Munish Sood
Directeur/Membre du Conseil chez Pcc Sbh Sub, Inc.
Profil
Munish Sood founded Princeton Advisory Group, Inc. in 2002 and First Choice Bank (Mercerville, New Jersey) in 2007.
Mr. Sood is also the founder of Cross Point Capital LLC.
Currently, Mr. Sood holds positions as Director at Pcc Sbh Sub, Inc., Member at CFA Institute, and Partner at Princeton Investment Advisors LLC.
Mr. Sood's former positions include President, Chief Executive Officer & Director at Princeton Capital Corp.
from 2015 to 2017, Director at United Network Service, Inc., Senior Analyst at Penn Capital Management Co LLC in 1997, Principal at Botree Westmount Partners LLC from 2005 to 2006, Associate at Bankers Trust & Co. in 1997, Principal at Global Wealth Management LLC from 2015 to 2017, and Senior Portfolio Manager at Global Value Investors, Inc. from 1999 to 2001.
Mr. Sood received an undergraduate degree from Rider University.
Postes actifs de Munish Sood
| Sociétés | Poste | Début |
|---|---|---|
Princeton Investment Advisors LLC
 Princeton Investment Advisors LLC Investment ManagersFinance Princeton Investment Advisors LLC provides investment advice. The private company is based in Kingston, NJ. | Corporate Officer/Principal | - |
CFA Institute
 CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Corporate Officer/Principal | - |
Pcc Sbh Sub, Inc.
 Pcc Sbh Sub, Inc. RestaurantsConsumer Services Pcc Sbh Sub, Inc. operates restaurants. The company is based in Katy, TX. | Directeur/Membre du Conseil | - |
Anciens postes connus de Munish Sood
| Sociétés | Poste | Fin |
|---|---|---|
| PRINCETON CAPITAL CORPORATION | Directeur Général | 27/09/2017 |
| Global Value Investors, Inc. | Corporate Officer/Principal | 01/04/2001 |
Penn Capital Management Co LLC
 Penn Capital Management Co LLC Investment ManagersFinance Penn Capital Management Co LLC (Penn Capital) is an independent, SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded by Richard Hocker and Marcia Hocker in 1987 as Penn Capital Management Co., Inc. Penn Capital provides investment advisory services primarily through the following investment vehicles: registered mutual funds, private investment funds, separately managed accounts, and investment advisory programs offered through wrap fee programs or model portfolio distribution channels. | Corporate Officer/Principal | 31/12/1997 |
Bankers Trust & Co.
 Bankers Trust & Co. Investment Trusts/Mutual FundsMiscellaneous Part of Deutsche Bank AG, Bankers Trust & Co. is a company that provides trust services. The company is based in New York, NY. | Corporate Officer/Principal | 31/12/1997 |
Global Wealth Management LLC
 Global Wealth Management LLC Investment ManagersFinance Global Wealth Management LLC (GWM) is an independent financial planning and wealth management firm headquartered in Kingston, New Jersey. The firm was founded by Ram Kolluri in 2010 as Global Investment Management LLC and changed their name to Global Wealth Management LLC in 2015. GWM provides advisory services to high net-worth individuals, private family offices, pension plans, trusts and foundations. | Directeur Général | - |
Formation de Munish Sood
| Rider University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 13 |
|---|---|
Botree Westmount Partners LLC
 Botree Westmount Partners LLC Investment ManagersFinance Founded in 1987 by Thomas Grzymala, Alexandria Financial Associates is a registered investment advisory and wealth management firm located in Alexandria, Virginia | Finance |
Princeton Advisory Group, Inc.
 Princeton Advisory Group, Inc. Investment ManagersFinance Founded in 2002, Princeton Advisory Group, Inc. is a hedge fund manager located in Princeton, New Jersey. The firm primarily provides investment advisory and investment management services to both funds and special purpose vehicles. They also provide investment advice directly (through separately managed account arrangements) to larger investors including entities, foundations and high net-worth individuals. | Finance |
Penn Capital Management Co LLC
Penn Capital Management Co LLC Investment ManagersFinance Penn Capital Management Co LLC (Penn Capital) is an independent, SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded by Richard Hocker and Marcia Hocker in 1987 as Penn Capital Management Co., Inc. Penn Capital provides investment advisory services primarily through the following investment vehicles: registered mutual funds, private investment funds, separately managed accounts, and investment advisory programs offered through wrap fee programs or model portfolio distribution channels. | Finance |
Bankers Trust & Co.
Bankers Trust & Co. Investment Trusts/Mutual FundsMiscellaneous Part of Deutsche Bank AG, Bankers Trust & Co. is a company that provides trust services. The company is based in New York, NY. | Miscellaneous |
United Network Service, Inc.
 United Network Service, Inc. Information Technology ServicesTechnology Services United Network Service, Inc. provides internet and private networking solutions. It designs monitors and manages networks for business and information technology requirements, such as voice, data, video, firewall and managed router security, and backhaul and transport. The firm's solutions utilize the cloud to host bundled solutions, such as managed Voice over Internet Protocol (VoIP), managed virtual private network, managed firewall and router security services, and IP video monitoring. It also provides network transport options and hosted VoIP solutions. The company was founded in 2001 by Stephen John and is headquartered in Carrollton, TX. | Technology Services |
Princeton Capital Corp.
 Princeton Capital Corp. Investment ManagersFinance Princeton Capital Corp invests in small and lower middle market companies located in the United States with an EBITDA of USD 3 - 20 million. The fund focuses on a broad range of sectors and industries. It provides financing for debt, mezzanine warrants, buyout, recapitalization, add-on acquisition and growth financing capital requirements with an investment size of USD 1 - 5 million per transaction. It acquires minority interest and also makes co-investments. | Finance |
Princeton Investment Advisors LLC
Princeton Investment Advisors LLC Investment ManagersFinance Princeton Investment Advisors LLC provides investment advice. The private company is based in Kingston, NJ. | Finance |
First Choice Bank (Mercerville, New Jersey)
 First Choice Bank (Mercerville, New Jersey) Regional BanksFinance First Choice Bank provides banking services. The company was founded in 2007 and is headquartered in Mercerville, NJ. | Finance |
Cross Point Capital LLC
 Cross Point Capital LLC Investment Banks/BrokersFinance Cross Point Capital LLC operates as broker-dealer. It specializes in Corporate Bonds, Auction Rate Securities, Interdealer Broker and Third Party Marketing. The company is headquartered in Mountainside, NJ. | Finance |
| Global Value Investors, Inc. | |
Global Wealth Management LLC
Global Wealth Management LLC Investment ManagersFinance Global Wealth Management LLC (GWM) is an independent financial planning and wealth management firm headquartered in Kingston, New Jersey. The firm was founded by Ram Kolluri in 2010 as Global Investment Management LLC and changed their name to Global Wealth Management LLC in 2015. GWM provides advisory services to high net-worth individuals, private family offices, pension plans, trusts and foundations. | Finance |
CFA Institute
CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Commercial Services |
Pcc Sbh Sub, Inc.
Pcc Sbh Sub, Inc. RestaurantsConsumer Services Pcc Sbh Sub, Inc. operates restaurants. The company is based in Katy, TX. | Consumer Services |
