Joe Jolson
Chief Executive Officer chez Harvest Capital Strategies LLC
Profil
Joseph Andrew Jolson founded JMP Securities LLC in 2000, where he worked as Chairman & Chief Executive Officer, JMP Group, Inc. in 1999, where he worked as Chairman & Chief Executive Officer, and Citizens JMP Group LLC in 1999, where he worked as Chairman & Chief Executive Officer from 2004 to 2021.
Mr. Jolson also founded HCAP Advisors LLC, where he worked as Chief Executive Officer.
Mr. Jolson also currently works at Harvest Capital Strategies LLC, as Chief Executive Officer from 2008, Harvest Mortgage Opportunity Partners LP, as Chief Executive Officer, and JMP Capital LLC, as Chief Executive Officer from 2007.
Mr. Jolson also formerly worked at Opportunity Acquisition Corp., as Chairman & Chief Executive Officer, Harvest Capital Credit Corp., as Chairman & Chief Executive Officer from 2018 to 2021, Montgomery Securities, Inc., as Senior Managing Director, HuaMei Capital Co., Inc., as Director, Fidelity Management & Research Co. LLC, as Consulting Research Analyst in 1983, JMP Securities LLC, as Analyst in 2002, Donaldson, Lufkin & Jenrette Securities Corp., as Consulting Research Analyst from 1980 to 1982, and Harvest Opportunity Partners II LP, as Portfolio Manager-Hedge Fund Strategy from 1999 to 2015.
Mr. Jolson received his undergraduate degree in 1980 from Yale University and MBA degree from The Wharton School of the University of Pennsylvania.
Postes actifs de Joe Jolson
| Sociétés | Poste | Début |
|---|---|---|
Harvest Capital Strategies LLC
 Harvest Capital Strategies LLC Investment ManagersFinance Harvest Capital Strategies LLC (Harvest) is a SEC-registered investment advisor and hedge fund manager headquartered in San Francisco, California. The firm was founded in 1999 and formerly known as JMP Asset Management LLC. They are wholly owned by JMP Holding LLC, ultimately held by Citizens Financial Group, Inc. (NYSE: CFG). Harvest provides discretionary investment advisory services to a number of private investment funds that operate as private investment funds. | Chief Executive Officer | 01/10/2008 |
Harvest Mortgage Opportunity Partners LP
 Harvest Mortgage Opportunity Partners LP Real Estate Investment TrustsFinance Harvest Mortgage Opportunity Partners LP engages in providing Financial services. The company is headquartered in San Francisco, CA. | Chief Executive Officer | - |
| JMP Capital LLC | Chief Executive Officer | 01/01/2007 |
HCAP Advisors LLC
 HCAP Advisors LLC Investment ManagersFinance HCAP Advisors LLC is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Joseph “Joe” Jolson and is a subsidiary of JMP Holding LLC, ultimately owned by Citizens Financial Group, Inc. (NYSE: CFG). HCAP Advisors provides investment advice to individual and institutional clients. | Chief Executive Officer | - |
Anciens postes connus de Joe Jolson
| Sociétés | Poste | Fin |
|---|---|---|
| JMP GROUP LLC | Chief Executive Officer | 15/11/2021 |
| HARVEST CAPITAL CREDIT CORPORATION | Chief Executive Officer | 09/06/2021 |
| Harvest Opportunity Partners II LP | Corporate Officer/Principal | 01/01/2015 |
| HuaMei Capital Co., Inc. | Director/Board Member | 28/12/2011 |
JMP Securities LLC
 JMP Securities LLC Investment Banks/BrokersFinance Citizens JMP Securities LLC (Citizens JMP) is a full-service investment bank and broker/dealer headquartered in San Francisco, California. The firm was founded by Joseph Jolson in 2002 and was formerly JMP Securities LLC. The firm is a subsidiary of JMP Holding LLC, ultimately held by Citizens Financial Group, Inc. (NYSE: CFG). Citizens JMP provides equity research, institutional brokerage, and investment banking services to public and private growth companies and their investors. They are a research-driven, growth-oriented firm that provides services to small- and mid-sized companies and the institutions that invest in them. The firm specializes in four high-growth sectors of the economy: technology, healthcare, financial services, and real estate. | Analyst-Equity | 01/07/2002 |
Formation de Joe Jolson
| Yale University | Undergraduate Degree |
| The Wharton School of the University of Pennsylvania | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 14 |
|---|---|
Fidelity Management & Research Co. LLC
 Fidelity Management & Research Co. LLC Investment ManagersFinance Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts. | Finance |
JMP Securities LLC
JMP Securities LLC Investment Banks/BrokersFinance Citizens JMP Securities LLC (Citizens JMP) is a full-service investment bank and broker/dealer headquartered in San Francisco, California. The firm was founded by Joseph Jolson in 2002 and was formerly JMP Securities LLC. The firm is a subsidiary of JMP Holding LLC, ultimately held by Citizens Financial Group, Inc. (NYSE: CFG). Citizens JMP provides equity research, institutional brokerage, and investment banking services to public and private growth companies and their investors. They are a research-driven, growth-oriented firm that provides services to small- and mid-sized companies and the institutions that invest in them. The firm specializes in four high-growth sectors of the economy: technology, healthcare, financial services, and real estate. | Finance |
Harvest Capital Strategies LLC
Harvest Capital Strategies LLC Investment ManagersFinance Harvest Capital Strategies LLC (Harvest) is a SEC-registered investment advisor and hedge fund manager headquartered in San Francisco, California. The firm was founded in 1999 and formerly known as JMP Asset Management LLC. They are wholly owned by JMP Holding LLC, ultimately held by Citizens Financial Group, Inc. (NYSE: CFG). Harvest provides discretionary investment advisory services to a number of private investment funds that operate as private investment funds. | Finance |
JMP Group, Inc.
