Mitchel Evan Needelman
Gestore di Portafoglio-Azioni presso Spectrum Asset Management, Inc. (California)
Posizioni attive di Mitchel Evan Needelman
| Società | Posizione | Inizio | Fine |
|---|---|---|---|
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 | - | - |
Storia della carriera di Mitchel Evan Needelman
Precedenti posizioni note di Mitchel Evan Needelman
| Società | Posizione | Inizio | 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. | Gestore di Portafoglio-Azioni | 01/09/2002 | 04/12/2019 |
| Presidente | 01/09/2002 | 04/12/2019 |
Formazione di Mitchel Evan Needelman
| University of California, Irvine | Masters Business Admin |
| San Diego State University | Undergraduate Degree |
Statistiche
Distribuzione geografica
| Stati Uniti | 5 |
Posizioni
| Portfolio Manager-Equities | 2 |
| President | 1 |
| Masters Business Admin | 1 |
Settori
| Finance | 3 |
| Consumer Services | 3 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
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 |
