Jeff Zlot
Direttore/Membro del Consiglio presso KKR INCOME OPPORTUNITIES FUND
Profilo
Mr. Jeffrey L.
Zlot is a Managing Director at Tiedemann Advisors LLC.
He has decades of experience working with clients to understand their goals and objectives; manage their investments; and integrate their investment strategy, philanthropy, and estate planning into a cohesive wealth management plan.
Mr. Zlot previously worked as a Financial Advisor in the Investment Management Consulting Group at Montgomery Securities and as a Research Analyst at Peter Hart Research Associates in Washington, D.C.
He is a Certified Financial Planner and holds a Bachelor of Arts degree in government from Colby College in Waterville, Maine.
Posizioni attive di Jeff Zlot
| Società | Posizione | Inizio |
|---|---|---|
| KKR INCOME OPPORTUNITIES FUND | Direttore/Membro del Consiglio | 01/07/2013 |
Tiedemann Advisors LLC
 Tiedemann Advisors LLC Investment ManagersFinance Tiedemann Advisors LLC is a SEC-registered wealth advisory firm headquartered in New York City. The firm was founded as Tiedemann Wealth Management LLC in 1999 and is a subsidiary of Alvarium Wealth Management Non-UK Ltd. in Great Britain. Tiedemann Advisors manages money for high-net-worth families and individuals as well as trusts, foundations, endowments, charitable organizations and other business or family related entities. | Gestore di Portafoglio-Azioni | 01/10/2016 |
KKR Credit Opportunities Portfolio
 KKR Credit Opportunities Portfolio Investment Trusts/Mutual FundsMiscellaneous KKR Credit Opportunities Portfolio is a closed-end management investment company, which engages on investments in a portfolio of securities of specialty finance and other financial companies. The company was founded on September 5, 2019 and is headquartered in San Francisco, CA. | Direttore/Membro del Consiglio | - |
Precedenti posizioni note di Jeff Zlot
| Società | Posizione | Fine |
|---|---|---|
The Presidio Group LLC (California)
 The Presidio Group LLC (California) Investment Banks/BrokersFinance The Presidio Group LLC provides investment services. It offers wealth advisory and investment banking services. The company was founded by Jeffrey L. Zlot and Brodie Cobb in 1997 and is headquartered in San Francisco, CA. | Direttore Finanziario/CFO | 01/01/2007 |
Jewish Community Federation of San Francisco
 Jewish Community Federation of San Francisco Miscellaneous Commercial ServicesCommercial Services Jewish Community Federation of San Francisco provides social services to the Jewish organizations. It works to protect and enhance Jewish life in its community through fundraising, strategic planning and providing funding for programs that care for those in need. The company was founded in 1910 and is headquartered in San Francisco, CA. | Corporate Officer/Principal | - |
Presidio Merchant Partners LLC
 Presidio Merchant Partners LLC Investment ManagersFinance Part of The Presidio Group LLC (California), Presidio Merchant Partners LLC offers investment advice. The company is based in Denver, CO. The company was founded by Charles Del Grande. Charles Del Grande has been the CEO since incorporation. | Responsabile della Conformità | - |
| Montgomery Securities, Inc. | Corporate Officer/Principal | - |
Presidio Investors LLC
 Presidio Investors LLC Investment ManagersFinance Presidio Investors LLC (Presidio Investors) is private equity subsidiary of Presidio Group LLC founded in 2007 by Karl Schade. The firm is headquartered in Austin, Texas. | Direttore operativo | - |
Formazione di Jeff Zlot
| Colby College | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 9 |
|---|---|
Presidio Merchant Partners LLC
Presidio Merchant Partners LLC Investment ManagersFinance Part of The Presidio Group LLC (California), Presidio Merchant Partners LLC offers investment advice. The company is based in Denver, CO. The company was founded by Charles Del Grande. Charles Del Grande has been the CEO since incorporation. | Finance |
Presidio Capital Advisors LLC
 Presidio Capital Advisors LLC Investment Banks/BrokersFinance Founded in 1997, Presidio Capital Advisors LLC is an independent broker/dealer located in San Francisco. They are a subsidiary of Presidio Financial Partners LLC. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research. | Finance |
Tiedemann Advisors LLC
Tiedemann Advisors LLC Investment ManagersFinance Tiedemann Advisors LLC is a SEC-registered wealth advisory firm headquartered in New York City. The firm was founded as Tiedemann Wealth Management LLC in 1999 and is a subsidiary of Alvarium Wealth Management Non-UK Ltd. in Great Britain. Tiedemann Advisors manages money for high-net-worth families and individuals as well as trusts, foundations, endowments, charitable organizations and other business or family related entities. | Finance |
| Montgomery Securities, Inc. | Finance |
Jewish Community Federation of San Francisco
Jewish Community Federation of San Francisco Miscellaneous Commercial ServicesCommercial Services Jewish Community Federation of San Francisco provides social services to the Jewish organizations. It works to protect and enhance Jewish life in its community through fundraising, strategic planning and providing funding for programs that care for those in need. The company was founded in 1910 and is headquartered in San Francisco, CA. | Commercial Services |
Presidio Investors LLC
Presidio Investors LLC Investment ManagersFinance Presidio Investors LLC (Presidio Investors) is private equity subsidiary of Presidio Group LLC founded in 2007 by Karl Schade. The firm is headquartered in Austin, Texas. | Finance |
KKR Income Opportunities Fund
 KKR Income Opportunities Fund Investment Trusts/Mutual FundsMiscellaneous KKR Income Opportunities Fund is a closed-end management investment company, which engages in the investments in bank loans and high yield securities. The company was founded on July 25, 2013 and is headquartered in San Francisco, CA. | Miscellaneous |
KKR Credit Opportunities Portfolio
KKR Credit Opportunities Portfolio Investment Trusts/Mutual FundsMiscellaneous KKR Credit Opportunities Portfolio is a closed-end management investment company, which engages on investments in a portfolio of securities of specialty finance and other financial companies. The company was founded on September 5, 2019 and is headquartered in San Francisco, CA. | Miscellaneous |
The Presidio Group LLC (California)
The Presidio Group LLC (California) Investment Banks/BrokersFinance The Presidio Group LLC provides investment services. It offers wealth advisory and investment banking services. The company was founded by Jeffrey L. Zlot and Brodie Cobb in 1997 and is headquartered in San Francisco, CA. | Finance |
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