 JMP Group, Inc. Investment Banks/BrokersFinance JMP Group Inc. is a full-service investment banking and asset management firm, together with its subsidiaries it provides investment banking, sales and trading, and equity research services to corporate and institutional clients, and alternative asset management products and services to institutional investors and high net-worth individuals. The company operates its business through five segments: Broker-Dealer, Asset Management, Corporate Credit, Investment Income, Eliminations and Corporate Costs. The Broker-Dealer segment includes a broad range of services, such as underwriting and acting as a placement agent for public and private capital markets raising transactions and financial advisory services in M&A, restructuring and other strategic transactions. The Broker-Dealer segment also includes institutional brokerage services and equity research services to institutional investor clients. The Asset Management segment includes the management of a broad range of pooled investment vehicles, including the company's hedge funds, hedge funds of funds. The Corporate Credit segment includes the management of collateralized loan obligations and small business loans. The Investment Income segment includes income from the company's principal investments in public and private securities, as well as any other net interest and income from investing activities. The Corporate Costs segment includes expenses related to JMP Group Inc., the holding company, and JMP Group LLC, and is mainly comprised of corporate overhead expenses and interest expense related to the company's credit facility with City National Bank. JMP Group was founded by Joseph A. Jolson and Carter D. Mack in 1999 and is headquartered in San Francisco, CA. | Finance |
Opportunity Acquisition Corp.
 Opportunity Acquisition Corp. Financial ConglomeratesFinance Opportunity Acquisition Corp. is a blank check company. It is primarily targeting businesses in North America with potential for growth. Opportunity Acquisition was founded in December 2007 and is headquartered in San Francisco, CA. | Finance |
Harvest Capital Credit Corp.
 Harvest Capital Credit Corp. Investment Trusts/Mutual FundsMiscellaneous Harvest Capital Credit Corp. is a closed-end investment company. It engages in the provision of customized financing solutions to small and mid-sized businesses. Its products include senior secured debt, unitranche term loans, junior secured loans, subordinated debt investments, and minority equity co-investments. The company was founded by Richard Paul Buckanavage on November 14, 2012 and is headquartered in New York, NY. | Miscellaneous |
| Donaldson, Lufkin & Jenrette Securities Corp. | Finance |
| Montgomery Securities, Inc. | Finance |
Harvest Mortgage Opportunity Partners LP
Harvest Mortgage Opportunity Partners LP Real Estate Investment TrustsFinance Harvest Mortgage Opportunity Partners LP engages in providing Financial services. The company is headquartered in San Francisco, CA. | Finance |
| Harvest Opportunity Partners II LP | Miscellaneous |
| HuaMei Capital Co., Inc. | Finance |
| JMP Capital LLC | |
JMP Group LLC
 JMP Group LLC Investment Banks/BrokersFinance JMP Group LLC engages in providing investment banking, equity research, and sales and trading services to corporate and institutional clients. It conducts its services through its subsidiary JMP Securities. The company was founded by Joseph Andrew Jolson, Gerald L. Tuttle, Jr. and Carter D. Mack in 1999 and is headquartered in San Francisco, CA. | Finance |
HCAP Advisors LLC
HCAP Advisors LLC Investment ManagersFinance HCAP Advisors LLC is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Joseph “Joe” Jolson and is a subsidiary of JMP Holding LLC, ultimately owned by Citizens Financial Group, Inc. (NYSE: CFG). HCAP Advisors provides investment advice to individual and institutional clients. | Finance |
