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Historique de carrière de Chet Needelman
Anciens postes connus de Chet Needelman
Sociétés | Poste | Début | Fin |
---|---|---|---|
Needelman Asset Management, Inc.
![]() Needelman Asset Management, Inc. Investment ManagersFinance Needelman Asset Management, Inc. (Needelman) is a wealth management firm and registered investment advisor headquartered in Ladera Ranch, California, founded by Chet Needelman in 2002. Needelman is a subsidiary of Spectrum Asset Management, Inc., an SEC-registered investment adviser, whose principal owner is Ryan L. Kelly. The firm provides investment management services to high net-worth individuals, pension and profit sharing plans, charitable organizations and corporations. | Directeur Général | 01/01/2002 | 04/12/2019 |
Fondateur | 01/01/2002 | 04/12/2019 | |
Gestionnaire de Portefeuille-Actions | 01/01/2002 | 04/12/2019 |
Formation de Chet Needelman
California State University-Northridge | Undergraduate Degree |
Statistiques
Internationale
Etats-Unis | 3 |
Opérationnelle
Chief Executive Officer | 1 |
Founder | 1 |
Portfolio Manager-Equities | 1 |
Sectorielle
Finance | 2 |
Consumer Services | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 1 |
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Needelman Asset Management, Inc.
![]() Needelman Asset Management, Inc. Investment ManagersFinance Needelman Asset Management, Inc. (Needelman) is a wealth management firm and registered investment advisor headquartered in Ladera Ranch, California, founded by Chet Needelman in 2002. Needelman is a subsidiary of Spectrum Asset Management, Inc., an SEC-registered investment adviser, whose principal owner is Ryan L. Kelly. The firm provides investment management services to high net-worth individuals, pension and profit sharing plans, charitable organizations and corporations. | Finance |
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