Jerry Chafkin
Plus aucun poste en cours
Fortune : 670 878 $ au 31/03/2024
Profil
Jeremiah Harrison Chafkin formerly worked at Natixis Investment Managers LP, as Chief Executive Officer from 2006 to 2007, Natixis Advisors LLC, as Chief Executive Officer, AlphaSimplex Group LLC, as Portfolio Manager & Chief Executive Officer from 2012 to 2013, Deutsche Bank Trust Company Americas, as CEO-Structured Investment Management Business from 1997 to 1999, AssetMark, Inc., as EVP, Vice Chairman of Investments & CIO from 2014 to 2021, Pacific Current Group Ltd., as Non-Executive Director from 2019 to 2023, The Charles Schwab Corp., as Executive Vice President-Advised Investor Division from 2002 to 2006, Charles Schwab Investment Management, Inc., as President from 1991 to 2001, NRMA Insurance Ltd., as Secretary, Japan Bankers Trust Co., Ltd., as President from 1994 to 1996, and AssetMark Financial Holdings, Inc., as Chief Investment Officer & Executive VP from 2014 to 2021.
Mr. Chafkin received his undergraduate degree in 1981 from Yale University and Masters Business Admin degree in 1984 from Columbia Business School.
Détentions connues dans des sociétés publiques
| Société | Date | Nombre d'actions | Valorisation | Date de valorisation |
|---|---|---|---|---|
| 17/11/2023 | 100 816 ( 0,20% ) | 670 878 $ | 31/03/2024 |
Anciens postes connus de Jerry Chafkin
| Sociétés | Poste | Fin |
|---|---|---|
| PACIFIC CURRENT GROUP LIMITED | Director/Board Member | 17/11/2023 |
| ASSETMARK FINANCIAL HOLDINGS, INC. | Chief Investment Officer | 07/06/2021 |
AlphaSimplex Group LLC
 AlphaSimplex Group LLC Investment ManagersFinance AlphaSimplex Group LLC (AlphaSimplex) is a SEC-registered investment adviser and hedge fund manager headquartered in Boston, Massachusetts. The firm was founded in 1999 and became an investment affiliate of Virtus Investment Partners, Inc. (Nasdaq: VRTS) in 2023. AlphaSimplex provides discretionary and non-discretionary services to investment companies, private funds, corporations, state or municipal government entities, and other business entities. | Chief Executive Officer | 31/12/2013 |
Natixis Investment Managers LP
 Natixis Investment Managers LP Investment ManagersFinance Natixis Investment Managers LP engages in the provision of investment management solutions. Its investments focused on the mutual funds, exchange traded funds, target date funds, retirement, separate accounts, and wealth management. The company was founded in 1997 and is headquartered in Boston, MA. | Chief Executive Officer | 01/01/2007 |
| CHARLES SCHWAB | Corporate Officer/Principal | 01/01/2006 |
Formation de Jerry Chafkin
| Yale University | Undergraduate Degree |
| Columbia Business School | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Sociétés cotées | 3 |
|---|---|
| CHARLES SCHWAB | Finance |
| PACIFIC CURRENT GROUP LIMITED | Finance |
| ASSETMARK FINANCIAL HOLDINGS, INC. | Finance |
| Entreprise privées | 8 |
|---|---|
Natixis Investment Managers LP
Natixis Investment Managers LP Investment ManagersFinance Natixis Investment Managers LP engages in the provision of investment management solutions. Its investments focused on the mutual funds, exchange traded funds, target date funds, retirement, separate accounts, and wealth management. The company was founded in 1997 and is headquartered in Boston, MA. | Finance |
Natixis Advisors LLC
 Natixis Advisors LLC Investment ManagersFinance Natixis Advisors LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. Founded in 1995, the firm is a subsidiary of Natixis Investment Managers LLC, ultimately owned by BPCE SA in France. Natixis Advisors provides advisory services to investment company clients and separately managed account clients as well as multi-asset portfolio solutions for a variety of funds and portfolios. A department of Natixis Advisors also provides portfolio analysis, consulting, and analytic services to investment professionals. | Finance |
Charles Schwab Investment Management, Inc.
 Charles Schwab Investment Management, Inc. Investment ManagersFinance Charles Schwab Investment Management, Inc. (CSIM) is a registered investment advisor headquartered in San Francisco, California. The firm was founded in 1989 and is a subsidiary of The Charles Schwab Corp. (NASDAQ: SCHW). CSIM provides investment advice to pooled investment funds such as registered investment companies and non-US funds and to trustees of collective trust funds. They also provide non-discretionary investment management advice to their affiliate, Charles Schwab Bank (CSB). | Finance |
AlphaSimplex Group LLC
AlphaSimplex Group LLC Investment ManagersFinance AlphaSimplex Group LLC (AlphaSimplex) is a SEC-registered investment adviser and hedge fund manager headquartered in Boston, Massachusetts. The firm was founded in 1999 and became an investment affiliate of Virtus Investment Partners, Inc. (Nasdaq: VRTS) in 2023. AlphaSimplex provides discretionary and non-discretionary services to investment companies, private funds, corporations, state or municipal government entities, and other business entities. | Finance |
NRMA Insurance Ltd.
 NRMA Insurance Ltd. Insurance Brokers/ServicesFinance Part of Insurance Australia Group Ltd., NRMA Insurance Ltd. is a leading general insurer based in Sydney, Australia. NRMA Insurance offers a range of insurance products for cars, homes, travel, and businesses. The Australian company also provides 24/7 customer service and has a process in place to resolve complaints. NRMA Insurance is committed to providing the best service possible and is a great place to start a career with opportunities for graduates. Founded in 1999, the company has been providing insurance to Australians for over 90 years. | Finance |
Deutsche Bank Trust Company Americas
 Deutsche Bank Trust Company Americas Regional BanksFinance Deutsche Bank Trust Company Americas operates as a state chartered commercial bank. The firm offers loan origination and other forms of credit, clearing activities, currency, fiduciary, custody transactions, commercial banking, financial, and trust services. The company was founded on March 5, 1903 and is headquartered in New York, NY. | Finance |
AssetMark, Inc.
 AssetMark, Inc. Investment ManagersFinance AssetMark, Inc. is a registered investment advisor headquartered in Concord, California. The firm was founded in 1985 as Genworth Financial Asset Management. They are a wholly-owned subsidiary of AssetMark Financial Holdings, Inc., which is owned by Huatai International Investment Holdings Ltd. in Hong Kong. AssetMark provides various investment supervisory services to registered investment companies and a variety of clients, which include but not limited to individuals, investment companies, pension and profit-sharing plans, corporations, partnerships, trusts, insurance companies and other investment managers. | Finance |
| Japan Bankers Trust Co., Ltd. | Finance |
