Mitchel Evan Needelman
Portefeuillebeheerder-Aandelen bij Spectrum Asset Management, Inc. (California)
Profiel
Mr. Mitchel E.
Needelman, CFA MBA, is a Principal & Senior Portfolio Manager at Spectrum Asset Management, Inc. (California).
Prior to his work at Spectrum, Mr. Needelman served for 15 years as President of Needelman Asset Management, Inc., a Registered Investment Advisor located in Orange County, CA that was successfully merged into Spectrum in 2018.
He holds a BA in Liberal Arts and Sciences with a minor in Information Decision Systems from San Diego State University, and an MBA with emphasis in Finance and Accounting from the University of California, Irvine.
Actieve functies van Mitchel Evan Needelman
| Bedrijven | Functie | Begin |
|---|---|---|
Spectrum Asset Management, Inc. (California)
 Spectrum Asset Management, Inc. (California) Investment ManagersFinance Spectrum Asset Management, Inc. (Spectrum) is an independent registered investment advisor headquartered in Newport Beach, California. The firm was founded by Roland D. Kelly in 1987. Spectrum provides investment advisory services to trusts, individual, other investment advisers, foundations, corporations, and company retirement plans. | Portefeuillebeheerder-Aandelen | - |
Eerdere bekende functies van Mitchel Evan Needelman
| Bedrijven | Functie | Einde |
|---|---|---|
Needelman Asset Management, Inc.
 Needelman Asset Management, Inc. Investment ManagersFinance Needelman Asset Management, Inc. (Needelman) is a wealth management firm and registered investment advisor headquartered in Ladera Ranch, California, founded by Chet Needelman in 2002. Needelman is a subsidiary of Spectrum Asset Management, Inc., an SEC-registered investment adviser, whose principal owner is Ryan L. Kelly. The firm provides investment management services to high net-worth individuals, pension and profit sharing plans, charitable organizations and corporations. | President | 04-12-2019 |
Opleiding van Mitchel Evan Needelman
| San Diego State University | Undergraduate Degree |
| University of California, Irvine | Masters Business Admin |
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 | 2 |
|---|---|
Needelman Asset Management, Inc.
Needelman Asset Management, Inc. Investment ManagersFinance Needelman Asset Management, Inc. (Needelman) is a wealth management firm and registered investment advisor headquartered in Ladera Ranch, California, founded by Chet Needelman in 2002. Needelman is a subsidiary of Spectrum Asset Management, Inc., an SEC-registered investment adviser, whose principal owner is Ryan L. Kelly. The firm provides investment management services to high net-worth individuals, pension and profit sharing plans, charitable organizations and corporations. | Finance |
Spectrum Asset Management, Inc. (California)
Spectrum Asset Management, Inc. (California) Investment ManagersFinance Spectrum Asset Management, Inc. (Spectrum) is an independent registered investment advisor headquartered in Newport Beach, California. The firm was founded by Roland D. Kelly in 1987. Spectrum provides investment advisory services to trusts, individual, other investment advisers, foundations, corporations, and company retirement plans. | Finance |
