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Historique de carrière de Jeffrey Joel Mindlin
Anciens postes connus de Jeffrey Joel Mindlin
Sociétés | Poste | Début | 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 | 01/06/2015 | 07/07/2017 |
Membre du Comité d'Investissement | 01/06/2015 | 07/07/2017 | |
Gestionnaire de Portefeuille-Actions | 01/06/2015 | 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 | 01/04/2014 | 30/10/2015 |
Trading-Equity | 14/04/2014 | 30/10/2015 | |
Membre du Comité d'Investissement | 16/04/2014 | 30/10/2015 | |
Gestionnaire de Portefeuille-Actions | 01/01/2006 | 30/10/2015 | |
Portfolio Manager-Fixed Income | 01/04/2014 | 30/10/2015 | |
Trading-Fixed Income | 14/04/2014 | 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 | 01/01/2012 | - |
Gestionnaire de Portefeuille-Actions | 01/01/2012 | - | |
Greenbook Investment Management, Inc. | Directeur de la Recherche - Actions | - | - |
Formation de Jeffrey Joel Mindlin
Arizona State University | Undergraduate Degree |
Statistiques
Internationale
Etats-Unis | 7 |
Opérationnelle
Portfolio Manager-Equities | 4 |
Chief Investment Officer | 2 |
Investment Committee Member | 2 |
Sectorielle
Finance | 4 |
Consumer Services | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
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 |
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