Jim Vogt
Head-Equity Investments chez Pine Valley Investments LLC
Provenance du réseau au premier degré de Jim Vogt
Entité | Type d'entité | Industrie | |
---|---|---|---|
Tower Bridge Advisors, Inc.
Tower Bridge Advisors, Inc. Investment ManagersFinance Tower Bridge Advisors, Inc. (TBA) is an independent, SEC-registered investment advisor headquartered in Conshohocken, Pennsylvania. The firm was founded by Maris Ogg and James Meyer in 2001. TBA provides exceptional wealth and asset management services to individuals, families and select institutions.
7
| Private Company | Investment Managers | 7 |
Pine Valley Investments LLC
Pine Valley Investments LLC Investment ManagersFinance Pine Valley Investments LLC (PVI) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Marlton, New Jersey. Founded in 2014, PVI provides proprietary investment portfolios for families and businesses.
4
| Private Company | Investment Managers | 4 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Jim Vogt via son réseau personnel
Société | Secteur | Personnes liées | Poste principal |
---|---|---|---|
Drexel University | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
Janney Montgomery Scott LLC
Janney Montgomery Scott LLC Investment Banks/BrokersFinance Founded in 1999 by the late Thomas Watson, Janney Montgomery Scott LLC (JMS) is a full-service financial services firm and registered broker/dealer headquartered in Philadelphia, Pennsylvania. The firm is a subsidiary of Independence Square Properties LLC, itself a subsidiary of Penn Mutual Insurance Co. Their ultimate parent is Harleysville Mutual Insurance Co. JMS is a member of the NYSE, the SIPC and FINRA. The firm provides comprehensive financial advice and services to individual, corporate and institutional investors. Their primary coverage verticals include the consumer, technology, financials and infrastructure sectors. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
American Chemical Society
American Chemical Society Miscellaneous Commercial ServicesCommercial Services American Chemical Society engages as a scientific society which supports scientific inquiry in the field of chemistry. The company was founded in 1876 and is headquartered in Washington, DC. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
AlphaOne Investment Services LLC
AlphaOne Investment Services LLC Investment ManagersFinance Founded in 2008, AlphaOne Investment Services LLC (AOIS) is a registered investment advisor and hedge fund manager located in Villanova, Pennsylvania. The firm is a wholly-owned subsidiary of AlphaOne Capital Partners LLC (AOCP). AOCP Holdings LLC is a wholly-owned subsidiary of AlphaOne Holdings LLC, a private company owned by Paul J. Hondros. AOCP acquired Redstone Investment Management LP in 2009. AOIS’ clients consist of a registered investment company (AlphaOne Micro Cap Equity Fund), private unregistered funds, individually managed accounts, and UMA clients. | Investment Managers | Analyst-Equity | |
Villanova University | College/University | Masters Business Admin | |
Gardner Lewis Asset Management LP
Gardner Lewis Asset Management LP Investment ManagersFinance Gardner Lewis Asset Management LP (Gardner Lewis) is an independent, SEC-registered investment adviser and hedge fund manager headquartered in Chadds Ford, Pennsylvania. The firm was founded in 1990 by W. Whitfield Gardner and John L. Lewis IV. Gardner Lewis provides investment advisory services on a discretionary basis to both managed account clients as well as private pooled investment vehicles it sponsors intended only for sophisticated investors. | Investment Managers | Analyst-Equity | |
Purdue University | College/University | Masters Business Admin | |
Suffolk University | College/University | Graduate Degree | |
Boston College | College/University | Undergraduate Degree | |
Merit Investment Management LLC
Merit Investment Management LLC Investment ManagersFinance Merit Investment Management LLC (Merit) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in West Chester, Pennsylvania. The firm was founded by J. Scott McGraw in 2009. Merit provides investment management and investment advisory services to individual and institutional clients. | Investment Managers | Portfolio Manager-Equities | |
Cedarville University, Inc. | College/University | Undergraduate Degree | |
Virginia Polytechnic Institute & State University | College/University | Undergraduate Degree | |
Barings LLC
Barings LLC Investment ManagersFinance Barings LLC is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Founded in 1940, the firm is direct subsidiary of MM Asset Management Holding LLC and their ultimate parent is Massachusetts Mutual Life Insurance Co. (MassMutual). MassMutual?s affiliated companies include financial services companies that provide investment management services and individual protection insurance to clients worldwide. Barings provides a broad range of investment advisory and management services to institutional clients, registered investment companies, and other pooled investment vehicles. | Investment Managers | Analyst-Equity | |
CFA Institute
CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
CFA Society of Philadelphia | Director/Board Member | ||
Wesleyan University | College/University | Undergraduate Degree | |
Philadelphia Financial Management of San Francisco LLC
Philadelphia Financial Management of San Francisco LLC Investment ManagersFinance Philadelphia Financial Management of San Francisco LLC (Philadelphia Financial) is a SEC-registered investment advisor and hedge fund manager headquartered in San Francisco, California. The firm was founded by Jordan Hymowitz and Justin Hughes in 2004 and they are a subsidiary of Philadelphia Financial Management of San Francisco LP. Philadelphia Financial provides discretionary investment advisory services to four private investment funds. | Investment Managers | Corporate Officer/Principal | |
Lloyd Leith & Sawin
Lloyd Leith & Sawin Investment ManagersFinance Part of Tower Bridge Advisors, Inc., Lloyd Leith & Sawin provides investment advisory services. The company is based in Philadelphia, PA. Lloyd Leith & Sawin was acquired by Tower Bridge Advisors, Inc. on October 08, 2001. | Investment Managers | Corporate Officer/Principal | |
LaSalle University | College/University | Masters Business Admin | |
Mellon Investments Corp.
Mellon Investments Corp. Investment ManagersFinance Mellon Investments Corp. is a SEC-registered investment advisor headquartered in Boston, Massachusetts. Founded in 1983, the firm is a subsidiary of MBC Investments Corp., ultimately held by the Bank of New York Mellon Corp. (BNY Mellon Corp.) (NYSE: BK). In 2018, two other indirect subsidiaries of BNY Mellon Corp., the Boston Company Asset Management LLC (TBCAM) and Standish Mellon Asset Management Company LLC, merged into Mellon Capital Management Corp. and the firm was renamed BNY Mellon Asset Management North America Corp. In 2019, BNY Mellon Asset Management North America Corp. was renamed Mellon Investments Corp. Mellon Investments provides discretionary and non-discretionary investment advice to both individual and institutional clients. | Investment Managers | Portfolio Manager-Equities | |
New York University | College/University | Masters Business Admin | |
University of Pennsylvania | College/University | Undergraduate Degree | |
Philadelphia Investment Partners LLC
Philadelphia Investment Partners LLC Investment ManagersFinance Philadelphia Investment Partners LLC (PIP) is an independent, SEC-registered investment advisor headquartered in Voorhees, New Jersey. The firm was founded by Peter C. Zeuli in 1999. PIP manages investment advisory accounts for individual and institutional clients. | Investment Managers | Portfolio Manager-Equities |
Statistiques
Internationale
Etats-Unis | 35 |
Sectorielle
Finance | 21 |
Consumer Services | 12 |
Commercial Services | 3 |
Opérationnelle
Portfolio Manager-Equities | 21 |
Analyst-Equity | 11 |
Undergraduate Degree | 7 |
Corporate Officer/Principal | 7 |
Investment Committee Member | 6 |