Jeff Mortimer
Directeur/Membre du Conseil chez APEIRON CAPITAL INVESTMENT CORP.
Profil
Jeffrey Matthew Mortimer currently works at Apeiron Capital Investment Corp., as Independent Director from 2021.
Mr. Mortimer also formerly worked at BNY Mellon Investment Adviser, Inc., as Director of Investment Strategy from 2013 to 2022, The Bank of New York Mellon Corp.
(Wealth Management), as Director of Investment Strategy from 2012 to 2022, Bainco International Investors LLC, as Executive Vice President & Managing Director, GW&K Investment Management LLC, as Principal, Charles Schwab Investment Management, Inc., as Chief Investment Officer from 2009 to 2010, and Higgins Associates, Inc., as Chief Investment Officer.
Mr. Mortimer received his undergraduate degree in 1986 from Babson College and Masters Business Admin degree from The University of Chicago Booth School of Business.
Postes actifs de Jeff Mortimer
| Sociétés | Poste | Début |
|---|---|---|
| APEIRON CAPITAL INVESTMENT CORP. | Directeur/Membre du Conseil | 01/11/2021 |
Anciens postes connus de Jeff Mortimer
| Sociétés | Poste | Fin |
|---|---|---|
The Bank of New York Mellon Corp. (Wealth Management)
 The Bank of New York Mellon Corp. (Wealth Management) Investment ManagersFinance The Bank of New York Mellon Corp. (Wealth Management) (BNY Mellon Wealth Management) is the wealth management division of The Bank of New York Mellon Corp. (NYSE: BK), an investment banking services holding company headquartered in New York City. The firm was formed from the merger of The Bank of New York and the Mellon Financial Corporation in 2007. BNY Mellon Wealth Management provides investment management, wealth management and banking services to individuals, families, family offices, charitable gift programs, endowments and foundations. | Gestionnaire de Portefeuille-Actions | 01/07/2022 |
BNY Mellon Investment Adviser, Inc.
 BNY Mellon Investment Adviser, Inc. Investment ManagersFinance BNY Mellon Investment Adviser, Inc. (BNYMIA) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1951 and formerly known as The Dreyfus Corp. They are a wholly-owned subsidiary of MBC Investments Corp., ultimately held by The Bank of New York Mellon Corp. (NYSE: BK). BNYMIA serves as an investment advisor to mutual funds, such as the BNY Mellon Family of Funds and The BNY Mellon Funds Trust, and as sub-investment advisor to non-affiliated mutual funds. Formed in 2009, Dreyfus Cash Investment Strategies (Dreyfus) is a division of the BNYMIA that offers money market strategies to US and non-US institutional investors. | Gestionnaire de Portefeuille-Actions | 01/07/2022 |
Charles Schwab Investment Management, Inc.
 Charles Schwab Investment Management, Inc. Investment ManagersFinance Charles Schwab Investment Management, Inc. (CSIM) is a registered investment advisor headquartered in San Francisco, California. The firm was founded in 1989 and is a subsidiary of The Charles Schwab Corp. (NASDAQ: SCHW). CSIM provides investment advice to pooled investment funds such as registered investment companies and non-US funds and to trustees of collective trust funds. They also provide non-discretionary investment management advice to their affiliate, Charles Schwab Bank (CSB). | Directeur en chef des Investissements | 01/07/2010 |
GW&K Investment Management LLC
 GW&K Investment Management LLC Investment ManagersFinance GW&K Investment Management LLC (GW&K) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1974 and formerly known as Gannett Welsh & Kotler LLC. They are a subsidiary of AMG Boston Holdings LLC, ultimately held by Affiliated Managers Group, Inc. (NYSE: AMG). GW&K serves as an investment adviser or sub adviser to private or high net worth clients, estates, pension and profit-sharing plans, charitable foundations, endowments, corporations, private funds, mutual funds, UCITS funds, collective trusts and other entities. | Corporate Officer/Principal | 30/09/1997 |
Higgins Associates, Inc.
