Gideon Samuel Bernstein
Direktor der Forschung - Eigenkapital bei Leisure Capital Management, Inc.
Profil
Mr. Gideon S.
Bernstein, CFA, is a Principal & Chief Investment Officer at Leisure Capital Management, Inc. In his role as the firm’s Chief Investment Officer, he oversees the extensive research and deep analysis that drives the investment strategies for our clients.
He is a founding partner of the firm, he has been managing fixed income and equity securities portfolios for nearly three decades, including working as an analyst and portfolio manager for a firm with over $1 billion in assets.
Mr. Bernstein was previously employed as a President by The Jewish Community Foundation.
He earned his bachelor’s degree in psychology with honors from the University of California at Santa Barbara, and he has held the Chartered Financial Analyst designation since 1996.
He is an active member of the CFA Institute.
Aktive Positionen von Gideon Samuel Bernstein
| Unternehmen | Position | Beginn |
|---|---|---|
Leisure Capital Management, Inc.
 Leisure Capital Management, Inc. Investment ManagersFinance Leisure Capital Management, Inc. (LCM) is a registered wealth management firm headquartered in Costa Mesa, California. The firm was founded by Marr Leisure in 2002 and is principally owned by The Leisure Family Trust. LCM offers discretionary investment advisory services to individuals, high net worth individuals, trusts and estates, individual participants of retirement plans, insurance companies, and charitable organizations. They also offer non-discretionary advisory services to individual participants of retirement plans and/or at a client’s request. | Direktor der Forschung - Eigenkapital | 01.10.2002 |
Ehemalige bekannte Positionen von Gideon Samuel Bernstein
| Unternehmen | Position | Ende |
|---|---|---|
The Jewish Community Foundation
 The Jewish Community Foundation Investment Trusts/Mutual FundsMiscellaneous The Jewish Community Foundation is a non-profit organization which engages in the provision of estate and retirement planning services, charitable gift annuities, endowment funds, and grants. The company was founded in 1954 and is headquartered in Los Angeles, CA. | Präsident | - |
Ausbildung von Gideon Samuel Bernstein
| University of California, Santa Barbara | 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 | 2 |
|---|---|
Leisure Capital Management, Inc.
Leisure Capital Management, Inc. Investment ManagersFinance Leisure Capital Management, Inc. (LCM) is a registered wealth management firm headquartered in Costa Mesa, California. The firm was founded by Marr Leisure in 2002 and is principally owned by The Leisure Family Trust. LCM offers discretionary investment advisory services to individuals, high net worth individuals, trusts and estates, individual participants of retirement plans, insurance companies, and charitable organizations. They also offer non-discretionary advisory services to individual participants of retirement plans and/or at a client’s request. | Finance |
The Jewish Community Foundation
The Jewish Community Foundation Investment Trusts/Mutual FundsMiscellaneous The Jewish Community Foundation is a non-profit organization which engages in the provision of estate and retirement planning services, charitable gift annuities, endowment funds, and grants. The company was founded in 1954 and is headquartered in Los Angeles, CA. | Miscellaneous |
