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Profil
Mr. Jeff A. Oberg is a Managing Director at Windhaven Investment Management, Inc.
Prior to joining Windhaven Investment Management in November 2010, Mr. Oberg worked in the investment management and investment banking industries, most recently as a Vice President in the Private Wealth Management group at Goldman Sachs for over 10 years.
His experience includes advising clients on asset allocation, portfolio construction, manager selection, hedging/risk management strategies and estate planning.
Prior to Goldman Sachs, he worked as a Managing Director for ING-Baring Furman Selz in Boston where he headed the Technology Investment Banking Group efforts on the East Coast.
Mr. Oberg also worked in the Corporate Finance and Lending groups at First Boston Corporation and Citibank, as well as holding the position of SVP Finance and Corporate Development at American Banknote Corporation.
He also worked at KPMG.
Mr. Oberg earned an A.B. in biology from Colgate University and his MBA from The Amos Tuck School.
Mr. Oberg is a board member of both the Colgate University Alumni Corporation and the NY Delta Gamma Alpha Tau Omega Foundation.
Anciens postes connus de Jeff A. Oberg
| Sociétés | Poste | Fin |
|---|---|---|
Windhaven Investment Management, Inc.
 Windhaven Investment Management, Inc. Investment ManagersFinance Windhaven Investment Management broadly diversifies investment portfolios across asset classes and typically include exposure to U.S. and international stocks, fixed income securities, real estate, currencies and commodities. Assets held in Windhaven-managed client accounts are primarily in ETFs and may also invest in index funds, exchange-traded notes (ETNs), or mutual funds, and from time-to-time may include other securities. Clients typically choose from one of three strategies: Diversified Conservative, Diversified Growth, and Diversified Aggressive, or a combination of strategies, based on a client's objectives, risk tolerance, and other factors relevant to that client’s circumstances. | Gestionnaire de Portefeuille-Actions | 31/07/2014 |
Windward Investment Management
 Windward Investment Management Investment ManagersFinance Windward's investment process is quantitative and highly disciplined. Each month they update and run market models using the most recent economic, market and behavioral data, including price levels, inflation and global interest rates. The models produce risk-adjusted expected returns for the firm's complete set of asset classes shown in their investment universe. They then adjust portfolio weightings to arrive at a construction that provides the highest expected return given a client's desired level of risk. The firm regularly includes gold, real estate and oil in their portfolios. | Corporate Officer/Principal | 09/11/2010 |
Goldman Sachs & Co. LLC
 Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
ING Baring Furman Selz LLC
 ING Baring Furman Selz LLC Investment Banks/BrokersFinance Operates as an investment bank | Corporate Officer/Principal | - |
KPMG, Inc.
 KPMG, Inc. Miscellaneous Commercial ServicesCommercial Services Provides audit and accounting services | Corporate Officer/Principal | 31/05/1997 |
Formation de Jeff A. Oberg
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
97
Relations au 1er degré
10
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 10 |
|---|---|
American Banknote Corp.
 American Banknote Corp. Data Processing ServicesTechnology Services Operates as a holding company with interest in data processing, hosting services | Technology Services |
First Boston Corp.
 First Boston Corp. Real Estate Investment TrustsFinance Operates as real estate investment trusts | Finance |
Citibank NA (New York)
 Citibank NA (New York) Major BanksFinance Provides national commercial banking services | Finance |
KPMG, Inc.
KPMG, Inc. Miscellaneous Commercial ServicesCommercial Services Provides audit and accounting services | Commercial Services |
Windhaven Investment Management, Inc.
Windhaven Investment Management, Inc. Investment ManagersFinance Windhaven Investment Management broadly diversifies investment portfolios across asset classes and typically include exposure to U.S. and international stocks, fixed income securities, real estate, currencies and commodities. Assets held in Windhaven-managed client accounts are primarily in ETFs and may also invest in index funds, exchange-traded notes (ETNs), or mutual funds, and from time-to-time may include other securities. Clients typically choose from one of three strategies: Diversified Conservative, Diversified Growth, and Diversified Aggressive, or a combination of strategies, based on a client's objectives, risk tolerance, and other factors relevant to that client’s circumstances. | Finance |
Dartmouth College
 Dartmouth College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Goldman Sachs & Co. LLC
Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Windward Investment Management
Windward Investment Management Investment ManagersFinance Windward's investment process is quantitative and highly disciplined. Each month they update and run market models using the most recent economic, market and behavioral data, including price levels, inflation and global interest rates. The models produce risk-adjusted expected returns for the firm's complete set of asset classes shown in their investment universe. They then adjust portfolio weightings to arrive at a construction that provides the highest expected return given a client's desired level of risk. The firm regularly includes gold, real estate and oil in their portfolios. | Finance |
Colgate University
 Colgate University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
ING Baring Furman Selz LLC
ING Baring Furman Selz LLC Investment Banks/BrokersFinance Operates as an investment bank | Finance |
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