Profilo
Mr. James W.
Concidine is a Founding Partner at Main Management LLC, a Chief Risk Officer at Main Management ETF Advisors LLC and a Founding Partner at Main Management Fund Advisors LLC.
He currently serves as a Managing Director and is a member of the Investment Committee.
Mr. Concidine began his career in the financial services industry in 1970 as a stock broker for Dain Kalman Quail in Rochester and Minneapolis, Minnesota.
He worked with retail clients from 1970-1978.
When the CBOE opened in April 1973, he began to specialize in conservative covered call writing strategies.
From 1978 to 1982, Mr. Concidine worked in the Institutional Sales group and was responsible for U.S.
equity sales to institutional accounts in the UK.
He joined Montgomery Securities in 1983 as Head of the International Institutional Sales Team.
From 1983 to 1992 he expanded the department to a team of 10 brokers covering global accounts outside the US.
Mr. Concidine retired from Montgomery Securities in 1992.
Since 1995, he has served as CIO for a sizable San Francisco family office where his duties include manager selection and asset allocation.
Posizioni attive di Jim Concidine
Società | Posizione | Inizio |
---|---|---|
Main Management LLC
Main Management LLC Investment ManagersFinance Main Management LLC is an independent, SEC-registered investment advisor and hedge fund manager headquartered in San Francisco, California. The firm was founded by four founding partners in 2002. Main Management offers a variety of investment advisory services to various clients. | Fondatore | 01/04/2002 |
Main Management Fund Advisors LLC
Main Management Fund Advisors LLC Investment ManagersFinance Main Management Fund Advisors LLC (MMFA) is a registered investment adviser headquartered in San Francisco, California. The firm is wholly owned by Main Management LLC. MMFA provides investment management solutions to institutional and high net-worth investors, investment advisors and 401(k) plans. | Membro del Comitato di Investimento | - |
Main Management ETF Advisors LLC
Main Management ETF Advisors LLC Investment ManagersFinance Part of Main Management LLC, Main Management ETF Advisors LLC provides investment advice. The company is based in San Francisco, CA. The CEO of the company is Kim David Arthur. | Gestore di Portafoglio-Azioni | - |
Precedenti posizioni note di Jim Concidine
Società | Posizione | Fine |
---|---|---|
Montgomery Securities, Inc. | Corporate Officer/Principal | 31/12/1991 |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 4 |
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Montgomery Securities, Inc. | Finance |
Main Management LLC
Main Management LLC Investment ManagersFinance Main Management LLC is an independent, SEC-registered investment advisor and hedge fund manager headquartered in San Francisco, California. The firm was founded by four founding partners in 2002. Main Management offers a variety of investment advisory services to various clients. | Finance |
Main Management Fund Advisors LLC
Main Management Fund Advisors LLC Investment ManagersFinance Main Management Fund Advisors LLC (MMFA) is a registered investment adviser headquartered in San Francisco, California. The firm is wholly owned by Main Management LLC. MMFA provides investment management solutions to institutional and high net-worth investors, investment advisors and 401(k) plans. | Finance |
Main Management ETF Advisors LLC
Main Management ETF Advisors LLC Investment ManagersFinance Part of Main Management LLC, Main Management ETF Advisors LLC provides investment advice. The company is based in San Francisco, CA. The CEO of the company is Kim David Arthur. | Finance |
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