Jeffrey Neal Holtman
Fondateur chez Dock Street Capital Management LLC
Profil
Jeffrey Neal Holtman has founded Dock Street Capital Management LLC in 2009, where he is currently the Managing Partner.
He has worked as a Principal at JPMorgan Securities LLC in 1996, and as a Principal at KBC Securities USA, Inc. and BNP Paribas Asset Management USA Holdings, Inc. He completed his undergraduate degree from Carnegie Mellon University in 1994 and earned an MBA from The Trustees of Columbia University in The City of New York in 2002.
Postes actifs de Jeffrey Neal Holtman
| Sociétés | Poste | Début |
|---|---|---|
Dock Street Capital Management LLC
 Dock Street Capital Management LLC Investment ManagersFinance Dock Street Capital Management LLC (Dock Street) is an independent, SEC-registered investment advisor headquartered in Westport, Connecticut. The firm was founded in 2009 by David Crowle, Jeffrey Holtman, Patrick Kelly and Christopher Lust. Dock Street provides investment advice to trustees, banking institutions, financial institutions and large investment vehicles. | Fondateur | 01/03/2009 |
Anciens postes connus de Jeffrey Neal Holtman
| Sociétés | Poste | Fin |
|---|---|---|
JPMorgan Securities LLC
 JPMorgan Securities LLC Investment Banks/BrokersFinance JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics. | Corporate Officer/Principal | 01/05/1996 |
| BNP Paribas Asset Management USA Holdings, Inc. | Corporate Officer/Principal | - |
KBC Securities USA, Inc.
 KBC Securities USA, Inc. Investment Banks/BrokersFinance Founded in 1999, KBC Securities USA, Inc. is a broker/dealer located in New York City. The firm began as the Financial Products group of D. E. Shaw & Co. In 1999, they were purchased by KBC Bank NV. They are a subsidiary of KBC Securities USA, Inc. and their ultimate parent is of KBC Groupe SA (LSE: KBC). KBC Securities is a specialist in annuities, convertible bonds and equity derivatives with a strategic focus on technology. They serve a range of global investors including mutual funds, pension funds, insurance companies, banks, private banks and hedge funds. | Corporate Officer/Principal | - |
Formation de Jeffrey Neal Holtman
| The Trustees of Columbia University in The City of New York | Masters Business Admin |
| Carnegie Mellon University | Undergraduate Degree |
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Sociétés liées
| Entreprise privées | 4 |
|---|---|
Dock Street Capital Management LLC
Dock Street Capital Management LLC Investment ManagersFinance Dock Street Capital Management LLC (Dock Street) is an independent, SEC-registered investment advisor headquartered in Westport, Connecticut. The firm was founded in 2009 by David Crowle, Jeffrey Holtman, Patrick Kelly and Christopher Lust. Dock Street provides investment advice to trustees, banking institutions, financial institutions and large investment vehicles. | Finance |
KBC Securities USA, Inc.
KBC Securities USA, Inc. Investment Banks/BrokersFinance Founded in 1999, KBC Securities USA, Inc. is a broker/dealer located in New York City. The firm began as the Financial Products group of D. E. Shaw & Co. In 1999, they were purchased by KBC Bank NV. They are a subsidiary of KBC Securities USA, Inc. and their ultimate parent is of KBC Groupe SA (LSE: KBC). KBC Securities is a specialist in annuities, convertible bonds and equity derivatives with a strategic focus on technology. They serve a range of global investors including mutual funds, pension funds, insurance companies, banks, private banks and hedge funds. | Finance |
JPMorgan Securities LLC
JPMorgan Securities LLC Investment Banks/BrokersFinance JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics. | Finance |
| BNP Paribas Asset Management USA Holdings, Inc. |