Jeff Hare
Directeur Général chez Aventus Investment Advisors, Inc.
Profil
Mr. Jeffrey P.
Hare, CFA MBA, is a Financial Advisor at Aventus Investment Advisors, Inc. He is also the Managing Director of the firm and founded the firm in 2009.
Prior to Aventus Advisors, Mr. Hare spent twenty years in investment management and investment banking starting as an investment analyst with a family owned real estate investment company.
Following real estate investment, he worked for a South American based private equity firm analyzing strategic investments and new business ventures.
Following private equity, he worked for Citicorp as an equity analyst and portfolio analyst in Santiago, Chile and Sao Paulo, Brazil.
Following Citicorp, Mr. Hare moved to Charlotte, NC in 1995 to work for Banc of America Securities where he focused on capital raising for foreign companies in both emerging and developed markets completing over $10 billion in transactions from the UK, Turkey, Brazil, Mexico, Peru, India, Germany and Australia.
He transitioned to a senior banker role for the US market in 2002 working with US companies in a number of industries.
While at Banc of America Securities, his team managed several multibillion dollar portfolios of investments for the bank and its clients.
In 2007, Mr. Hare moved to SunTrust Robinson Humphrey where his role as Managing Director involved providing advisory and capital raising services to financial institutions, specialty finance companies, financial sponsors, and consumer/retail companies.
He was a Commissioner for the Town of Cornelius, NC from 2011-2013 where he focused on economic development and responsible growth.
Mr. Hare holds a BA in Economics from Peter T.
Paul College of Business and Economics at the University of New Hampshire and a MBA from the Thunderbird School of International Management.
He is a Chartered Financial Analyst (1996) and is an active member of the CFA Institute and the North Carolina Society of the CFA Institute.
Postes actifs de Jeff Hare
| Sociétés | Poste | Début |
|---|---|---|
Aventus Investment Advisors, Inc.
 Aventus Investment Advisors, Inc. Investment ManagersFinance Aventus Investment Advisors, Inc. (Aventus) is an independent, SEC-registered investment advisor headquartered in Cornelius, North Carolina. The firm was founded by Jeff Hare in 2009 as Windward Capital Group LLC. Aventus offers investment advisory services to individuals, trusts, estates, businesses, and charitable organizations. | Directeur Général | 01/01/2009 |
Anciens postes connus de Jeff Hare
| Sociétés | Poste | Fin |
|---|---|---|
Truist Securities, Inc.
 Truist Securities, Inc. Investment Banks/BrokersFinance Truist Securities, Inc. is a registered broker-dealer headquartered in Atlanta, Georgia. The firm was founded in 1894 as SunTrust Robinson Humphrey, Inc. In 2020, the firm was renamed following the integration of SunTrust Robinson Humphrey and BB&T Capital Markets. The firm is a subsidiary of Truist Financial Corp. (NYSE: TFC) and is an active market maker in equity and fixed-income products. Truist Securities delivers a comprehensive range of strategic advisory, capital raising, risk management, and financing solutions, as well as a dynamic suite of sales, trading, and research services in both fixed-income and equity. Their strategies are carefully tailored to meet the needs and vision of their clients. | Corporate Officer/Principal | 31/12/2008 |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
 Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Corporate Officer/Principal | 31/12/2006 |
| Citigroup Asset Management | Corporate Officer/Principal | - |
Formation de Jeff Hare
| Thunderbird School of Global Management | Masters Business Admin |
| University of New Hampshire | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Femme
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Sociétés liées
| Entreprise privées | 4 |
|---|---|
Truist Securities, Inc.
Truist Securities, Inc. Investment Banks/BrokersFinance Truist Securities, Inc. is a registered broker-dealer headquartered in Atlanta, Georgia. The firm was founded in 1894 as SunTrust Robinson Humphrey, Inc. In 2020, the firm was renamed following the integration of SunTrust Robinson Humphrey and BB&T Capital Markets. The firm is a subsidiary of Truist Financial Corp. (NYSE: TFC) and is an active market maker in equity and fixed-income products. Truist Securities delivers a comprehensive range of strategic advisory, capital raising, risk management, and financing solutions, as well as a dynamic suite of sales, trading, and research services in both fixed-income and equity. Their strategies are carefully tailored to meet the needs and vision of their clients. | Finance |
| Citigroup Asset Management | Finance |
Aventus Investment Advisors, Inc.
Aventus Investment Advisors, Inc. Investment ManagersFinance Aventus Investment Advisors, Inc. (Aventus) is an independent, SEC-registered investment advisor headquartered in Cornelius, North Carolina. The firm was founded by Jeff Hare in 2009 as Windward Capital Group LLC. Aventus offers investment advisory services to individuals, trusts, estates, businesses, and charitable organizations. | Finance |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Finance |