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Joel Rubenstein
Gestore di Portafoglio-Azioni presso EFG Asset Management (North America) Corp.
Posizioni attive di Joel Rubenstein
Società | Posizione | Inizio | Fine |
---|---|---|---|
EFG Asset Management (North America) Corp.
![]() EFG Asset Management (North America) Corp. Investment ManagersFinance EFG Asset Management (North America) Corp. (EFGAM NA) is a SEC-registered investment advisor headquartered in Portland, Oregon. The firm was founded in 2021 and is owned EFG International AG (SWX: EFGN) in Switzerland. EFGAM NA provides investment sub-advisory services on a discretionary basis to offshore pooled investment vehicles, which are not offered in the US, and separately managed accounts for US institutional clients. | Gestore di Portafoglio-Azioni | 01/02/2021 | - |
Storia della carriera di Joel Rubenstein
Precedenti posizioni note di Joel Rubenstein
Società | Posizione | Inizio | Fine |
---|---|---|---|
EFG Asset Management (Americas) Corp.
![]() EFG Asset Management (Americas) Corp. Investment ManagersFinance EFG Asset Management (Americas) Corp. (EFG Americas) is a SEC-registered investment firm headquartered in Miami, Florida. The firm was founded in 2011 as EFG Asset Management (US) Corp. They are a wholly owned subsidiary of EFG International AG (SWX: EFGN) in Switzerland. EFG Americas offers investment advisory services primarily to non-US individuals, corporations, and other business entities. | Gestore di Portafoglio-Azioni | 01/03/2016 | 01/02/2021 |
Mazama Capital Management, Inc.
![]() Mazama Capital Management, Inc. Investment ManagersFinance Founded in 1993, Mazama Capital Management, Inc. is an independent investment advisor firm located in Portland, Oregon with an additional office in New York City | Analyst-Equity | 01/01/2003 | 01/03/2016 |
Gestore di Portafoglio-Azioni | 01/01/2003 | 01/03/2016 | |
Banc of America Securities LLC
![]() Banc of America Securities LLC Investment Banks/BrokersFinance Headquartered in Charlotte, North Carolina, Banc of America Securities (BAS) is the investment banking subsidiary of Bank of America Corp (NYSE: BAC). The firm provides both the domestic and international equity and investment banking markets, and pursues a strategy pioneered by Citigroup that combines corporate lending with investment banking advice and services. They provide high-yield debt underwriting and leveraged finance, in addition to industry coverage groups such as healthcare, media and telecom, financial institutions, real estate and gaming. BAS also does a significant amount of work for Financial Sponsors, or private equity firms, often financing leveraged transactions. Following the strategy of Goldman Sachs, the firm lacks a standalone mergers and acquisitions department, instead employing mergers and acquisitions senior bankers throughout the industry coverage groups. The firm is registered as a broker/dealer with the SEC, is a member of the NYSE, and the NASD. The use of Banc in the BAS's name is indicative of the fact that the company is not a bank, and their deposits and other holdings are not insured by the FDIC. | Analyst-Equity | - | - |
Analysis Group, Inc.
![]() Analysis Group, Inc. Miscellaneous Commercial ServicesCommercial Services Analysis Group, Inc. provides economic, financial, health care analytics, and business strategy consulting services to law firms. It offers antitrust and competition, class certification, commercial disputes, damages, energy and environment and communications, securities and financial products. The company was founded in 1981 and is headquartered in Menlo Park, CA. | Corporate Officer/Principal | - | - |
Formazione di Joel Rubenstein
University of California, Los Angeles | Undergraduate Degree |
Anderson School of Management | Masters Business Admin |
Statistiche
Distribuzione geografica
Stati Uniti | 8 |
Posizioni
Portfolio Manager-Equities | 3 |
Analyst-Equity | 2 |
Corporate Officer/Principal | 1 |
Settori
Finance | 5 |
Consumer Services | 3 |
Commercial Services | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 5 |
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Mazama Capital Management, Inc.
![]() Mazama Capital Management, Inc. Investment ManagersFinance Founded in 1993, Mazama Capital Management, Inc. is an independent investment advisor firm located in Portland, Oregon with an additional office in New York City | Finance |
Banc of America Securities LLC
![]() Banc of America Securities LLC Investment Banks/BrokersFinance Headquartered in Charlotte, North Carolina, Banc of America Securities (BAS) is the investment banking subsidiary of Bank of America Corp (NYSE: BAC). The firm provides both the domestic and international equity and investment banking markets, and pursues a strategy pioneered by Citigroup that combines corporate lending with investment banking advice and services. They provide high-yield debt underwriting and leveraged finance, in addition to industry coverage groups such as healthcare, media and telecom, financial institutions, real estate and gaming. BAS also does a significant amount of work for Financial Sponsors, or private equity firms, often financing leveraged transactions. Following the strategy of Goldman Sachs, the firm lacks a standalone mergers and acquisitions department, instead employing mergers and acquisitions senior bankers throughout the industry coverage groups. The firm is registered as a broker/dealer with the SEC, is a member of the NYSE, and the NASD. The use of Banc in the BAS's name is indicative of the fact that the company is not a bank, and their deposits and other holdings are not insured by the FDIC. | Finance |
Analysis Group, Inc.
![]() Analysis Group, Inc. Miscellaneous Commercial ServicesCommercial Services Analysis Group, Inc. provides economic, financial, health care analytics, and business strategy consulting services to law firms. It offers antitrust and competition, class certification, commercial disputes, damages, energy and environment and communications, securities and financial products. The company was founded in 1981 and is headquartered in Menlo Park, CA. | Commercial Services |
EFG Asset Management (Americas) Corp.
![]() EFG Asset Management (Americas) Corp. Investment ManagersFinance EFG Asset Management (Americas) Corp. (EFG Americas) is a SEC-registered investment firm headquartered in Miami, Florida. The firm was founded in 2011 as EFG Asset Management (US) Corp. They are a wholly owned subsidiary of EFG International AG (SWX: EFGN) in Switzerland. EFG Americas offers investment advisory services primarily to non-US individuals, corporations, and other business entities. | Finance |
EFG Asset Management (North America) Corp.
![]() EFG Asset Management (North America) Corp. Investment ManagersFinance EFG Asset Management (North America) Corp. (EFGAM NA) is a SEC-registered investment advisor headquartered in Portland, Oregon. The firm was founded in 2021 and is owned EFG International AG (SWX: EFGN) in Switzerland. EFGAM NA provides investment sub-advisory services on a discretionary basis to offshore pooled investment vehicles, which are not offered in the US, and separately managed accounts for US institutional clients. | Finance |
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