![Jon David Tapper](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profilo
Mr. Tapper brings to Valentine Ventures a more experienced background and depth of knowledge, in Operations, which we deem necessary to achieving our growth objectives.
He has worked in the financial services industry for over 10 years, having provided client service, operational, and sales expertise to investment managers, prime brokerages, hedge funds, and institutional and retail investors.
Starting with Montgomery Securities in 1998, Mr. Tapper has worked with Banc of America Securities, Stadium Capital, Viewpoint Securities, and other investment professionals.
Mr. Tapper has lived in Bend since 2003 with his wife and two children.
Precedenti posizioni note di Jon David Tapper
| Società | Posizione | Fine |
|---|---|---|
Viewpoint Securities LLC
 Viewpoint Securities LLC Investment Banks/BrokersFinance Provides investment banking and merchant banking services | Corporate Officer/Principal | - |
Stadium Capital Management LLC
 Stadium Capital Management LLC Investment ManagersFinance SCM invests principally, but not solely, in equity and equity-related securities that are traded publicly in North American and Western European markets on behalf of their clients but is authorized to enter any type of investment transaction that they deem appropriate, pursuant to the terms of the client’s partnership or other account agreement. | Corporate Officer/Principal | - |
Montgomery Securities, Inc.
 Montgomery Securities, Inc. Investment Banks/BrokersFinance Provides investment banking services | Corporate Officer/Principal | - |
Bank of America, NA (Charlotte, North Carolina)
 Bank of America, NA (Charlotte, North Carolina) Major BanksFinance Operates as a nationally chartered commercial bank | Corporate Officer/Principal | - |
Valentine Ventures LLC
 Valentine Ventures LLC Investment ManagersFinance Valentine Ventures invests across multiple asset classes including US and foreign stocks, commodities, foreign currencies, real estate, derivatives and other assets. The firm's portfolios are diversified through the use of ETFs. They use bonds to preserve capital and provide for income needs. The bonds that they purchase are held to maturity. The typical portfolio contains a laddered mix of maturities across the yield curve. Valentine Ventures employs a combination of fixed and floating rate bonds including corporate, treasury, high-yield and municipal bonds. | Responsabile della Conformità | - |
Formazione di Jon David Tapper
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
99
Relazioni di 1° grado
6
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 6 |
|---|---|
Stadium Capital Management LLC
Stadium Capital Management LLC Investment ManagersFinance SCM invests principally, but not solely, in equity and equity-related securities that are traded publicly in North American and Western European markets on behalf of their clients but is authorized to enter any type of investment transaction that they deem appropriate, pursuant to the terms of the client’s partnership or other account agreement. | Finance |
Viewpoint Securities LLC
Viewpoint Securities LLC Investment Banks/BrokersFinance Provides investment banking and merchant banking services | Finance |
Montgomery Securities, Inc.
Montgomery Securities, Inc. Investment Banks/BrokersFinance Provides investment banking services | Finance |
Valentine Ventures LLC
Valentine Ventures LLC Investment ManagersFinance Valentine Ventures invests across multiple asset classes including US and foreign stocks, commodities, foreign currencies, real estate, derivatives and other assets. The firm's portfolios are diversified through the use of ETFs. They use bonds to preserve capital and provide for income needs. The bonds that they purchase are held to maturity. The typical portfolio contains a laddered mix of maturities across the yield curve. Valentine Ventures employs a combination of fixed and floating rate bonds including corporate, treasury, high-yield and municipal bonds. | Finance |
Miami University
 Miami University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Bank of America, NA (Charlotte, North Carolina)
Bank of America, NA (Charlotte, North Carolina) Major BanksFinance Operates as a nationally chartered commercial bank | Finance |
