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Adam Jonathan Sheer
Directeur Général chez The Roosevelt Investment Group LLC
Postes actifs de Adam Jonathan Sheer
Sociétés | Poste | Début | Fin |
---|---|---|---|
The Roosevelt Investment Group LLC
![]() The Roosevelt Investment Group LLC Investment ManagersFinance The Roosevelt Investment Group LLC (dba Roosevelt Investments) is a SEC-registered investment advisor headquartered in New York City. The firm was founded by P. James Roosevelt in 1971 as P. James Roosevelt, Inc. and changed their name to The Roosevelt Investment Group, Inc. in 1993. They are a wholly-owned subsidiary of CI Private Wealth LLC, an indirect majority-owned subsidiary of CI Financial Corp. (TSE: CIX, NYSE: CIXX) in Canada. Roosevelt Investments offers services to institutional and retail clients and wrap program sponsors. | Directeur Général | 01/01/2013 | - |
President | 01/01/2002 | 01/01/2013 |
Historique de carrière de Adam Jonathan Sheer
Anciens postes connus de Adam Jonathan Sheer
Sociétés | Poste | Début | Fin |
---|---|---|---|
The Center For Jewish-Arab Economic Development | Corporate Officer/Principal | - | - |
Formation de Adam Jonathan Sheer
Brandeis University | Undergraduate Degree |
Statistiques
Internationale
Etats-Unis | 3 |
Israël | 2 |
Opérationnelle
Chief Executive Officer | 1 |
President | 1 |
Undergraduate Degree | 1 |
Sectorielle
Finance | 2 |
Consumer Services | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 2 |
---|---|
The Roosevelt Investment Group LLC
![]() The Roosevelt Investment Group LLC Investment ManagersFinance The Roosevelt Investment Group LLC (dba Roosevelt Investments) is a SEC-registered investment advisor headquartered in New York City. The firm was founded by P. James Roosevelt in 1971 as P. James Roosevelt, Inc. and changed their name to The Roosevelt Investment Group, Inc. in 1993. They are a wholly-owned subsidiary of CI Private Wealth LLC, an indirect majority-owned subsidiary of CI Financial Corp. (TSE: CIX, NYSE: CIXX) in Canada. Roosevelt Investments offers services to institutional and retail clients and wrap program sponsors. | Finance |
The Center For Jewish-Arab Economic Development |
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