Jesse Lewis Stumpf
Analist-Vaste Inkomen bij Kovitz Investment Group Partners LLC
Actieve functies van Jesse Lewis Stumpf
Bedrijven | Functie | Begin | Einde |
---|---|---|---|
Kovitz Investment Group Partners LLC
Kovitz Investment Group Partners LLC Investment ManagersFinance Kovitz Investment Group Partners LLC (Kovitz) is a SEC-registered investment advisor headquartered in Chicago, Illinois. In January 2016, the firm underwent an organizational change to carry on the advisory business of its predecessor, Kovitz Investment Group LLC, which was founded in October 2003, after their owners left Rothschild Investment Corp. They are now direct, wholly owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Kovitz provides investment management, wealth management, and financial planning services to individual and institutional clients. Their institutional clients include endowments, employee benefit (ERISA) plans, corporations, and other entities. | Analist-Vaste Inkomen | 01-01-2016 | - |
Head-Fixed Income Invts | 01-01-2016 | - | |
Portfolio Manager-Fixed Income | 01-01-2016 | - | |
Trading-Fixed Income | 01-01-2016 | - |
Loopbaan van Jesse Lewis Stumpf
Eerdere bekende functies van Jesse Lewis Stumpf
Bedrijven | Functie | Begin | Einde |
---|---|---|---|
Kovitz Investment Group LLC
Kovitz Investment Group LLC Investment ManagersFinance Founded in 2003, Kovitz Investment Group LLC is a registered investment advisor located in Chicago, Illinois. | Analyst-Equity | 01-07-2012 | 01-01-2016 |
Analist-Vaste Inkomen | 01-07-2012 | 01-01-2016 | |
Trading-Equity | 01-07-2012 | 01-01-2016 | |
Portefeuillebeheerder-Aandelen | 01-07-2012 | 01-01-2016 | |
Portfolio Manager-Fixed Income | 01-07-2012 | 01-01-2016 | |
Trading-Fixed Income | 01-07-2012 | 01-01-2016 |
Opleiding van Jesse Lewis Stumpf
University of Illinois | Undergraduate Degree |
Statistieken
Internationaal
Verenigde Staten | 4 |
Operationeel
Analyst-Fixed Income | 2 |
Portfolio Manager-Fixed Income | 2 |
Trading-Fixed Income | 2 |
Sectoraal
Finance | 3 |
Consumer Services | 2 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
Bedrijven in privébezit | 2 |
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Kovitz Investment Group LLC
Kovitz Investment Group LLC Investment ManagersFinance Founded in 2003, Kovitz Investment Group LLC is a registered investment advisor located in Chicago, Illinois. | Finance |
Kovitz Investment Group Partners LLC
Kovitz Investment Group Partners LLC Investment ManagersFinance Kovitz Investment Group Partners LLC (Kovitz) is a SEC-registered investment advisor headquartered in Chicago, Illinois. In January 2016, the firm underwent an organizational change to carry on the advisory business of its predecessor, Kovitz Investment Group LLC, which was founded in October 2003, after their owners left Rothschild Investment Corp. They are now direct, wholly owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Kovitz provides investment management, wealth management, and financial planning services to individual and institutional clients. Their institutional clients include endowments, employee benefit (ERISA) plans, corporations, and other entities. | Finance |
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