Mitchel Penn
Analyst-Equity bij Oppenheimer & Co., Inc. (Broker)
Profiel
Mitchel Penn is currently a Managing Director at Oppenheimer & Co., Inc. He previously worked as a Managing Director at Janney Montgomery Scott LLC from 2012 to 2021 and as an Equity Portfolio Manager & Financial Analyst at ClearBridge LLC from 1996 to 2012.
Prior to that, he worked as a Principal at Pricewaterhouse & Co. from 1981 to 1985 and at Aetna Life Insurance Co. from 1987 to 1996.
He holds an MBA from The University of Chicago and an undergraduate degree from Villanova University.
Actieve functies van Mitchel Penn
Bedrijven | Functie | Begin |
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Oppenheimer & Co., Inc. (Broker)
Oppenheimer & Co., Inc. (Broker) Investment Banks/BrokersFinance Oppenheimer & Co., Inc. (Broker) (Oppenheimer-Broker) is the global full-service brokerage division of Oppenheimer & Co., Inc., an investment boutique headquartered in New York City with additional offices nationwide. Founded in 1975, the firm is owned directly by Viner Finance Inc., an indirect subsidiary of Oppenheimer Holdings Inc. (NYSE: OPY). Oppenheimer-Broker offers a full array of brokerage services to retail, institutional, and corporate clients. | Analyst-Equity | 01-03-2021 |
Eerdere bekende functies van Mitchel Penn
Bedrijven | Functie | Einde |
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Janney Montgomery Scott LLC
Janney Montgomery Scott LLC Investment Banks/BrokersFinance Founded in 1999 by the late Thomas Watson, Janney Montgomery Scott LLC (JMS) is a full-service financial services firm and registered broker/dealer headquartered in Philadelphia, Pennsylvania. The firm is a subsidiary of Independence Square Properties LLC, itself a subsidiary of Penn Mutual Insurance Co. Their ultimate parent is Harleysville Mutual Insurance Co. JMS is a member of the NYSE, the SIPC and FINRA. The firm provides comprehensive financial advice and services to individual, corporate and institutional investors. Their primary coverage verticals include the consumer, technology, financials and infrastructure sectors. | Analyst-Equity | 01-03-2021 |
ClearBridge LLC
ClearBridge LLC Investment ManagersFinance ClearBridge LLC is an investment advisory firm headquartered in Baltimore, Maryland. The firm was founded by Bill Miller in 1982 as Legg Mason Capital Management LLC. They are a subsidiary of Legg Mason, Inc., which is owned by Franklin Resources, Inc. (NYSE: BEN). ClearBridge provides investment advice to high net-worth individuals, investment companies, pension and profit-sharing plans, other pooled investment vehicle, charitable organizations, endowments, foundations, corporations, state or municipal government entities, sovereign wealth funds, insurance companies and other tax-exempt entities. | Analyst-Equity | 24-02-2012 |
Aetna Life Insurance Co.
Aetna Life Insurance Co. Life/Health InsuranceFinance Aetna Life Insurance Co. provides life insurance services. It offers group and individual life insurance policies. The company was founded in 1853 and is headquartered in Hartford, CT. | Corporate Officer/Principal | - |
Pricewaterhouse & Co. | Corporate Officer/Principal | - |
Opleiding van Mitchel Penn
Villanova University | Undergraduate Degree |
The University of Chicago | Masters Business Admin |
Ervaring
Beklede functies
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Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
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Verwante bedrijven
Bedrijven in privébezit | 5 |
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ClearBridge LLC
ClearBridge LLC Investment ManagersFinance ClearBridge LLC is an investment advisory firm headquartered in Baltimore, Maryland. The firm was founded by Bill Miller in 1982 as Legg Mason Capital Management LLC. They are a subsidiary of Legg Mason, Inc., which is owned by Franklin Resources, Inc. (NYSE: BEN). ClearBridge provides investment advice to high net-worth individuals, investment companies, pension and profit-sharing plans, other pooled investment vehicle, charitable organizations, endowments, foundations, corporations, state or municipal government entities, sovereign wealth funds, insurance companies and other tax-exempt entities. | Finance |
Aetna Life Insurance Co.
Aetna Life Insurance Co. Life/Health InsuranceFinance Aetna Life Insurance Co. provides life insurance services. It offers group and individual life insurance policies. The company was founded in 1853 and is headquartered in Hartford, CT. | Finance |
Pricewaterhouse & Co. | Commercial Services |
Janney Montgomery Scott LLC
Janney Montgomery Scott LLC Investment Banks/BrokersFinance Founded in 1999 by the late Thomas Watson, Janney Montgomery Scott LLC (JMS) is a full-service financial services firm and registered broker/dealer headquartered in Philadelphia, Pennsylvania. The firm is a subsidiary of Independence Square Properties LLC, itself a subsidiary of Penn Mutual Insurance Co. Their ultimate parent is Harleysville Mutual Insurance Co. JMS is a member of the NYSE, the SIPC and FINRA. The firm provides comprehensive financial advice and services to individual, corporate and institutional investors. Their primary coverage verticals include the consumer, technology, financials and infrastructure sectors. | Finance |
Oppenheimer & Co., Inc. (Broker)
Oppenheimer & Co., Inc. (Broker) Investment Banks/BrokersFinance Oppenheimer & Co., Inc. (Broker) (Oppenheimer-Broker) is the global full-service brokerage division of Oppenheimer & Co., Inc., an investment boutique headquartered in New York City with additional offices nationwide. Founded in 1975, the firm is owned directly by Viner Finance Inc., an indirect subsidiary of Oppenheimer Holdings Inc. (NYSE: OPY). Oppenheimer-Broker offers a full array of brokerage services to retail, institutional, and corporate clients. | Finance |