Profil
Mr. Jared R.
Wein, CFA MBA, is a Senior Analyst at Markston International LLC.
He has 11 years of experience in the investment management industry.
Mr. Wein was previously employed as a Principal by Grisanti Capital Management LLC, an Associate by CJS Securities, Inc., a Senior Associate by Epoch Investment Partners, Inc., and an Assistant Vice President by Citigroup, Inc. He was a Senior Research Analyst at Skift Research and a Senior Equity Analyst at J.Safra Asset Management primarily covering the internet, media, and financial sectors.
He received his BA in Economics from Columbia University, an MS in Finance (Chicago Mercantile Exchange Scholar and Beta Gamma Sigma Honors) from Loyola University of Chicago and an MBA from the University of Notre Dame.
Anciens postes connus de Jared Robert Wein
| Sociétés | Poste | Fin |
|---|---|---|
Markston International LLC
 Markston International LLC Investment ManagersFinance Markston International LLC (Markston) is an independent, employee-owned registered investment advisor headquartered in White Plains, New York. The firm was founded in 1999 and is the successor to Markston Investment Management, which was established in 1981. Markston provides discretionary investment management services to institutional and high net worth clients and investors through separately managed accounts and a domestic mutual fund in a sub-advisory capacity. | Analyst-Equity | 01/12/2021 |
CJS Securities, Inc.
 CJS Securities, Inc. Investment Banks/BrokersFinance CJS Securities, Inc. is an independent, registered broker-dealer headquartered in White Plains, New York. The firm was founded by Arnold Ursaner in 1998. CJS Securities seeks to identify quality Small-cap companies that may be inefficiently priced in the market due to lack of research coverage, or a material change in the business. The firm actively follows several stocks that span a number of sectors/industries. They are generalists, not "industry analysts," and therefore tend to seek companies that do not typically slot into traditionally "ranked" categories. Their in-depth basic reports are designed for long-term oriented institutional investors. | Analyst-Equity | 31/05/2011 |
Epoch Investment Partners, Inc.
 Epoch Investment Partners, Inc. Investment ManagersFinance Epoch Investment Partners, Inc. (Epoch) is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Bill Priest and David Pearl in 2004. They are a subsidiary of TD Bank US Holding Co., ultimately owned by The Toronto-Dominion Bank (NYSE: TD) in Canada. Epoch provides investment advisory services to primarily institutional clients. | Analyst-Equity | 31/12/2008 |
| CITIGROUP INC. | Corporate Officer/Principal | 31/12/2005 |
J. Safra Asset Management Corp.
 J. Safra Asset Management Corp. Investment ManagersFinance J. Safra Asset Management Corp. (JSAM) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded in 2004 and is a subsidiary of Safra New York Corp., which is owned by SNBNY Holdings Ltd. in Gibraltar. JSAM provides portfolio management services to high-net-worth individuals, corporations and other business entities, private pooled investment vehicles and other US and international institutions. | Analyst-Equity | - |
Formation de Jared Robert Wein
| University of Notre Dame | Masters Business Admin |
| Loyola University of Chicago | Graduate Degree |
| The Trustees of Columbia University in The City of New York | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Sociétés cotées | 1 |
|---|---|
| CITIGROUP INC. | Finance |
| Entreprise privées | 5 |
|---|---|
CJS Securities, Inc.
CJS Securities, Inc. Investment Banks/BrokersFinance CJS Securities, Inc. is an independent, registered broker-dealer headquartered in White Plains, New York. The firm was founded by Arnold Ursaner in 1998. CJS Securities seeks to identify quality Small-cap companies that may be inefficiently priced in the market due to lack of research coverage, or a material change in the business. The firm actively follows several stocks that span a number of sectors/industries. They are generalists, not "industry analysts," and therefore tend to seek companies that do not typically slot into traditionally "ranked" categories. Their in-depth basic reports are designed for long-term oriented institutional investors. | Finance |
Grisanti Capital Management LLC
 Grisanti Capital Management LLC Investment ManagersFinance Founded in 1999, Grisanti Capital Management LLC is a wealth management firm and registered investment advisor located in New York City. The firm was formerly known as Grisanti Brown & Partners LLC and as Spears Grisanti & Brown LLC. They provide investment management services to individuals, charitable organizations (such as endowments and foundations), tax-exempt entities (such as pension and profit-sharing plans), corporations, partnerships and other entities, as well as to the GCM Opportunity Fund LP. | Finance |
Epoch Investment Partners, Inc.
Epoch Investment Partners, Inc. Investment ManagersFinance Epoch Investment Partners, Inc. (Epoch) is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Bill Priest and David Pearl in 2004. They are a subsidiary of TD Bank US Holding Co., ultimately owned by The Toronto-Dominion Bank (NYSE: TD) in Canada. Epoch provides investment advisory services to primarily institutional clients. | Finance |
Markston International LLC
Markston International LLC Investment ManagersFinance Markston International LLC (Markston) is an independent, employee-owned registered investment advisor headquartered in White Plains, New York. The firm was founded in 1999 and is the successor to Markston Investment Management, which was established in 1981. Markston provides discretionary investment management services to institutional and high net worth clients and investors through separately managed accounts and a domestic mutual fund in a sub-advisory capacity. | Finance |
J. Safra Asset Management Corp.
J. Safra Asset Management Corp. Investment ManagersFinance J. Safra Asset Management Corp. (JSAM) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded in 2004 and is a subsidiary of Safra New York Corp., which is owned by SNBNY Holdings Ltd. in Gibraltar. JSAM provides portfolio management services to high-net-worth individuals, corporations and other business entities, private pooled investment vehicles and other US and international institutions. | Finance |
