Karriereverlauf von Jeff Marshall
Ehemalige bekannte Positionen von Jeff Marshall
| Unternehmen | Position | Beginn | Ende |
|---|---|---|---|
Convergent Wealth Advisors LLC
 Convergent Wealth Advisors LLC Investment ManagersFinance Founded in 1994 by David Lockshin, Convergent Wealth Advisors LLC is a registered investment advisor and hedge fund manager located in Potomac, Maryland. The firm is a majority owned subsidiary of Convergent Capital Management LLC. Convergent Wealth Advisors provides portfolio management services to individuals, high net-worth individuals, trusts, family entities, pension and profit-sharing plans, corporations, charitable institutions, foundations, universities, endowments, municipalities, and other US institutions. The firm provides advisory services to affiliated and unaffiliated private investment funds. They also provide investment advice to affiliated and non-affiliated investment advisors. | Chief Investment Officer | 01.01.2003 | 01.10.2016 |
| Berater | 01.01.2003 | 01.10.2016 | |
| Direktor der Forschung - Eigenkapital | 16.09.2010 | 01.10.2016 | |
| Mitglied des Investmentausschusses | 31.08.2010 | 01.10.2016 | |
| Portfolio Manager-Aktien | 12.07.2012 | 01.10.2016 | |
| Leiter des Privatbankwesens | 01.01.2003 | 01.10.2016 | |
WIA, Inc.
 WIA, Inc. Investment ManagersFinance WIA, Inc. provides investment advice. The company is headquartered in Portland, OR. | Corporate Officer/Principal | - | - |
Sanford C. Bernstein & Co. LLC
 Sanford C. Bernstein & Co. LLC Investment Banks/BrokersFinance Sanford C. Bernstein & Co. LLC is a registered broker-dealer headquartered in New York City. The firm was founded in 1967 and is a subsidiary of Alliance Capital Management LLC, ultimately held by Equitable Holdings, Inc. (NYSE: EQH). Sanford C. Bernstein & Co. provides trading and executions services to their clients. | Analyst-Equity | - | - |
Ausbildung von Jeff Marshall
| Bentley University | Undergraduate Degree |
Statistik
International
| Vereinigte Staaten | 5 |
Operativ
| Chief Investment Officer | 1 |
| Consultant / Advisor | 1 |
| Director of Research - Equity | 1 |
Sektoral
| Finance | 4 |
| Consumer Services | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
| Private Unternehmen | 3 |
|---|---|
Convergent Wealth Advisors LLC
Convergent Wealth Advisors LLC Investment ManagersFinance Founded in 1994 by David Lockshin, Convergent Wealth Advisors LLC is a registered investment advisor and hedge fund manager located in Potomac, Maryland. The firm is a majority owned subsidiary of Convergent Capital Management LLC. Convergent Wealth Advisors provides portfolio management services to individuals, high net-worth individuals, trusts, family entities, pension and profit-sharing plans, corporations, charitable institutions, foundations, universities, endowments, municipalities, and other US institutions. The firm provides advisory services to affiliated and unaffiliated private investment funds. They also provide investment advice to affiliated and non-affiliated investment advisors. | Finance |
WIA, Inc.
WIA, Inc. Investment ManagersFinance WIA, Inc. provides investment advice. The company is headquartered in Portland, OR. | Finance |
Sanford C. Bernstein & Co. LLC
Sanford C. Bernstein & Co. LLC Investment Banks/BrokersFinance Sanford C. Bernstein & Co. LLC is a registered broker-dealer headquartered in New York City. The firm was founded in 1967 and is a subsidiary of Alliance Capital Management LLC, ultimately held by Equitable Holdings, Inc. (NYSE: EQH). Sanford C. Bernstein & Co. provides trading and executions services to their clients. | Finance |
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