Jesse Lewis Stumpf
Analista-Rendimento Fisso presso Kovitz Investment Group Partners LLC
Posizioni attive di Jesse Lewis Stumpf
| Società | Posizione | Inizio | Fine |
|---|---|---|---|
Kovitz Investment Group Partners LLC
 Kovitz Investment Group Partners LLC Investment ManagersFinance Kovitz Investment Group Partners LLC (Kovitz) is a SEC-registered investment advisor headquartered in Chicago, Illinois. In January 2016, the firm underwent an organizational change to carry on the advisory business of its predecessor, Kovitz Investment Group LLC, which was founded in October 2003, after their owners left Rothschild Investment Corp. They are now direct, wholly owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Kovitz provides investment management, wealth management, and financial planning services to individual and institutional clients. Their institutional clients include endowments, employee benefit (ERISA) plans, corporations, and other entities. | Analista-Rendimento Fisso | 01/01/2016 | - |
| Head-Fixed Income Invts | 01/01/2016 | - | |
| Portfolio Manager-Fixed Income | 01/01/2016 | - | |
| Trading-Fixed Income | 01/01/2016 | - |
Storia della carriera di Jesse Lewis Stumpf
Precedenti posizioni note di Jesse Lewis Stumpf
| Società | Posizione | Inizio | Fine |
|---|---|---|---|
Kovitz Investment Group LLC
 Kovitz Investment Group LLC Investment ManagersFinance Founded in 2003, Kovitz Investment Group LLC is a registered investment advisor located in Chicago, Illinois. | Analyst-Equity | 01/07/2012 | 01/01/2016 |
| Analista-Rendimento Fisso | 01/07/2012 | 01/01/2016 | |
| Trading-Equity | 01/07/2012 | 01/01/2016 | |
| Gestore di Portafoglio-Azioni | 01/07/2012 | 01/01/2016 | |
| Portfolio Manager-Fixed Income | 01/07/2012 | 01/01/2016 | |
| Trading-Fixed Income | 01/07/2012 | 01/01/2016 |
Formazione di Jesse Lewis Stumpf
| University of Illinois | Undergraduate Degree |
Statistiche
Distribuzione geografica
| Stati Uniti | 4 |
Posizioni
| Analyst-Fixed Income | 2 |
| Portfolio Manager-Fixed Income | 2 |
| Trading-Fixed Income | 2 |
Settori
| Finance | 3 |
| Consumer Services | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
| Aziende private | 2 |
|---|---|
Kovitz Investment Group LLC
Kovitz Investment Group LLC Investment ManagersFinance Founded in 2003, Kovitz Investment Group LLC is a registered investment advisor located in Chicago, Illinois. | Finance |
Kovitz Investment Group Partners LLC
Kovitz Investment Group Partners LLC Investment ManagersFinance Kovitz Investment Group Partners LLC (Kovitz) is a SEC-registered investment advisor headquartered in Chicago, Illinois. In January 2016, the firm underwent an organizational change to carry on the advisory business of its predecessor, Kovitz Investment Group LLC, which was founded in October 2003, after their owners left Rothschild Investment Corp. They are now direct, wholly owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Kovitz provides investment management, wealth management, and financial planning services to individual and institutional clients. Their institutional clients include endowments, employee benefit (ERISA) plans, corporations, and other entities. | Finance |
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