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Roshel Isakharov
Portfolio Manager-Fixed Income bij Offit Capital Advisors LLC
Profiel
Mr. Roshel Isakharov, CFA, is a Partner, Fixed Income Trader & Portfolio Manager at Offit Capital Advisors LLC.
He has over 25 years experience in capital markets and fixed income management.
Mr. Isakharov was employed as a Principal by Donaldson, Lufkin & Jenrette Securities Corp., a Senior Portfolio Administrator by Morgan Stanley & Co. LLC, and a Portfolio Manager by Wells Fargo Bank, NA (Private Banking).
Prior to that, he also worked at OffitBank.
He received his BA degree from Queens College.
Actieve functies van Roshel Isakharov
Bedrijven | Functie | Begin |
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Offit Capital Advisors LLC
![]() Offit Capital Advisors LLC Investment ManagersFinance Offit Capital Advisors LLC (Offit Capital) is an independent, SEC-registered investment adviser headquartered in New York City. The firm was founded by Morris Offit in 2017. Offit Capital provides customized investment advisory services to wealthy individuals, multi-generational families, endowments and foundations. | Portfolio Manager-Fixed Income | 01-03-2010 |
Eerdere bekende functies van Roshel Isakharov
Bedrijven | Functie | Einde |
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Morgan Stanley & Co. LLC
![]() Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Corporate Officer/Principal | - |
Donaldson, Lufkin & Jenrette Securities Corp. | Corporate Officer/Principal | - |
Wells Fargo Bank, NA (Private Banking)
![]() Wells Fargo Bank, NA (Private Banking) Investment ManagersFinance Wells Fargo Bank, NA (Private Banking) (Wells Fargo Bank-PB) is the private banking division of Wells Fargo Bank, NA, a national bank headquartered in San Francisco, California. They are ultimately held by Wells Fargo & Co. (NYSE: WFC), a diversified financial services company. The firm was founded in 1998 as the result of the merger with Minneapolis-based Norwest Corp. Wells Fargo Bank-PB provides personalized wealth management solutions for individuals, multi-generational families, family offices, and institutional investors. | Corporate Officer/Principal | - |
Opleiding van Roshel Isakharov
Queens College | Undergraduate Degree |
Ervaring
Beklede functies
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Beursgenoteerde bedrijven
Bedrijven in privébezit
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Verwante bedrijven
Bedrijven in privébezit | 4 |
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Offit Capital Advisors LLC
![]() Offit Capital Advisors LLC Investment ManagersFinance Offit Capital Advisors LLC (Offit Capital) is an independent, SEC-registered investment adviser headquartered in New York City. The firm was founded by Morris Offit in 2017. Offit Capital provides customized investment advisory services to wealthy individuals, multi-generational families, endowments and foundations. | Finance |
Wells Fargo Bank, NA (Private Banking)
![]() Wells Fargo Bank, NA (Private Banking) Investment ManagersFinance Wells Fargo Bank, NA (Private Banking) (Wells Fargo Bank-PB) is the private banking division of Wells Fargo Bank, NA, a national bank headquartered in San Francisco, California. They are ultimately held by Wells Fargo & Co. (NYSE: WFC), a diversified financial services company. The firm was founded in 1998 as the result of the merger with Minneapolis-based Norwest Corp. Wells Fargo Bank-PB provides personalized wealth management solutions for individuals, multi-generational families, family offices, and institutional investors. | Finance |
Morgan Stanley & Co. LLC
![]() Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Finance |
Donaldson, Lufkin & Jenrette Securities Corp. | Finance |