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Harold Frederick Pine
Directeur/Membre du Conseil chez
Clearview Resources Ltd.
Profil
Prior to joining Jess S.
Morgan & Co., Mr. Pine served as senior portfolio manager with U.S Bank, Wells Fargo and UBS.
He is experienced in financial engineering and derivative securities, he has been responsible for tactical and strategic asset allocation processes as well as portfolio construction.
He has managed over $500 million assets primarily for high net worth individuals and institutions.
Additionally, he has significant quantitative skills in developing the investment process.
He has several years of investment and portfolio management experience.
Mr. Pine holds both an MBA from the University of Colorado and Bachelor of Science in Finance from California State University, Sacramento.
Postes actifs de Harold Frederick Pine
| Sociétés | Poste | Début |
|---|---|---|
Clearview Resources Ltd.
 Clearview Resources Ltd. Integrated OilEnergy Minerals Explores for oil and natural gas | Directeur/Membre du Conseil | - |
Anciens postes connus de Harold Frederick Pine
| Sociétés | Poste | Fin |
|---|---|---|
UBS Asset Management (Americas) LLC
 UBS Asset Management (Americas) LLC Investment ManagersFinance UBS AM offers Equities, Fixed Income, Indexing, and Investment Solutions businesses. The firm provides active investment strategies to their clients and principally employs fundamental analysis in managing client accounts by attempting to identify discrepancies between current market prices and their estimate of fundamental value. | Corporate Officer/Principal | - |
U.S. Bank, NA (St. Louis, Missouri)
 U.S. Bank, NA (St. Louis, Missouri) Investment ManagersFinance US Bank uses asset allocation methods to manage separate portfolios | Corporate Officer/Principal | - |
Wells Fargo Alternative Asset Management LLC
 Wells Fargo Alternative Asset Management LLC Investment ManagersFinance Wells Fargo Alternative Asset Management (WFAAM) advises finds-of-funds and pursues the objectives of those funds by investing in trusts that are sub-trusts of an umbrella trust that pursue a distinct investment strategy under the direction of an independent investment trading manager. Generally, the trading managers' activities may involve investment, holding, sale or trading of any investment instruments including but not limited to: (1) stocks, bonds, warrants, notes, debentures (whether subordinated, convertible or otherwise) (2) money market funds, commercial paper and CDs (3) governmental obligations (or the obligations of any instrumentality thereof) whether publicly offered or pursuant to private placements and (4) options, forward currency contracts, swaps, caps, collars, floors and other over-the-counter derivatives. | Gestionnaire de Portefeuille-Actions | - |
Jess S. Morgan & Co., Inc.
 Jess S. Morgan & Co., Inc. Investment ManagersFinance JSMCO constructs portfolios based on each client’s clearly defined goals and risk objective. Portfolios are structured and securities are selected based on a Core and Satellite approach of equities, fixed income and liquidity. The Core selections generally include positions in index and exchange traded funds (ETFs) in equities and fixed income. Satellite positions consist primarily of individual stocks and bonds but also include strategic holdings in certain sector funds or ETFs to enhance exposure to specific sectors and asset classes. Securities are selected utilizing a fundamental, diversified approach. The firm employs a global asset allocation strategy to capture stock and bond market total return and minimize risk through a globally diversified strategy. | Directeur en chef des Investissements | - |
Formation de Harold Frederick Pine
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
2
Relations au 1er degré
7
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
UBS Asset Management (Americas) LLC
UBS Asset Management (Americas) LLC Investment ManagersFinance UBS AM offers Equities, Fixed Income, Indexing, and Investment Solutions businesses. The firm provides active investment strategies to their clients and principally employs fundamental analysis in managing client accounts by attempting to identify discrepancies between current market prices and their estimate of fundamental value. | Finance |
Jess S. Morgan & Co., Inc.
Jess S. Morgan & Co., Inc. Investment ManagersFinance JSMCO constructs portfolios based on each client’s clearly defined goals and risk objective. Portfolios are structured and securities are selected based on a Core and Satellite approach of equities, fixed income and liquidity. The Core selections generally include positions in index and exchange traded funds (ETFs) in equities and fixed income. Satellite positions consist primarily of individual stocks and bonds but also include strategic holdings in certain sector funds or ETFs to enhance exposure to specific sectors and asset classes. Securities are selected utilizing a fundamental, diversified approach. The firm employs a global asset allocation strategy to capture stock and bond market total return and minimize risk through a globally diversified strategy. | Finance |
U.S. Bank, NA (St. Louis, Missouri)
U.S. Bank, NA (St. Louis, Missouri) Investment ManagersFinance US Bank uses asset allocation methods to manage separate portfolios | Finance |
The California State University
 The California State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The University of Colorado
 The University of Colorado Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Wells Fargo Alternative Asset Management LLC
Wells Fargo Alternative Asset Management LLC Investment ManagersFinance Wells Fargo Alternative Asset Management (WFAAM) advises finds-of-funds and pursues the objectives of those funds by investing in trusts that are sub-trusts of an umbrella trust that pursue a distinct investment strategy under the direction of an independent investment trading manager. Generally, the trading managers' activities may involve investment, holding, sale or trading of any investment instruments including but not limited to: (1) stocks, bonds, warrants, notes, debentures (whether subordinated, convertible or otherwise) (2) money market funds, commercial paper and CDs (3) governmental obligations (or the obligations of any instrumentality thereof) whether publicly offered or pursuant to private placements and (4) options, forward currency contracts, swaps, caps, collars, floors and other over-the-counter derivatives. | Finance |
Clearview Resources Ltd.
Clearview Resources Ltd. Integrated OilEnergy Minerals Explores for oil and natural gas | Energy Minerals |
