Profil
Ethan D.
Rosenberg worked as an Investment Advisor at Zale Capital Management LP from 2008 to 2010 and as an Analyst at CIBC Private Wealth Advisors, Inc. from 2010 to 2012.
He completed his undergraduate degree from Tulane University (Louisiana) in 2006.
Anciens postes connus de Ethan D. Rosenberg
| Sociétés | Poste | Fin |
|---|---|---|
CIBC Private Wealth Advisors, Inc.
 CIBC Private Wealth Advisors, Inc. Investment ManagersFinance CIBC Private Wealth Advisors, Inc. (CPWA) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1932 and formerly known as AT Investment Advisers, Inc. They are a subsidiary of CIBC Private Wealth Group LLC, ultimately held by Canadian Imperial Bank of Commerce (NYSE, TSE: CM) in Canada. CPWA provides investment advisory and wealth advisory services to individuals, trusts, estates, families, charitable organizations, employee benefit and contribution plans, corporations, state or municipal government entities, pension and profit-sharing plans, and other investment advisers. The firm also participates in wrap fee programs offered by third party sponsors. | Analyst-Equity | 01/05/2012 |
Zale Capital Management LP
 Zale Capital Management LP Investment ManagersFinance Zale Capital Management LP is an investment advisory and money management firm founded by David Zale in 2006. The private company is based in New York, NY. Zale Capital helps people manage their windfalls and encourages ownership of investment decisions. As a fiduciary, the company values education and believes that clients have the power over their finances, responsibility for their investments, and ownership of their capital. Zale Capital provides the right knowledge and education to understand and take charge of investments and portfolios. David Zale, CFA, is the general partner of the company and has twenty years of experience in the financial services industry. | Corporate Officer/Principal | - |
Formation de Ethan D. Rosenberg
| Tulane University (Louisiana) | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
CIBC Private Wealth Advisors, Inc.
CIBC Private Wealth Advisors, Inc. Investment ManagersFinance CIBC Private Wealth Advisors, Inc. (CPWA) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1932 and formerly known as AT Investment Advisers, Inc. They are a subsidiary of CIBC Private Wealth Group LLC, ultimately held by Canadian Imperial Bank of Commerce (NYSE, TSE: CM) in Canada. CPWA provides investment advisory and wealth advisory services to individuals, trusts, estates, families, charitable organizations, employee benefit and contribution plans, corporations, state or municipal government entities, pension and profit-sharing plans, and other investment advisers. The firm also participates in wrap fee programs offered by third party sponsors. | Finance |
Zale Capital Management LP
Zale Capital Management LP Investment ManagersFinance Zale Capital Management LP is an investment advisory and money management firm founded by David Zale in 2006. The private company is based in New York, NY. Zale Capital helps people manage their windfalls and encourages ownership of investment decisions. As a fiduciary, the company values education and believes that clients have the power over their finances, responsibility for their investments, and ownership of their capital. Zale Capital provides the right knowledge and education to understand and take charge of investments and portfolios. David Zale, CFA, is the general partner of the company and has twenty years of experience in the financial services industry. | Finance |