Jon Philip Michael Sobotkin
Gestore di Portafoglio-Azioni presso Blue Bell Private Wealth Management LLC
Profilo
Mr. Jon P.
Sobotkin is Partner at Blue Bell Private Wealth Management LLC.
He is an Investment Advisor Representative and an active member of the Investment Strategy Committee where he assists with financial models, investment strategy and asset allocation.
He joined the firm in June 2006.
He is an active member of the For Pete’s Sake Cancer Respite Foundation Walk Committee who holds an annual charity walk at Citizens Bank Park in Philadelphia.
Mr. Sobotkin graduated from The Pennsylvania State University with a B.S.
in Finance and a minor in Economics in 2006.
He is Series 65 licensed.
Posizioni attive di Jon Philip Michael Sobotkin
| Società | Posizione | Inizio |
|---|---|---|
Blue Bell Private Wealth Management LLC
 Blue Bell Private Wealth Management LLC Investment ManagersFinance Blue Bell Private Wealth Management LLC (Blue Bell) is an independent registered investment advisory and wealth management firm headquartered in Blue Bell, Pennsylvania. The firm was founded by J. J. Scott Miller, Scott Miller Jr.and Justin Capetola in 2005. Blue Bell provides discretionary and non-discretionary investment management services to individuals, high net worth individuals, pension and profit-sharing plans, corporations, business entities, trusts, estates, and other investment advisers. | Gestore di Portafoglio-Azioni | 01/06/2006 |
Formazione di Jon Philip Michael Sobotkin
| The Pennsylvania State 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
| Aziende private | 1 |
|---|---|
Blue Bell Private Wealth Management LLC
Blue Bell Private Wealth Management LLC Investment ManagersFinance Blue Bell Private Wealth Management LLC (Blue Bell) is an independent registered investment advisory and wealth management firm headquartered in Blue Bell, Pennsylvania. The firm was founded by J. J. Scott Miller, Scott Miller Jr.and Justin Capetola in 2005. Blue Bell provides discretionary and non-discretionary investment management services to individuals, high net worth individuals, pension and profit-sharing plans, corporations, business entities, trusts, estates, and other investment advisers. | Finance |
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- Jon Philip Michael Sobotkin
