Profil
Mr. Samuel L.
Nofzinger, CFA, is an Investment Advisor at Ballentine Partners LLC (formerly Ballentine, Finn & Co, Inc).
His research is primarily focused on the energy sector and quantitative strategies.
He joined the firm in January 2010.
Mr. Nofzinger gained experience from academia (organic chemical research) and was a certified emergency medical technician.
He was previously employed as a Member by Omicron Delta Epsilon.
Mr. Nofzinger received an A.B. in Economics from Brown University.
While at Brown, he was a member of Omicron Delta Epsilon.
He holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the Boston Security Analysts Society.
Anciens postes connus de Samuel Lawrance Nofzinger
| Sociétés | Poste | Fin |
|---|---|---|
Omicron Delta Epsilon
Omicron Delta Epsilon Miscellaneous Commercial ServicesCommercial Services Operates as an economic honor society | Corporate Officer/Principal | - |
Ballentine Partners LLC
Ballentine Partners LLC Investment ManagersFinance Ballentine Partners builds diversified portfolios using a combination of low fee, tax-efficient investment vehicles and active managers when their after-tax returns justify their fees. They also add considerable value through tax-optimization of their clients’ portfolios. The firm search for the most attractive investment products. Their investment research includes coverage of real estate funds, hedge funds, private equity funds, venture capital funds, and natural resource funds. | Analyst-Equity | - |
Formation de Samuel Lawrance Nofzinger
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Ballentine Partners LLC
Ballentine Partners LLC Investment ManagersFinance Ballentine Partners builds diversified portfolios using a combination of low fee, tax-efficient investment vehicles and active managers when their after-tax returns justify their fees. They also add considerable value through tax-optimization of their clients’ portfolios. The firm search for the most attractive investment products. Their investment research includes coverage of real estate funds, hedge funds, private equity funds, venture capital funds, and natural resource funds. | Finance |
Brown University
Brown University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Omicron Delta Epsilon
Omicron Delta Epsilon Miscellaneous Commercial ServicesCommercial Services Operates as an economic honor society | Commercial Services |
















