Jesse Lewis Stumpf
Analyst-Fixed Income chez Kovitz Investment Group Partners LLC
Profil
Mr. Jesse L.
Stumpf, CFA, is a Director of Fixed Income at Kovitz Investment Group Partners LLC.
He is a member of the investment team and is engaged in portfolio management, trading, research and analysis related to the firm’s fixed income with a focus on non-agency mortgage backed securities.
Prior to joining Kovitz Investment Group, Mr. Stumpf was a Financial Analyst and Planner for high net worth clients and corporate executives at The Ayco Company, L.P., A Goldman Sachs Company.
He received a Bachelor of Science in Finance with Honors from the University of Illinois at Urbana-Champaign in 2010.
He is licensed with FINRA under Series 7 and 66.
He is also a CFA Charterholder and a member of the CFA Society of Chicago.
Postes actifs de Jesse Lewis Stumpf
| Sociétés | Poste | Début |
|---|---|---|
Kovitz Investment Group Partners LLC
 Kovitz Investment Group Partners LLC Investment ManagersFinance Kovitz Investment Group Partners LLC (Kovitz) is a SEC-registered investment advisor headquartered in Chicago, Illinois. In January 2016, the firm underwent an organizational change to carry on the advisory business of its predecessor, Kovitz Investment Group LLC, which was founded in October 2003, after their owners left Rothschild Investment Corp. They are now direct, wholly owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Kovitz provides investment management, wealth management, and financial planning services to individual and institutional clients. Their institutional clients include endowments, employee benefit (ERISA) plans, corporations, and other entities. | Analyst-Fixed Income | 01/01/2016 |
Anciens postes connus de Jesse Lewis Stumpf
| Sociétés | Poste | Fin |
|---|---|---|
Kovitz Investment Group LLC
 Kovitz Investment Group LLC Investment ManagersFinance Founded in 2003, Kovitz Investment Group LLC is a registered investment advisor located in Chicago, Illinois. | Analyst-Equity | 01/01/2016 |
Formation de Jesse Lewis Stumpf
| University of Illinois | Undergraduate Degree |
Expériences
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Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
Kovitz Investment Group LLC
Kovitz Investment Group LLC Investment ManagersFinance Founded in 2003, Kovitz Investment Group LLC is a registered investment advisor located in Chicago, Illinois. | Finance |
Kovitz Investment Group Partners LLC
Kovitz Investment Group Partners LLC Investment ManagersFinance Kovitz Investment Group Partners LLC (Kovitz) is a SEC-registered investment advisor headquartered in Chicago, Illinois. In January 2016, the firm underwent an organizational change to carry on the advisory business of its predecessor, Kovitz Investment Group LLC, which was founded in October 2003, after their owners left Rothschild Investment Corp. They are now direct, wholly owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Kovitz provides investment management, wealth management, and financial planning services to individual and institutional clients. Their institutional clients include endowments, employee benefit (ERISA) plans, corporations, and other entities. | Finance |
