Profil
Jeffrey Charles Troutner was the founder of TAM Asset Management Ltd.
(founded in 1992) and Equius Partners, Inc. (founded in 2007), where he held the title of Founding Partner & Chief Investment Officer.
He was also a Principal at Shearson Lehman Bros., Inc. Mr. Troutner received an undergraduate degree from Indiana University.
Anciens postes connus de Jeff Troutner
| Sociétés | Poste | Fin |
|---|---|---|
TAM Asset Management Ltd.
 TAM Asset Management Ltd. Investment ManagersFinance TAM Asset Management Ltd. (TAM) is an independent, Great Britain-based investment management firm which was founded by Lester Petch and Jeffrey Troutner in 2000. The firm was formerly known as S P Angel & Co Ltd. and Helvetia Asset Management Ltd. Headquartered in London, TAM offers investment solutions to individual clients and institutions through financial advisers and intermediaries. They manage assets for private clients, insurance companies, pension schemes, trust companies, charities and other financial institutions. | Fondateur | 31/03/2007 |
Shearson Lehman Bros., Inc.
 Shearson Lehman Bros., Inc. Investment Banks/BrokersFinance Part of Lehman Brothers Holdings, Inc., Shearson Lehman Bros., Inc. provides security broker services. The company is based in New York, NY. | Corporate Officer/Principal | - |
Equius Partners, Inc.
 Equius Partners, Inc. Investment ManagersFinance Equius Partners, Inc. is a SEC-registered investment advisor headquartered in Novato, California. The firm was created in 2007 as the result of a merger of Dynamic Funds Management (founded in 1983) with TAM Asset Management (founded in 1992). They were acquired by Wealth Enhancement Group LLC in 2023. Equius Partners offers investment advisory services to individuals, corporations, trusts, and pension and profit-sharing plans. | Directeur Général | - |
Formation de Jeff Troutner
| Indiana University | Undergraduate Degree |
Expériences
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
Equius Partners, Inc.
Equius Partners, Inc. Investment ManagersFinance Equius Partners, Inc. is a SEC-registered investment advisor headquartered in Novato, California. The firm was created in 2007 as the result of a merger of Dynamic Funds Management (founded in 1983) with TAM Asset Management (founded in 1992). They were acquired by Wealth Enhancement Group LLC in 2023. Equius Partners offers investment advisory services to individuals, corporations, trusts, and pension and profit-sharing plans. | Finance |
Shearson Lehman Bros., Inc.
Shearson Lehman Bros., Inc. Investment Banks/BrokersFinance Part of Lehman Brothers Holdings, Inc., Shearson Lehman Bros., Inc. provides security broker services. The company is based in New York, NY. | Finance |
TAM Asset Management Ltd.
TAM Asset Management Ltd. Investment ManagersFinance TAM Asset Management Ltd. (TAM) is an independent, Great Britain-based investment management firm which was founded by Lester Petch and Jeffrey Troutner in 2000. The firm was formerly known as S P Angel & Co Ltd. and Helvetia Asset Management Ltd. Headquartered in London, TAM offers investment solutions to individual clients and institutions through financial advisers and intermediaries. They manage assets for private clients, insurance companies, pension schemes, trust companies, charities and other financial institutions. | Finance |
