Scott Miller
Fondatore presso Blue Bell Private Wealth Management LLC
Profilo
Mr. Jonathan S.
Miller, Sr., is Managing Partner at Blue Bell Private Wealth Management LLC.
He co-founded Blue Bell Private Wealth Management in March 2005, with the vision of permanently improving every client’s financial position, simplifying their lives and achieving reliable investment results, through independent management.
He is an active member of his community; he currently sits on the board of Crossing the Finish Line, a charity that works with cancer patients and their families.
Mr. Miller began his investment career as a partner of the NYSE firm of Elkins Morris Stroud & Company in Philadelphia, PA.
He was then elected to the five person board and in 1982 was instrumental in the sale of the firm to Prudential Securities where he became a Senior Vice President and Member of the Chairman’s Council.
In 2000, he joined Morgan Stanley as a Senior Vice President and was a Member of the Chairman’s Club.
Mr. Miller received his undergraduate degree from Pennsylvania State University in 1971.
Posizioni attive di Scott Miller
Società | Posizione | Inizio |
---|---|---|
Blue Bell Private Wealth Management LLC
Blue Bell Private Wealth Management LLC Investment ManagersFinance Blue Bell Private Wealth Management LLC (Blue Bell) is an independent registered investment advisory and wealth management firm headquartered in Blue Bell, Pennsylvania. The firm was founded by J. J. Scott Miller, Scott Miller Jr.and Justin Capetola in 2005. Blue Bell provides discretionary and non-discretionary investment management services to individuals, high net worth individuals, pension and profit-sharing plans, corporations, business entities, trusts, estates, and other investment advisers. | Fondatore | 29/03/2005 |
Precedenti posizioni note di Scott Miller
Società | Posizione | Fine |
---|---|---|
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 | 30/03/2005 |
Prudential Securities | Corporate Officer/Principal | 31/12/1999 |
Formazione di Scott Miller
The Pennsylvania State 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 | 3 |
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Blue Bell Private Wealth Management LLC
Blue Bell Private Wealth Management LLC Investment ManagersFinance Blue Bell Private Wealth Management LLC (Blue Bell) is an independent registered investment advisory and wealth management firm headquartered in Blue Bell, Pennsylvania. The firm was founded by J. J. Scott Miller, Scott Miller Jr.and Justin Capetola in 2005. Blue Bell provides discretionary and non-discretionary investment management services to individuals, high net worth individuals, pension and profit-sharing plans, corporations, business entities, trusts, estates, and other investment advisers. | 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 |
Prudential Securities | Finance |
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