Profiel
Mr. Tapper brings to Valentine Ventures a more experienced background and depth of knowledge, in Operations, which we deem necessary to achieving our growth objectives.
He has worked in the financial services industry for over 10 years, having provided client service, operational, and sales expertise to investment managers, prime brokerages, hedge funds, and institutional and retail investors.
Starting with Montgomery Securities in 1998, Mr. Tapper has worked with Banc of America Securities, Stadium Capital, Viewpoint Securities, and other investment professionals.
Mr. Tapper has lived in Bend since 2003 with his wife and two children.
Eerdere bekende functies van Jon David Tapper
| Bedrijven | Functie | Einde |
|---|---|---|
Viewpoint Securities LLC
Viewpoint Securities LLC Investment Banks/BrokersFinance Provides investment banking and merchant banking services | Corporate Officer/Principal | - |
Stadium Capital Management LLC
Stadium Capital Management LLC Investment ManagersFinance SCM invests principally, but not solely, in equity and equity-related securities that are traded publicly in North American and Western European markets on behalf of their clients but is authorized to enter any type of investment transaction that they deem appropriate, pursuant to the terms of the client’s partnership or other account agreement. | Corporate Officer/Principal | - |
Montgomery Securities, Inc.
Montgomery Securities, Inc. Investment Banks/BrokersFinance Provides investment banking services | Corporate Officer/Principal | - |
Bank of America, NA (Charlotte, North Carolina)
Bank of America, NA (Charlotte, North Carolina) Major BanksFinance Operates as a nationally chartered commercial bank | Corporate Officer/Principal | - |
Valentine Ventures LLC
Valentine Ventures LLC Investment ManagersFinance Valentine Ventures invests across multiple asset classes including US and foreign stocks, commodities, foreign currencies, real estate, derivatives and other assets. The firm's portfolios are diversified through the use of ETFs. They use bonds to preserve capital and provide for income needs. The bonds that they purchase are held to maturity. The typical portfolio contains a laddered mix of maturities across the yield curve. Valentine Ventures employs a combination of fixed and floating rate bonds including corporate, treasury, high-yield and municipal bonds. | Compliance Officer | - |
Opleiding van Jon David Tapper
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 |
|---|---|
Stadium Capital Management LLC
Stadium Capital Management LLC Investment ManagersFinance SCM invests principally, but not solely, in equity and equity-related securities that are traded publicly in North American and Western European markets on behalf of their clients but is authorized to enter any type of investment transaction that they deem appropriate, pursuant to the terms of the client’s partnership or other account agreement. | Finance |
Viewpoint Securities LLC
Viewpoint Securities LLC Investment Banks/BrokersFinance Provides investment banking and merchant banking services | Finance |
Montgomery Securities, Inc.
Montgomery Securities, Inc. Investment Banks/BrokersFinance Provides investment banking services | Finance |
Valentine Ventures LLC
Valentine Ventures LLC Investment ManagersFinance Valentine Ventures invests across multiple asset classes including US and foreign stocks, commodities, foreign currencies, real estate, derivatives and other assets. The firm's portfolios are diversified through the use of ETFs. They use bonds to preserve capital and provide for income needs. The bonds that they purchase are held to maturity. The typical portfolio contains a laddered mix of maturities across the yield curve. Valentine Ventures employs a combination of fixed and floating rate bonds including corporate, treasury, high-yield and municipal bonds. | Finance |
Miami University
Miami University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Bank of America, NA (Charlotte, North Carolina)
Bank of America, NA (Charlotte, North Carolina) Major BanksFinance Operates as a nationally chartered commercial bank | Finance |
















