Profiel
Mr. Cody L.
Pittman is a Senior Associate of Portfolio Management at Zeke Capital Advisors LLC.
Prior to joining Zeke, he worked as an advisor with Morgan Stanley where he provided a high level of individualized and comprehensive brokerage financial services and investment strategies to clients.
He earned his Bachelor of Arts degree in Economics with a minor in Business & Finance from Villanova University in 2016.
Eerdere bekende functies van Cody Lewis Pittman
Bedrijven | Functie | Einde |
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Zeke Capital Advisors LLC
Zeke Capital Advisors LLC Investment ManagersFinance Zeke Capital Advisors LLC (ZCA) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Berwyn, Pennsylvania. The firm was founded in 2008 by Edward Antoian. ZCA provides discretionary and non-discretionary investment advisory services to a variety of clients, such as individuals, families, corporations, trusts, estates, pension plans, charities and foundations. | Analyst-Equity | 28-02-2023 |
Morgan Stanley Private Bank NA
Morgan Stanley Private Bank NA Regional BanksFinance Morgan Stanley Private Bank NA provides banking products and services. The company was founded in 1996 and is headquartered in Purchase, NY. | Corporate Officer/Principal | 12-07-2017 |
Opleiding van Cody Lewis Pittman
Villanova University | Undergraduate Degree |
Ervaring
Beklede functies
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Beursgenoteerde bedrijven
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Bedrijven in privébezit | 2 |
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Morgan Stanley Private Bank NA
Morgan Stanley Private Bank NA Regional BanksFinance Morgan Stanley Private Bank NA provides banking products and services. The company was founded in 1996 and is headquartered in Purchase, NY. | Finance |
Zeke Capital Advisors LLC
Zeke Capital Advisors LLC Investment ManagersFinance Zeke Capital Advisors LLC (ZCA) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Berwyn, Pennsylvania. The firm was founded in 2008 by Edward Antoian. ZCA provides discretionary and non-discretionary investment advisory services to a variety of clients, such as individuals, families, corporations, trusts, estates, pension plans, charities and foundations. | Finance |