Jim Vitalie
Präsident bei Easterly Funds LLC
Profil
Mr. James S.
Vitalie is a Partner at James Alpha Management LLC and a Partner & President at Easterly Funds LLC.
He has over 25 years experience successfully building financial services firms.
Formerly the Institutional Group Head of Old Mutual Capital serving on the Executive and Product Development Committees, he was responsible for distribution and marketing of mutual funds, separate accounts and registered hedge fund of fund products.
Prior to Old Mutual, he was the President of Curian Capital, an industry leading managed account platform.
At Curian, he created the infrastructure of the asset management firm, developed and executed its strategic plan, and served as the Chairman of the Investment Policy Committee.
Additionally, he was President of Foliofn Institutional, a financial services and technology company.
As President of Century Business Services (CBZ) Retirement and Wealth Management Services division, he created the strategic direction of the company, led the acquisition and integration efforts for the division and established their broker dealer and registered investment advisor.
While at CBZ Jim was also responsible for securing the financing and launching of Allbridge Solutions as well as serving as its President and COO.
Prior to CBZ, he was a Partner at The Benefits Group, where he was responsible for the pension and investment services group.
Lastly, he practiced corporate transactional law at Eckert, Seamans, Cherin & Mellott.
He holds a B.A.
in Political Science (with distinction) from the University of Pittsburgh and a Juris Doctor from Syracuse University College of Law.
Aktive Positionen von Jim Vitalie
| Unternehmen | Position | Beginn |
|---|---|---|
James Alpha Management LLC
 James Alpha Management LLC Investment ManagersFinance James Alpha Management LLC is an independent hedge fund management firm headquartered in New York City. Founded in 2006, the firm provides investment advice to private investment funds that are intended for high net worth investors. | Portfolio Manager-Aktien | 01.11.2007 |
Easterly Funds LLC
 Easterly Funds LLC Investment ManagersFinance Easterly Funds LLC (Easterly) is a SEC-registered investment advisor headquartered in Beverly, Massachusetts. The firm was founded by Darell Crate in 2009 as James Alpha Advisors LLC and rebranded as Easterly Funds in 2021. They are a subsidiary of James Alpha Intermediate LLC, owned by James Alpha Holdings LLC. Easterly serves as investment adviser to the Easterly Funds family of mutual funds. | Präsident | 01.08.2020 |
Ehemalige bekannte Positionen von Jim Vitalie
| Unternehmen | Position | Ende |
|---|---|---|
Old Mutual (US) Holdings, Inc.
 Old Mutual (US) Holdings, Inc. Investment Banks/BrokersFinance Old Mutual (US) Holdings, Inc. provides investment advisory services primarily for institutional clients. The company offers investment advisers, managing both domestic and international investment portfolios for corporate, government and union benefit plans, mutual funds, individuals, endowments, and foundations. The company was founded in 1980 and is headquartered in Boston, MA. | Corporate Officer/Principal | 01.10.2007 |
Curian Capital LLC
 Curian Capital LLC Investment ManagersFinance Founded in 2002, Curian Capital LLC is a registered investment advisor located in Denver, Colorado. The firm is a subsidiary of Jackson National Life Insurance Co. and their ultimate parent is UK-based Prudential Plc (LSE: PRU). | Analyst-Equity | 10.01.2005 |
Albridge Solutions, Inc.
 Albridge Solutions, Inc. Investment ManagersFinance Albridge Solutions, Inc. provides enterprise data management solutions. Its proprietary technology consolidates and reconciles client account and transaction data from hundreds of data sources representing banking, brokerage, insurance, retirement, managed accounts and more. The firm process cleansed data and uses it to power a variety of downstream technology solutions, including performance reporting, sales practice monitoring, data warehousing, business intelligence, imaging and workflow. The company was founded in 1993 and is headquartered in Lawrenceville, NJ. | Corporate Officer/Principal | - |
| CBIZ, INC. | Corporate Officer/Principal | - |
Ausbildung von Jim Vitalie
| University of Pittsburgh | Undergraduate Degree |
| Syracuse University | Graduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Börsennotierte Unternehmen | 1 |
|---|---|
| CBIZ, INC. | Commercial Services |
| Private Unternehmen | 5 |
|---|---|
Old Mutual (US) Holdings, Inc.
Old Mutual (US) Holdings, Inc. Investment Banks/BrokersFinance Old Mutual (US) Holdings, Inc. provides investment advisory services primarily for institutional clients. The company offers investment advisers, managing both domestic and international investment portfolios for corporate, government and union benefit plans, mutual funds, individuals, endowments, and foundations. The company was founded in 1980 and is headquartered in Boston, MA. | Finance |
Curian Capital LLC
Curian Capital LLC Investment ManagersFinance Founded in 2002, Curian Capital LLC is a registered investment advisor located in Denver, Colorado. The firm is a subsidiary of Jackson National Life Insurance Co. and their ultimate parent is UK-based Prudential Plc (LSE: PRU). | Finance |
Albridge Solutions, Inc.
Albridge Solutions, Inc. Investment ManagersFinance Albridge Solutions, Inc. provides enterprise data management solutions. Its proprietary technology consolidates and reconciles client account and transaction data from hundreds of data sources representing banking, brokerage, insurance, retirement, managed accounts and more. The firm process cleansed data and uses it to power a variety of downstream technology solutions, including performance reporting, sales practice monitoring, data warehousing, business intelligence, imaging and workflow. The company was founded in 1993 and is headquartered in Lawrenceville, NJ. | Finance |
James Alpha Management LLC
James Alpha Management LLC Investment ManagersFinance James Alpha Management LLC is an independent hedge fund management firm headquartered in New York City. Founded in 2006, the firm provides investment advice to private investment funds that are intended for high net worth investors. | Finance |
Easterly Funds LLC
Easterly Funds LLC Investment ManagersFinance Easterly Funds LLC (Easterly) is a SEC-registered investment advisor headquartered in Beverly, Massachusetts. The firm was founded by Darell Crate in 2009 as James Alpha Advisors LLC and rebranded as Easterly Funds in 2021. They are a subsidiary of James Alpha Intermediate LLC, owned by James Alpha Holdings LLC. Easterly serves as investment adviser to the Easterly Funds family of mutual funds. | Finance |
