Jeffrey Lin Rosenthal
Amministratore Delegato presso Triad Advisors LLC
Posizioni attive di Jeffrey Lin Rosenthal
Società | Posizione | Inizio | Fine |
---|---|---|---|
Investment Program Association | Direttore/Membro del Consiglio | 01/01/2016 | - |
Triad Advisors LLC
Triad Advisors LLC Investment ManagersFinance Triad Advisors LLC is a SEC-registered investment advisor and broker-dealer headquartered in Norcross, Georgia. The firm was founded in 1998 and is a wholly-owned subsidiary of Advisor Group Holdings, Inc., which is owned primarily by a consortium of investors through RCP Artemis Co-Invest, L.P., an investment fund affiliated with Reverence Capital Partners LLC. Triad Advisors provides portfolio management services to individuals, high net-worth individuals, trusts, estates, pension and profit-sharing plans, charitable institutions, foundations, endowments, and corporations. | Amministratore Delegato | 01/01/2018 | - |
Presidente | 01/01/2018 | - |
Storia della carriera di Jeffrey Lin Rosenthal
Precedenti posizioni note di Jeffrey Lin Rosenthal
Società | Posizione | Inizio | Fine |
---|---|---|---|
Triad Advisors, Inc.
Triad Advisors, Inc. Investment ManagersFinance Triad Advisors, Inc. provides investment advice. Its services include banking services, investment management, capital markets, insurance solutions and trust and estate planning. The company was founded by Mark C. Mettelman in 1998 and is headquartered in Norcross, GA. | Amministratore Delegato | 01/01/2016 | 01/01/2018 |
Presidente | 01/01/2016 | 01/01/2018 | |
Vendite & Marketing | 01/01/2003 | 01/01/2016 |
Formazione di Jeffrey Lin Rosenthal
University of Georgia | Undergraduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 5 |
Posizioni
Chief Executive Officer | 2 |
President | 2 |
Sales & Marketing | 1 |
Settori
Finance | 3 |
Consumer Services | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 3 |
---|---|
Triad Advisors, Inc.
Triad Advisors, Inc. Investment ManagersFinance Triad Advisors, Inc. provides investment advice. Its services include banking services, investment management, capital markets, insurance solutions and trust and estate planning. The company was founded by Mark C. Mettelman in 1998 and is headquartered in Norcross, GA. | Finance |
Investment Program Association | |
Triad Advisors LLC
Triad Advisors LLC Investment ManagersFinance Triad Advisors LLC is a SEC-registered investment advisor and broker-dealer headquartered in Norcross, Georgia. The firm was founded in 1998 and is a wholly-owned subsidiary of Advisor Group Holdings, Inc., which is owned primarily by a consortium of investors through RCP Artemis Co-Invest, L.P., an investment fund affiliated with Reverence Capital Partners LLC. Triad Advisors provides portfolio management services to individuals, high net-worth individuals, trusts, estates, pension and profit-sharing plans, charitable institutions, foundations, endowments, and corporations. | Finance |