Jeannette Leigh Kleeman Grabe
Gestore di Portafoglio-Azioni presso Veritable LP
Profilo
Ms. Jeannette L.
Grabe, CFA, is a Partner at Veritable LP.
She joined Veritable as a portfolio manager in 2007.
Presently, she works with several large and complicated families on behalf of the firm.
Ms. Grabe was employed as a Principal by BNP Paribas (New York Branch) and by SEI Investments Management Corp.
She graduated summa cum laude with a BS in Economics from the Wharton School of the University of Pennsylvania.
She earned the CFA designation.
Posizioni attive di Jeannette Leigh Kleeman Grabe
Società | Posizione | Inizio |
---|---|---|
Veritable LP
Veritable LP Investment ManagersFinance Veritable LP is a SEC-registered investment advisor and wealth management firm headquartered in Newtown Square, Pennsylvania. The firm was founded by Michael Stolper in 1986 as Stolper & Co. They are a subsidiary of Pathstone Family Office LLC, which is owned by Pathstone Holdings LLC. Veritable primarily provides discretionary investment supervisory services to high net-worth families, which includes individual family members and their family-related entities, such as trusts, estates and private charitable organizations. | Gestore di Portafoglio-Azioni | 01/04/2007 |
Precedenti posizioni note di Jeannette Leigh Kleeman Grabe
Società | Posizione | Fine |
---|---|---|
BNP Paribas (New York Branch)
BNP Paribas (New York Branch) Regional BanksFinance BNP Paribas operates as an investment advisor. It provides capital markets, securities services, financing, treasury and advisory solutions. The firm’s services are provided via four core business lines: Global Markets, Securities Services, Financing Solutions and Advisory. The company is headquartered in New York, NY. | Corporate Officer/Principal | 31/12/1999 |
SEI Investments Management Corp.
SEI Investments Management Corp. Investment ManagersFinance SEI Investments Management Corp. (SIMC) is a SEC-registered investment advisor headquartered in Oaks, Pennsylvania. The firm was founded in 1968 by Alfred West, Jr. They are a subsidiary of SEI SIMC Holdings LLC, ultimately owned by SEI Investments Co. (NASDAQ: SEIC). SIMC serves as investment advisor to various types of investors and a number of pooled investment vehicles, such as mutual funds, hedge funds, private equity funds, collective investment trusts and offshore investment funds. Additionally, the firm serves as the sponsor of, and advisor to, managed accounts. | Corporate Officer/Principal | - |
Formazione di Jeannette Leigh Kleeman Grabe
The Wharton School of the University of Pennsylvania | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 3 |
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Veritable LP
Veritable LP Investment ManagersFinance Veritable LP is a SEC-registered investment advisor and wealth management firm headquartered in Newtown Square, Pennsylvania. The firm was founded by Michael Stolper in 1986 as Stolper & Co. They are a subsidiary of Pathstone Family Office LLC, which is owned by Pathstone Holdings LLC. Veritable primarily provides discretionary investment supervisory services to high net-worth families, which includes individual family members and their family-related entities, such as trusts, estates and private charitable organizations. | Finance |
SEI Investments Management Corp.
SEI Investments Management Corp. Investment ManagersFinance SEI Investments Management Corp. (SIMC) is a SEC-registered investment advisor headquartered in Oaks, Pennsylvania. The firm was founded in 1968 by Alfred West, Jr. They are a subsidiary of SEI SIMC Holdings LLC, ultimately owned by SEI Investments Co. (NASDAQ: SEIC). SIMC serves as investment advisor to various types of investors and a number of pooled investment vehicles, such as mutual funds, hedge funds, private equity funds, collective investment trusts and offshore investment funds. Additionally, the firm serves as the sponsor of, and advisor to, managed accounts. | Finance |
BNP Paribas (New York Branch)
BNP Paribas (New York Branch) Regional BanksFinance BNP Paribas operates as an investment advisor. It provides capital markets, securities services, financing, treasury and advisory solutions. The firm’s services are provided via four core business lines: Global Markets, Securities Services, Financing Solutions and Advisory. The company is headquartered in New York, NY. | Finance |
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