Rege Scott Eisaman
Amministratore Delegato presso InterOcean Capital Group LLC
Profilo
Mr. Rege S.
Eisaman, CFA MBA, is a Chief Executive Officer & Chief Investment Officer at InterOcean Capital Group LLC.
He directs the firm’s overall investment strategies including portfolio management, research, security selection and investment planning.
He has over 28 years of investment experience.
Prior to forming InterOcean Capital in 2005, Mr. Eisaman served as a Senior Vice President at Morgan Stanley, a Vice President of the Montgomery Private Client Services Group at Banc of America Securities, Senior Vice President of Finance for Horizon Group Properties, Inc., and Vice President of the Capital Markets Group at Bank of America.
He earned a Bachelor of Science in Finance from Eastern Illinois University, Summa Cum Laude, and an MBA from Northern Illinois University.
He is a CFA charter holder and is a member of the CFA Society of Chicago.
Posizioni attive di Rege Scott Eisaman
Società | Posizione | Inizio |
---|---|---|
InterOcean Capital Group LLC
InterOcean Capital Group LLC Investment ManagersFinance InterOcean Capital Group LLC (IOC) is a SEC-registered investment adviser and wealth management firm headquartered in Chicago, Illinois. The firm is a wholly-owned subsidiary of Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). IOC provides wealth management and portfolio management investment advisory services to individuals, family offices, and institutions. | Amministratore Delegato | 01/10/2020 |
Precedenti posizioni note di Rege Scott Eisaman
Società | Posizione | Fine |
---|---|---|
Eastern Avenue LLC
Eastern Avenue LLC Investment ManagersFinance Eastern Avenue LLC is an independent wealth management firm headquartered in Chicago, Illinois. The firm was founded by Jeffrey Camp and Rege Eisaman in 2005 as InterOcean Capital LLC. Eastern Avenue provides wealth management solutions to individuals, high net-worth individuals and families, family offices, institution, charitable organizations, foundations, and endowments. | Amministratore Delegato | 01/10/2020 |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Corporate Officer/Principal | - |
Montgomery & Co. LLC
Montgomery & Co. LLC Investment Banks/BrokersFinance Founded by James Montgomery in 1986, Montgomery & Co. LLC, formerly Digital Coast Partners LLC, is an investment banking firm and broker/dealer headquartered in Santa Monica, California with an additional office in San Francisco. The firm provides a broad range of services including mergers & acquisitions, private placements and strategic advisory services. Montgomery & Co. is a member of the NASD and the SIPC. They focus on growth companies in the software, healthcare and media sectors. Within the software sector, the firm focuses on: (1) enterprise software (2) infrastructure software (3) vertical applications including healthcare information technology and human capital management and (4) business intelligence. Montgomery & Co.'s interests within the healthcare sector include: (1) information technology security (2) wireless (3) IP infrastructure and services (4) semiconductors/enterprise hardware (5) technology-enabled services (6) biotechnology (7) healthcare services (8) consumer healthcare (9) specialty pharmaceuticals (10) medical devices (11) tools and equipment and (12) reagents. Within the media sector, the firm focuses on: (1) advertising and marketing services (2) digital media services (3) entertainment, content and distribution (4) mobile media and (5) online services. | Corporate Officer/Principal | - |
Banc of America Capital Management LLC | Corporate Officer/Principal | - |
Formazione di Rege Scott Eisaman
Northern Illinois University | Masters Business Admin |
Eastern Illinois University | Undergraduate Degree |
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 | 5 |
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Eastern Avenue LLC
Eastern Avenue LLC Investment ManagersFinance Eastern Avenue LLC is an independent wealth management firm headquartered in Chicago, Illinois. The firm was founded by Jeffrey Camp and Rege Eisaman in 2005 as InterOcean Capital LLC. Eastern Avenue provides wealth management solutions to individuals, high net-worth individuals and families, family offices, institution, charitable organizations, foundations, and endowments. | Finance |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Finance |
Montgomery & Co. LLC
Montgomery & Co. LLC Investment Banks/BrokersFinance Founded by James Montgomery in 1986, Montgomery & Co. LLC, formerly Digital Coast Partners LLC, is an investment banking firm and broker/dealer headquartered in Santa Monica, California with an additional office in San Francisco. The firm provides a broad range of services including mergers & acquisitions, private placements and strategic advisory services. Montgomery & Co. is a member of the NASD and the SIPC. They focus on growth companies in the software, healthcare and media sectors. Within the software sector, the firm focuses on: (1) enterprise software (2) infrastructure software (3) vertical applications including healthcare information technology and human capital management and (4) business intelligence. Montgomery & Co.'s interests within the healthcare sector include: (1) information technology security (2) wireless (3) IP infrastructure and services (4) semiconductors/enterprise hardware (5) technology-enabled services (6) biotechnology (7) healthcare services (8) consumer healthcare (9) specialty pharmaceuticals (10) medical devices (11) tools and equipment and (12) reagents. Within the media sector, the firm focuses on: (1) advertising and marketing services (2) digital media services (3) entertainment, content and distribution (4) mobile media and (5) online services. | Finance |
Banc of America Capital Management LLC | Finance |
InterOcean Capital Group LLC
InterOcean Capital Group LLC Investment ManagersFinance InterOcean Capital Group LLC (IOC) is a SEC-registered investment adviser and wealth management firm headquartered in Chicago, Illinois. The firm is a wholly-owned subsidiary of Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). IOC provides wealth management and portfolio management investment advisory services to individuals, family offices, and institutions. | Finance |
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