Profiel
Mr. Jed Glick, CFA, is a Portfolio Manager & Financial Advisor at Seelaus Asset Management LLC.
He joined Seelaus in the fall of 2020 and has over 20 years of experience in the financial services industry.
He works with individuals, families, and institutions to provide customized investment solutions and advice.
Prior to joining Seelaus, Mr. Glick was a Senior Portfolio Manager and Investment Advisor at Ibex Wealth Advisors and held senior investment roles at two single family offices.
Earlier in his career he was an Analyst and Portfolio Manager at Safra Asset Management where he managed an equity portfolio and worked closely with the firm’s private banking clients.
He holds a Bachelor's Degree in Business Administration from the University of Richmond and is a CFA Charterholder.
Actieve functies van Jed Glick
| Bedrijven | Functie | Begin |
|---|---|---|
Seelaus Asset Management LLC
Seelaus Asset Management LLC Investment ManagersFinance Seelaus AM is an active investment manager that seeks to outperform its benchmarks on a risk adjusted basis, by relying on the analytical skills, experience, and prudent judgment of its senior professionals. The firm offers a disciplined value-oriented style of investment management, which spans multiple investment objectives and strategies. They invest in publicly traded stocks, options, bonds, ETFs, mutual funds, preferred stocks, high yield corporate bonds and other securities. Seelaus AM uses a top-down and bottom-up investment approach that seeks to identify market sectors expected to have the best return potential (top-down) and then to identify the individual securities within those sectors that have the potential to generate superior returns (bottom-up). | Portefeuillebeheerder-Aandelen | 01-10-2020 |
Eerdere bekende functies van Jed Glick
| Bedrijven | Functie | Einde |
|---|---|---|
J. Safra Asset Management Corp.
J. Safra Asset Management Corp. Investment ManagersFinance JSAM offers investment advice on equities and fixed income. The firm also provides advice with respect to all types of collective investment vehicles, including hedge funds. They conduct a thorough evaluation of money managers and investment vehicles using quantitative and qualitative analysis. JSAM relies in part on information (including historical performance data) obtained directly from money managers. When evaluating passive investments, they may also rely on publicly available information of various companies. | Corporate Officer/Principal | 02-09-2011 |
UniCredit Markets & Investment Banking (Germany)
UniCredit Markets & Investment Banking (Germany) Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 02-01-2001 |
Savoy Capital, Inc.
Savoy Capital, Inc. Investment ManagersFinance Savoy invests as principal, as well as on behalf of affiliated entities and private investors, in a variety of areas. | Portefeuillebeheerder-Aandelen | - |
BDR Research LLC
BDR Research LLC Investment ManagersFinance Provides investment research | Analyst-Equity | - |
Opleiding van Jed Glick
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 6 |
|---|---|
J. Safra Asset Management Corp.
J. Safra Asset Management Corp. Investment ManagersFinance JSAM offers investment advice on equities and fixed income. The firm also provides advice with respect to all types of collective investment vehicles, including hedge funds. They conduct a thorough evaluation of money managers and investment vehicles using quantitative and qualitative analysis. JSAM relies in part on information (including historical performance data) obtained directly from money managers. When evaluating passive investments, they may also rely on publicly available information of various companies. | Finance |
University of Richmond
University of Richmond Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
BDR Research LLC
BDR Research LLC Investment ManagersFinance Provides investment research | Finance |
UniCredit Markets & Investment Banking (Germany)
UniCredit Markets & Investment Banking (Germany) Investment Banks/BrokersFinance Provides brokerage services | Finance |
Savoy Capital, Inc.
Savoy Capital, Inc. Investment ManagersFinance Savoy invests as principal, as well as on behalf of affiliated entities and private investors, in a variety of areas. | Finance |
Seelaus Asset Management LLC
Seelaus Asset Management LLC Investment ManagersFinance Seelaus AM is an active investment manager that seeks to outperform its benchmarks on a risk adjusted basis, by relying on the analytical skills, experience, and prudent judgment of its senior professionals. The firm offers a disciplined value-oriented style of investment management, which spans multiple investment objectives and strategies. They invest in publicly traded stocks, options, bonds, ETFs, mutual funds, preferred stocks, high yield corporate bonds and other securities. Seelaus AM uses a top-down and bottom-up investment approach that seeks to identify market sectors expected to have the best return potential (top-down) and then to identify the individual securities within those sectors that have the potential to generate superior returns (bottom-up). | Finance |
















