Oliver Pursche
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Profil
Oliver Pursche is the founder of Montebello Partners LLC, which was founded in 2008.
He held the titles of General Partner, Secretary & Co-Portfolio Manager from 2008 to 2020.
Pursche's former jobs include being Vice Chairman & Chief Market Strategist at Gary Goldberg Planning Services LLC from 2015 to 2020, Regional Vice President at Trust Co. of America, Inc. from 2002 to 2004, and Principal at Neuberger Berman BD LLC from 1997 to 2002.
Pursche also served as President at Gary Goldberg Planning Services, Inc. from 2005 to 2015.
Pursche received his undergraduate degree from Bentley University in 1992.
Anciens postes connus de Oliver Pursche
| Sociétés | Poste | Fin |
|---|---|---|
Gary Goldberg Planning Services LLC
 Gary Goldberg Planning Services LLC Investment ManagersFinance Gary Goldberg Planning Services LLC (GGPS) is an investment management firm headquartered in Locust Valley, New York. The firm was founded by Gary Goldberg in 2014 as Bruderman Asset Management LLC. They are a wholly owned subsidiary of Bruderman & Co. LLC. GGPS provides investment advisory services to mass affluent, affluent, and high net-worth individuals and families. | Stratège de marché | 06/04/2020 |
Montebello Partners LLC
 Montebello Partners LLC Investment ManagersFinance Founded in 2008, Montebello Partners LLC (MPLLC) is a registered investment advisor located in Suffern, New York. On January 2, 2015, the majority ownership of MPLLC was transferred to Bruderman & Company LLC. Also on that date, the assets of MPLLC affiliate Gary Goldberg & Co., Inc. were sold to Bruderman Brothers LLC, Member FINRA/SIPC and the assets of affiliate Gary Goldberg Planning Services Inc. were sold to Bruderman Asset Management LLC. MPLLC actively manages on a discretionary basis an investment company known as the GMG Defensive Beta Fund.^ | Fondateur | 28/03/2020 |
Gary Goldberg Planning Services, Inc.
 Gary Goldberg Planning Services, Inc. Investment ManagersFinance Founded in 1973, Gary Goldberg Planning Services, Inc. (GGPS) is a registered investment advisor located in Suffern, New York. The firm is a subsidiary of Gary Goldberg & Co., Inc., a registered broker/dealer and member FINRA/SIPC. Most of their clients are retirement age individuals in the mass affluent category, The firm's clients also include pension/profit sharing plans, charitable organizations and corporations. ^ ^ | President | 01/03/2015 |
Trust Co. of America, Inc.
 Trust Co. of America, Inc. Packaged SoftwareTechnology Services Trust Co. of America, Inc. provides asset custodian proprietary software products. It offers application custody platform including portfolio management, trading, modeling, rebalancing, fee management, and reporting. The company was founded by Stephen A. Finn in 1972 and is headquartered in Centennial, CO. | Corporate Officer/Principal | 01/12/2004 |
Neuberger Berman BD LLC
 Neuberger Berman BD LLC Investment ManagersFinance Neuberger Berman BD LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. It is directly owned by Neuberger Berman Investment Advisers LLC, which is an indirect, wholly-owned subsidiary of Neuberger Berman Group LLC, which is owned by NBSH Acquisition LLC. The firm traces their origin back to the 1939 founding of Neuberger & Berman, its predecessor firm. In 1950, Neuberger Berman became one of the first firms to offer a no-load mutual fund to individual investors. Neuberger Berman BD manages a range of equity, fixed income, private equity and hedge fund strategies on behalf of institutions, advisors and individual investors worldwide. | Corporate Officer/Principal | - |
Formation de Oliver Pursche
| Bentley University | Undergraduate Degree |
Expériences
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Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 6 |
|---|---|
Trust Co. of America, Inc.
Trust Co. of America, Inc. Packaged SoftwareTechnology Services Trust Co. of America, Inc. provides asset custodian proprietary software products. It offers application custody platform including portfolio management, trading, modeling, rebalancing, fee management, and reporting. The company was founded by Stephen A. Finn in 1972 and is headquartered in Centennial, CO. | Technology Services |
Neuberger Berman BD LLC
Neuberger Berman BD LLC Investment ManagersFinance Neuberger Berman BD LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. It is directly owned by Neuberger Berman Investment Advisers LLC, which is an indirect, wholly-owned subsidiary of Neuberger Berman Group LLC, which is owned by NBSH Acquisition LLC. The firm traces their origin back to the 1939 founding of Neuberger & Berman, its predecessor firm. In 1950, Neuberger Berman became one of the first firms to offer a no-load mutual fund to individual investors. Neuberger Berman BD manages a range of equity, fixed income, private equity and hedge fund strategies on behalf of institutions, advisors and individual investors worldwide. | Finance |
| Painewebber Group, Inc. | Finance |
Montebello Partners LLC
Montebello Partners LLC Investment ManagersFinance Founded in 2008, Montebello Partners LLC (MPLLC) is a registered investment advisor located in Suffern, New York. On January 2, 2015, the majority ownership of MPLLC was transferred to Bruderman & Company LLC. Also on that date, the assets of MPLLC affiliate Gary Goldberg & Co., Inc. were sold to Bruderman Brothers LLC, Member FINRA/SIPC and the assets of affiliate Gary Goldberg Planning Services Inc. were sold to Bruderman Asset Management LLC. MPLLC actively manages on a discretionary basis an investment company known as the GMG Defensive Beta Fund.^ | Finance |
Gary Goldberg Planning Services, Inc.
Gary Goldberg Planning Services, Inc. Investment ManagersFinance Founded in 1973, Gary Goldberg Planning Services, Inc. (GGPS) is a registered investment advisor located in Suffern, New York. The firm is a subsidiary of Gary Goldberg & Co., Inc., a registered broker/dealer and member FINRA/SIPC. Most of their clients are retirement age individuals in the mass affluent category, The firm's clients also include pension/profit sharing plans, charitable organizations and corporations. ^ ^ | Finance |
Gary Goldberg Planning Services LLC
Gary Goldberg Planning Services LLC Investment ManagersFinance Gary Goldberg Planning Services LLC (GGPS) is an investment management firm headquartered in Locust Valley, New York. The firm was founded by Gary Goldberg in 2014 as Bruderman Asset Management LLC. They are a wholly owned subsidiary of Bruderman & Co. LLC. GGPS provides investment advisory services to mass affluent, affluent, and high net-worth individuals and families. | Finance |