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 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. Maher joined Hilton Capital Management to launch the Small and Mid Cap Opportunities Strategy in 2019. Prior to joining the firm he was the portfolio manager of the smid cap, small cap and micro cap value equity strategies for Lord Abbett. Mr. Maher began his investment career in 1989 and worked at several high profile firms such as Lynch & Mayer, Inc, Centurion Investment Group, L.P. and Invesco. Mr. Maher joined Lord Abbett in 2003 and he was made Partner in 2010. Mr. Maher received a BS from Georgetown University and an MBA from New York University.
Ms. Baade joined Hilton Capital Management in 2021 and is responsible for the Hilton research efforts supporting the portfolio managers across all strategies. Ms. Baade works closely with Alex Oxenham and Tom Maher in analyzing and monitoring the Hilton coverage universe of names. Ms. Baade is also a member of the investment committee. Prior to joining Hilton Ms. Baade was an Equity Research Analyst at D.A. Davidson in Portland, OR. During her tenure at D.A. Davidson, she covered companies in security software, healthcare IT and the semiconductor sectors as an associate and later as an analyst. Ms. Baade is a graduate of the University of Portland with a B.A. in Economics.
Regional Director - New England
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.
Director, Institutional Sales
Mr. Jennings is a 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.
Regional Director - AL, FL, LA, MS
Vice President, Internal Sales and Marketing
Regional Director - Mid Atlantic
Mr. Corsanico joined Hilton Capital Management, LCC in 2020 from Archer, where he led efforts in business development and built new relationships with large, global asset managers. Mr. Corsanico provides dedicated sales and marketing support to Hilton clients. Mr. Corsanico held prior roles at Envestnet and Lockwood Advisors and has an extensive background in TAMP, RIA and broker dealer channels. Mr. Corsanico earned a Bachelor of Science degree in Business Administration and Finance from Widener University in Chester, PA.Mr. Corsanico holds the Certified Investment Management Analyst (CIMA®) designation and has more than 16 years of financial services experience.
Ms. James is the Chief Financial Officer for Hilton Capital Management, LLC. She has held senior finance and accounting positions in both the public and private sectors. Ms. James most recently served as the Chief Deputy Comptroller of Nassau County. Her prior experience includes roles at JP Morgan Chase, City of Long Beach, Bloomberg L.P. and PricewaterhouseCoopers. Ms. James graduated from St. Johns University with a B.S. in Finance.
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.
Mr. Friedler is the General Counsel of Hilton Capital Management, LLC. Mr. Friedler has over 20 years of experience advising on regulatory and compliance matters for investment managers and broker-dealers. Mr. Friedler joined Hilton after 20 years of practicing law in several law firms and acting as General Counsel and Chief Compliance Officer of a large hedge fund. Mr. Friedler has significant experience advising on the formation, structuring, management and operation of registered investment advisers and broker-dealers. Mr. Friedler regularly advised investment managers, broker-dealers, commodity pool operators and commodity trading advisors on registration and ongoing compliance issues with all applicable regulators. Mr. Friedler is also an expert in structuring and forming private investment funds of all types and strategies (including hedge funds, private equity funds and venture capital funds), as well as separately managed accounts. Mr. Friedler received his Bachelor of Science degree in economics from Oneonta State College and his Juris Doctor degree, cum laude, from New York Law School. He is admitted to the State Bar of New York.
Vice President, 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
Vice President, Trading
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.