Jason Todd Benowitz
Investment Committee Member chez The Roosevelt Investment Group LLC
Profil
Mr. Jason T.
Benowitz, CFA MBA, is a Senior Portfolio Manager at The Roosevelt Investment Group LLC.
He joined the firm in 2009 as a Securities Analyst, was promoted to Portfolio Manager in 2011, and to current role in 2013.
Prior to joining Roosevelt Investment, Mr. Benowitz was a principal at Druker Capital, a long/short Hedge Fund Manager, and a Vice President in the U.S.
Equity Research Group at Morgan Stanley Investment Management.
He was also an Investment Banking Analyst at Merrill Lynch.
He has a BA in Computer Science from Harvard College and an MBA in Finance and Accounting from The Wharton School at the University of Pennsylvania, where he was a Palmer Scholar.
He received his Certified Financial Analyst charter in 2010.
Postes actifs de Jason Todd Benowitz
| Sociétés | Poste | Début |
|---|---|---|
The Roosevelt Investment Group LLC
 The Roosevelt Investment Group LLC Investment ManagersFinance The Roosevelt Investment Group LLC (dba Roosevelt Investments) is a SEC-registered investment advisor headquartered in New York City. The firm was founded by P. James Roosevelt in 1971 as P. James Roosevelt, Inc. and changed their name to The Roosevelt Investment Group, Inc. in 1993. They are a wholly-owned subsidiary of CI Private Wealth LLC, an indirect majority-owned subsidiary of CI Financial Corp. (TSE: CIX, NYSE: CIXX) in Canada. Roosevelt Investments offers services to institutional and retail clients and wrap program sponsors. | Investment Committee Member | 01/12/2009 |
Anciens postes connus de Jason Todd Benowitz
| Sociétés | Poste | Fin |
|---|---|---|
Druker Capital LLC
 Druker Capital LLC Investment ManagersFinance Druker Capital LLC is a privately owned hedge fund manager headquartered in New York City. Founded in 2005, the firm specializes in financial advisory, wealth management and special situation investments for family offices, institutional investors and alternative asset/private equity firms. | Corporate Officer/Principal | - |
| Merrill Lynch & Co., Inc. | Corporate Officer/Principal | - |
Morgan Stanley Investment Management, Inc.
 Morgan Stanley Investment Management, Inc. Investment ManagersFinance Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises. | Corporate Officer/Principal | - |
Formation de Jason Todd Benowitz
| The Wharton School of the University of Pennsylvania | Masters Business Admin |
| Harvard College | Undergraduate Degree |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Morgan Stanley Investment Management, Inc.
Morgan Stanley Investment Management, Inc. Investment ManagersFinance Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises. | Finance |
The Roosevelt Investment Group LLC
The Roosevelt Investment Group LLC Investment ManagersFinance The Roosevelt Investment Group LLC (dba Roosevelt Investments) is a SEC-registered investment advisor headquartered in New York City. The firm was founded by P. James Roosevelt in 1971 as P. James Roosevelt, Inc. and changed their name to The Roosevelt Investment Group, Inc. in 1993. They are a wholly-owned subsidiary of CI Private Wealth LLC, an indirect majority-owned subsidiary of CI Financial Corp. (TSE: CIX, NYSE: CIXX) in Canada. Roosevelt Investments offers services to institutional and retail clients and wrap program sponsors. | Finance |
Druker Capital LLC
Druker Capital LLC Investment ManagersFinance Druker Capital LLC is a privately owned hedge fund manager headquartered in New York City. Founded in 2005, the firm specializes in financial advisory, wealth management and special situation investments for family offices, institutional investors and alternative asset/private equity firms. | Finance |
| Merrill Lynch & Co., Inc. | Finance |
