Profil
Jeffrey Paul Bates was the founder and had founded Kings Point Capital Management LLC in 1998, where he held the title of Managing Partner.
He has also worked as a Managing Director at Steel Grove Capital Advisors LLC from 2001 to 2005, as a Vice President at Goldman Sachs & Co. LLC from 1992 to 2001, and as a Principal at G2 Advisors LLC in 2005.
Mr. Bates has an MBA from Duke University in 1992 and an undergraduate degree from Tufts University in 1984.
Ehemalige bekannte Positionen von Jeff Bates
Unternehmen | Position | Ende |
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Steel Grove Capital Advisors LLC
Steel Grove Capital Advisors LLC Investment ManagersFinance Steel Grove Capital Advisors LLC (Steel Grove) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Memphis, Tennessee. The firm was founded by Darrell Horn and Steve Sansom in 2001 and formerly known as Green Square Capital LLC. Steel Grove offers investment advisory services to affluent individuals and families, trusts, estates, charitable organizations, corporations, and business entities. | Analyst-Equity | 30.11.2005 |
G2 Advisors LLC
G2 Advisors LLC Investment ManagersFinance Part of G2 Investment Group LLC, G2 Advisors LLC is a company that provides investment advice. The company is based in New York, NY. | Corporate Officer/Principal | 30.11.2005 |
Goldman Sachs & Co. LLC
Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Corporate Officer/Principal | 01.09.2001 |
Kings Point Capital Management LLC
Kings Point Capital Management LLC Investment ManagersFinance Kings Point Capital Management LLC (KPCM) is a wealth management firm headquartered in Great Neck, New York. The firm was founded by Jack Salzman and Jeffrey Bates in 1998. They were acquired by Wealth Enhancement Group LLC in 2022. KPCM provides investment consulting and investment management services to investment limited partnerships, individuals, pension and profit-sharing plans, endowments, trusts, estates, charitable organizations, corporations and business entities and other investment advisers and funeral trusts. | Gründer | - |
Ausbildung von Jeff Bates
Duke University | Masters Business Admin |
Tufts University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
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Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
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Unternehmen ersten Grades
Herr
Frau
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Unternehmensverbindungen
Private Unternehmen | 4 |
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Steel Grove Capital Advisors LLC
Steel Grove Capital Advisors LLC Investment ManagersFinance Steel Grove Capital Advisors LLC (Steel Grove) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Memphis, Tennessee. The firm was founded by Darrell Horn and Steve Sansom in 2001 and formerly known as Green Square Capital LLC. Steel Grove offers investment advisory services to affluent individuals and families, trusts, estates, charitable organizations, corporations, and business entities. | Finance |
Goldman Sachs & Co. LLC
Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Finance |
Kings Point Capital Management LLC
Kings Point Capital Management LLC Investment ManagersFinance Kings Point Capital Management LLC (KPCM) is a wealth management firm headquartered in Great Neck, New York. The firm was founded by Jack Salzman and Jeffrey Bates in 1998. They were acquired by Wealth Enhancement Group LLC in 2022. KPCM provides investment consulting and investment management services to investment limited partnerships, individuals, pension and profit-sharing plans, endowments, trusts, estates, charitable organizations, corporations and business entities and other investment advisers and funeral trusts. | Finance |
G2 Advisors LLC
G2 Advisors LLC Investment ManagersFinance Part of G2 Investment Group LLC, G2 Advisors LLC is a company that provides investment advice. The company is based in New York, NY. | Finance |