James Longinotti
Directeur/Membre du Conseil chez Cypress Alternative Partners II LP
Profil
James Eugene Longinotti is currently a Director at Cypress Alternative Partners II LP and a Director & Wealth Advisor at Cresset Capital Management LLC.
He previously worked as an Investment Analyst at Cypress Wealth Advisors LLC from 2011 to 2017.
He obtained his undergraduate degree from Washington University in St. Louis.
Postes actifs de James Longinotti
| Sociétés | Poste | Début |
|---|---|---|
Cypress Alternative Partners II LP
 Cypress Alternative Partners II LP Investment ManagersFinance Cypress Alternative Partners II LP provides investment services. The company is headquartered in San Francisco, CA. | Directeur/Membre du Conseil | - |
Cresset Capital Management LLC
 Cresset Capital Management LLC Financial ConglomeratesFinance Cresset Capital Management LLC provides reinvent wealth management services. It offers suite of family office services, investment advisory, planning, and other services. The company was founded by Eric Becker and Avy Stein and is headquartered in Chicago, IL. | Directeur/Membre du Conseil | - |
Anciens postes connus de James Longinotti
| Sociétés | Poste | Fin |
|---|---|---|
Cypress Wealth Advisors LLC
 Cypress Wealth Advisors LLC Investment ManagersFinance Founded in 2004, Cypress Wealth Advisors LLC is a wealth management firm and registered investment advisor located in San Francisco, California. The firm provides investment advice, as well as implementation and financial planning, to individuals, trusts, estates, and charitable organizations. They also serve as the investment adviser to a number of pooled investment vehicles. vehicles. | Compliance Officer | - |
Formation de James Longinotti
| Washington University in St. Louis | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Cypress Wealth Advisors LLC
Cypress Wealth Advisors LLC Investment ManagersFinance Founded in 2004, Cypress Wealth Advisors LLC is a wealth management firm and registered investment advisor located in San Francisco, California. The firm provides investment advice, as well as implementation and financial planning, to individuals, trusts, estates, and charitable organizations. They also serve as the investment adviser to a number of pooled investment vehicles. vehicles. | Finance |
Cypress Alternative Partners II LP
Cypress Alternative Partners II LP Investment ManagersFinance Cypress Alternative Partners II LP provides investment services. The company is headquartered in San Francisco, CA. | Finance |
Cresset Capital Management LLC
Cresset Capital Management LLC Financial ConglomeratesFinance Cresset Capital Management LLC provides reinvent wealth management services. It offers suite of family office services, investment advisory, planning, and other services. The company was founded by Eric Becker and Avy Stein and is headquartered in Chicago, IL. | Finance |
