton Capital, Ms. Martens was employed by Glass Capital Management and Glass, Sanders, Smith & Miller, both branches of Royal Alliance Associates. Ms. Martens is a graduate of Iona College with a B.S. in Political Science.
Vice President Of Operations
Cameron is a graduate of The State University of New York at Stony Brook with a BS in Business Management. Cameron started his career at Chapdelaine & Co. as an operations analyst and went on to work at Tullett Prebon and later Rafferty Capital Markets, LLC where he ran the operations department.
Vice President Of Operations
Seeks capital preservation with an emphasis on income generation as a key component to competitive total returns while minimizing risk and volatility.
Diversified portfolio of global dividend yielding securities managed tactically utilizing the Hilton Capital Management investment process.
Incorporates passive and non-passive funds to replicate the asset allocation process of the Hilton Tactical Income strategy.
The Small and Mid Cap Opportunities Strategy appeals to investors seeking exposure to small and mid cap equities, where diversification is critical but is not determined by index weights.