Caitlyn T. Jurczak
Nessuna posizione attualmente
Profilo
Ms. Caitlyn T.
Jurczak is a Manager-Compliance at Windhaven Investment Management, Inc. Ms. Jurczak joined the firm from Denham Capital Management LP where she focused on investor relations, operations and compliance.
Prior to Denham Capital, she worked as a Compliance & Administrative Associate at Pine Grove Associates, Inc., a fund of funds based in Summit, NJ.
At Pine Grove, she worked directly with the Chief Compliance Officer in all aspects of compliance.
Ms. Jurczak received a BA in Psychology from Fairfield University
Precedenti posizioni note di Caitlyn T. Jurczak
Società | Posizione | Fine |
---|---|---|
Windward Investment Management
Windward Investment Management Investment ManagersFinance Founded in 1990, Windward Investment Management is a registered investment advisor located in Boston | Corporate Officer/Principal | 09/11/2010 |
Denham Capital Management LP
Denham Capital Management LP Investment ManagersFinance Denham Capital Management LP (Denham Capital) is a private equity firm founded by Stuart Denham Porter, Riaz Qamar Siddiqi and Carl John Tricoli. The firm is headquartered in Boston, Massachusetts. | Corporate Officer/Principal | 09/11/2010 |
Pine Grove Associates, Inc.
Pine Grove Associates, Inc. Investment ManagersFinance Founded in 1994, Pine Grove Associates, Inc. is a registered investment Adviser that specializes in alternative investments. The firm is based in Summit, New Jersey. | Corporate Officer/Principal | - |
Windhaven Investment Management, Inc.
Windhaven Investment Management, Inc. Investment ManagersFinance Windhaven Investment Management, Inc. is a registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 2010 and is 100% owned by Schwab Holdings, Inc., a wholly-owned subsidiary of The Charles Schwab Corp. (NYSE: SCHW). In November of 2010, The Charles Schwab Corp. purchased the assets and intellectual property of Windward Investment Management, Inc., a registered investment advisor. Prior to that, the firm was known as Windward Capital, Inc. Windhaven provides services to individuals, associated trusts, estates, charitable organizations, retirement plans, pension and profit sharing plans, foundations and endowments, banking institutions, pooled investment vehicles, state or municipal government entities, and other corporations, business entities or investment advisors. | Responsabile della Conformità | - |
Formazione di Caitlyn T. Jurczak
Fairfield University | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 4 |
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Windward Investment Management
Windward Investment Management Investment ManagersFinance Founded in 1990, Windward Investment Management is a registered investment advisor located in Boston | Finance |
Windhaven Investment Management, Inc.
Windhaven Investment Management, Inc. Investment ManagersFinance Windhaven Investment Management, Inc. is a registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 2010 and is 100% owned by Schwab Holdings, Inc., a wholly-owned subsidiary of The Charles Schwab Corp. (NYSE: SCHW). In November of 2010, The Charles Schwab Corp. purchased the assets and intellectual property of Windward Investment Management, Inc., a registered investment advisor. Prior to that, the firm was known as Windward Capital, Inc. Windhaven provides services to individuals, associated trusts, estates, charitable organizations, retirement plans, pension and profit sharing plans, foundations and endowments, banking institutions, pooled investment vehicles, state or municipal government entities, and other corporations, business entities or investment advisors. | Finance |
Denham Capital Management LP
Denham Capital Management LP Investment ManagersFinance Denham Capital Management LP (Denham Capital) is a private equity firm founded by Stuart Denham Porter, Riaz Qamar Siddiqi and Carl John Tricoli. The firm is headquartered in Boston, Massachusetts. | Finance |
Pine Grove Associates, Inc.
Pine Grove Associates, Inc. Investment ManagersFinance Founded in 1994, Pine Grove Associates, Inc. is a registered investment Adviser that specializes in alternative investments. The firm is based in Summit, New Jersey. | Finance |
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