Mitchel Evan Needelman
Portfolio Manager-Aktien bei Spectrum Asset Management, Inc. (California)
Profil
Mr. Mitchel E.
Needelman, CFA MBA, is a Principal & Senior Portfolio Manager at Spectrum Asset Management, Inc. (California).
Prior to his work at Spectrum, Mr. Needelman served for 15 years as President of Needelman Asset Management, Inc., a Registered Investment Advisor located in Orange County, CA that was successfully merged into Spectrum in 2018.
He holds a BA in Liberal Arts and Sciences with a minor in Information Decision Systems from San Diego State University, and an MBA with emphasis in Finance and Accounting from the University of California, Irvine.
Aktive Positionen von Mitchel Evan Needelman
| Unternehmen | Position | Beginn |
|---|---|---|
Spectrum Asset Management, Inc. (California)
 Spectrum Asset Management, Inc. (California) Investment ManagersFinance Spectrum Asset Management, Inc. (Spectrum) is an independent registered investment advisor headquartered in Newport Beach, California. The firm was founded by Roland D. Kelly in 1987. Spectrum provides investment advisory services to trusts, individual, other investment advisers, foundations, corporations, and company retirement plans. | Portfolio Manager-Aktien | - |
Ehemalige bekannte Positionen von Mitchel Evan Needelman
| Unternehmen | Position | Ende |
|---|---|---|
Needelman Asset Management, Inc.
 Needelman Asset Management, Inc. Investment ManagersFinance Needelman Asset Management, Inc. (Needelman) is a wealth management firm and registered investment advisor headquartered in Ladera Ranch, California, founded by Chet Needelman in 2002. Needelman is a subsidiary of Spectrum Asset Management, Inc., an SEC-registered investment adviser, whose principal owner is Ryan L. Kelly. The firm provides investment management services to high net-worth individuals, pension and profit sharing plans, charitable organizations and corporations. | Präsident | 04.12.2019 |
Ausbildung von Mitchel Evan Needelman
| San Diego State University | Undergraduate Degree |
| University of California, Irvine | Masters Business Admin |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 2 |
|---|---|
Needelman Asset Management, Inc.
Needelman Asset Management, Inc. Investment ManagersFinance Needelman Asset Management, Inc. (Needelman) is a wealth management firm and registered investment advisor headquartered in Ladera Ranch, California, founded by Chet Needelman in 2002. Needelman is a subsidiary of Spectrum Asset Management, Inc., an SEC-registered investment adviser, whose principal owner is Ryan L. Kelly. The firm provides investment management services to high net-worth individuals, pension and profit sharing plans, charitable organizations and corporations. | Finance |
Spectrum Asset Management, Inc. (California)
Spectrum Asset Management, Inc. (California) Investment ManagersFinance Spectrum Asset Management, Inc. (Spectrum) is an independent registered investment advisor headquartered in Newport Beach, California. The firm was founded by Roland D. Kelly in 1987. Spectrum provides investment advisory services to trusts, individual, other investment advisers, foundations, corporations, and company retirement plans. | Finance |
