Profil
Mr. Jose has several years of experience in the investment business.
In 1986, he began the fee based, discretionary account program at Salomon Smith Barney in the Boston office.
In 1990, Mr. Jose joined Alex.
Brown & Sons to concentrate on discretionary account management.
In 1994, he began Hambrecht & Quist Investment Advisors, Inc. and served as President.
In 1997, he joined Donaldson, Lufkin, & Jenrette to work with investment management clients on a discretionary basis.
Mr. Jose holds a BA degree from the University of Connecticut, with studies concentrating in English and economics.
He also studied at the New York Institute of Finance.
He was a Trustee of the Society for the Preservation of New England Antiquities and a past Trustee of Moses Brown School and Lincoln School.
Anciens postes connus de William M. Jose
| Sociétés | Poste | Fin |
|---|---|---|
Old Harbor Capital Management LLC
 Old Harbor Capital Management LLC Investment ManagersFinance Old Harbor Capital Management LLC, (OHC), and their affiliate Ensign Investment Advisers LLC, is a registered investment advisor that specializes in discretionary account management. The firm is located in Boston. | President | 30/04/2008 |
Tekla Capital Management LLC
 Tekla Capital Management LLC Investment ManagersFinance Tekla Capital Management LLC is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts. Formerly known as Hambrecht & Quist Capital Management LLC, the firm serves as an investment adviser for four closed-end funds – Tekla Healthcare Investors, Tekla Life Sciences Investors, Tekla Healthcare Opportunities Fund and Tekla World Healthcare Fund. | President | 01/01/1997 |
Hambrecht & Quist Group, Inc.
 Hambrecht & Quist Group, Inc. Investment Banks/BrokersFinance Hambrecht & Quist Group, Inc. operates as a holding investment bank and provides securities brokerage services. The company is headquartered in San Francisco, CA. | Corporate Officer/Principal | 31/12/1996 |
| Alex. Brown & Sons, Inc. | Corporate Officer/Principal | 31/12/1993 |
| Smith Barney Asset Management | Corporate Officer/Principal | 31/12/1989 |
Formation de William M. Jose
| University of Connecticut | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Old Harbor Capital Management LLC
Old Harbor Capital Management LLC Investment ManagersFinance Old Harbor Capital Management LLC, (OHC), and their affiliate Ensign Investment Advisers LLC, is a registered investment advisor that specializes in discretionary account management. The firm is located in Boston. | Finance |
Tekla Capital Management LLC
Tekla Capital Management LLC Investment ManagersFinance Tekla Capital Management LLC is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts. Formerly known as Hambrecht & Quist Capital Management LLC, the firm serves as an investment adviser for four closed-end funds – Tekla Healthcare Investors, Tekla Life Sciences Investors, Tekla Healthcare Opportunities Fund and Tekla World Healthcare Fund. | Finance |
| Smith Barney Asset Management | Finance |
| Alex. Brown & Sons, Inc. | Finance |
Hambrecht & Quist Group, Inc.
Hambrecht & Quist Group, Inc. Investment Banks/BrokersFinance Hambrecht & Quist Group, Inc. operates as a holding investment bank and provides securities brokerage services. The company is headquartered in San Francisco, CA. | Finance |
| Donaldson, Lufkin & Jenrette Securities Corp. | Finance |