Jon Philip Michael Sobotkin
Gestionnaire de Portefeuille-Actions chez Blue Bell Private Wealth Management LLC
Profil
Mr. Jon P.
Sobotkin is Partner at Blue Bell Private Wealth Management LLC.
He is an Investment Advisor Representative and an active member of the Investment Strategy Committee where he assists with financial models, investment strategy and asset allocation.
He joined the firm in June 2006.
He is an active member of the For Pete’s Sake Cancer Respite Foundation Walk Committee who holds an annual charity walk at Citizens Bank Park in Philadelphia.
Mr. Sobotkin graduated from The Pennsylvania State University with a B.S.
in Finance and a minor in Economics in 2006.
He is Series 65 licensed.
Postes actifs de Jon Philip Michael Sobotkin
| Sociétés | Poste | Début |
|---|---|---|
Blue Bell Private Wealth Management LLC
 Blue Bell Private Wealth Management LLC Investment ManagersFinance Blue Bell Private Wealth Management LLC (Blue Bell) is an independent registered investment advisory and wealth management firm headquartered in Blue Bell, Pennsylvania. The firm was founded by J. J. Scott Miller, Scott Miller Jr.and Justin Capetola in 2005. Blue Bell provides discretionary and non-discretionary investment management services to individuals, high net worth individuals, pension and profit-sharing plans, corporations, business entities, trusts, estates, and other investment advisers. | Gestionnaire de Portefeuille-Actions | 01/06/2006 |
Formation de Jon Philip Michael Sobotkin
| The Pennsylvania State University | Undergraduate Degree |
Expériences
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Relations au 1er degré
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
Blue Bell Private Wealth Management LLC
Blue Bell Private Wealth Management LLC Investment ManagersFinance Blue Bell Private Wealth Management LLC (Blue Bell) is an independent registered investment advisory and wealth management firm headquartered in Blue Bell, Pennsylvania. The firm was founded by J. J. Scott Miller, Scott Miller Jr.and Justin Capetola in 2005. Blue Bell provides discretionary and non-discretionary investment management services to individuals, high net worth individuals, pension and profit-sharing plans, corporations, business entities, trusts, estates, and other investment advisers. | Finance |