![Jeff Zlot](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Jeff Zlot
Directeur/Membre du Conseil chez
KKR INCOME OPPORTUNITIES FUND
Profil
Mr. Jeffrey L.
Zlot is a Managing Director at Tiedemann Advisors LLC.
He has decades of experience working with clients to understand their goals and objectives; manage their investments; and integrate their investment strategy, philanthropy, and estate planning into a cohesive wealth management plan.
Mr. Zlot previously worked as a Financial Advisor in the Investment Management Consulting Group at Montgomery Securities and as a Research Analyst at Peter Hart Research Associates in Washington, D.C.
He is a Certified Financial Planner and holds a Bachelor of Arts degree in government from Colby College in Waterville, Maine.
Postes actifs de Jeff Zlot
| Sociétés | Poste | Début |
|---|---|---|
| KKR INCOME OPPORTUNITIES FUND | Directeur/Membre du Conseil | 01/07/2013 |
Tiedemann Advisors LLC
 Tiedemann Advisors LLC Investment ManagersFinance Tiedemann Advisors utilizes a core exposure of third-party managers/investment themes in combination with shorter-term (generally 12-24 months) tactical investments in asset classes and/or geographic regions that the firm believes offer an attractive risk-adjusted return. The firm generally utilizes a “manager-of-managers” approach when advising managed account clients by allocating clients’ assets to non-affiliated investment advisers, portfolio managers and investment funds. They use fundamental, technical and cyclical analysis in conducting macro-economic research. | Gestionnaire de Portefeuille-Actions | 01/10/2016 |
KKR Credit Opportunities Portfolio
 KKR Credit Opportunities Portfolio Investment Trusts/Mutual FundsMiscellaneous Functions as a closed-end investment fund or Investment trust | Directeur/Membre du Conseil | - |
Anciens postes connus de Jeff Zlot
| Sociétés | Poste | Fin |
|---|---|---|
The Presidio Group LLC (California)
 The Presidio Group LLC (California) Investment Banks/BrokersFinance Provide investment banking services | Directeur Financier/CFO | 01/01/2007 |
Jewish Community Federation of San Francisco
 Jewish Community Federation of San Francisco Miscellaneous Commercial ServicesCommercial Services Provides social services to the Jewish organizations | Corporate Officer/Principal | - |
Presidio Merchant Partners LLC
 Presidio Merchant Partners LLC Investment ManagersFinance Offers investment advice | Compliance Officer | - |
Montgomery Securities, Inc.
 Montgomery Securities, Inc. Investment Banks/BrokersFinance Provides investment banking services | Corporate Officer/Principal | - |
Presidio Investors LLC
 Presidio Investors LLC Investment ManagersFinance Presidio Investors invests in lower middle market companies located in the United States with an enterprise value of USD 20 - 100 million and EBIDTA of USD 5 - 20 million. The firm targets companies operating in the fields of technology, media and financial services. It provides financing for growth and buyout capital requirements. They makes control investments and also takes a seat on the board of directors. | Directeur des opérations | - |
Formation de Jeff Zlot
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
47
Relations au 1er degré
10
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 10 |
|---|---|
Presidio Merchant Partners LLC
Presidio Merchant Partners LLC Investment ManagersFinance Offers investment advice | Finance |
Presidio Capital Advisors LLC
 Presidio Capital Advisors LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Tiedemann Advisors LLC
Tiedemann Advisors LLC Investment ManagersFinance Tiedemann Advisors utilizes a core exposure of third-party managers/investment themes in combination with shorter-term (generally 12-24 months) tactical investments in asset classes and/or geographic regions that the firm believes offer an attractive risk-adjusted return. The firm generally utilizes a “manager-of-managers” approach when advising managed account clients by allocating clients’ assets to non-affiliated investment advisers, portfolio managers and investment funds. They use fundamental, technical and cyclical analysis in conducting macro-economic research. | Finance |
KKR Credit Opportunities Portfolio
KKR Credit Opportunities Portfolio Investment Trusts/Mutual FundsMiscellaneous Functions as a closed-end investment fund or Investment trust | Miscellaneous |
Montgomery Securities, Inc.
Montgomery Securities, Inc. Investment Banks/BrokersFinance Provides investment banking services | Finance |
Colby College
 Colby College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The Presidio Group LLC (California)
The Presidio Group LLC (California) Investment Banks/BrokersFinance Provide investment banking services | Finance |
Jewish Community Federation of San Francisco
Jewish Community Federation of San Francisco Miscellaneous Commercial ServicesCommercial Services Provides social services to the Jewish organizations | Commercial Services |
Presidio Investors LLC
Presidio Investors LLC Investment ManagersFinance Presidio Investors invests in lower middle market companies located in the United States with an enterprise value of USD 20 - 100 million and EBIDTA of USD 5 - 20 million. The firm targets companies operating in the fields of technology, media and financial services. It provides financing for growth and buyout capital requirements. They makes control investments and also takes a seat on the board of directors. | Finance |
KKR Income Opportunities Fund
 KKR Income Opportunities Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
