Storia della carriera di Gary Levenstein
Precedenti posizioni note di Gary Levenstein
| Società | Posizione | Inizio | Fine |
|---|---|---|---|
Jess S. Morgan & Co., Inc.
 Jess S. Morgan & Co., Inc. Investment ManagersFinance Jess S. Morgan & Co., Inc. (JSMCO) is a wealth management firm headquartered in Los Angeles, California. The firm was founded in 1967 by Jess S. Morgan and Wallace D. Franson. In 2022, they were acquired by NFP Corp., ultimately held by NFP Holdings LLC. JSMCO manages investment portfolios for high net worth clients. | Analyst-Equity | 01/01/1992 | 01/11/2022 |
| Analista-Rendimento Fisso | 01/01/1992 | 01/11/2022 | |
| Responsabile della Conformità | 01/01/1992 | 01/11/2022 | |
| Gestore di Portafoglio-Azioni | 01/01/1992 | 01/11/2022 | |
| Portfolio Manager-Fixed Income | 01/01/1992 | 01/11/2022 | |
| Presidente | 01/01/1992 | 01/11/2022 |
Formazione di Gary Levenstein
| University of Arizona | Undergraduate Degree |
Statistiche
Distribuzione geografica
| Stati Uniti | 3 |
Posizioni
| Analyst-Equity | 1 |
| Analyst-Fixed Income | 1 |
| Compliance Officer | 1 |
Settori
| Finance | 2 |
| Consumer Services | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
| Aziende private | 1 |
|---|---|
Jess S. Morgan & Co., Inc.
Jess S. Morgan & Co., Inc. Investment ManagersFinance Jess S. Morgan & Co., Inc. (JSMCO) is a wealth management firm headquartered in Los Angeles, California. The firm was founded in 1967 by Jess S. Morgan and Wallace D. Franson. In 2022, they were acquired by NFP Corp., ultimately held by NFP Holdings LLC. JSMCO manages investment portfolios for high net worth clients. | Finance |
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