Jyotsna V. Bean
Membre du Comité d'Investissement chez Offit Capital Advisors LLC
Profil
Ms. Jyotsna V.
Bean is a Partner of Client Advisory at Offit Capital Advisors LLC.
She has over 19 years experience in investment banking and investment management.
Ms. Bean was employed as a Principal by Goldman Sachs & Co. LLC, UBS Investment Bank (US), and an Investment Advisor by UBS AG (New York).
She received her BA degree from Princeton University and an MBA from Columbia Business School.
Postes actifs de Jyotsna V. Bean
| Sociétés | Poste | Début |
|---|---|---|
Offit Capital Advisors LLC
 Offit Capital Advisors LLC Investment ManagersFinance Offit Capital Advisors LLC (Offit Capital) is an independent, SEC-registered investment adviser headquartered in New York City. The firm was founded by Morris Offit in 2017. Offit Capital provides customized investment advisory services to wealthy individuals, multi-generational families, endowments and foundations. | Membre du Comité d'Investissement | - |
Anciens postes connus de Jyotsna V. Bean
| Sociétés | Poste | Fin |
|---|---|---|
Goldman Sachs & Co. LLC
 Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Corporate Officer/Principal | - |
UBS Investment Bank (US)
 UBS Investment Bank (US) Investment Banks/BrokersFinance UBS Investment Bank provides investment banking and securities brokerage services. Its clients include institutional and corporate clients, intermediaries, governments, and hedge funds. The firm also provides merger and acquisition advisory, private placement, investment research, foreign exchange, equity, and leverage finance advisory services. The firm is headquartered in San Francisco, CA. | Corporate Officer/Principal | - |
UBS AG (New York)
 UBS AG (New York) Investment ManagersFinance UBS AG's (NYSE: UBS) New York City-based wealth management arm is known as UBS Private Banking (US). The firm provides a range of customized wealth management products and services for private clients. | Corporate Officer/Principal | - |
Formation de Jyotsna V. Bean
| Princeton University | Undergraduate Degree |
| Columbia Business School | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Offit Capital Advisors LLC
Offit Capital Advisors LLC Investment ManagersFinance Offit Capital Advisors LLC (Offit Capital) is an independent, SEC-registered investment adviser headquartered in New York City. The firm was founded by Morris Offit in 2017. Offit Capital provides customized investment advisory services to wealthy individuals, multi-generational families, endowments and foundations. | Finance |
UBS AG (New York)
UBS AG (New York) Investment ManagersFinance UBS AG's (NYSE: UBS) New York City-based wealth management arm is known as UBS Private Banking (US). The firm provides a range of customized wealth management products and services for private clients. | Finance |
Goldman Sachs & Co. LLC
Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Finance |
UBS Investment Bank (US)
UBS Investment Bank (US) Investment Banks/BrokersFinance UBS Investment Bank provides investment banking and securities brokerage services. Its clients include institutional and corporate clients, intermediaries, governments, and hedge funds. The firm also provides merger and acquisition advisory, private placement, investment research, foreign exchange, equity, and leverage finance advisory services. The firm is headquartered in San Francisco, CA. | Finance |