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Cassandra Enriquez-Ballo Lally

Bergamot Asset Management LP

Princeton, NJ

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Current Employers
Bergamot Asset Management Lp

300 Carnegie Center Suite 140, Princeton, NJ 08540 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2024-08-26
NJ RA APPROVED 2024-06-14
  • PA RA
    APPROVED
    Since 2024-08-26
  • NJ RA
    APPROVED
    Since 2024-06-14

Branch Locations

300 Carnegie Center Suite 140, Princeton, NJ 08540 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bergamot Asset Management Princeton NJ 07/2019 Present
Suffolk Capital Management, Llc New York NY 01/2017 02/2019
Suffolk Capital Management, Llc New York NY 03/2010 01/2017
Unemployed New York NY 02/2019 06/2019
  • 07/2019 → Present
    Bergamot Asset Management
    Princeton, NJ
  • 01/2017 → 02/2019
    Suffolk Capital Management, Llc
    New York, NY
  • 03/2010 → 01/2017
    Suffolk Capital Management, Llc
    New York, NY
  • 02/2019 → 06/2019
    Unemployed
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-05-22
  • S65 Uniform Investment Adviser Law Examination
    2024-05-22
Other Names
  • Cassandra Lally

View on SEC IAPD

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Other Offices

BLACKROCK INVESTMENT MANAGEMENT, LLC · PRINCETON, NJ
SONGBIRD CAPITAL, LLC · PRINCETON, NJ
J.P. MORGAN SECURITIES LLC · Princeton, NJ
SYSTEMATIC ALPHA INVESTMENTS, LLC · PRINCETON, NJ
PNC WEALTH MANAGEMENT LLC · PRINCETON, NJ
RBC CAPITAL MARKETS, LLC · Princeton, NJ
WATERMARK GROUP, INC. · PRINCETON, NJ
PRINCETON EQUITY GROUP · PRINCETON, NJ

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