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Karriereverlauf von Gary Levenstein
Ehemalige bekannte Positionen von Gary Levenstein
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
Jess S. Morgan & Co., Inc.
![]() Jess S. Morgan & Co., Inc. Investment ManagersFinance Jess S. Morgan & Co., Inc. (JSMCO) is a wealth management firm headquartered in Los Angeles, California. The firm was founded in 1967 by Jess S. Morgan and Wallace D. Franson. In 2022, they were acquired by NFP Corp., ultimately held by NFP Holdings LLC. JSMCO manages investment portfolios for high net worth clients. | Analyst-Equity | 01.01.1992 | 01.11.2022 |
Analyst-Festverzinsliche Wertpapiere | 01.01.1992 | 01.11.2022 | |
Compliance Officer | 01.01.1992 | 01.11.2022 | |
Portfolio Manager-Aktien | 01.01.1992 | 01.11.2022 | |
Portfolio Manager-Fixed Income | 01.01.1992 | 01.11.2022 | |
Präsident | 01.01.1992 | 01.11.2022 |
Ausbildung von Gary Levenstein
University of Arizona | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 3 |
Operativ
Analyst-Equity | 1 |
Analyst-Fixed Income | 1 |
Compliance Officer | 1 |
Sektoral
Finance | 2 |
Consumer Services | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 1 |
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Jess S. Morgan & Co., Inc.
![]() Jess S. Morgan & Co., Inc. Investment ManagersFinance Jess S. Morgan & Co., Inc. (JSMCO) is a wealth management firm headquartered in Los Angeles, California. The firm was founded in 1967 by Jess S. Morgan and Wallace D. Franson. In 2022, they were acquired by NFP Corp., ultimately held by NFP Holdings LLC. JSMCO manages investment portfolios for high net worth clients. | Finance |
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