![William M. Jose](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
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 OHC's methodology for stock selection uses three points of reference to pinpoint a buy: combine the evaluation techniques of special situation, undervalued and relative strength. Investment ideas evolve from reading newspapers and magazines of both a financial and non-financial focus. Management of fixed-income portfolios at OHC is predicated upon a fundamental approach that has its focus on the credit quality selection process. They also perform technical analysis of yield curve positioning and assessment of dynamic market movements. | President | 30/04/2008 |
Tekla Capital Management LLC
 Tekla Capital Management LLC Investment ManagersFinance Tekla primarily focuses on healthcare investing. Their funds invest in public and private growth equities in the healthcare and life sciences industries. | President | 01/01/1997 |
Hambrecht & Quist Group, Inc.
 Hambrecht & Quist Group, Inc. Investment Banks/BrokersFinance Operates as a holding investment bank and provides securities brokerage services | Corporate Officer/Principal | 31/12/1996 |
Alex. Brown & Sons, Inc.
 Alex. Brown & Sons, Inc. Investment Banks/BrokersFinance Provides investment and investment banking services to individuals and entities | Corporate Officer/Principal | 31/12/1993 |
Smith Barney Asset Management
 Smith Barney Asset Management Investment ManagersFinance Provides investment services | Corporate Officer/Principal | 31/12/1989 |
Formation de William M. Jose
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
93
Relations au 1er degré
7
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
Hambrecht & Quist Group, Inc.
Hambrecht & Quist Group, Inc. Investment Banks/BrokersFinance Operates as a holding investment bank and provides securities brokerage services | Finance |
Smith Barney Asset Management
Smith Barney Asset Management Investment ManagersFinance Provides investment services | Finance |
Tekla Capital Management LLC
Tekla Capital Management LLC Investment ManagersFinance Tekla primarily focuses on healthcare investing. Their funds invest in public and private growth equities in the healthcare and life sciences industries. | Finance |
Donaldson, Lufkin & Jenrette Securities Corp.
 Donaldson, Lufkin & Jenrette Securities Corp. Investment Banks/BrokersFinance Provides investment banking and brokerage services | Finance |
Alex. Brown & Sons, Inc.
Alex. Brown & Sons, Inc. Investment Banks/BrokersFinance Provides investment and investment banking services to individuals and entities | Finance |
Old Harbor Capital Management LLC
Old Harbor Capital Management LLC Investment ManagersFinance OHC's methodology for stock selection uses three points of reference to pinpoint a buy: combine the evaluation techniques of special situation, undervalued and relative strength. Investment ideas evolve from reading newspapers and magazines of both a financial and non-financial focus. Management of fixed-income portfolios at OHC is predicated upon a fundamental approach that has its focus on the credit quality selection process. They also perform technical analysis of yield curve positioning and assessment of dynamic market movements. | Finance |
University of Connecticut
 University of Connecticut Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
