Strategas is a global institutional brokerage and advisory firm. The Firm provides macro research, capital market and corporate advisory services, and financial products to institutional investors and corporate executives, in more than twenty countries, around the world.
Strategas undertakes securities business in the name of its wholly-owned broker-dealer subsidiary, Strategas Securities, LLC. Within is Financial Products business, the Firm develops managed strategies for family offices and ultra & high net worth advisors through Strategas Asset Management, LLC, a registered investment advisor, and manages two special opportunity limited partnerships through Strategas Capital Partners, LLC, an alternative growth equity manager.
Founded in 2006 by Jason DeSena Trennert, Nicholas Bohnsack and Don Rissmiller, Strategas is an independent, private partnership committed to providing superior services in the old Wall Street tradition. Its motto, bonitas, probitas, fides – class, integrity, faith – guides both the management of the Firm and its commitment to its clients.
The Firm has eleven partners and 50 research analysts, institutional salespeople and sales traders, and capital market professionals working at its offices in New York, Washington DC, and Columbus, Ohio. Strategas is fortunate to count some of the world’s premier corporations, institutional investors, financial sponsors, and governments, among its clients.
WHO Do the Who’s Who in Finance and Investing Look To?
WHY is Macro So Big? Because it’s Not Just Data. It’s Insight.
WHAT Lies Beyond Great Research? The Great Big World.
WHEN Our Firm Is Your Asset Manager, What Should You Expect?
For information please contact us at (212) 906-0130 in New York; (202) 223-7646 in Washington; (614) 221-6680 in Columbus or, via email at email@example.com
Partners & Officers
Jason DeSena Trennert Managing Partner
Chief Executive Officer
Nicholas Bohnsack Partner
Chief Operating Officer
Donald J. Rissmiller Partner
Vice Chairman &
Chief Research Officer
Eileen Gabay Partner
Chief Administrative Officer &
Chief Compliance Officer
Dan Clifton Partner
Head of Washington Office
Christopher Verrone, CMT Partner
Robert K. DiFazio Partner
Robert Adrian Partner
R. Aaron Long Partner
Larry Castellani, Jr. Partner
John Ghize Partner
Mark Godofsky Executive Director
Chief Financial Officer
Recognizing that institutional investors have no shortage of options when it comes to investment research, Strategas works hard to distill, thoughtfully and concisely, complex investment concepts into easily understandable and actionable ideas and themes for investors of all styles and time horizons every day. Through frequent client visits and customized research solutions, the Firm actively seeks to go beyond its written research reports.
Firms are generally only as strong as their weakest links. Strategas is committed to establishing processes to maintain the highest level of quality in all areas – its people, its research, and its client service.
Strategas believes that its successes, failures, and sacrifices should be shared at all levels of the firm. The Firm is committed to transparency between the Partnership and the Firm's Associates with respect to the Firm's mission and developments which affect the future of the business.
Strategas will be committed to excellence but never at the expense of its guiding principles and values in the way it treats its customers, its associates, and its vendors. The Firm seeks success, but not at the expense of its respect for the individual.
What's A Strategas?
Of all the frequently asked questions we get on the road, the one we've received the most since we started the Firm has to do with the derivation of our company name and logo. Most people are kind in their questioning, but more than a few have been less than shy in their bewilderment. A master of nuance, Joe Kernen of CNBC said on the air, "Jason, you've been dreaming of starting your own company your whole life and this is what you came up with?" Similarly, a friend and paying client in Texas asked bluntly, "what the $%*& is a strategas?"
And so we'd like to explain once and for all how we came up with our rather unique name. Few know that the word 'strategy' is derived from the Greek word 'strategos' which means 'general'. In Athenian Democracy, the strategoi stood between the elected officials and its military leaders to provide counsel in balancing the needs of protecting individual liberties while, at the same time, providing for the overall security of the state. Satisfied that we had found a name that had real meaning and the requisite pretension of antiquity, we had decided, perhaps naively that 'Strategos' was as good as we were going to get. In the 11th hour, however, our lawyers informed us that to name the firm 'Strategos' could invite trademark litigation. Having invested some time in the decision and becoming attached to the logo of the warrior we now affectionately call 'Gus', we asked our lawyers to find a vowel that would complete the word 'strateg_s' without inviting legal action. They came up with 'strategas' which, at that point was close enough for us and was aesthetically pleasing when using Greek lettering. There is a certain irony and sadness in the fact that, in the post-industrial and litigious society in which we live, we essentially had to choose a name that was so devoid of meaning to actually steer clear of a lawsuit. In any event, the name has been a source of amusement among our clients and friends. And, as the saying goes, "we don't care what you call us, as long as you call us."
The Poppy Project
By Jason DeSena Trennert
During my many trips to London and Canada, I noticed the ubiquity of red poppies to celebrate fallen servicemen. Ignorant of the custom and curious, I learned upon further investigation that the provenance of the custom is the searingly beautiful poem In Flanders Fields by Canadian physician and Lieutenant Colonel John McCrae during the Great War. Moina Michael popularized the tradition of selling these poppies as a means of raising funds to assist disabled veterans in the U.S. Ironically, wearing red poppies in remembrance of the fallen was as popular in the U.S. as it was in Canada and in the U.K. until Memorial Day officially became national holiday in 1966. At Strategas, we resolved to bring the custom back in our corner of the world and send clients poppies every year remember those who made the ultimate sacrifice.
Between the crosses, row on row,
That mark our place; and in the sky
The larks, still bravely singing, fly
Scarce heard amid the guns below.
We are the Dead. Short days ago
We lived, felt dawn, saw sunset glow,
Loved and were loved, and now we lie,
In Flanders fields.
Take up our quarrel with the foe:
To you from failing hands we throw
The torch; be yours to hold it high.
If ye break faith with us who die
We shall not sleep, though poppies grow
In Flanders fields.