Keith Francis Pinsoneault
Membre du Comité d'Investissement chez Optimum Investment Advisors LLC
Profil
Mr. Keith F.
Pinsoneault, CFA, is a Vice Chairman & Portfolio Manager at Optimum Investment Advisors LLC.
He joined the firm in 1997.
He is a Portfolio Manager for the Large Cap Growth Strategy and member of the Investment Committee.
He has over 46 years of investment experience as an analyst, research director, head of capital markets and portfolio manager.
Prior to joining Optimum in 1997, Mr. Pinsoneault served in senior executive capacities at several Wall Street brokerage firms, including President of Sutro & Co. and a Senior Portfolio Manager at Harris, Bretall, Sullivan and Smith in San Francisco.
He earned a BA from Marquette University in 1969 and is a CFA charterholder.
Postes actifs de Keith Francis Pinsoneault
| Sociétés | Poste | Début |
|---|---|---|
Optimum Investment Advisors LLC
 Optimum Investment Advisors LLC Investment ManagersFinance Optimum Investment Advisors LLC (OIA) is a registered investment advisor headquartered in Chicago, Illinois and was founded in 1989. The firm is a subsidiary of Optimum Investment Group LLC. OIA provides investment advisory services consisting primarily of discretionary asset management through use of equity, fixed income and balanced (between equity securities such as stocks and fixed income securities such as municipal and government bonds) portfolios. Their clients include individual persons, investment companies, pension and profit sharing plans, trusts, estates, charitable organizations, corporations or similar business and governmental entities. | Membre du Comité d'Investissement | 01/01/1997 |
Anciens postes connus de Keith Francis Pinsoneault
| Sociétés | Poste | Fin |
|---|---|---|
| Sutro & Co., Inc. | Corporate Officer/Principal | - |
Federated MDTA LLC
 Federated MDTA LLC Investment ManagersFinance Federated MDTA LLC (dba MDT Advisers) is a registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1997 as HBSS Newco LLC. They are a subsidiary of Federated MDTA Trust, ultimately held by Federated Hermes, Inc. (NYSE: FHI) (formerly Federated Investors, Inc.). MDT Advisers provides investment advisory services to individual and institutional investors. | Corporate Officer/Principal | - |
Formation de Keith Francis Pinsoneault
| Marquette University | Undergraduate Degree |
Expériences
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Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
Optimum Investment Advisors LLC
Optimum Investment Advisors LLC Investment ManagersFinance Optimum Investment Advisors LLC (OIA) is a registered investment advisor headquartered in Chicago, Illinois and was founded in 1989. The firm is a subsidiary of Optimum Investment Group LLC. OIA provides investment advisory services consisting primarily of discretionary asset management through use of equity, fixed income and balanced (between equity securities such as stocks and fixed income securities such as municipal and government bonds) portfolios. Their clients include individual persons, investment companies, pension and profit sharing plans, trusts, estates, charitable organizations, corporations or similar business and governmental entities. | Finance |
Federated MDTA LLC
Federated MDTA LLC Investment ManagersFinance Federated MDTA LLC (dba MDT Advisers) is a registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1997 as HBSS Newco LLC. They are a subsidiary of Federated MDTA Trust, ultimately held by Federated Hermes, Inc. (NYSE: FHI) (formerly Federated Investors, Inc.). MDT Advisers provides investment advisory services to individual and institutional investors. | Finance |
| Sutro & Co., Inc. | Finance |