JJ Modell
Portfolio Manager-Fixed Income chez Clarkston Capital Partners LLC
Profil
Mr. Jeremy J.
Modell is a Managing Partner at Clarkston Capital Partners LLC.
He joined the firm in 2011.
He leads Clarkston's Private Client division.
Prior to becoming a Partner in Clarkston, he served as Managing Director and Portfolio Manager at R.H.
Bluestein & Company and as a Financial Consultant and a Vice President at Smith Barney, Inc. In addition, he served as a Research Analyst at Times Square Capital Management.
He holds a Bachelor of Arts, Business Economics from Brown University and a Master of Business Administration, Finance from the University of Michigan Ross School of Business.
Postes actifs de JJ Modell
| Sociétés | Poste | Début |
|---|---|---|
Clarkston Capital Partners LLC
 Clarkston Capital Partners LLC Investment ManagersFinance Clarkston Capital Partners LLC (Clarkston) is a SEC-registered investment advisor headquartered in Rochester, Michigan. The firm was founded by Jeff and Jerry Hakala in 2007. They are a subsidiary of Clarkston Co., Inc. Clarkston provides discretionary investment advisory services to institutional investors and pooled investment vehicles, as well as certain individual investors. | Portfolio Manager-Fixed Income | 01/01/2011 |
Anciens postes connus de JJ Modell
| Sociétés | Poste | Fin |
|---|---|---|
R.H. Bluestein & Co. LLC
 R.H. Bluestein & Co. LLC Investment ManagersFinance R.H. Bluestein & Co. LLC (RHB) is a registered investment advisor and wealth management firm headquartered in Birmingham, Michigan. The firm was founded in 1990 and is a subsidiary of CI Private Wealth US LLC, which is owned by CI Financial Corp. (TSE: CIX; NYSE: CIXX) in Canada. RHB provides investment management and supervisory services to both separately managed accounts and pooled investment vehicles. Their clients also include individuals, corporations, endowments, foundations, trusts, estates, and pension and profit-sharing plans. | Gestionnaire de Portefeuille-Actions | 30/09/2011 |
Smith Barney, Inc.
 Smith Barney, Inc. Investment Banks/BrokersFinance Smith Barney, Inc. is a broker/dealer located in New York City. The firm is a subsidiary of Citigroup Global Markets Holdings, Inc. and their ultimate parent is Citigroup, Inc. The firm provides an array of trading and execution services for their clients. They do not provide any internal research | Corporate Officer/Principal | - |
Formation de JJ Modell
| University of Michigan | Masters Business Admin |
| Brown University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
R.H. Bluestein & Co. LLC
R.H. Bluestein & Co. LLC Investment ManagersFinance R.H. Bluestein & Co. LLC (RHB) is a registered investment advisor and wealth management firm headquartered in Birmingham, Michigan. The firm was founded in 1990 and is a subsidiary of CI Private Wealth US LLC, which is owned by CI Financial Corp. (TSE: CIX; NYSE: CIXX) in Canada. RHB provides investment management and supervisory services to both separately managed accounts and pooled investment vehicles. Their clients also include individuals, corporations, endowments, foundations, trusts, estates, and pension and profit-sharing plans. | Finance |
Clarkston Capital Partners LLC
Clarkston Capital Partners LLC Investment ManagersFinance Clarkston Capital Partners LLC (Clarkston) is a SEC-registered investment advisor headquartered in Rochester, Michigan. The firm was founded by Jeff and Jerry Hakala in 2007. They are a subsidiary of Clarkston Co., Inc. Clarkston provides discretionary investment advisory services to institutional investors and pooled investment vehicles, as well as certain individual investors. | Finance |
Smith Barney, Inc.
Smith Barney, Inc. Investment Banks/BrokersFinance Smith Barney, Inc. is a broker/dealer located in New York City. The firm is a subsidiary of Citigroup Global Markets Holdings, Inc. and their ultimate parent is Citigroup, Inc. The firm provides an array of trading and execution services for their clients. They do not provide any internal research | Finance |
