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’s investment philosophy involves allocating client assets to three primary categories of investments—exchange traded funds (ETFs), closed-end funds (CEFs), and structured investments. The firm typically uses either fundamental or cyclical analysis or a combination of both in analyzing securities. | Fondatore | 29/03/2005 |
Precedenti posizioni note di Scott Miller
| Società | Posizione | Fine |
|---|---|---|
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 30/03/2005 |
Prudential Securities
Prudential Securities Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 31/12/1999 |
Formazione di Scott Miller
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 4 |
|---|---|
Prudential Securities
Prudential Securities Investment Banks/BrokersFinance Provides brokerage services | Finance |
Blue Bell Private Wealth Management LLC
Blue Bell Private Wealth Management LLC Investment ManagersFinance Blue Bell’s investment philosophy involves allocating client assets to three primary categories of investments—exchange traded funds (ETFs), closed-end funds (CEFs), and structured investments. The firm typically uses either fundamental or cyclical analysis or a combination of both in analyzing securities. | Finance |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
The Pennsylvania State University
The Pennsylvania State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















