Profiel
Mr. Joseph J.
Mengis is a President & Chief Executive Officer at Mengis Capital Management, Inc. He has over 37 years of investment experience.
He founded the firm in 2001.
He began his career in 1987 at Black & Co., a Portland based investment banking and security research firm.
In 1991, he joined Charter Investment Group, where he was quickly promoted to Vice President.
In 1997, Sutro & Company acquired Charter Investment Group.
He continued with Sutro as a portfolio manager where he developed the investment philosophy and approach that became the cornerstone for the firm.
Actieve functies van Jeff Mengis
| Bedrijven | Functie | Begin |
|---|---|---|
Mengis Capital Management, Inc.
Mengis Capital Management, Inc. Investment ManagersFinance MCM specializes in management of individual equity and income portfolios. In their management process, the firm strives to achieve tax-efficiency for our clients through long-term capital gains and offsetting losses. They often use mutual funds and ETFs to complement their client portfolios. In formulating investment advice and managing client assets, MCM uses fundamental and technical methods of analysis. | Algemeen Directeur | 01-01-2001 |
Eerdere bekende functies van Jeff Mengis
| Bedrijven | Functie | Einde |
|---|---|---|
Sutro & Co., Inc.
Sutro & Co., Inc. Investment Banks/BrokersFinance Securities Brokerage | Corporate Officer/Principal | - |
Black & Co., Inc. (Oregon)
Black & Co., Inc. (Oregon) Investment Banks/BrokersFinance Provides asset management services | Corporate Officer/Principal | - |
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 | 3 |
|---|---|
Black & Co., Inc. (Oregon)
Black & Co., Inc. (Oregon) Investment Banks/BrokersFinance Provides asset management services | Finance |
Sutro & Co., Inc.
Sutro & Co., Inc. Investment Banks/BrokersFinance Securities Brokerage | Finance |
Mengis Capital Management, Inc.
Mengis Capital Management, Inc. Investment ManagersFinance MCM specializes in management of individual equity and income portfolios. In their management process, the firm strives to achieve tax-efficiency for our clients through long-term capital gains and offsetting losses. They often use mutual funds and ETFs to complement their client portfolios. In formulating investment advice and managing client assets, MCM uses fundamental and technical methods of analysis. | Finance |
















