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Mike Kress
Gestore di Portafoglio-Azioni presso Delta Investment Management LLC
Posizioni attive di Mike Kress
Società | Posizione | Inizio | Fine |
---|---|---|---|
Delta Investment Management LLC
![]() Delta Investment Management LLC Investment ManagersFinance Delta Investment Management LLC (Delta) is an independent, SEC-registered investment adviser and wealth management firm headquartered in San Francisco, California. The firm was founded by Nicholas Atkeson and Andrew Houghton in 2009. Delta provides advisory services to individuals, institutions, trusts and pension plans. | Gestore di Portafoglio-Azioni | 01/01/2018 | - |
Storia della carriera di Mike Kress
Precedenti posizioni note di Mike Kress
Società | Posizione | Inizio | Fine |
---|---|---|---|
Crosspoint Capital Strategies LLC
![]() Crosspoint Capital Strategies LLC Investment ManagersFinance Crosspoint Capital Strategies LLC is a SEC-registered investment advisor headquartered in Orinda, California. The firm was founded by Martin Erzinger in 2010 as Sanctuary Wealth Advisors LLC. They are owned by Crosspoint Capital Management LLC, a holding company. Crosspoint Capital Strategies provides advisory services for high net-worth individuals, families, wealth advisers, pensions, unions, family offices, and corporations. They also provide sub-advisory services to Registered Investment Advisers. | Corporate Officer/Principal | 01/02/2013 | 01/01/2018 |
ThinkWealth Management
![]() ThinkWealth Management Investment ManagersFinance Founded in 2004, ThinkWealth Management is the investment advisory and wealth management arm of ThinkEquity LLC, a full-service broker/dealer and investment banking firm headquartered in San Francisco with additional offices in Chicago, New York City and Minneapolis. Their ultimate parent is London-based Panmure Gordon & Co. Plc. ThinkWealth Management provides services to high net-worth families, partnerships and non-profit organizations. Their services include: asset allocation, portfolio construction, investment advisory services, consolidated reporting, equity and fixed-income trading, hedging and monetization of concentrated equity positions, cash management and tax and estate planning | Gestore di Portafoglio-Azioni | 11/03/2010 | 14/12/2012 |
Portfolio Manager-Fixed Income | 11/03/2010 | 11/03/2010 | |
Corporate Officer/Principal | 11/03/2010 | 11/03/2010 | |
DLJ Real Estate Capital Partners LLC
![]() DLJ Real Estate Capital Partners LLC Investment ManagersFinance DLJ Real Estate Capital Partners LLC is an independent global real estate private equity firm which was founded in 1995. Formerly a subsidiary of Credit Suisse First Boston Private Equity, Inc., the firm was spun off as an independent entity in 2011. The firm is headquartered in New York City with additional offices in Los Angeles, London, Hong Kong and Tokyo. | Corporate Officer/Principal | 31/12/1999 | 31/12/1999 |
Crosspoint Capital Management LLC
![]() Crosspoint Capital Management LLC Investment ManagersFinance Crosspoint Capital Management LLC (Crosspoint) is an asset management firm headquartered in Orinda, California. The firm was founded in 2012 by Anthony Cantando, Kyle Shealer, and Michael Kress. Crosspoint provides investment and advisory services to individuals and institutional clients. | Fondatore | 01/11/2012 | - |
Membro del Comitato di Investimento | 01/11/2012 | - |
Formazione di Mike Kress
The Ohio University | Undergraduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 7 |
Posizioni
Corporate Officer/Principal | 3 |
Portfolio Manager-Equities | 2 |
Portfolio Manager-Fixed Income | 1 |
Settori
Finance | 6 |
Consumer Services | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 5 |
---|---|
ThinkWealth Management
![]() ThinkWealth Management Investment ManagersFinance Founded in 2004, ThinkWealth Management is the investment advisory and wealth management arm of ThinkEquity LLC, a full-service broker/dealer and investment banking firm headquartered in San Francisco with additional offices in Chicago, New York City and Minneapolis. Their ultimate parent is London-based Panmure Gordon & Co. Plc. ThinkWealth Management provides services to high net-worth families, partnerships and non-profit organizations. Their services include: asset allocation, portfolio construction, investment advisory services, consolidated reporting, equity and fixed-income trading, hedging and monetization of concentrated equity positions, cash management and tax and estate planning | Finance |
DLJ Real Estate Capital Partners LLC
![]() DLJ Real Estate Capital Partners LLC Investment ManagersFinance DLJ Real Estate Capital Partners LLC is an independent global real estate private equity firm which was founded in 1995. Formerly a subsidiary of Credit Suisse First Boston Private Equity, Inc., the firm was spun off as an independent entity in 2011. The firm is headquartered in New York City with additional offices in Los Angeles, London, Hong Kong and Tokyo. | Finance |
Crosspoint Capital Management LLC
![]() Crosspoint Capital Management LLC Investment ManagersFinance Crosspoint Capital Management LLC (Crosspoint) is an asset management firm headquartered in Orinda, California. The firm was founded in 2012 by Anthony Cantando, Kyle Shealer, and Michael Kress. Crosspoint provides investment and advisory services to individuals and institutional clients. | Finance |
Delta Investment Management LLC
![]() Delta Investment Management LLC Investment ManagersFinance Delta Investment Management LLC (Delta) is an independent, SEC-registered investment adviser and wealth management firm headquartered in San Francisco, California. The firm was founded by Nicholas Atkeson and Andrew Houghton in 2009. Delta provides advisory services to individuals, institutions, trusts and pension plans. | Finance |
Crosspoint Capital Strategies LLC
![]() Crosspoint Capital Strategies LLC Investment ManagersFinance Crosspoint Capital Strategies LLC is a SEC-registered investment advisor headquartered in Orinda, California. The firm was founded by Martin Erzinger in 2010 as Sanctuary Wealth Advisors LLC. They are owned by Crosspoint Capital Management LLC, a holding company. Crosspoint Capital Strategies provides advisory services for high net-worth individuals, families, wealth advisers, pensions, unions, family offices, and corporations. They also provide sub-advisory services to Registered Investment Advisers. | Finance |
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