Joenuel Ortiz
Nessuna posizione attualmente
Profilo
Mr. Joenuel Ortiz is an Associate Portfolio Manager at Stanley-Laman Group Ltd.
where he is primarily involved in investment research and analysis.
Prior to joining Stanley-Laman Group Ltd.
in July 2013, Mr. Ortiz was employed as an Analyst by JPMorgan Chase Bank NA and an Internal Sales & Finance Consultant by Procter & Gamble Co.
Mr. Ortiz received his BS in Business Administration, concentrating in Finance and Music Technology, from Carnegie Mellon University.
Precedenti posizioni note di Joenuel Ortiz
| Società | Posizione | Fine |
|---|---|---|
JPMorgan Chase Bank, NA (Investment Management)
 JPMorgan Chase Bank, NA (Investment Management) Investment ManagersFinance JPMorgan Chase Bank, NA (Investment Management) (JPMC-IM) is the investment management division of JPMorgan Chase Bank, NA, ultimately held by JPMorgan Chase & Co. (NYSE: JPM), a global financial services firm. Headquartered in New York City, JPMC-IM provides asset management services for corporations, institutional investors, hedge funds, governments, healthcare organizations, educational institutions and affluent individuals. | Analyst-Equity | 01/06/2013 |
Stanley-Laman Group Ltd.
 Stanley-Laman Group Ltd. Investment ManagersFinance Stanley-Laman Group Ltd. (SLG) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Berwyn, Pennsylvania. The firm was founded in 1991 and is principally owned by William Stanley, James Laman, and David Eaton. SLG provides portfolio management services to individuals, high net worth individuals, corporate pension and profit-sharing plans, charitable institutions, endowments, foundations, trusts, estates, LLCs and corporations. | Gestore di Portafoglio-Azioni | 01/07/2011 |
| PROCTER & GAMBLE COMPANY | Corporate Officer/Principal | 01/08/2010 |
Stanley-Laman Group Ltd.
Stanley-Laman Group Ltd. Investment ManagersFinance Stanley-Laman Group Ltd. (SLG) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Berwyn, Pennsylvania. The firm was founded in 1991 and is principally owned by William Stanley, James Laman, and David Eaton. SLG provides portfolio management services to individuals, high net worth individuals, corporate pension and profit-sharing plans, charitable institutions, endowments, foundations, trusts, estates, LLCs and corporations. | Analyst-Equity | - |
Formazione di Joenuel Ortiz
| Carnegie Mellon University | Undergraduate Degree |
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
| Società quotate in Borsa | 1 |
|---|---|
| PROCTER & GAMBLE COMPANY | Consumer Non-Durables |
| Aziende private | 2 |
|---|---|
Stanley-Laman Group Ltd.
Stanley-Laman Group Ltd. Investment ManagersFinance Stanley-Laman Group Ltd. (SLG) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Berwyn, Pennsylvania. The firm was founded in 1991 and is principally owned by William Stanley, James Laman, and David Eaton. SLG provides portfolio management services to individuals, high net worth individuals, corporate pension and profit-sharing plans, charitable institutions, endowments, foundations, trusts, estates, LLCs and corporations. | Finance |
JPMorgan Chase Bank, NA (Investment Management)
JPMorgan Chase Bank, NA (Investment Management) Investment ManagersFinance JPMorgan Chase Bank, NA (Investment Management) (JPMC-IM) is the investment management division of JPMorgan Chase Bank, NA, ultimately held by JPMorgan Chase & Co. (NYSE: JPM), a global financial services firm. Headquartered in New York City, JPMC-IM provides asset management services for corporations, institutional investors, hedge funds, governments, healthcare organizations, educational institutions and affluent individuals. | Finance |
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