![Bernard Spear](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Bernard Spear
Keine laufenden Positionen mehr
Profil
Prior to joining Roosevelt Investment Group Inc., Mr. Spear has been President and Chief Executive Officer of Comprehensive Management Ltd., a business and financial management company, since 1961.
He has assisted his firm’s clients in the development of business strategies, as well as serving as their financial and investment adviser.
He was a partner in the Certified Public Accountant firm of Reminick, Aarons & Company from 1970 until 1981, where he advised both corporate and individual clients on many phases of financial and tax planning.
He currently serves as a member of the boards of directors and advisory committees of several privately held corporations.
Mr. Spear is a member of the American Institute of Certified Public Accountants, at which he served on the Securities Broker/ Dealer Committee.
His extensive community involvement has included service as a board member or president of various civic and religious institutions.
Mr. Spear received a Bachelor of Science Degree in Accounting from Brooklyn College.
Ehemalige bekannte Positionen von Bernard Spear
Unternehmen | Position | Ende |
---|---|---|
The Roosevelt Investment Group LLC
![]() The Roosevelt Investment Group LLC Investment ManagersFinance The Roosevelt Investment Group LLC (dba Roosevelt Investments) is a SEC-registered investment advisor headquartered in New York City. The firm was founded by P. James Roosevelt in 1971 as P. James Roosevelt, Inc. and changed their name to The Roosevelt Investment Group, Inc. in 1993. They are a wholly-owned subsidiary of CI Private Wealth LLC, an indirect majority-owned subsidiary of CI Financial Corp. (TSE: CIX, NYSE: CIXX) in Canada. Roosevelt Investments offers services to institutional and retail clients and wrap program sponsors. | Finanzdirektor/CFO | 31.01.2008 |
Reminick Aarons & Co. | Corporate Officer/Principal | - |
Ausbildung von Bernard Spear
Brooklyn College | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 2 |
---|---|
The Roosevelt Investment Group LLC
![]() The Roosevelt Investment Group LLC Investment ManagersFinance The Roosevelt Investment Group LLC (dba Roosevelt Investments) is a SEC-registered investment advisor headquartered in New York City. The firm was founded by P. James Roosevelt in 1971 as P. James Roosevelt, Inc. and changed their name to The Roosevelt Investment Group, Inc. in 1993. They are a wholly-owned subsidiary of CI Private Wealth LLC, an indirect majority-owned subsidiary of CI Financial Corp. (TSE: CIX, NYSE: CIXX) in Canada. Roosevelt Investments offers services to institutional and retail clients and wrap program sponsors. | Finance |
Reminick Aarons & Co. | Commercial Services |