Profil
Mr. Jeffrey J.
Mindlin, CFA, is Executive Director & Co-Chief Investment Officer at Tower Square Investment Management LLC.
He is responsible for the portfolio management team and its efforts, including portfolio selection, trading, proprietary money management and product development.
He helps oversee the investment committee and their commitment to delivering thought leadership on the economy, financial markets and investment strategies, as well as implementation and practice recommendations for advisors.
Mr. Mindlin served as Chief Investment Officer at First Allied Asset Management.
Prior to joining First Allied, he was the Director of Research and Co-Portfolio Manager of Greenbook Investment Management, Inc., where he was instrumental in the design of sophisticated, proprietary investment strategies.
Before that, he worked as the Assistant Portfolio Manager and Senior Financial Engineer for Pinnacle Investment Advisors, LLC, which operated a hedge fund and a series of managed accounts for institutional and high-net-worth clients, and sub-advised a publicly traded mutual fund.
Previously, he was the Manager of Financial Engineering at Camelback Research, leading the development of several successful institutional-grade quantitative products, including the popular MSN Money StockScouter system.
Mr. Mindlin received his Bachelor's degree in Economics & in Finance from Arizona State University.
Anciens postes connus de Jeffrey Joel Mindlin
| Sociétés | Poste | Fin |
|---|---|---|
Cetera Investment Management LLC
 Cetera Investment Management LLC Investment ManagersFinance Founded in 2012, Tower Square Investment Management LLC (TSIM) is a registered investment advisor located in El Segundo, California. The firm is a subsidiary of Cetera Financial Group, Inc. and their ultimate parent is RCS Capital Corp. (OTCMKTS: RCAP). Tower Square provides services to other investment advisers, broker-dealers, and their clients. They do not contract directly with individual investors. Instead, they are hired by related firms to provide management services to their clients. TSIM's strategies are mostly used as a foundation for another investment advisors' advisory programs. | Directeur en chef des Investissements | 07/07/2017 |
First Allied Asset Management, Inc.
 First Allied Asset Management, Inc. Investment ManagersFinance Founded in 2006, First Allied Asset Management, Inc. is a registered investment advisor headquartered in San Diego, California. In September 2013, a majority interest in First Allied Holdings Inc., the parent company of First Allied Asset Management, was purchased by RCAP Holdings LLC, a member of the American Realty Capital group of companies, from several private equity funds controlled by Lovell Minnick Partners LLC. First Allied Holdings is also the parent company of First Allied Securities, Inc., First Allied Advisory Services, Inc., FASI Insurance Services, Inc., First Allied Retirement Services, Inc., Legend Advisory Corp., Legend Equities Corp. and other affiliated entities. | Directeur en chef des Investissements | 30/10/2015 |
| Pinnacle Investment Advisors LLC (Georgia) | Gestionnaire de Portefeuille-Actions | - |
Pinhook Capital LLC
 Pinhook Capital LLC Investment ManagersFinance Pinhook Capital LLC (PCL) is an independent registered investment adviser headquartered in San Diego, California. The firm was founded in 2011 as RJL Capital Management LLC and as LCM Investment Management LLC. PCL provides portfolio management services to their clients through investment programs. The firm provides their services to other investment advisers and does not contract directly with individual investors. | Directeur des opérations | - |
| Greenbook Investment Management, Inc. | Directeur de la Recherche - Actions | - |
Formation de Jeffrey Joel Mindlin
| Arizona State University | Undergraduate Degree |
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| Entreprise privées | 5 |
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First Allied Asset Management, Inc.
First Allied Asset Management, Inc. Investment ManagersFinance Founded in 2006, First Allied Asset Management, Inc. is a registered investment advisor headquartered in San Diego, California. In September 2013, a majority interest in First Allied Holdings Inc., the parent company of First Allied Asset Management, was purchased by RCAP Holdings LLC, a member of the American Realty Capital group of companies, from several private equity funds controlled by Lovell Minnick Partners LLC. First Allied Holdings is also the parent company of First Allied Securities, Inc., First Allied Advisory Services, Inc., FASI Insurance Services, Inc., First Allied Retirement Services, Inc., Legend Advisory Corp., Legend Equities Corp. and other affiliated entities. | Finance |
| Greenbook Investment Management, Inc. | |
Pinhook Capital LLC
Pinhook Capital LLC Investment ManagersFinance Pinhook Capital LLC (PCL) is an independent registered investment adviser headquartered in San Diego, California. The firm was founded in 2011 as RJL Capital Management LLC and as LCM Investment Management LLC. PCL provides portfolio management services to their clients through investment programs. The firm provides their services to other investment advisers and does not contract directly with individual investors. | Finance |
| Pinnacle Investment Advisors LLC (Georgia) | |
Cetera Investment Management LLC
Cetera Investment Management LLC Investment ManagersFinance Founded in 2012, Tower Square Investment Management LLC (TSIM) is a registered investment advisor located in El Segundo, California. The firm is a subsidiary of Cetera Financial Group, Inc. and their ultimate parent is RCS Capital Corp. (OTCMKTS: RCAP). Tower Square provides services to other investment advisers, broker-dealers, and their clients. They do not contract directly with individual investors. Instead, they are hired by related firms to provide management services to their clients. TSIM's strategies are mostly used as a foundation for another investment advisors' advisory programs. | Finance |