Joenuel Ortiz
Plus aucun poste en cours
Profil
Mr. Joenuel Ortiz is an Associate Portfolio Manager at Stanley-Laman Group Ltd.
where he is primarily involved in investment research and analysis.
Prior to joining Stanley-Laman Group Ltd.
in July 2013, Mr. Ortiz was employed as an Analyst by JPMorgan Chase Bank NA and an Internal Sales & Finance Consultant by Procter & Gamble Co.
Mr. Ortiz received his BS in Business Administration, concentrating in Finance and Music Technology, from Carnegie Mellon University.
Anciens postes connus de Joenuel Ortiz
| Sociétés | Poste | Fin |
|---|---|---|
JPMorgan Chase Bank, NA (Investment Management)
 JPMorgan Chase Bank, NA (Investment Management) Investment ManagersFinance JPMorgan Chase Bank, NA (Investment Management) (JPMC-IM) is the investment management division of JPMorgan Chase Bank, NA, ultimately held by JPMorgan Chase & Co. (NYSE: JPM), a global financial services firm. Headquartered in New York City, JPMC-IM provides asset management services for corporations, institutional investors, hedge funds, governments, healthcare organizations, educational institutions and affluent individuals. | Analyst-Equity | 01/06/2013 |
Stanley-Laman Group Ltd.
 Stanley-Laman Group Ltd. Investment ManagersFinance Stanley-Laman Group Ltd. (SLG) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Berwyn, Pennsylvania. The firm was founded in 1991 and is principally owned by William Stanley, James Laman, and David Eaton. SLG provides portfolio management services to individuals, high net worth individuals, corporate pension and profit-sharing plans, charitable institutions, endowments, foundations, trusts, estates, LLCs and corporations. | Gestionnaire de Portefeuille-Actions | 01/07/2011 |
| PROCTER & GAMBLE COMPANY | Corporate Officer/Principal | 01/08/2010 |
Stanley-Laman Group Ltd.
Stanley-Laman Group Ltd. Investment ManagersFinance Stanley-Laman Group Ltd. (SLG) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Berwyn, Pennsylvania. The firm was founded in 1991 and is principally owned by William Stanley, James Laman, and David Eaton. SLG provides portfolio management services to individuals, high net worth individuals, corporate pension and profit-sharing plans, charitable institutions, endowments, foundations, trusts, estates, LLCs and corporations. | Analyst-Equity | - |
Formation de Joenuel Ortiz
| Carnegie Mellon University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Sociétés cotées | 1 |
|---|---|
| PROCTER & GAMBLE COMPANY | Consumer Non-Durables |
| Entreprise privées | 2 |
|---|---|
Stanley-Laman Group Ltd.
Stanley-Laman Group Ltd. Investment ManagersFinance Stanley-Laman Group Ltd. (SLG) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Berwyn, Pennsylvania. The firm was founded in 1991 and is principally owned by William Stanley, James Laman, and David Eaton. SLG provides portfolio management services to individuals, high net worth individuals, corporate pension and profit-sharing plans, charitable institutions, endowments, foundations, trusts, estates, LLCs and corporations. | Finance |
JPMorgan Chase Bank, NA (Investment Management)
JPMorgan Chase Bank, NA (Investment Management) Investment ManagersFinance JPMorgan Chase Bank, NA (Investment Management) (JPMC-IM) is the investment management division of JPMorgan Chase Bank, NA, ultimately held by JPMorgan Chase & Co. (NYSE: JPM), a global financial services firm. Headquartered in New York City, JPMC-IM provides asset management services for corporations, institutional investors, hedge funds, governments, healthcare organizations, educational institutions and affluent individuals. | Finance |