Josh Joffe
Director of Investments bei Revolve Wealth Partners LLC
Profil
Mr. Joshua M.
Joffe is a Managing Director & Head of Investments at Revolve Wealth Partners LLC.
He is responsible for the development, maintenance and oversight of the strategic investment program for all clients serviced by the team.
Before joining Revolve Wealth Partners, Mr. Joffe served as a Managing Advisor at Altfest Personal Wealth Management in New York, NY.
Prior to Altfest he was a Senior Associate Portfolio Manager at AllianceBernstein.
He began his career as an Equities Trader at Chimera Capital.
He received a BA from Brandeis University where he was a Brandeis Presidential Scholar.
He received his MBA from the Stern School of Business at New York University, where he specialized in Finance, Economics and Financial Instruments and Markets.
Aktive Positionen von Josh Joffe
| Unternehmen | Position | Beginn |
|---|---|---|
Revolve Wealth Partners LLC
 Revolve Wealth Partners LLC Investment ManagersFinance Revolve Wealth Partners LLC (RWP) is an independent registered investment advisor headquartered in Hackensack, New Jersey. The firm was founded in 2017 and is wholly owned by Daniel L. Katz and Michael S. Israel. RWP offers a variety of advisory services, which include financial planning, consulting, and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Director of Investments | 01.04.2018 |
Ehemalige bekannte Positionen von Josh Joffe
| Unternehmen | Position | Ende |
|---|---|---|
L. J. Altfest & Co., Inc.
 L. J. Altfest & Co., Inc. Investment ManagersFinance L. J. Altfest & Co., Inc., do-business-as Altfest Personal Wealth Management (Altfest), is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Lewis J. Altfest in 1983 and is owned by Altfest 2012 Family Trust. Altfest provides investment management services to individuals, pension plans, profit-sharing plans, trusts, estates, charitable organizations, corporations, private funds, and other business entities. | Mitglied des Investmentausschusses | 01.04.2018 |
AllianceBernstein LP
 AllianceBernstein LP Investment ManagersFinance AllianceBernstein LP (AB) is a SEC-registered investment advisor and mutual fund manager headquartered in Nashville, Tennessee. Founded in 2000, the firm is owned by Equitable Financial Life Insurance Co., ultimately held by Equitable Holdings, Inc. (NYSE: EQH). AB provides investment advice to investment companies, pension and profit-sharing plans, banks and thrift institutions, trusts, estates, government agencies, charitable organizations, individuals, corporations and other business entities. | Corporate Officer/Principal | - |
Ausbildung von Josh Joffe
| The Leonard N Stern School of Business | Masters Business Admin |
| Brandeis University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 3 |
|---|---|
L. J. Altfest & Co., Inc.
L. J. Altfest & Co., Inc. Investment ManagersFinance L. J. Altfest & Co., Inc., do-business-as Altfest Personal Wealth Management (Altfest), is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Lewis J. Altfest in 1983 and is owned by Altfest 2012 Family Trust. Altfest provides investment management services to individuals, pension plans, profit-sharing plans, trusts, estates, charitable organizations, corporations, private funds, and other business entities. | Finance |
AllianceBernstein LP
AllianceBernstein LP Investment ManagersFinance AllianceBernstein LP (AB) is a SEC-registered investment advisor and mutual fund manager headquartered in Nashville, Tennessee. Founded in 2000, the firm is owned by Equitable Financial Life Insurance Co., ultimately held by Equitable Holdings, Inc. (NYSE: EQH). AB provides investment advice to investment companies, pension and profit-sharing plans, banks and thrift institutions, trusts, estates, government agencies, charitable organizations, individuals, corporations and other business entities. | Finance |
Revolve Wealth Partners LLC
Revolve Wealth Partners LLC Investment ManagersFinance Revolve Wealth Partners LLC (RWP) is an independent registered investment advisor headquartered in Hackensack, New Jersey. The firm was founded in 2017 and is wholly owned by Daniel L. Katz and Michael S. Israel. RWP offers a variety of advisory services, which include financial planning, consulting, and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Finance |
