Milton Balbuena
Amministratore Delegato presso Blue Hall Capital LLC
Profilo
Milton Balbuena is currently the Co-Chief Investment Officer at VII Peaks-KBR Co-Optivist Income BDC II, Inc., as well as the Co-Chief Investment Officer at VII Peaks Capital LLC.
He was previously the Chief Executive & Investment Officer at Blue Hall Capital LLC.
Prior to his current positions, he served as the Chief Investment Officer at Zions Capital Advisors, Inc. from 2004 to 2011.
Posizioni attive di Milton Balbuena
| Società | Posizione | Inizio |
|---|---|---|
VII Peaks-KBR Co-Optivist Income BDC II, Inc.
 VII Peaks-KBR Co-Optivist Income BDC II, Inc. Investment Trusts/Mutual FundsMiscellaneous VII Peaks-KBR Co-Optivist Income BDC II, Inc. is a non-diversified closed-end management investment company, which engages in the investment on discounted corporate debt; senior secured term loan and equity-linked debt securities of public and private companies that trade on the secondary loan market for institutional investors; and provide distributions to investors. The company was founded in August 3, 2011 and is headquartered in Walnut Creek, CA. | Direttore degli Investimenti | - |
VII Peaks Capital LLC
 VII Peaks Capital LLC Investment ManagersFinance VII Peaks Capital LLC provides investment management services. The company was founded in 2009 and is headquartered in Orlando, CA. | Direttore degli Investimenti | 01/03/2018 |
Blue Hall Capital LLC
 Blue Hall Capital LLC Investment ManagersFinance Blue Hall Capital LLC is a private company that offers a website creation and maintenance service called twenty over ten. The company is based in Napa, CA. This service is designed to help financial advisors, insurance agents, and compliance regulated industries create and maintain exceptional, tailored, and mobile-ready websites. Milton Balbuena has been the CEO of the company since 2013. | Amministratore Delegato | 01/03/2013 |
Precedenti posizioni note di Milton Balbuena
| Società | Posizione | Fine |
|---|---|---|
Zions Capital Advisors, Inc.
 Zions Capital Advisors, Inc. Investment ManagersFinance Zions Capital Advisors, Inc. (ZCA) is a registered investment advisor headquartered in Salt Lake City, Utah. The firm was founded in 2004 and is a subsidiary of Zions Bancorporation, NA (NASDAQ: ZION). ZCA offers individually customized money market and short-term fixed income asset management services for state, municipal or governmental entities including obligated persons with municipal bond proceeds in several states. | Direttore degli Investimenti | 01/01/2011 |
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 | 4 |
|---|---|
VII Peaks-KBR Co-Optivist Income BDC II, Inc.
VII Peaks-KBR Co-Optivist Income BDC II, Inc. Investment Trusts/Mutual FundsMiscellaneous VII Peaks-KBR Co-Optivist Income BDC II, Inc. is a non-diversified closed-end management investment company, which engages in the investment on discounted corporate debt; senior secured term loan and equity-linked debt securities of public and private companies that trade on the secondary loan market for institutional investors; and provide distributions to investors. The company was founded in August 3, 2011 and is headquartered in Walnut Creek, CA. | Miscellaneous |
VII Peaks Capital LLC
VII Peaks Capital LLC Investment ManagersFinance VII Peaks Capital LLC provides investment management services. The company was founded in 2009 and is headquartered in Orlando, CA. | Finance |
Blue Hall Capital LLC
Blue Hall Capital LLC Investment ManagersFinance Blue Hall Capital LLC is a private company that offers a website creation and maintenance service called twenty over ten. The company is based in Napa, CA. This service is designed to help financial advisors, insurance agents, and compliance regulated industries create and maintain exceptional, tailored, and mobile-ready websites. Milton Balbuena has been the CEO of the company since 2013. | Finance |
Zions Capital Advisors, Inc.
Zions Capital Advisors, Inc. Investment ManagersFinance Zions Capital Advisors, Inc. (ZCA) is a registered investment advisor headquartered in Salt Lake City, Utah. The firm was founded in 2004 and is a subsidiary of Zions Bancorporation, NA (NASDAQ: ZION). ZCA offers individually customized money market and short-term fixed income asset management services for state, municipal or governmental entities including obligated persons with municipal bond proceeds in several states. | Finance |
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