PJ Banazek
Directeur/Bestuurslid bij Dolphin Green & Gold Fund LLC
Profiel
Mr. Philip Banazek, CPA, is a Managing Director & Partner at HighTower Advisors LLC.
Mr. Banazek worked for Morgan Stanley Smith Barney as a Senior Portfolio Management Director.
Earlier in his career, he spent more than 12 years working as a Certified Public Accountant for firms including Firley, Moran, Freer & Eassa, the largest CPA firm in the Central New York region.
Mr. Banazek was instrumental in building that firm’s financial institution practice from serving a single client to working with over 20 credit unions, and community-based banking institutions.
For the last 15 years, he has coached local youth sports, including soccer, Little League, and lacrosse.
He served as chairperson for the Watertown YMCA’s corporate giving committee during its fundraising campaign to support facility renovations and a new daycare center.
Mr. Banazek received his undergraduate degree from LeMoyne-Owen College.
He obtained his CPA license in 1993 and is a member of The American Institute of Certified Public Accountants.
He holds the CFP designation as well as Series 7, 63 & 65 licenses.
Actieve functies van PJ Banazek
| Bedrijven | Functie | Begin |
|---|---|---|
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. | Analist-Vaste Inkomen | 01-11-2010 |
Dolphin Green & Gold Fund LLC
 Dolphin Green & Gold Fund LLC Investment Trusts/Mutual FundsMiscellaneous Dolphin Green & Gold Fund LLC provides investment services. The company is headquartered in Syracuse, NY. | Directeur/Bestuurslid | - |
Eerdere bekende functies van PJ Banazek
| Bedrijven | Functie | Einde |
|---|---|---|
Morgan Stanley Smith Barney LLC
 Morgan Stanley Smith Barney LLC Investment Banks/BrokersFinance Founded in 2009, Morgan Stanley Smith Barney LLC (MSSB) is a registered investment adviser, a registered broker-dealer, a registered futures commission merchant, and a member of the New York Stock Exchange. Headquartered in Purchase, New York, MSSB is one of the largest financial services firms in the US with branch offices in all 50 states and the District of Columbia. The firm was initially owned by a joint venture company which was indirectly owned 65% by Morgan Stanley and 35% by Citigroup, Inc. On June 28, 2013, Morgan Stanley purchased Citi’s 35% interest in MSSB. As such, the firm is now a direct subsidiary of Morgan Stanley Smith Barney Holdings LLC and they are a wholly-owned indirect subsidiary of Morgan Stanley (NYSE: MS). | Corporate Officer/Principal | 31-10-2010 |
Opleiding van PJ Banazek
| LeMoyne-Owen College | Undergraduate Degree |
Ervaring
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Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
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 |
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith Barney LLC Investment Banks/BrokersFinance Founded in 2009, Morgan Stanley Smith Barney LLC (MSSB) is a registered investment adviser, a registered broker-dealer, a registered futures commission merchant, and a member of the New York Stock Exchange. Headquartered in Purchase, New York, MSSB is one of the largest financial services firms in the US with branch offices in all 50 states and the District of Columbia. The firm was initially owned by a joint venture company which was indirectly owned 65% by Morgan Stanley and 35% by Citigroup, Inc. On June 28, 2013, Morgan Stanley purchased Citi’s 35% interest in MSSB. As such, the firm is now a direct subsidiary of Morgan Stanley Smith Barney Holdings LLC and they are a wholly-owned indirect subsidiary of Morgan Stanley (NYSE: MS). | Finance |
Dolphin Green & Gold Fund LLC
Dolphin Green & Gold Fund LLC Investment Trusts/Mutual FundsMiscellaneous Dolphin Green & Gold Fund LLC provides investment services. The company is headquartered in Syracuse, NY. | Miscellaneous |
