Jeffrey Tumolo
Portfolio Manager-Aktien bei TAG Associates LLC
Profil
Mr. Jeffrey Tumolo is a Managing Director & Chief Investment Strategist at TAG Associates LLC.
He has over 23 years of institutional investment management experience, including manager due diligence, risk management and asset allocation for multi-manager products.
He has served as TAG’s Chief Investment Strategist since 2005.
His primary responsibilities include manager selection and asset allocation for TAG's proprietary fund products and for client portfolios.
He joined TAG in 2000 as Director of Investment Research and Portfolio Manager.
Prior to joining TAG Associates in 2000, he managed the research process both for private investors and at Charles Schwab Investment Management where he was the Senior Analyst for Schwab's products.
Mr. Tumolo received his Bachelor of Science degree from Cornell University and an MBA from Cornell University's Johnson School.
Aktive Positionen von Jeffrey Tumolo
| Unternehmen | Position | Beginn |
|---|---|---|
TAG Associates LLC
 TAG Associates LLC Investment ManagersFinance TAG Associates LLC (TAG) is a SEC-registered investment advisor and multi-client family office headquartered in New York City. The firm was founded in 1983 and is principally owned by TAG Associates Holding LLC. TAG offers investment management and family office services to individuals, families, endowments and foundations with substantial assets. | Portfolio Manager-Aktien | 01.01.2000 |
Ehemalige bekannte Positionen von Jeffrey Tumolo
| Unternehmen | Position | Ende |
|---|---|---|
Charles Schwab Investment Advisory, Inc.
 Charles Schwab Investment Advisory, Inc. Investment ManagersFinance Charles Schwab Investment Advisory, Inc. (CSIA) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm is a subsidiary of Schwab Holdings, Inc., which is owned by The Charles Schwab Corp. (NYSE: SCHW). CSIA provides portfolio management services for the Schwab Intelligent Portfolios (SIP) program. Clients of the SIP Program primarily include individuals, revocable living trusts, and individual retirement accounts. | Corporate Officer/Principal | - |
TAG Portfolio Management Group LLC
 TAG Portfolio Management Group LLC Investment ManagersFinance TAG Portfolio Management Group LLC is a fund-of-hedge funds manager located in New York City. The firm is affiliated with TAG Associates LLC, a multi-client family office and SEC-registered investment advisor. | Corporate Officer/Principal | - |
Ausbildung von Jeffrey Tumolo
| Cornell University | Masters Business Admin |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 3 |
|---|---|
TAG Portfolio Management Group LLC
TAG Portfolio Management Group LLC Investment ManagersFinance TAG Portfolio Management Group LLC is a fund-of-hedge funds manager located in New York City. The firm is affiliated with TAG Associates LLC, a multi-client family office and SEC-registered investment advisor. | Finance |
Charles Schwab Investment Advisory, Inc.
Charles Schwab Investment Advisory, Inc. Investment ManagersFinance Charles Schwab Investment Advisory, Inc. (CSIA) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm is a subsidiary of Schwab Holdings, Inc., which is owned by The Charles Schwab Corp. (NYSE: SCHW). CSIA provides portfolio management services for the Schwab Intelligent Portfolios (SIP) program. Clients of the SIP Program primarily include individuals, revocable living trusts, and individual retirement accounts. | Finance |
TAG Associates LLC
TAG Associates LLC Investment ManagersFinance TAG Associates LLC (TAG) is a SEC-registered investment advisor and multi-client family office headquartered in New York City. The firm was founded in 1983 and is principally owned by TAG Associates Holding LLC. TAG offers investment management and family office services to individuals, families, endowments and foundations with substantial assets. | Finance |
