Bachelor in Political Science and Economics, Queens College, City University of New York, 1968. Master of Business Administration in Financial and Investment, Baruch College, City University of New York, 1970.
Owner, president Investment Research Associates, New York City, 1967-1976. Assistant to executive vice president Douglas T. Johnston, 1969-1970. Vice president F.I. duPont/Lenox Capital Management, 1970-1974.
Principal, director, president M.D. Sass Investors Services, since 1974, M.D. Sass Capital Management corporation, 1985-1987. Principal, director, executive vice president Sass Elliot & Page, New York City, 1985-1987. Director, president M.D. Sass Associates, since 1974.
Vice president, former director, principal Corporation Capital Consultant, New York City, 1975—2001. Executive vice president Sass Southmark Mutual Funds, 1986-1989. Executive vice president, director Corporation Renaissance Group Inc., 1994-2000.
President Resurgence Asset Management, since 1998. President, chief investment officer Chase & M.D. Sass Partners, 1995—2001. Director Commodity Credit Corporation Resources, New York City.
Board directors Commodity Credit Corporation Advisers, New York City, Financial Executives Institute of the Philippines. Vice chairman Coolsavings.com Inc., 1997—2005. Board governors New York Board Trade, since 2000, ICE Futures United States, 2007.
Consultant, expert witness in securities and valuation litigation. Lecturer in field.
Fellow Finance Analysts Federation. Member of New York Society Security Analysts (Volunteer of Year 1986), National Institutional Options Society, International Association Finance Planning (metropolitan New York board directors), International Foundation Employee Benefit Plans, Investment Management Consultant Association, Beta Gamma Sigma (honorary).
Married Elizabeth Bowman, January 12, 1969.