Jamie Cuellar
Portefeuillebeheerder-Aandelen bij Kornitzer Capital Management, Inc.
Profiel
Mr. James M.
Cuellar, CFA MBA, is a Portfolio Manager at Kornitzer Capital Management, Inc. He joined the firm in 2015 and he works with equity portfolios.
His focus areas include technology and consumer.
He has over 30 years of professional investment experience and he's been with the firm for over 7 years.
From 2012 to 2014, Mr. Cuellar worked at Northern Trust as a Senior Portfolio Manager.
From 2000 to 2012, he worked at PineBridge Investments, Brazos Capital, John McStay Investment Counsel as Managing Director and Portfolio Manager.
From 1995 to 1999, he worked at Lee Financial Corp as an Investment Analyst.
He received a B.B.A.
from the University of San Diego and an M.B.A.
in Finance from Southern Methodist University.
Actieve functies van Jamie Cuellar
Bedrijven | Functie | Begin |
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Kornitzer Capital Management, Inc.
Kornitzer Capital Management, Inc. Investment ManagersFinance Kornitzer Capital Management Inc. (KCM) is an independent, SEC-registered investment advisor headquartered in Shawnee Mission, Kansas. The firm was founded by John Kornitzer in 1989. KCM provides advice as an investment adviser or as a sub-adviser to individuals and institutions and act as the investment adviser to the Buffalo Funds. | Portefeuillebeheerder-Aandelen | 01-01-2015 |
Eerdere bekende functies van Jamie Cuellar
Bedrijven | Functie | Einde |
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Brazos Capital Management
Brazos Capital Management Investment ManagersFinance Founded in 1983, Brazos Capital Management, formerly John McStay Investment Counsel, is a registered investment advisor located in Dallas, Texas with an additional office in New York City. The firm is a subsidiary of AIG Global Investment Corp. and their ultimate parent is American International Group, Inc. (NYSE: AIG). The firm manages the Brazos Mutual Funds and provides a variety of domestic equity, growth-oriented investment services to institutional investors. | Analyst-Equity | 30-01-2010 |
Lee Financial Co. LLC
Lee Financial Co. LLC Investment ManagersFinance Lee Financial Corp. (LFC) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by Richard R. Lee in 1975 and they are a subsidiary of LFC Holding Co. LFC offers personalized financial planning and investment management services to individuals and high net-worth individuals, trusts, estates, charitable organizations, private equity, 401(k) and defined benefit plans (investment selections only), and corporations or other business entities. | Corporate Officer/Principal | 31-12-1999 |
Fidelity Management & Research Co. LLC
Fidelity Management & Research Co. LLC Investment ManagersFinance Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts. | Corporate Officer/Principal | - |
Jacob Asset Management of New York LLC
Jacob Asset Management of New York LLC Investment ManagersFinance Jacob Asset Management of New York LLC (JAM) is a registered independent investment advisor headquartered in Hermosa Beach, California and was founded in 1999. JAM offers a full range of actively managed investment solutions. | Portefeuillebeheerder-Aandelen | - |
PineBridge Investments LLC
PineBridge Investments LLC Investment ManagersFinance PineBridge Investments LLC (PBI) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2010 and is a wholly-owned subsidiary of Pinebridge Investments Holdings (US) LLC, ultimately held by Chiltonlink Ltd. in British Virgin Islands. PBI provides investment management/advisory services to US registered investment companies, privately offered pooled investment vehicles (which includes CLOs) and separate advisory accounts for sophisticated institutional and individual clients. | Portefeuillebeheerder-Aandelen | - |
Opleiding van Jamie Cuellar
University of San Diego | Undergraduate Degree |
Southern Methodist University | Masters Business Admin |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
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Verwante bedrijven
Bedrijven in privébezit | 6 |
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Brazos Capital Management
Brazos Capital Management Investment ManagersFinance Founded in 1983, Brazos Capital Management, formerly John McStay Investment Counsel, is a registered investment advisor located in Dallas, Texas with an additional office in New York City. The firm is a subsidiary of AIG Global Investment Corp. and their ultimate parent is American International Group, Inc. (NYSE: AIG). The firm manages the Brazos Mutual Funds and provides a variety of domestic equity, growth-oriented investment services to institutional investors. | Finance |
Fidelity Management & Research Co. LLC
Fidelity Management & Research Co. LLC Investment ManagersFinance Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts. | Finance |
Lee Financial Co. LLC
Lee Financial Co. LLC Investment ManagersFinance Lee Financial Corp. (LFC) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by Richard R. Lee in 1975 and they are a subsidiary of LFC Holding Co. LFC offers personalized financial planning and investment management services to individuals and high net-worth individuals, trusts, estates, charitable organizations, private equity, 401(k) and defined benefit plans (investment selections only), and corporations or other business entities. | Finance |
PineBridge Investments LLC
PineBridge Investments LLC Investment ManagersFinance PineBridge Investments LLC (PBI) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2010 and is a wholly-owned subsidiary of Pinebridge Investments Holdings (US) LLC, ultimately held by Chiltonlink Ltd. in British Virgin Islands. PBI provides investment management/advisory services to US registered investment companies, privately offered pooled investment vehicles (which includes CLOs) and separate advisory accounts for sophisticated institutional and individual clients. | Finance |
Jacob Asset Management of New York LLC
Jacob Asset Management of New York LLC Investment ManagersFinance Jacob Asset Management of New York LLC (JAM) is a registered independent investment advisor headquartered in Hermosa Beach, California and was founded in 1999. JAM offers a full range of actively managed investment solutions. | Finance |
Kornitzer Capital Management, Inc.
Kornitzer Capital Management, Inc. Investment ManagersFinance Kornitzer Capital Management Inc. (KCM) is an independent, SEC-registered investment advisor headquartered in Shawnee Mission, Kansas. The firm was founded by John Kornitzer in 1989. KCM provides advice as an investment adviser or as a sub-adviser to individuals and institutions and act as the investment adviser to the Buffalo Funds. | Finance |