Mitchel Evan Needelman
Portfolio Manager-Aktien bei Spectrum Asset Management, Inc. (California)
Aktive Positionen von Mitchel Evan Needelman
Unternehmen | Position | Beginn | Ende |
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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 | - | - |
Karriereverlauf von Mitchel Evan Needelman
Ehemalige bekannte Positionen von Mitchel Evan Needelman
Unternehmen | Position | Beginn | Ende |
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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. | Portfolio Manager-Aktien | 01.09.2002 | 04.12.2019 |
Präsident | 01.09.2002 | 04.12.2019 |
Ausbildung von Mitchel Evan Needelman
San Diego State University | Undergraduate Degree |
University of California, Irvine | Masters Business Admin |
Statistik
International
Vereinigte Staaten | 5 |
Operativ
Portfolio Manager-Equities | 2 |
President | 1 |
Masters Business Admin | 1 |
Sektoral
Finance | 3 |
Consumer Services | 3 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 2 |
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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 |
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