Profil
Mr. Boris Gertsen, CFA, is a Director of Portfolio Management at JSF Financial LLC.
He currently heads our trading department, where he works closely with the portfolio management team on allocating clients’ accounts and overseeing the investment strategies of the firm.
He is also a Investment Advisor Representative.
He is a CFA charterholder and holds a Bachelor’s degree in Finance from California State University, Northridge.
Postes actifs de Boris Gertsen
| Sociétés | Poste | Début |
|---|---|---|
JSF Financial LLC
 JSF Financial LLC Investment ManagersFinance JSF Financial LLC is an independent, SEC-registered investment adviser and wealth management firm headquartered in Los Angeles, California. The firm was founded by Jeff Fishman in 1996. JSF provides holistic and highly personal wealth management services for high-net-worth individuals, families and foundations. | Trading-Equity | 01/12/1999 |
Formation de Boris Gertsen
| The California State University | Undergraduate Degree |
Expériences
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Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
JSF Financial LLC
JSF Financial LLC Investment ManagersFinance JSF Financial LLC is an independent, SEC-registered investment adviser and wealth management firm headquartered in Los Angeles, California. The firm was founded by Jeff Fishman in 1996. JSF provides holistic and highly personal wealth management services for high-net-worth individuals, families and foundations. | Finance |
