Jeffrey Joel Mindlin
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Karriereverlauf von Jeffrey Joel Mindlin
Ehemalige bekannte Positionen von Jeffrey Joel Mindlin
Unternehmen | Position | Beginn | Ende |
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Cetera Investment Management LLC
Cetera Investment Management LLC Investment ManagersFinance Founded in 2012, Tower Square Investment Management LLC (TSIM) is a registered investment advisor located in El Segundo, California. The firm is a subsidiary of Cetera Financial Group, Inc. and their ultimate parent is RCS Capital Corp. (OTCMKTS: RCAP). Tower Square provides services to other investment advisers, broker-dealers, and their clients. They do not contract directly with individual investors. Instead, they are hired by related firms to provide management services to their clients. TSIM's strategies are mostly used as a foundation for another investment advisors' advisory programs. | Chief Investment Officer | 01.06.2015 | 07.07.2017 |
Mitglied des Investmentausschusses | 01.06.2015 | 07.07.2017 | |
Portfolio Manager-Aktien | 01.06.2015 | 07.07.2017 | |
First Allied Asset Management, Inc.
First Allied Asset Management, Inc. Investment ManagersFinance Founded in 2006, First Allied Asset Management, Inc. is a registered investment advisor headquartered in San Diego, California. In September 2013, a majority interest in First Allied Holdings Inc., the parent company of First Allied Asset Management, was purchased by RCAP Holdings LLC, a member of the American Realty Capital group of companies, from several private equity funds controlled by Lovell Minnick Partners LLC. First Allied Holdings is also the parent company of First Allied Securities, Inc., First Allied Advisory Services, Inc., FASI Insurance Services, Inc., First Allied Retirement Services, Inc., Legend Advisory Corp., Legend Equities Corp. and other affiliated entities. | Chief Investment Officer | 01.04.2014 | 30.10.2015 |
Trading-Equity | 14.04.2014 | 30.10.2015 | |
Mitglied des Investmentausschusses | 16.04.2014 | 30.10.2015 | |
Portfolio Manager-Aktien | 01.01.2006 | 30.10.2015 | |
Portfolio Manager-Fixed Income | 01.04.2014 | 30.10.2015 | |
Trading-Fixed Income | 14.04.2014 | 30.10.2015 | |
Pinnacle Investment Advisors LLC (Georgia) | Portfolio Manager-Aktien | - | - |
Pinhook Capital LLC
Pinhook Capital LLC Investment ManagersFinance Pinhook Capital LLC (PCL) is an independent registered investment adviser headquartered in San Diego, California. The firm was founded in 2011 as RJL Capital Management LLC and as LCM Investment Management LLC. PCL provides portfolio management services to their clients through investment programs. The firm provides their services to other investment advisers and does not contract directly with individual investors. | Geschäftsführer | 01.01.2012 | - |
Portfolio Manager-Aktien | 01.01.2012 | - | |
Greenbook Investment Management, Inc. | Direktor der Forschung - Eigenkapital | - | - |
Ausbildung von Jeffrey Joel Mindlin
Arizona State University | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 7 |
Operativ
Portfolio Manager-Equities | 4 |
Chief Investment Officer | 2 |
Investment Committee Member | 2 |
Sektoral
Finance | 4 |
Consumer Services | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 5 |
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Greenbook Investment Management, Inc. | |
First Allied Asset Management, Inc.
First Allied Asset Management, Inc. Investment ManagersFinance Founded in 2006, First Allied Asset Management, Inc. is a registered investment advisor headquartered in San Diego, California. In September 2013, a majority interest in First Allied Holdings Inc., the parent company of First Allied Asset Management, was purchased by RCAP Holdings LLC, a member of the American Realty Capital group of companies, from several private equity funds controlled by Lovell Minnick Partners LLC. First Allied Holdings is also the parent company of First Allied Securities, Inc., First Allied Advisory Services, Inc., FASI Insurance Services, Inc., First Allied Retirement Services, Inc., Legend Advisory Corp., Legend Equities Corp. and other affiliated entities. | Finance |
Pinhook Capital LLC
Pinhook Capital LLC Investment ManagersFinance Pinhook Capital LLC (PCL) is an independent registered investment adviser headquartered in San Diego, California. The firm was founded in 2011 as RJL Capital Management LLC and as LCM Investment Management LLC. PCL provides portfolio management services to their clients through investment programs. The firm provides their services to other investment advisers and does not contract directly with individual investors. | Finance |
Cetera Investment Management LLC
Cetera Investment Management LLC Investment ManagersFinance Founded in 2012, Tower Square Investment Management LLC (TSIM) is a registered investment advisor located in El Segundo, California. The firm is a subsidiary of Cetera Financial Group, Inc. and their ultimate parent is RCS Capital Corp. (OTCMKTS: RCAP). Tower Square provides services to other investment advisers, broker-dealers, and their clients. They do not contract directly with individual investors. Instead, they are hired by related firms to provide management services to their clients. TSIM's strategies are mostly used as a foundation for another investment advisors' advisory programs. | Finance |
Pinnacle Investment Advisors LLC (Georgia) |
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