Profil
Mr. John C.
Llodra is a Partner at New Harbor Financial Group LLC.
He is a founding principal of New Harbor Financial Group.
Prior to forming New Harbor, he worked as a Financial Advisor with UBS Financial Services.
Over the first decade of his career, he held hands-on and senior roles at a diverse range of companies including UBS Investment Bank, Enron, Navigant Consulting, and Stone & Webster Management Consultants.
He received a Bachelor of Science degree in Operations Research & Engineering, with distinction, from Cornell University.
He is a Certified Financial Planner professional.
Aktive Positionen von John C. Llodra
| Unternehmen | Position | Beginn |
|---|---|---|
New Harbor Financial Group LLC
 New Harbor Financial Group LLC Investment ManagersFinance New Harbor Financial Group LLC (New Harbor) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Worcester, Massachusetts. The firm was founded by Mike Preston and John Llodra in 2005. New Harbor provides risk-managed investing and financial guidance to individuals, families and institutions. | Gründer | 01.01.2005 |
Ehemalige bekannte Positionen von John C. Llodra
| Unternehmen | Position | Ende |
|---|---|---|
UBS Financial Services, Inc.
 UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Corporate Officer/Principal | 31.12.2004 |
UBS Investment Bank (US)
 UBS Investment Bank (US) Investment Banks/BrokersFinance UBS Investment Bank provides investment banking and securities brokerage services. Its clients include institutional and corporate clients, intermediaries, governments, and hedge funds. The firm also provides merger and acquisition advisory, private placement, investment research, foreign exchange, equity, and leverage finance advisory services. The firm is headquartered in San Francisco, CA. | Corporate Officer/Principal | - |
Ausbildung von John C. Llodra
| Cornell 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 | 3 |
|---|---|
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Finance |
New Harbor Financial Group LLC
New Harbor Financial Group LLC Investment ManagersFinance New Harbor Financial Group LLC (New Harbor) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Worcester, Massachusetts. The firm was founded by Mike Preston and John Llodra in 2005. New Harbor provides risk-managed investing and financial guidance to individuals, families and institutions. | Finance |
UBS Investment Bank (US)
UBS Investment Bank (US) Investment Banks/BrokersFinance UBS Investment Bank provides investment banking and securities brokerage services. Its clients include institutional and corporate clients, intermediaries, governments, and hedge funds. The firm also provides merger and acquisition advisory, private placement, investment research, foreign exchange, equity, and leverage finance advisory services. The firm is headquartered in San Francisco, CA. | Finance |