Joe Sharma
Directeur en chef des Investissements chez Oliver Luxxe Assets LLC
Profil
Mr. Joseph M.
Sharma, CFA MBA, is a Chief Investment Officer & Managing Member at Oliver Luxxe Assets LLC.
He received his undergraduate degree Kelly School of Business at Indiana University MBA, Virginia Commonwealth B.S.
Degree Economics.
Postes actifs de Joe Sharma
| Sociétés | Poste | Début |
|---|---|---|
Oliver Luxxe Assets LLC
 Oliver Luxxe Assets LLC Investment ManagersFinance Oliver Luxxe Assets LLC (OLA) is an independent, SEC-registered investment advisor headquartered in Gladstone, New Jersey. The firm was founded by Brad Jacobson and James Lynch in 2014. OLA provides financial planning, investment consulting and investment portfolio management services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities, other investment advisers and family offices. | Directeur en chef des Investissements | 01/01/2017 |
Anciens postes connus de Joe Sharma
| Sociétés | Poste | Fin |
|---|---|---|
Oxford Group
 Oxford Group Finance/Rental/LeasingFinance Oxford Group provides diversified financing services. The private company is based in Bethesda, MD and has subsidiaries in the United States. | Corporate Officer/Principal | - |
Lamoriello & Co., Inc.
 Lamoriello & Co., Inc. Investment ManagersFinance Part of National Investment Managers, Inc., Lamoriello & Co., Inc. provides pension plans. The company is based in Warwick, RI. | Corporate Officer/Principal | - |
Merrill Lynch & Co., Inc. /Old/
 Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | Corporate Officer/Principal | - |
Systematic Financial Management LP
 Systematic Financial Management LP Investment ManagersFinance Systematic Financial Management LP (SFM) is a SEC-registered investment advisor headquartered in Teaneck, New Jersey. The firm was founded by Joe K. Joshi in 1982 and they are a subsidiary of Titan NJ LP Holdings LLC, ultimately owned by Affiliated Managers Group, Inc. (NYSE: AMG). SFM provides investment management services to institutional investors and private clients. | Gestionnaire de Portefeuille-Actions | - |
Formation de Joe Sharma
| Indiana University | Masters Business Admin |
| Virginia Commonwealth University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Systematic Financial Management LP
Systematic Financial Management LP Investment ManagersFinance Systematic Financial Management LP (SFM) is a SEC-registered investment advisor headquartered in Teaneck, New Jersey. The firm was founded by Joe K. Joshi in 1982 and they are a subsidiary of Titan NJ LP Holdings LLC, ultimately owned by Affiliated Managers Group, Inc. (NYSE: AMG). SFM provides investment management services to institutional investors and private clients. | Finance |
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | Finance |
Oxford Group
Oxford Group Finance/Rental/LeasingFinance Oxford Group provides diversified financing services. The private company is based in Bethesda, MD and has subsidiaries in the United States. | Finance |
Lamoriello & Co., Inc.
Lamoriello & Co., Inc. Investment ManagersFinance Part of National Investment Managers, Inc., Lamoriello & Co., Inc. provides pension plans. The company is based in Warwick, RI. | Finance |
Oliver Luxxe Assets LLC
Oliver Luxxe Assets LLC Investment ManagersFinance Oliver Luxxe Assets LLC (OLA) is an independent, SEC-registered investment advisor headquartered in Gladstone, New Jersey. The firm was founded by Brad Jacobson and James Lynch in 2014. OLA provides financial planning, investment consulting and investment portfolio management services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities, other investment advisers and family offices. | Finance |
