Profil
Mr. Boris Gertsen, CFA, is a Director of Portfolio Management at JSF Financial LLC.
He currently heads our trading department, where he works closely with the portfolio management team on allocating clients’ accounts and overseeing the investment strategies of the firm.
He is also a Investment Advisor Representative.
He is a CFA charterholder and holds a Bachelor’s degree in Finance from California State University, Northridge.
Aktive Positionen von Boris Gertsen
Unternehmen | Position | Beginn |
---|---|---|
JSF Financial LLC
JSF Financial LLC Investment ManagersFinance JSF Financial LLC is an independent, SEC-registered investment adviser and wealth management firm headquartered in Los Angeles, California. The firm was founded by Jeff Fishman in 1996. JSF provides holistic and highly personal wealth management services for high-net-worth individuals, families and foundations. | Trading-Equity | 01.12.1999 |
Ausbildung von Boris Gertsen
The California State University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Private Unternehmen | 1 |
---|---|
JSF Financial LLC
JSF Financial LLC Investment ManagersFinance JSF Financial LLC is an independent, SEC-registered investment adviser and wealth management firm headquartered in Los Angeles, California. The firm was founded by Jeff Fishman in 1996. JSF provides holistic and highly personal wealth management services for high-net-worth individuals, families and foundations. | Finance |