Aktive Positionen von Tom Valenzuela
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
Stewart Asset Management LLC
Stewart Asset Management LLC Investment ManagersFinance Stewart Asset Management LLC (SAM) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded in 2013 and was acquired in 2022 by Spouting Rock Asset Management LLC, a subsidiary of Spouting Rock Financial Partners LLC. SAM provides investment advisory services to a Luxembourg registered open-ended investment company (Undertakings for Collective Investment in Transferable Securities or “UCITS”). | Chief Investment Officer | 01.04.2016 | - |
Portfolio Manager-Aktien | 01.04.2016 | - | |
Präsident | 01.04.2016 | - | |
Leiter des Privatbankwesens | 01.04.2016 | - |
Karriereverlauf von Tom Valenzuela
Ehemalige bekannte Positionen von Tom Valenzuela
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
Windsor Investment Management LLC
Windsor Investment Management LLC Investment ManagersFinance Windsor Investment Management LLC is a registered investment advisor located in New York City. | Chief Investment Officer | 21.06.2010 | 31.12.2011 |
Gründer | 27.10.2009 | 31.12.2011 | |
Portfolio Manager-Aktien | 27.10.2009 | 31.12.2011 | |
Präsident | 27.10.2009 | 31.12.2011 | |
Lazard Freres & Co. LLC (Broker) | Corporate Officer/Principal | 31.12.1982 | 31.12.1982 |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Analyst-Equity | 31.12.1980 | 31.12.1980 |
Ingalls & Snyder LLC
Ingalls & Snyder LLC Investment ManagersFinance Ingalls & Snyder LLC is an independent, SEC-registered investment advisor headquartered in New York City. The firm was founded in 1924 by Roscoe C. Ingalls and John T. Snyder. Ingalls & Snyder provides investment management and related services to private clients and institutional investors. The firm also serves as investment advisor to several private investment funds. | Portfolio Manager-Aktien | 01.01.2012 | - |
WPS Advisors, Inc.
WPS Advisors, Inc. Investment ManagersFinance Founded in 1975, WPS Advisors, Inc., formerly W. P. Stewart & Co., Inc., is an investment advisor firm located in New York City. The firm is a subsidiary of W. P. Stewart & Co., Ltd. (NYSE: WPL). Their clients include individuals, families, trusts, endowments and institutions | Portfolio Manager-Aktien | 01.09.2007 | 31.03.2010 |
Präsident | 01.09.2007 | 31.03.2010 | |
Craton Equity Partners LLC
Craton Equity Partners LLC Investment ManagersFinance Craton Equity Partners LLC (Craton Equity Partners) is a private equity subsidiary of TCW Group, Inc founded in 2006. The firm is headquartered in Los Angeles, California. | Corporate Officer/Principal | - | - |
Lombardia Capital Partners LLC
Lombardia Capital Partners LLC Investment ManagersFinance Founded in 1989, Lombardia Capital Partners LLC is a employee and minority-owned registered investment advisor headquartered in Pasadena, California. The firm was formerly known as Valenzuela Capital Partners LLC. Lombardia Capital provides investment advisory services to institutional, public, corporate, and not-for-profit clients. | Chief Investment Officer | 01.01.1989 | 01.10.2005 |
Portfolio Manager-Aktien | 01.01.1989 | 01.10.2005 | |
Präsident | 01.01.1989 | 01.10.2005 |
Ausbildung von Tom Valenzuela
Yale College | Undergraduate Degree |
Yale University | Undergraduate Degree |
Harvard Business School | Masters Business Admin |
Statistik
International
Vereinigte Staaten | 12 |
Operativ
Portfolio Manager-Equities | 5 |
President | 4 |
Chief Investment Officer | 3 |
Sektoral
Finance | 9 |
Consumer Services | 4 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 8 |
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Lombardia Capital Partners LLC
Lombardia Capital Partners LLC Investment ManagersFinance Founded in 1989, Lombardia Capital Partners LLC is a employee and minority-owned registered investment advisor headquartered in Pasadena, California. The firm was formerly known as Valenzuela Capital Partners LLC. Lombardia Capital provides investment advisory services to institutional, public, corporate, and not-for-profit clients. | Finance |
Craton Equity Partners LLC
Craton Equity Partners LLC Investment ManagersFinance Craton Equity Partners LLC (Craton Equity Partners) is a private equity subsidiary of TCW Group, Inc founded in 2006. The firm is headquartered in Los Angeles, California. | Finance |
WPS Advisors, Inc.
WPS Advisors, Inc. Investment ManagersFinance Founded in 1975, WPS Advisors, Inc., formerly W. P. Stewart & Co., Inc., is an investment advisor firm located in New York City. The firm is a subsidiary of W. P. Stewart & Co., Ltd. (NYSE: WPL). Their clients include individuals, families, trusts, endowments and institutions | Finance |
Windsor Investment Management LLC
Windsor Investment Management LLC Investment ManagersFinance Windsor Investment Management LLC is a registered investment advisor located in New York City. | Finance |
Lazard Freres & Co. LLC (Broker) | Finance |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Finance |
Ingalls & Snyder LLC
Ingalls & Snyder LLC Investment ManagersFinance Ingalls & Snyder LLC is an independent, SEC-registered investment advisor headquartered in New York City. The firm was founded in 1924 by Roscoe C. Ingalls and John T. Snyder. Ingalls & Snyder provides investment management and related services to private clients and institutional investors. The firm also serves as investment advisor to several private investment funds. | Finance |
Stewart Asset Management LLC
Stewart Asset Management LLC Investment ManagersFinance Stewart Asset Management LLC (SAM) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded in 2013 and was acquired in 2022 by Spouting Rock Asset Management LLC, a subsidiary of Spouting Rock Financial Partners LLC. SAM provides investment advisory services to a Luxembourg registered open-ended investment company (Undertakings for Collective Investment in Transferable Securities or “UCITS”). | Finance |
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