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Friday, March 24, 2006

Alpine Woods Takes Aim At Institutional Market

by: Armie Margaret Lee

The father-and-son tandem behind Alpine Woods Investments is now taking a stab at the institutional market. Stephen and Samuel Lieber have formed a new unit in a bid to broaden the Purchase, New York-based firm's presence in the institutional arena.

The new entity, Alpine Woods Capital Investors, will offer separate account investing strategies to plan sponsors, endowments and foundations, among others.

The duo will serve as co-chief executive officers and senior portfolio managers.

"There has been a substantial interest on the part of institutions in our distinctive investment vehicles," Stephen Lieber said in a statement.

The new firm has signed on Faith Robinson as director of institutional sales and marketing. Robinson previously oversaw institutional sales for Schneider Capital Management.

Alpine Woods Investments, which was formed in 2003 as a result of the merger between Saxon Woods Advisors and Alpine Management & Research, offers equity and income strategies primarily to the retail market.

The elder Lieber, who founded Lieber and Company in 1969 and Evergreen Asset Management Corp. in 1971, established Saxon Woods in 1999.

The younger Lieber formed Alpine Management in 1998 after a 12-year stint at Evergreen.  

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