Adam Jonathan Sheer
Amministratore Delegato presso The Roosevelt Investment Group LLC
Posizioni attive di Adam Jonathan Sheer
Società | Posizione | Inizio | Fine |
---|---|---|---|
The Roosevelt Investment Group LLC
The Roosevelt Investment Group LLC Investment ManagersFinance The Roosevelt Investment Group LLC (dba Roosevelt Investments) is a SEC-registered investment advisor headquartered in New York City. The firm was founded by P. James Roosevelt in 1971 as P. James Roosevelt, Inc. and changed their name to The Roosevelt Investment Group, Inc. in 1993. They are a wholly-owned subsidiary of CI Private Wealth LLC, an indirect majority-owned subsidiary of CI Financial Corp. (TSE: CIX, NYSE: CIXX) in Canada. Roosevelt Investments offers services to institutional and retail clients and wrap program sponsors. | Amministratore Delegato | 01/01/2013 | - |
Presidente | 01/01/2002 | 01/01/2013 |
Storia della carriera di Adam Jonathan Sheer
Precedenti posizioni note di Adam Jonathan Sheer
Società | Posizione | Inizio | Fine |
---|---|---|---|
The Center For Jewish-Arab Economic Development | Corporate Officer/Principal | - | - |
Formazione di Adam Jonathan Sheer
Brandeis University | Undergraduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 3 |
Israele | 2 |
Posizioni
Chief Executive Officer | 1 |
President | 1 |
Undergraduate Degree | 1 |
Settori
Finance | 2 |
Consumer Services | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 2 |
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The Roosevelt Investment Group LLC
The Roosevelt Investment Group LLC Investment ManagersFinance The Roosevelt Investment Group LLC (dba Roosevelt Investments) is a SEC-registered investment advisor headquartered in New York City. The firm was founded by P. James Roosevelt in 1971 as P. James Roosevelt, Inc. and changed their name to The Roosevelt Investment Group, Inc. in 1993. They are a wholly-owned subsidiary of CI Private Wealth LLC, an indirect majority-owned subsidiary of CI Financial Corp. (TSE: CIX, NYSE: CIXX) in Canada. Roosevelt Investments offers services to institutional and retail clients and wrap program sponsors. | Finance |
The Center For Jewish-Arab Economic Development |
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