![Jake Geller](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>)
Profiel
Jake Geller worked as an Analyst at Next Capital Management LLC from 2019 to 2021.
Prior to that, he obtained an undergraduate degree from the University of Wisconsin in 2018.
Eerdere bekende functies van Jake Geller
| Bedrijven | Functie | Einde |
|---|---|---|
Next Capital Management LLC
 Next Capital Management LLC Investment ManagersFinance Next Capital takes a fully customized, unbiased approach to managing client portfolios. The firm focuses on building diversified, outcome-oriented portfolios that emphasize risk-adjusted returns and tax efficiency with an intense focus on capital preservation. They primarily allocate client investment assets to various mutual funds, exchange traded funds, and individual equity and fixed income securities, on a discretionary and non-discretionary basis, in accordance with the client’s designated investment objective(s). | Analyst-Equity | 01-03-2021 |
Opleiding van Jake Geller
Ervaring
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Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
University of Wisconsin
 University of Wisconsin Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Next Capital Management LLC
Next Capital Management LLC Investment ManagersFinance Next Capital takes a fully customized, unbiased approach to managing client portfolios. The firm focuses on building diversified, outcome-oriented portfolios that emphasize risk-adjusted returns and tax efficiency with an intense focus on capital preservation. They primarily allocate client investment assets to various mutual funds, exchange traded funds, and individual equity and fixed income securities, on a discretionary and non-discretionary basis, in accordance with the client’s designated investment objective(s). | Finance |
