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J. Monsma
Gestionnaire de Portefeuille-Actions chez
Exchange Capital Management, Inc.
Profil
Mr. J.
Z.
Monsma is a Senior Vice President & Senior Wealth Advisor at Exchange Capital Management, Inc. He has over 25 years of institutional investment advisory experience.
Mr. Monsma was previously employed at financial institutions, such as New Street Research, UBS, JPMorgan, Lehman Brothers, and Prudential in New York and Chicago.
Over his career, Zach has provided investment advice to Portfolio Managers and Analysts at such institutions as Fidelity, Blackrock, TIAA-CREF, Nuveen, Invesco, Capital Group (American Funds), Dodge & Cox, AllianceBernstein, Franklin Templeton, Thornburg, Parnassus, Citadel, Millennium, Tiger Management, DE Shaw, and many others.
He received an MBA from the University of Michigan & BA in Economics from DePauw University.
Postes actifs de J. Monsma
| Sociétés | Poste | Début |
|---|---|---|
Exchange Capital Management, Inc.
 Exchange Capital Management, Inc. Investment ManagersFinance ECM’s investment philosophy emphasizes fundamental security and credit analysis with a strong preference for constructing diversified investment portfolios using individual stocks and bonds as well as ETFs to prioritize low-cost, tax-efficient investment strategies that meet each client's unique needs. | Gestionnaire de Portefeuille-Actions | 01/01/2024 |
Anciens postes connus de J. Monsma
| Sociétés | Poste | Fin |
|---|---|---|
UBS Securities LLC
 UBS Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Ventes Institutionnelles | 30/06/2013 |
JPMorgan Investment Management, Inc.
 JPMorgan Investment Management, Inc. Investment ManagersFinance JPMIM seeks to generate positive excess return through both a bottom-up approach emphasizing security selection and a top-down approach focusing on macro investment themes and trends to aid in determining sector weightings, currency, and yield curve weighting where appropriate. The firm offers a broad range of US, non-US and global investment management products and provides different strategies that span the full spectrum of asset classes including equity, fixed-income, cash liquidity, currency, real estate, hedge funds and private equity. | Corporate Officer/Principal | 31/05/2008 |
Lehman Brothers, Inc.
 Lehman Brothers, Inc. Investment Banks/BrokersFinance Provides investment banking services | Corporate Officer/Principal | 30/09/2004 |
New Street Research LLC
 New Street Research LLC Investment ManagersFinance Provides investment research | Ventes Institutionnelles | - |
Formation de J. Monsma
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
99
Relations au 1er degré
7
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
Lehman Brothers, Inc.
Lehman Brothers, Inc. Investment Banks/BrokersFinance Provides investment banking services | Finance |
JPMorgan Investment Management, Inc.
JPMorgan Investment Management, Inc. Investment ManagersFinance JPMIM seeks to generate positive excess return through both a bottom-up approach emphasizing security selection and a top-down approach focusing on macro investment themes and trends to aid in determining sector weightings, currency, and yield curve weighting where appropriate. The firm offers a broad range of US, non-US and global investment management products and provides different strategies that span the full spectrum of asset classes including equity, fixed-income, cash liquidity, currency, real estate, hedge funds and private equity. | Finance |
UBS Securities LLC
UBS Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Exchange Capital Management, Inc.
Exchange Capital Management, Inc. Investment ManagersFinance ECM’s investment philosophy emphasizes fundamental security and credit analysis with a strong preference for constructing diversified investment portfolios using individual stocks and bonds as well as ETFs to prioritize low-cost, tax-efficient investment strategies that meet each client's unique needs. | Finance |
DePauw University
 DePauw University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Michigan
 University of Michigan Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
New Street Research LLC
New Street Research LLC Investment ManagersFinance Provides investment research | Finance |
