James Serkes
Gestionnaire de Portefeuille-Actions chez Hudson Valley Investment Advisors, Inc.
Profil
James Matthew Serkes is currently a Vice President & Portfolio Manager at Hudson Valley Investment Advisors, Inc. Previously, he worked as a Managing Director at Jefferies LLC from 2012 to 2020.
He obtained his undergraduate degree from Loyola University Maryland, Inc. in 1992.
Postes actifs de James Serkes
| Sociétés | Poste | Début |
|---|---|---|
Hudson Valley Investment Advisors, Inc.
 Hudson Valley Investment Advisors, Inc. Investment ManagersFinance Hudson Valley Investment Advisors, Inc. (HVIA) is a SEC-registered investment advisor headquartered in Goshen, New York. The firm is a subsidiary of Orange County Bancorp, Inc. (OTCMKTS: OCBI). HVIA was founded in 2012, and provides investment management services on both a discretionary and nondiscretionary basis to individuals, trusts, estates, corporations, pension and profit sharing plans, charitable institutions, and investment companies. | Gestionnaire de Portefeuille-Actions | 01/06/2021 |
Anciens postes connus de James Serkes
| Sociétés | Poste | Fin |
|---|---|---|
Jefferies LLC
 Jefferies LLC Investment Banks/BrokersFinance Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia. | Corporate Officer/Principal | 01/08/2020 |
Formation de James Serkes
| Loyola University Maryland, Inc. | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Hudson Valley Investment Advisors, Inc.
Hudson Valley Investment Advisors, Inc. Investment ManagersFinance Hudson Valley Investment Advisors, Inc. (HVIA) is a SEC-registered investment advisor headquartered in Goshen, New York. The firm is a subsidiary of Orange County Bancorp, Inc. (OTCMKTS: OCBI). HVIA was founded in 2012, and provides investment management services on both a discretionary and nondiscretionary basis to individuals, trusts, estates, corporations, pension and profit sharing plans, charitable institutions, and investment companies. | Finance |
Jefferies LLC
Jefferies LLC Investment Banks/BrokersFinance Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia. | Finance |
