Mitchel Evan Needelman

Gestore di Portafoglio-Azioni presso Spectrum Asset Management, Inc. (California)

53 anni

Finance

Consumer Services

Profilo

Mr. Mitchel E.
Needelman, CFA MBA, is a Principal & Senior Portfolio Manager at Spectrum Asset Management, Inc. (California).
Prior to his work at Spectrum, Mr. Needelman served for 15 years as President of Needelman Asset Management, Inc., a Registered Investment Advisor located in Orange County, CA that was successfully merged into Spectrum in 2018.
He holds a BA in Liberal Arts and Sciences with a minor in Information Decision Systems from San Diego State University, and an MBA with emphasis in Finance and Accounting from the University of California, Irvine.

Posizioni attive di Mitchel Evan Needelman

Società	Posizione	Inizio
Spectrum Asset Management, Inc. (California) Spectrum Asset Management, Inc. (California) Investment ManagersFinance Spectrum Asset Management, Inc. (Spectrum) is an independent registered investment advisor headquartered in Newport Beach, California. The firm was founded by Roland D. Kelly in 1987. Spectrum provides investment advisory services to trusts, individual, other investment advisers, foundations, corporations, and company retirement plans.	Gestore di Portafoglio-Azioni	-

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Precedenti posizioni note di Mitchel Evan Needelman

Società	Posizione	Fine
Needelman Asset Management, Inc. Needelman Asset Management, Inc. Investment ManagersFinance Needelman Asset Management, Inc. (Needelman) is a wealth management firm and registered investment advisor headquartered in Ladera Ranch, California, founded by Chet Needelman in 2002. Needelman is a subsidiary of Spectrum Asset Management, Inc., an SEC-registered investment adviser, whose principal owner is Ryan L. Kelly. The firm provides investment management services to high net-worth individuals, pension and profit sharing plans, charitable organizations and corporations.	Presidente	04/12/2019

Vedi nel dettaglio l'esperienza di Mitchel Evan Needelman

Formazione di Mitchel Evan Needelman

University of California, Irvine	Masters Business Admin
San Diego State University	Undergraduate Degree

Esperienze
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Aziende private

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Società collegate

Aziende private	2
Needelman Asset Management, Inc. Needelman Asset Management, Inc. Investment ManagersFinance Needelman Asset Management, Inc. (Needelman) is a wealth management firm and registered investment advisor headquartered in Ladera Ranch, California, founded by Chet Needelman in 2002. Needelman is a subsidiary of Spectrum Asset Management, Inc., an SEC-registered investment adviser, whose principal owner is Ryan L. Kelly. The firm provides investment management services to high net-worth individuals, pension and profit sharing plans, charitable organizations and corporations.	Finance
Spectrum Asset Management, Inc. (California) Spectrum Asset Management, Inc. (California) Investment ManagersFinance Spectrum Asset Management, Inc. (Spectrum) is an independent registered investment advisor headquartered in Newport Beach, California. The firm was founded by Roland D. Kelly in 1987. Spectrum provides investment advisory services to trusts, individual, other investment advisers, foundations, corporations, and company retirement plans.	Finance