James Longinotti

Direktor/Vorstandsmitglied bei Cypress Alternative Partners II LP

Finance

Consumer Services

Aktive Positionen von James Longinotti

Unternehmen	Position	Beginn	Ende
Cypress Alternative Partners II LP Cypress Alternative Partners II LP Investment ManagersFinance Cypress Alternative Partners II LP provides investment services. The company is headquartered in San Francisco, CA.	Direktor/Vorstandsmitglied	-	-
Cresset Capital Management LLC Cresset Capital Management LLC Financial ConglomeratesFinance Cresset Capital Management LLC provides reinvent wealth management services. It offers suite of family office services, investment advisory, planning, and other services. The company was founded by Eric Becker and Avy Stein and is headquartered in Chicago, IL.	Direktor/Vorstandsmitglied	-	-
	Corporate Officer/Principal	-	-

Unternehmen	Position	Beginn	Ende
Cypress Wealth Advisors LLC Cypress Wealth Advisors LLC Investment ManagersFinance Founded in 2004, Cypress Wealth Advisors LLC is a wealth management firm and registered investment advisor located in San Francisco, California. The firm provides investment advice, as well as implementation and financial planning, to individuals, trusts, estates, and charitable organizations. They also serve as the investment adviser to a number of pooled investment vehicles. vehicles.	Analyst-Equity	01.01.2011	01.01.2017
	Chief Investment Officer	01.01.2011	-
	Compliance Officer	01.01.2017	-
	Portfolio Manager-Aktien	01.01.2011	01.01.2017

Washington University in St. Louis

Undergraduate Degree

International

Vereinigte Staaten

Operativ

Sektoral

Finance	4
Consumer Services	2

Besetzte Positionen

Aktive

Inaktive

Börsennotierte Unternehmen

Private Unternehmen

Private Unternehmen	3
Cypress Wealth Advisors LLC Cypress Wealth Advisors LLC Investment ManagersFinance Founded in 2004, Cypress Wealth Advisors LLC is a wealth management firm and registered investment advisor located in San Francisco, California. The firm provides investment advice, as well as implementation and financial planning, to individuals, trusts, estates, and charitable organizations. They also serve as the investment adviser to a number of pooled investment vehicles. vehicles.	Finance
Cypress Alternative Partners II LP Cypress Alternative Partners II LP Investment ManagersFinance Cypress Alternative Partners II LP provides investment services. The company is headquartered in San Francisco, CA.	Finance
Cresset Capital Management LLC Cresset Capital Management LLC Financial ConglomeratesFinance Cresset Capital Management LLC provides reinvent wealth management services. It offers suite of family office services, investment advisory, planning, and other services. The company was founded by Eric Becker and Avy Stein and is headquartered in Chicago, IL.	Finance