Storia della carriera di Matt Santini
Precedenti posizioni note di Matt Santini
Società | Posizione | Inizio | Fine |
---|---|---|---|
CLS Investments LLC
CLS Investments LLC Investment ManagersFinance CLS Investments LLC (CLS) is a SEC-registered investment advisor headquartered in Omaha, Nebraska. The firm was founded in 1989 by Patrick Clarke and Gary Lanzen and they are a subsidiary of Orion Advisor Solutions LLC, ultimately held by NorthStar Topco LLC. CLS provides investment advice to individuals, pension, retirement, educational savings and profit-sharing plans, endowments, other pooled investment vehicles, trusts, estates, charitable organizations, corporations or other business entities, and state or municipal government entities. | Membro del Comitato di Investimento | 01/08/2011 | 01/05/2014 |
Gestore di Portafoglio-Azioni | 17/08/2012 | 01/05/2014 | |
Portfolio Manager-Fixed Income | 01/08/2011 | 01/05/2014 | |
Milestone Capital Management
Milestone Capital Management Investment ManagersFinance Part of Lehman Brothers Holdings, Inc., Milestone Capital Management is a company that provides investment advisory services. The company is based in Yonkers, NY. The company was founded by Jeffrey R. Hanson. | Corporate Officer/Principal | 30/07/2011 | 30/07/2011 |
Formazione di Matt Santini
Rollins College (Florida) | Undergraduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 4 |
Posizioni
Investment Committee Member | 1 |
Portfolio Manager-Equities | 1 |
Portfolio Manager-Fixed Income | 1 |
Settori
Finance | 3 |
Consumer Services | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 2 |
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CLS Investments LLC
CLS Investments LLC Investment ManagersFinance CLS Investments LLC (CLS) is a SEC-registered investment advisor headquartered in Omaha, Nebraska. The firm was founded in 1989 by Patrick Clarke and Gary Lanzen and they are a subsidiary of Orion Advisor Solutions LLC, ultimately held by NorthStar Topco LLC. CLS provides investment advice to individuals, pension, retirement, educational savings and profit-sharing plans, endowments, other pooled investment vehicles, trusts, estates, charitable organizations, corporations or other business entities, and state or municipal government entities. | Finance |
Milestone Capital Management
Milestone Capital Management Investment ManagersFinance Part of Lehman Brothers Holdings, Inc., Milestone Capital Management is a company that provides investment advisory services. The company is based in Yonkers, NY. The company was founded by Jeffrey R. Hanson. | Finance |
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