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Oliver Pursche
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Karriereverlauf von Oliver Pursche
Ehemalige bekannte Positionen von Oliver Pursche
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
Gary Goldberg Planning Services LLC
![]() Gary Goldberg Planning Services LLC Investment ManagersFinance Gary Goldberg Planning Services LLC (GGPS) is an investment management firm headquartered in Locust Valley, New York. The firm was founded by Gary Goldberg in 2014 as Bruderman Asset Management LLC. They are a wholly owned subsidiary of Bruderman & Co. LLC. GGPS provides investment advisory services to mass affluent, affluent, and high net-worth individuals and families. | Marktstratege | 01.03.2015 | 06.04.2020 |
Montebello Partners LLC
![]() Montebello Partners LLC Investment ManagersFinance Founded in 2008, Montebello Partners LLC (MPLLC) is a registered investment advisor located in Suffern, New York. On January 2, 2015, the majority ownership of MPLLC was transferred to Bruderman & Company LLC. Also on that date, the assets of MPLLC affiliate Gary Goldberg & Co., Inc. were sold to Bruderman Brothers LLC, Member FINRA/SIPC and the assets of affiliate Gary Goldberg Planning Services Inc. were sold to Bruderman Asset Management LLC. MPLLC actively manages on a discretionary basis an investment company known as the GMG Defensive Beta Fund.^ | Gründer | 01.12.2008 | 28.03.2020 |
Portfolio Manager-Aktien | 01.01.2008 | 28.03.2020 | |
Gary Goldberg Planning Services, Inc.
![]() Gary Goldberg Planning Services, Inc. Investment ManagersFinance Founded in 1973, Gary Goldberg Planning Services, Inc. (GGPS) is a registered investment advisor located in Suffern, New York. The firm is a subsidiary of Gary Goldberg & Co., Inc., a registered broker/dealer and member FINRA/SIPC. Most of their clients are retirement age individuals in the mass affluent category, The firm's clients also include pension/profit sharing plans, charitable organizations and corporations. ^ ^ | Mitglied des Investmentausschusses | 01.01.2005 | 01.03.2015 |
Portfolio Manager-Aktien | 01.01.2005 | 01.03.2015 | |
Portfolio Manager-Fixed Income | 01.01.2005 | 01.03.2015 | |
Präsident | 01.01.2005 | 01.03.2015 | |
Trust Co. of America, Inc.
![]() Trust Co. of America, Inc. Packaged SoftwareTechnology Services Trust Co. of America, Inc. provides asset custodian proprietary software products. It offers application custody platform including portfolio management, trading, modeling, rebalancing, fee management, and reporting. The company was founded by Stephen A. Finn in 1972 and is headquartered in Centennial, CO. | Corporate Officer/Principal | 01.09.2002 | 01.12.2004 |
Neuberger Berman BD LLC
![]() Neuberger Berman BD LLC Investment ManagersFinance Neuberger Berman BD LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. It is directly owned by Neuberger Berman Investment Advisers LLC, which is an indirect, wholly-owned subsidiary of Neuberger Berman Group LLC, which is owned by NBSH Acquisition LLC. The firm traces their origin back to the 1939 founding of Neuberger & Berman, its predecessor firm. In 1950, Neuberger Berman became one of the first firms to offer a no-load mutual fund to individual investors. Neuberger Berman BD manages a range of equity, fixed income, private equity and hedge fund strategies on behalf of institutions, advisors and individual investors worldwide. | Corporate Officer/Principal | 01.03.1997 | - |
Painewebber Group, Inc. | Corporate Officer/Principal | 01.01.1997 | 01.01.1997 |
Ausbildung von Oliver Pursche
Bentley University | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 8 |
Operativ
Corporate Officer/Principal | 3 |
Portfolio Manager-Equities | 2 |
Founder | 1 |
Sektoral
Finance | 6 |
Technology Services | 2 |
Consumer Services | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 6 |
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Trust Co. of America, Inc.
![]() Trust Co. of America, Inc. Packaged SoftwareTechnology Services Trust Co. of America, Inc. provides asset custodian proprietary software products. It offers application custody platform including portfolio management, trading, modeling, rebalancing, fee management, and reporting. The company was founded by Stephen A. Finn in 1972 and is headquartered in Centennial, CO. | Technology Services |
Neuberger Berman BD LLC
![]() Neuberger Berman BD LLC Investment ManagersFinance Neuberger Berman BD LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. It is directly owned by Neuberger Berman Investment Advisers LLC, which is an indirect, wholly-owned subsidiary of Neuberger Berman Group LLC, which is owned by NBSH Acquisition LLC. The firm traces their origin back to the 1939 founding of Neuberger & Berman, its predecessor firm. In 1950, Neuberger Berman became one of the first firms to offer a no-load mutual fund to individual investors. Neuberger Berman BD manages a range of equity, fixed income, private equity and hedge fund strategies on behalf of institutions, advisors and individual investors worldwide. | Finance |
Painewebber Group, Inc. | Finance |
Montebello Partners LLC
![]() Montebello Partners LLC Investment ManagersFinance Founded in 2008, Montebello Partners LLC (MPLLC) is a registered investment advisor located in Suffern, New York. On January 2, 2015, the majority ownership of MPLLC was transferred to Bruderman & Company LLC. Also on that date, the assets of MPLLC affiliate Gary Goldberg & Co., Inc. were sold to Bruderman Brothers LLC, Member FINRA/SIPC and the assets of affiliate Gary Goldberg Planning Services Inc. were sold to Bruderman Asset Management LLC. MPLLC actively manages on a discretionary basis an investment company known as the GMG Defensive Beta Fund.^ | Finance |
Gary Goldberg Planning Services, Inc.
![]() Gary Goldberg Planning Services, Inc. Investment ManagersFinance Founded in 1973, Gary Goldberg Planning Services, Inc. (GGPS) is a registered investment advisor located in Suffern, New York. The firm is a subsidiary of Gary Goldberg & Co., Inc., a registered broker/dealer and member FINRA/SIPC. Most of their clients are retirement age individuals in the mass affluent category, The firm's clients also include pension/profit sharing plans, charitable organizations and corporations. ^ ^ | Finance |
Gary Goldberg Planning Services LLC
![]() Gary Goldberg Planning Services LLC Investment ManagersFinance Gary Goldberg Planning Services LLC (GGPS) is an investment management firm headquartered in Locust Valley, New York. The firm was founded by Gary Goldberg in 2014 as Bruderman Asset Management LLC. They are a wholly owned subsidiary of Bruderman & Co. LLC. GGPS provides investment advisory services to mass affluent, affluent, and high net-worth individuals and families. | Finance |
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