 Higgins Associates, Inc. Investment ManagersFinance Part of Agilis Holding Co. LLC, Higgins Associates, Inc. provides investment counsel, portfolio management, asset allocation, manager searches and portfolio risk. The private company is based in Cambridge, MA. Higgins Associates was acquired by Punter Southall & Co LLC on October 16, 2001. | Directeur en chef des Investissements | 30/09/1987 |
Formation de Jeff Mortimer
| Babson College | Undergraduate Degree |
| The University of Chicago Booth School of Business | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
BNY Mellon Investment Adviser, Inc.
BNY Mellon Investment Adviser, Inc. Investment ManagersFinance BNY Mellon Investment Adviser, Inc. (BNYMIA) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1951 and formerly known as The Dreyfus Corp. They are a wholly-owned subsidiary of MBC Investments Corp., ultimately held by The Bank of New York Mellon Corp. (NYSE: BK). BNYMIA serves as an investment advisor to mutual funds, such as the BNY Mellon Family of Funds and The BNY Mellon Funds Trust, and as sub-investment advisor to non-affiliated mutual funds. Formed in 2009, Dreyfus Cash Investment Strategies (Dreyfus) is a division of the BNYMIA that offers money market strategies to US and non-US institutional investors. | Finance |
The Bank of New York Mellon Corp. (Wealth Management)
The Bank of New York Mellon Corp. (Wealth Management) Investment ManagersFinance The Bank of New York Mellon Corp. (Wealth Management) (BNY Mellon Wealth Management) is the wealth management division of The Bank of New York Mellon Corp. (NYSE: BK), an investment banking services holding company headquartered in New York City. The firm was formed from the merger of The Bank of New York and the Mellon Financial Corporation in 2007. BNY Mellon Wealth Management provides investment management, wealth management and banking services to individuals, families, family offices, charitable gift programs, endowments and foundations. | Finance |
GW&K Investment Management LLC
GW&K Investment Management LLC Investment ManagersFinance GW&K Investment Management LLC (GW&K) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1974 and formerly known as Gannett Welsh & Kotler LLC. They are a subsidiary of AMG Boston Holdings LLC, ultimately held by Affiliated Managers Group, Inc. (NYSE: AMG). GW&K serves as an investment adviser or sub adviser to private or high net worth clients, estates, pension and profit-sharing plans, charitable foundations, endowments, corporations, private funds, mutual funds, UCITS funds, collective trusts and other entities. | Finance |
Bainco International Investors LLC
 Bainco International Investors LLC Investment ManagersFinance Bainco International Investors LLC (Bainco) is a wealth management firm headquartered in Boston, Massachusetts. It was founded by Samuel Bain in 1987. The firm was acquired by Cerity Partners LLC in 2021. Bainco provides asset management services to high-net worth individuals and families as well as their related trusts, foundations, partnerships, retirement accounts and insurance policies. | Finance |
Charles Schwab Investment Management, Inc.
Charles Schwab Investment Management, Inc. Investment ManagersFinance Charles Schwab Investment Management, Inc. (CSIM) is a registered investment advisor headquartered in San Francisco, California. The firm was founded in 1989 and is a subsidiary of The Charles Schwab Corp. (NASDAQ: SCHW). CSIM provides investment advice to pooled investment funds such as registered investment companies and non-US funds and to trustees of collective trust funds. They also provide non-discretionary investment management advice to their affiliate, Charles Schwab Bank (CSB). | Finance |
Higgins Associates, Inc.
Higgins Associates, Inc. Investment ManagersFinance Part of Agilis Holding Co. LLC, Higgins Associates, Inc. provides investment counsel, portfolio management, asset allocation, manager searches and portfolio risk. The private company is based in Cambridge, MA. Higgins Associates was acquired by Punter Southall & Co LLC on October 16, 2001. | Finance |
Apeiron Capital Investment Corp.
 Apeiron Capital Investment Corp. Financial ConglomeratesFinance Apeiron Capital Investment Corp. is a blank check company, which engages in effecting a merger, capital stock exchange, asset acquisition, stock purchase, reorganization or similar business combination with one or more businesses. The company was founded on December 28, 2020 and is headquartered in Boston, MA. | Finance |
