Lisa Kazandjian
Director of Investments bij Fortem Financial Group LLC
Profiel
Ms. Lisa Kazandjian is a Director of Portfolio Management at Fortem Financial Group LLC.
She has over 30 years’ experience in the Financial Services Industry.
She has worked with the team at Fortem Financial since July 2016.
Her current responsibilities include the analysis of High Net Worth portfolios to determine appropriate asset allocation.
She manages all fixed income portfolios for all of the firm's clients with a specialty in Municipal, Government and Federal Agency bonds.
Prior to Fortem, Ms. Kazandjian worked at HighTower and at Merrill Lynch.
She has worked for more than a decade in a team with Brian Amidei, Joseph Romano, and Brett D’Orlando.
She served as Vice President of Portfolio Management Marketing at Prudential/Wachovia Securities.
She specialized in Fixed Income investments, having spent much of her career working on Institutional sales desks at First Interstate Bank, Piper Jaffray and Prudential Securities.
Ms. Kazandjian received her BA from California State University, Los Angeles, where she majored in English Literature and Business Administration.
Actieve functies van Lisa Kazandjian
| Bedrijven | Functie | Begin |
|---|---|---|
Fortem Financial Group LLC
 Fortem Financial Group LLC Investment ManagersFinance Fortem Financial Group LLC (Fortem Financial) is a SEC-registered investment adviser and wealth management firm headquartered in Palm Desert, California. The firm was founded by Brian P. Amidei in 2016 and is a subsidiary of Focus Operating LLC, which is ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Fortem Financial provides investment advisory services to high net-worth individuals, corporations and business entities, pension and profit-sharing plans, charitable organizations, and trusts and estates. | Director of Investments | 01-07-2016 |
Eerdere bekende functies van Lisa Kazandjian
| Bedrijven | Functie | Einde |
|---|---|---|
Piper Sandler & Co. (Broker)
 Piper Sandler & Co. (Broker) Investment Banks/BrokersFinance Piper Sandler & Co. (Broker) (PSC-Broker) is the full-service brokerage division of Piper Sandler & Co., a financial service firm headquartered in Minneapolis, Minnesota. They are a subsidiary of Piper Sandler Companies (NYSE: PIPR). The firm was founded in 1969 and previously known as Piper Jaffray & Co. They became Piper Sandler & Co. when Piper Jaffray Companies and Sandler O’Neill & Partners, L.P. merged to become Piper Sandler Companies in 2020. PSC-Broker provides brokerage and investment banking services to financial institutions, corporations and other financial investors. Their core focus sectors are Agriculture, renewables & cannabis, Business services, Chemicals & Materials, Consumer, Diversified industrials & services, Energy, Financial services, financial sponsors, Healthcare, and Technology. | Corporate Officer/Principal | - |
| Prudential Securities | Corporate Officer/Principal | - |
First Interstate Bank (Billings, Montana)
 First Interstate Bank (Billings, Montana) Investment ManagersFinance First Interstate Bank is the investment management subsidiary of First Interstate BancSystem, Inc. (NASDAQ: FIBK), a financial holding company headquartered in Billings, Montana. Founded in 1971, the firm provides wealth management services to individuals and businesses. | Corporate Officer/Principal | - |
HighTower Advisors LLC
 HighTower Advisors LLC Investment ManagersFinance HighTower Advisors LLC (HTA) is a SEC-registered investment advisor headquartered in Chicago, Illinois and has offices throughout the US. The firm was founded in 2008 by Elliot Weissbluth, Peter (Todd) Lyon, and Eugene Lerner. They are a wholly owned subsidiary of Hightower Holding LLC. HTA provides investment advisory services to institutions (which include ERISA), and ultra-high and high net worth individuals. | Analyst-Fixed Income | - |
Opleiding van Lisa Kazandjian
| The California State University | Undergraduate Degree |
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 | 5 |
|---|---|
| Prudential Securities | Finance |
First Interstate Bank (Billings, Montana)
First Interstate Bank (Billings, Montana) Investment ManagersFinance First Interstate Bank is the investment management subsidiary of First Interstate BancSystem, Inc. (NASDAQ: FIBK), a financial holding company headquartered in Billings, Montana. Founded in 1971, the firm provides wealth management services to individuals and businesses. | Finance |
Piper Sandler & Co. (Broker)
Piper Sandler & Co. (Broker) Investment Banks/BrokersFinance Piper Sandler & Co. (Broker) (PSC-Broker) is the full-service brokerage division of Piper Sandler & Co., a financial service firm headquartered in Minneapolis, Minnesota. They are a subsidiary of Piper Sandler Companies (NYSE: PIPR). The firm was founded in 1969 and previously known as Piper Jaffray & Co. They became Piper Sandler & Co. when Piper Jaffray Companies and Sandler O’Neill & Partners, L.P. merged to become Piper Sandler Companies in 2020. PSC-Broker provides brokerage and investment banking services to financial institutions, corporations and other financial investors. Their core focus sectors are Agriculture, renewables & cannabis, Business services, Chemicals & Materials, Consumer, Diversified industrials & services, Energy, Financial services, financial sponsors, Healthcare, and Technology. | Finance |
HighTower Advisors LLC
HighTower Advisors LLC Investment ManagersFinance HighTower Advisors LLC (HTA) is a SEC-registered investment advisor headquartered in Chicago, Illinois and has offices throughout the US. The firm was founded in 2008 by Elliot Weissbluth, Peter (Todd) Lyon, and Eugene Lerner. They are a wholly owned subsidiary of Hightower Holding LLC. HTA provides investment advisory services to institutions (which include ERISA), and ultra-high and high net worth individuals. | Finance |
Fortem Financial Group LLC
Fortem Financial Group LLC Investment ManagersFinance Fortem Financial Group LLC (Fortem Financial) is a SEC-registered investment adviser and wealth management firm headquartered in Palm Desert, California. The firm was founded by Brian P. Amidei in 2016 and is a subsidiary of Focus Operating LLC, which is ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Fortem Financial provides investment advisory services to high net-worth individuals, corporations and business entities, pension and profit-sharing plans, charitable organizations, and trusts and estates. | Finance |
