Jay Singhania
Analyst-Equity bij Ballast Asset Management LP
Profiel
Mr. Jai K.
Singhania, CFA, is an Investment Analyst at Ballast Asset Management LP.
He has over 25 years of experience and brings an extensive history managing institutional portfolios and analyzing businesses across multiple industries, with a particular expertise in Health Care, Energy and Retail.
Prior to joining the firm, Mr. Singhania was a Co-Portfolio Manager for the Oakview Value strategy, his responsibilities included idea generation, research and portfolio construction.
Prior to joining Oakview in 2014, he spent over 12 years at Westwood Holdings Group where he served as Senior Portfolio Manager for the Large Cap Value strategy as well as serving on the equity portfolio teams for the MLP Infrastructure Renewal Fund, and SmidCap Value.
In addition, he was the Director of all Consumer and Healthcare Research at Westwood.
Mr. Singhania graduated with a BBA in Finance from the University of Texas at Austin.
He earned his CFA designation in 2001.
Actieve functies van Jay Singhania
| Bedrijven | Functie | Begin |
|---|---|---|
Ballast Asset Management LP
 Ballast Asset Management LP Investment ManagersFinance Ballast Asset Management LP (BAM) is a registered investment advisor headquartered in Dallas, Texas. The firm was founded by Ragen Stienke in 2015 and is a wholly-owned subsidiary of Inverdale Capital Management LLC. BAM serves as the investment adviser to a registered exchange-traded fund (ETF) and separately managed accounts clients that may include institutions, individuals, high net-worth individuals, trust, pensions and profit-sharing plans. | Analyst-Equity | 01-05-2022 |
Eerdere bekende functies van Jay Singhania
| Bedrijven | Functie | Einde |
|---|---|---|
Oakview Capital Management LP
 Oakview Capital Management LP Investment ManagersFinance Oakview Capital Management LP (Oakview) is a privately-owned wealth management firm and registered investment advisor headquartered in Dallas, Texas. The firm was founded in 2007 by J. Patrick Malone. Oakview offers investment management services to open-end private investment funds. | Analyst-Equity | 01-12-2021 |
Westwood Management Corp. (Texas)
 Westwood Management Corp. (Texas) Investment ManagersFinance Westwood Management Corp. (Westwood) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by Susan Byrne in 1983 and is a wholly-owned subsidiary of Westwood Holdings Group, Inc. (NYSE: WHG). Westwood provides portfolio management services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, state and municipal government entities, and pooled investment vehicles. | Portefeuillebeheerder-Aandelen | - |
Bank of America Private Bank
 Bank of America Private Bank Investment ManagersFinance A subsidiary of Bank of America Corp. (NYSE: BAC), Boston-based Bank of America Private Bank (BAPB) offers private banking and wealth management services. | Corporate Officer/Principal | - |
Arthur Andersen LLP
 Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Corporate Officer/Principal | 31-12-1998 |
Opleiding van Jay Singhania
| The University of Texas at Austin | Undergraduate Degree |
Ervaring
Beklede functies
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Beursgenoteerde bedrijven
Bedrijven in privébezit
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Bedrijven verbonden in de eerste graad
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Verwante bedrijven
| Bedrijven in privébezit | 5 |
|---|---|
Westwood Management Corp. (Texas)
Westwood Management Corp. (Texas) Investment ManagersFinance Westwood Management Corp. (Westwood) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by Susan Byrne in 1983 and is a wholly-owned subsidiary of Westwood Holdings Group, Inc. (NYSE: WHG). Westwood provides portfolio management services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, state and municipal government entities, and pooled investment vehicles. | Finance |
Arthur Andersen LLP
Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Commercial Services |
Bank of America Private Bank
Bank of America Private Bank Investment ManagersFinance A subsidiary of Bank of America Corp. (NYSE: BAC), Boston-based Bank of America Private Bank (BAPB) offers private banking and wealth management services. | Finance |
Oakview Capital Management LP
Oakview Capital Management LP Investment ManagersFinance Oakview Capital Management LP (Oakview) is a privately-owned wealth management firm and registered investment advisor headquartered in Dallas, Texas. The firm was founded in 2007 by J. Patrick Malone. Oakview offers investment management services to open-end private investment funds. | Finance |
Ballast Asset Management LP
Ballast Asset Management LP Investment ManagersFinance Ballast Asset Management LP (BAM) is a registered investment advisor headquartered in Dallas, Texas. The firm was founded by Ragen Stienke in 2015 and is a wholly-owned subsidiary of Inverdale Capital Management LLC. BAM serves as the investment adviser to a registered exchange-traded fund (ETF) and separately managed accounts clients that may include institutions, individuals, high net-worth individuals, trust, pensions and profit-sharing plans. | Finance |
