Jerry B. Pence
Fondateur chez Balanced Capital Partners LLC
Profil
Jerry B.
Pence is the founder of Balanced Capital Partners LLC, which was founded in 2018.
He holds the title of Managing Partner at Balanced Capital Partners LLC.
Mr. Pence is currently working as a Director at Global Capacity Group, Inc. Mr. Pence previously worked as a Managing Director at Pivotal Group, Inc. from 2009 to 2016.
He also held the title of Analyst at Merrill Lynch Investment Managers, Inc. and Partner at Najafi Cos.
LLC.
Additionally, Mr. Pence worked as an Analyst at Tenaya Capital Inc. Mr. Pence received his undergraduate degree from Yale University in 1995 and his MBA from Stanford Graduate School of Business in 2001.
Postes actifs de Jerry B. Pence
| Sociétés | Poste | Début |
|---|---|---|
Global Capacity Group, Inc.
 Global Capacity Group, Inc. Specialty TelecommunicationsCommunications Global Capacity Group, Inc. operates as a telecommunications virtual network operator. Its products include business Internet, Ethernet services & access, wavelengths, wide area networking and interconnect. The firm's solutions include cloud connectivity, application delivery, branch office connectivity, carrier off-net access, retail and healthcare networking solutions. The company was founded by Patrick C. Shutt in 2006 and is headquartered in Waltham, MA. | Directeur/Membre du Conseil | - |
Balanced Capital Partners LLC
 Balanced Capital Partners LLC Investment ManagersFinance Balanced Capital Partners LLC (Balanced Capital Partners) is a private equity firm founded in 2018 by Jerry B. Pence. The firm is headquartered in Scottsdale, Arizona. | Fondateur | 01/01/2018 |
Anciens postes connus de Jerry B. Pence
| Sociétés | Poste | Fin |
|---|---|---|
Pivotal Group, Inc.
 Pivotal Group, Inc. Investment ManagersFinance Pivotal Group Inc (Pivotal Group) is a private equity firm founded in 1982 by Francis Najafi. The firm is headquartered in Phoenix, Arizona. | Private Equity Investor | 01/02/2016 |
Najafi Cos. LLC
 Najafi Cos. LLC Investment ManagersFinance Najafi Cos. LLC (Najafi) is a private equity firm founded in 2000 by Jahm Najafi. The firm is headquartered in Phoenix, Arizona. | Analyste en capital-investissement | 31/12/2008 |
Tenaya Capital Inc
 Tenaya Capital Inc Investment ManagersFinance Tenaya Capital Inc (Tenaya Capital) is a venture capital firm founded in 1995 by Brian Melton, Stewart Gollmer, Ben Boyer and Brian Paul. The firm is headquartered in Palo Alto, California. | Analyste en capital-investissement | - |
Merrill Lynch Investment Managers, Inc.
 Merrill Lynch Investment Managers, Inc. Investment ManagersFinance In 1915 Charles Edward Merrill founded Merrill Lynch & Co. (NYSE: MER) with Edmund C. Lynch in Baltimore, Maryland. The modern Merrill Lynch was formed in 1940 through mergers with E.A. Pierce & Cassatt and, soon after, Fenner & Beane. In 1973, Merrill Lynch adopted a holding company format, with Merrill Lynch & Co., Inc. as the parent and Merrill Lynch, Pierce, Fenner & Smith as the operating subsidiary. Merrill Lynch Asset Management, Inc. (MLAM) was created as an integral business unit in the Merrill Lynch family in 1976. Fund Asset Management, doing business as Mercury Asset Management, was acquired in December 1997. In 2000, MLAM and Mercury were combined under the name Merrill Lynch Investment Managers. MLAM manages the Merrill Lynch family of mutual funds, as and acts as sub-advisor to other mutual funds. | Analyst-Equity | - |
Formation de Jerry B. Pence
| Yale University | Undergraduate Degree |
| Stanford Graduate 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 | 6 |
|---|---|
Merrill Lynch Investment Managers, Inc.
Merrill Lynch Investment Managers, Inc. Investment ManagersFinance In 1915 Charles Edward Merrill founded Merrill Lynch & Co. (NYSE: MER) with Edmund C. Lynch in Baltimore, Maryland. The modern Merrill Lynch was formed in 1940 through mergers with E.A. Pierce & Cassatt and, soon after, Fenner & Beane. In 1973, Merrill Lynch adopted a holding company format, with Merrill Lynch & Co., Inc. as the parent and Merrill Lynch, Pierce, Fenner & Smith as the operating subsidiary. Merrill Lynch Asset Management, Inc. (MLAM) was created as an integral business unit in the Merrill Lynch family in 1976. Fund Asset Management, doing business as Mercury Asset Management, was acquired in December 1997. In 2000, MLAM and Mercury were combined under the name Merrill Lynch Investment Managers. MLAM manages the Merrill Lynch family of mutual funds, as and acts as sub-advisor to other mutual funds. | Finance |
Pivotal Group, Inc.
Pivotal Group, Inc. Investment ManagersFinance Pivotal Group Inc (Pivotal Group) is a private equity firm founded in 1982 by Francis Najafi. The firm is headquartered in Phoenix, Arizona. | Finance |
Najafi Cos. LLC
Najafi Cos. LLC Investment ManagersFinance Najafi Cos. LLC (Najafi) is a private equity firm founded in 2000 by Jahm Najafi. The firm is headquartered in Phoenix, Arizona. | Finance |
Tenaya Capital Inc
Tenaya Capital Inc Investment ManagersFinance Tenaya Capital Inc (Tenaya Capital) is a venture capital firm founded in 1995 by Brian Melton, Stewart Gollmer, Ben Boyer and Brian Paul. The firm is headquartered in Palo Alto, California. | Finance |
Global Capacity Group, Inc.
Global Capacity Group, Inc. Specialty TelecommunicationsCommunications Global Capacity Group, Inc. operates as a telecommunications virtual network operator. Its products include business Internet, Ethernet services & access, wavelengths, wide area networking and interconnect. The firm's solutions include cloud connectivity, application delivery, branch office connectivity, carrier off-net access, retail and healthcare networking solutions. The company was founded by Patrick C. Shutt in 2006 and is headquartered in Waltham, MA. | Communications |
Balanced Capital Partners LLC
Balanced Capital Partners LLC Investment ManagersFinance Balanced Capital Partners LLC (Balanced Capital Partners) is a private equity firm founded in 2018 by Jerry B. Pence. The firm is headquartered in Scottsdale, Arizona. | Finance |