Storia della carriera di Vivek Jindal
Precedenti posizioni note di Vivek Jindal
Società | Posizione | Inizio | Fine |
---|---|---|---|
Kore Private Wealth LLC
Kore Private Wealth LLC Investment ManagersFinance Kore Private Wealth LLC is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded in 2018 as Blue Note Advisory LLC. In 2022, they became a wholly-owned subsidiary of CI Private Wealth LLC, an indirect majority-owned subsidiary of CI Financial Corp. (TSX: CIX; NYSE: CIXX) in Canada. Kore Private Wealth provides discretionary investment advisory services on a fee basis to individuals, business entities, business owners, trusts, pension and profit-sharing plans and charitable organizations. | Direttore degli Investimenti | 01/06/2021 | - |
Responsabile della banca privata | 01/06/2021 | - |
Formazione di Vivek Jindal
The Leonard N Stern School of Business | Undergraduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 3 |
Posizioni
Chief Investment Officer | 1 |
Head of Private Banking | 1 |
Undergraduate Degree | 1 |
Settori
Finance | 2 |
Consumer Services | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 1 |
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Kore Private Wealth LLC
Kore Private Wealth LLC Investment ManagersFinance Kore Private Wealth LLC is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded in 2018 as Blue Note Advisory LLC. In 2022, they became a wholly-owned subsidiary of CI Private Wealth LLC, an indirect majority-owned subsidiary of CI Financial Corp. (TSX: CIX; NYSE: CIXX) in Canada. Kore Private Wealth provides discretionary investment advisory services on a fee basis to individuals, business entities, business owners, trusts, pension and profit-sharing plans and charitable organizations. | Finance |
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