J. Monsma
Gestionnaire de Portefeuille-Actions chez Exchange Capital Management, Inc.
Profil
Mr. J.
Z.
Monsma is a Senior Investment Advisor at Exchange Capital Management, Inc. He has over 25 years of institutional investment advisory.
Mr. Monsma was previously employed at financial institutions New Street Research, UBS, JPMorgan, Lehman Brothers, and Prudential in New York and Chicago.
Over his career, Zach has provided investment advice to Portfolio Managers and Analysts at such institutions as Fidelity, Blackrock, TIAA-CREF, Nuveen, Invesco, Capital Group (American Funds), Dodge & Cox, AllianceBernstein, Franklin Templeton, Thornburg, Parnassus, Citadel, Millennium, Tiger Management, DE Shaw, and many others.
He received MBA from University of Michigan & BA - Economics from DePauw University.
Postes actifs de J. Monsma
| Sociétés | Poste | Début |
|---|---|---|
Exchange Capital Management, Inc.
 Exchange Capital Management, Inc. Investment ManagersFinance Exchange Capital Management, Inc. (ECM) is an independent registered investment advisory and wealth management firm headquartered in Ann Arbor, Michigan. The firm was founded by Michael R. Reid in 1989. ECM provides investment advisory and supervisory services for private clients, financial institutions, corporate clients, and foundations. | Gestionnaire de Portefeuille-Actions | - |
Anciens postes connus de J. Monsma
| Sociétés | Poste | Fin |
|---|---|---|
UBS Securities LLC
 UBS Securities LLC Investment ManagersFinance UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients. | Ventes Institutionnelles | 30/06/2013 |
JPMorgan Investment Management, Inc.
 JPMorgan Investment Management, Inc. Investment ManagersFinance JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as the result of Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients. | Corporate Officer/Principal | 31/05/2008 |
Lehman Brothers, Inc.
 Lehman Brothers, Inc. Investment Banks/BrokersFinance A subsidiary of Lehman Brothers Holdings, Inc., Lehman Brothers, Inc. is a broker/dealer headquartered in New York City. They provide global equity and fixed research. The equity research department covers more than 100 sectors. They use a fundamental, quantitative, strategic and tactical research approach. In addition to these Lehman has also developed special products, such as 10 uncommon values and 10 uncommon eurovalues. | Corporate Officer/Principal | 30/09/2004 |
New Street Research LLC
 New Street Research LLC Investment ManagersFinance New Street Research LLC is the US-based investment research arm of New Street Research LLP in Great Britian. Headquartered in New York City, the firm provides research on Telecommunications and Technology sectors globally. | Ventes Institutionnelles | - |
Formation de J. Monsma
| DePauw University | Undergraduate Degree |
| University of Michigan | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Lehman Brothers, Inc.
Lehman Brothers, Inc. Investment Banks/BrokersFinance A subsidiary of Lehman Brothers Holdings, Inc., Lehman Brothers, Inc. is a broker/dealer headquartered in New York City. They provide global equity and fixed research. The equity research department covers more than 100 sectors. They use a fundamental, quantitative, strategic and tactical research approach. In addition to these Lehman has also developed special products, such as 10 uncommon values and 10 uncommon eurovalues. | Finance |
JPMorgan Investment Management, Inc.
JPMorgan Investment Management, Inc. Investment ManagersFinance JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as the result of Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients. | Finance |
UBS Securities LLC
UBS Securities LLC Investment ManagersFinance UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients. | Finance |
Exchange Capital Management, Inc.
Exchange Capital Management, Inc. Investment ManagersFinance Exchange Capital Management, Inc. (ECM) is an independent registered investment advisory and wealth management firm headquartered in Ann Arbor, Michigan. The firm was founded by Michael R. Reid in 1989. ECM provides investment advisory and supervisory services for private clients, financial institutions, corporate clients, and foundations. | Finance |
New Street Research LLC
New Street Research LLC Investment ManagersFinance New Street Research LLC is the US-based investment research arm of New Street Research LLP in Great Britian. Headquartered in New York City, the firm provides research on Telecommunications and Technology sectors globally. | Finance |
