![Jeff Zlot](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
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 utilizes a core exposure of third-party managers/investment themes in combination with shorter-term (generally 12-24 months) tactical investments in asset classes and/or geographic regions that the firm believes offer an attractive risk-adjusted return. The firm generally utilizes a “manager-of-managers” approach when advising managed account clients by allocating clients’ assets to non-affiliated investment advisers, portfolio managers and investment funds. They use fundamental, technical and cyclical analysis in conducting macro-economic research. | Gestore di Portafoglio-Azioni | 01/10/2016 |
KKR Credit Opportunities Portfolio
 KKR Credit Opportunities Portfolio Investment Trusts/Mutual FundsMiscellaneous Functions as a closed-end investment fund or Investment trust | 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 Provide investment banking services | Direttore Finanziario/CFO | 01/01/2007 |
Jewish Community Federation of San Francisco
 Jewish Community Federation of San Francisco Miscellaneous Commercial ServicesCommercial Services Provides social services to the Jewish organizations | Corporate Officer/Principal | - |
Presidio Merchant Partners LLC
 Presidio Merchant Partners LLC Investment ManagersFinance Offers investment advice | Responsabile della Conformità | - |
Montgomery Securities, Inc.
 Montgomery Securities, Inc. Investment Banks/BrokersFinance Provides investment banking services | Corporate Officer/Principal | - |
Presidio Investors LLC
 Presidio Investors LLC Investment ManagersFinance Presidio Investors invests in lower middle market companies located in the United States with an enterprise value of USD 20 - 100 million and EBIDTA of USD 5 - 20 million. The firm targets companies operating in the fields of technology, media and financial services. It provides financing for growth and buyout capital requirements. They makes control investments and also takes a seat on the board of directors. | Direttore operativo | - |
Formazione di Jeff Zlot
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
47
Relazioni di 1° grado
10
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 10 |
|---|---|
Presidio Merchant Partners LLC
Presidio Merchant Partners LLC Investment ManagersFinance Offers investment advice | Finance |
Presidio Capital Advisors LLC
 Presidio Capital Advisors LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Tiedemann Advisors LLC
Tiedemann Advisors LLC Investment ManagersFinance Tiedemann Advisors utilizes a core exposure of third-party managers/investment themes in combination with shorter-term (generally 12-24 months) tactical investments in asset classes and/or geographic regions that the firm believes offer an attractive risk-adjusted return. The firm generally utilizes a “manager-of-managers” approach when advising managed account clients by allocating clients’ assets to non-affiliated investment advisers, portfolio managers and investment funds. They use fundamental, technical and cyclical analysis in conducting macro-economic research. | Finance |
KKR Credit Opportunities Portfolio
KKR Credit Opportunities Portfolio Investment Trusts/Mutual FundsMiscellaneous Functions as a closed-end investment fund or Investment trust | Miscellaneous |
Montgomery Securities, Inc.
Montgomery Securities, Inc. Investment Banks/BrokersFinance Provides investment banking services | Finance |
Colby College
 Colby College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The Presidio Group LLC (California)
The Presidio Group LLC (California) Investment Banks/BrokersFinance Provide investment banking services | Finance |
Jewish Community Federation of San Francisco
Jewish Community Federation of San Francisco Miscellaneous Commercial ServicesCommercial Services Provides social services to the Jewish organizations | Commercial Services |
Presidio Investors LLC
Presidio Investors LLC Investment ManagersFinance Presidio Investors invests in lower middle market companies located in the United States with an enterprise value of USD 20 - 100 million and EBIDTA of USD 5 - 20 million. The firm targets companies operating in the fields of technology, media and financial services. It provides financing for growth and buyout capital requirements. They makes control investments and also takes a seat on the board of directors. | Finance |
KKR Income Opportunities Fund
 KKR Income Opportunities Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
