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Tom Valenzuela
Presidente presso Stewart Asset Management LLC
Posizioni attive di Tom Valenzuela
Società | Posizione | Inizio | Fine |
---|---|---|---|
Stewart Asset Management LLC
![]() Stewart Asset Management LLC Investment ManagersFinance Stewart Asset Management LLC (SAM) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded in 2013 and was acquired in 2022 by Spouting Rock Asset Management LLC, a subsidiary of Spouting Rock Financial Partners LLC. SAM provides investment advisory services to a Luxembourg registered open-ended investment company (Undertakings for Collective Investment in Transferable Securities or “UCITS”). | Direttore degli Investimenti | 01/04/2016 | - |
Gestore di Portafoglio-Azioni | 01/04/2016 | - | |
Presidente | 01/04/2016 | - | |
Responsabile della banca privata | 01/04/2016 | - |
Storia della carriera di Tom Valenzuela
Precedenti posizioni note di Tom Valenzuela
Società | Posizione | Inizio | Fine |
---|---|---|---|
Windsor Investment Management LLC
![]() Windsor Investment Management LLC Investment ManagersFinance Windsor Investment Management LLC is a registered investment advisor located in New York City. | Direttore degli Investimenti | 21/06/2010 | 31/12/2011 |
Fondatore | 27/10/2009 | 31/12/2011 | |
Gestore di Portafoglio-Azioni | 27/10/2009 | 31/12/2011 | |
Presidente | 27/10/2009 | 31/12/2011 | |
Lazard Freres & Co. LLC (Broker) | Corporate Officer/Principal | 31/12/1982 | 31/12/1982 |
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. | Analyst-Equity | 31/12/1980 | 31/12/1980 |
Ingalls & Snyder LLC
![]() Ingalls & Snyder LLC Investment ManagersFinance Ingalls & Snyder LLC is an independent, SEC-registered investment advisor headquartered in New York City. The firm was founded in 1924 by Roscoe C. Ingalls and John T. Snyder. Ingalls & Snyder provides investment management and related services to private clients and institutional investors. The firm also serves as investment advisor to several private investment funds. | Gestore di Portafoglio-Azioni | 01/01/2012 | - |
WPS Advisors, Inc.
![]() WPS Advisors, Inc. Investment ManagersFinance Founded in 1975, WPS Advisors, Inc., formerly W. P. Stewart & Co., Inc., is an investment advisor firm located in New York City. The firm is a subsidiary of W. P. Stewart & Co., Ltd. (NYSE: WPL). Their clients include individuals, families, trusts, endowments and institutions | Gestore di Portafoglio-Azioni | 01/09/2007 | 31/03/2010 |
Presidente | 01/09/2007 | 31/03/2010 | |
Craton Equity Partners LLC
![]() Craton Equity Partners LLC Investment ManagersFinance Craton Equity Partners LLC (Craton Equity Partners) is a private equity subsidiary of TCW Group, Inc founded in 2006. The firm is headquartered in Los Angeles, California. | Corporate Officer/Principal | - | - |
Lombardia Capital Partners LLC
![]() Lombardia Capital Partners LLC Investment ManagersFinance Founded in 1989, Lombardia Capital Partners LLC is a employee and minority-owned registered investment advisor headquartered in Pasadena, California. The firm was formerly known as Valenzuela Capital Partners LLC. Lombardia Capital provides investment advisory services to institutional, public, corporate, and not-for-profit clients. | Direttore degli Investimenti | 01/01/1989 | 01/10/2005 |
Gestore di Portafoglio-Azioni | 01/01/1989 | 01/10/2005 | |
Presidente | 01/01/1989 | 01/10/2005 |
Formazione di Tom Valenzuela
Yale College | Undergraduate Degree |
Yale University | Undergraduate Degree |
Harvard Business School | Masters Business Admin |
Statistiche
Distribuzione geografica
Stati Uniti | 12 |
Posizioni
Portfolio Manager-Equities | 5 |
President | 4 |
Chief Investment Officer | 3 |
Settori
Finance | 9 |
Consumer Services | 4 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 8 |
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Lombardia Capital Partners LLC
![]() Lombardia Capital Partners LLC Investment ManagersFinance Founded in 1989, Lombardia Capital Partners LLC is a employee and minority-owned registered investment advisor headquartered in Pasadena, California. The firm was formerly known as Valenzuela Capital Partners LLC. Lombardia Capital provides investment advisory services to institutional, public, corporate, and not-for-profit clients. | Finance |
Craton Equity Partners LLC
![]() Craton Equity Partners LLC Investment ManagersFinance Craton Equity Partners LLC (Craton Equity Partners) is a private equity subsidiary of TCW Group, Inc founded in 2006. The firm is headquartered in Los Angeles, California. | Finance |
WPS Advisors, Inc.
![]() WPS Advisors, Inc. Investment ManagersFinance Founded in 1975, WPS Advisors, Inc., formerly W. P. Stewart & Co., Inc., is an investment advisor firm located in New York City. The firm is a subsidiary of W. P. Stewart & Co., Ltd. (NYSE: WPL). Their clients include individuals, families, trusts, endowments and institutions | Finance |
Windsor Investment Management LLC
![]() Windsor Investment Management LLC Investment ManagersFinance Windsor Investment Management LLC is a registered investment advisor located in New York City. | Finance |
Lazard Freres & Co. LLC (Broker) | 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 |
Ingalls & Snyder LLC
![]() Ingalls & Snyder LLC Investment ManagersFinance Ingalls & Snyder LLC is an independent, SEC-registered investment advisor headquartered in New York City. The firm was founded in 1924 by Roscoe C. Ingalls and John T. Snyder. Ingalls & Snyder provides investment management and related services to private clients and institutional investors. The firm also serves as investment advisor to several private investment funds. | Finance |
Stewart Asset Management LLC
![]() Stewart Asset Management LLC Investment ManagersFinance Stewart Asset Management LLC (SAM) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded in 2013 and was acquired in 2022 by Spouting Rock Asset Management LLC, a subsidiary of Spouting Rock Financial Partners LLC. SAM provides investment advisory services to a Luxembourg registered open-ended investment company (Undertakings for Collective Investment in Transferable Securities or “UCITS”). | Finance |
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