Jeff Bates

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Finance

Consumer Services

Profilo

Jeffrey Paul Bates was the founder and had founded Kings Point Capital Management LLC in 1998, where he held the title of Managing Partner.
He has also worked as a Managing Director at Steel Grove Capital Advisors LLC from 2001 to 2005, as a Vice President at Goldman Sachs & Co. LLC from 1992 to 2001, and as a Principal at G2 Advisors LLC in 2005.
Mr. Bates has an MBA from Duke University in 1992 and an undergraduate degree from Tufts University in 1984.

Precedenti posizioni note di Jeff Bates

Società	Posizione	Fine
Steel Grove Capital Advisors LLC Steel Grove Capital Advisors LLC Investment ManagersFinance Steel Grove constructs and manages diversified portfolios of mutual funds, exchange-traded funds (ETFs), individual debt and equity securities, options, separate account managers, and/or private placements. The firm uses statistical analysis and proprietary liability planning tools to identify what it believes is a client’s proper position on the risk/return continuum.	Analyst-Equity	30/11/2005
G2 Advisors LLC G2 Advisors LLC Investment ManagersFinance Provides investment advice	Corporate Officer/Principal	30/11/2005
Goldman Sachs & Co. LLC Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Provides brokerage services	Corporate Officer/Principal	01/09/2001
Kings Point Capital Management LLC Kings Point Capital Management LLC Investment ManagersFinance KPCM is an active manager which seeks to minimize risk and maximize return by constructing portfolios comprised of investments with fundamentally unrelated risk factors. The firm invests in undervalued securities and employs a bottom-up, fundamental research approach based on individual security selection. They have an investment time horizons of 1-2 years which tend to yield the best opportunity to maximize each investment.	Fondatore	-

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Aziende private	6
Steel Grove Capital Advisors LLC Steel Grove Capital Advisors LLC Investment ManagersFinance Steel Grove constructs and manages diversified portfolios of mutual funds, exchange-traded funds (ETFs), individual debt and equity securities, options, separate account managers, and/or private placements. The firm uses statistical analysis and proprietary liability planning tools to identify what it believes is a client’s proper position on the risk/return continuum.	Finance
Duke University Duke University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Goldman Sachs & Co. LLC Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Provides brokerage services	Finance
Tufts University Tufts University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Kings Point Capital Management LLC Kings Point Capital Management LLC Investment ManagersFinance KPCM is an active manager which seeks to minimize risk and maximize return by constructing portfolios comprised of investments with fundamentally unrelated risk factors. The firm invests in undervalued securities and employs a bottom-up, fundamental research approach based on individual security selection. They have an investment time horizons of 1-2 years which tend to yield the best opportunity to maximize each investment.	Finance
G2 Advisors LLC G2 Advisors LLC Investment ManagersFinance Provides investment advice	Finance