Scott Miller
Oprichter bij Blue Bell Private Wealth Management LLC
Profiel
Mr. Jonathan S.
Miller, Sr., is Managing Partner at Blue Bell Private Wealth Management LLC.
He co-founded Blue Bell Private Wealth Management in March 2005, with the vision of permanently improving every client’s financial position, simplifying their lives and achieving reliable investment results, through independent management.
He is an active member of his community; he currently sits on the board of Crossing the Finish Line, a charity that works with cancer patients and their families.
Mr. Miller began his investment career as a partner of the NYSE firm of Elkins Morris Stroud & Company in Philadelphia, PA.
He was then elected to the five person board and in 1982 was instrumental in the sale of the firm to Prudential Securities where he became a Senior Vice President and Member of the Chairman’s Council.
In 2000, he joined Morgan Stanley as a Senior Vice President and was a Member of the Chairman’s Club.
Mr. Miller received his undergraduate degree from Pennsylvania State University in 1971.
Actieve functies van Scott Miller
| Bedrijven | Functie | Begin |
|---|---|---|
Blue Bell Private Wealth Management LLC
 Blue Bell Private Wealth Management LLC Investment ManagersFinance Blue Bell Private Wealth Management LLC (Blue Bell) is an independent registered investment advisory and wealth management firm headquartered in Blue Bell, Pennsylvania. The firm was founded by J. J. Scott Miller, Scott Miller Jr.and Justin Capetola in 2005. Blue Bell provides discretionary and non-discretionary investment management services to individuals, high net worth individuals, pension and profit-sharing plans, corporations, business entities, trusts, estates, and other investment advisers. | Oprichter | 29-03-2005 |
Eerdere bekende functies van Scott Miller
| Bedrijven | Functie | Einde |
|---|---|---|
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 | 30-03-2005 |
| Prudential Securities | Corporate Officer/Principal | 31-12-1999 |
Opleiding van Scott Miller
| The Pennsylvania State University | Undergraduate Degree |
Ervaring
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Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
Blue Bell Private Wealth Management LLC
Blue Bell Private Wealth Management LLC Investment ManagersFinance Blue Bell Private Wealth Management LLC (Blue Bell) is an independent registered investment advisory and wealth management firm headquartered in Blue Bell, Pennsylvania. The firm was founded by J. J. Scott Miller, Scott Miller Jr.and Justin Capetola in 2005. Blue Bell provides discretionary and non-discretionary investment management services to individuals, high net worth individuals, pension and profit-sharing plans, corporations, business entities, trusts, estates, and other investment advisers. | 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 |
| Prudential Securities | Finance |
