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Profil
James Samuel Vitalie formerly worked at Easterly Funds LLC, as Partner & Chief Executive Officer from 2018 to 2020, Old Mutual (US) Holdings, Inc., as Head of Institutional Group from 2005 to 2007, CBIZ, Inc., as President, Curian Capital LLC, as President from 2003 to 2005, Albridge Solutions, Inc., as President, and James Alpha Management LLC, as Partner from 2020 to 2023.
Mr. Vitalie received his undergraduate degree from the University of Pittsburgh and graduate degree from Syracuse University.
Anciens postes connus de Jim Vitalie
| Sociétés | Poste | Fin |
|---|---|---|
James Alpha Management LLC
 James Alpha Management LLC Investment ManagersFinance James Alpha manages a long/short investment strategy for their clients. | Directeur Général | 01/08/2020 |
Old Mutual (US) Holdings, Inc.
 Old Mutual (US) Holdings, Inc. Investment Banks/BrokersFinance Manages investment portfolios | Corporate Officer/Principal | 01/10/2007 |
Curian Capital LLC
 Curian Capital LLC Investment ManagersFinance Curian Capital uses a proprietary process to formulate "efficient" model portfolios for their clients employing various asset allocation approaches, including strategic and tactical, as well as diversifying across the major asset classes: Domestic Equity, International Equity, Real Estate, Fixed Income and Cash. Through their proprietary process, they create a range of portfolios that attempt to maximize return potential at various risk levels. Curian Capital offers numerous portfolio options that correspond to an investor's risk profile, implementation strategy and other customization options selected to meet their personal investment goals and preferences. Under the firm's Custom Portfolios option, the equity portion of of a client's model portfolio will consist of a variety of U.S. publicly traded securities including, but not limited to, equity securities, preferred stocks, ETFs, mutual funds (which may include mutual funds managed by Curian), ADRs and other investments. They may also use taxable and tax-exempt fixed income ETFs, mutual funds and/or closed-end funds to provide investment exposure for the fixed-income asset class of model portfolios. | Analyst-Equity | 10/01/2005 |
Easterly Funds LLC
 Easterly Funds LLC Investment ManagersFinance Easterly utilizes a proprietary system that combines both a qualitative and quantitative factor-based methodology. The Easterly Funds include portfolios focused on hedged equity, global REITs, structured credit, small-cap value and long/short equity, which are intended to provide low volatility growth, alternative sources of income, quarterly or even monthly distributions. | Directeur Général | 01/08/2020 |
Albridge Solutions, Inc.
 Albridge Solutions, Inc. Investment ManagersFinance Provides enterprise wealth management services | Corporate Officer/Principal | - |
Formation de Jim Vitalie
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
4
Relations au 1er degré
8
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 8 |
|---|---|
Old Mutual (US) Holdings, Inc.
Old Mutual (US) Holdings, Inc. Investment Banks/BrokersFinance Manages investment portfolios | Finance |
CBIZ, Inc.
 CBIZ, Inc. Miscellaneous Commercial ServicesCommercial Services Provides financial and employee benefits services | Commercial Services |
University of Pittsburgh
 University of Pittsburgh Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Curian Capital LLC
Curian Capital LLC Investment ManagersFinance Curian Capital uses a proprietary process to formulate "efficient" model portfolios for their clients employing various asset allocation approaches, including strategic and tactical, as well as diversifying across the major asset classes: Domestic Equity, International Equity, Real Estate, Fixed Income and Cash. Through their proprietary process, they create a range of portfolios that attempt to maximize return potential at various risk levels. Curian Capital offers numerous portfolio options that correspond to an investor's risk profile, implementation strategy and other customization options selected to meet their personal investment goals and preferences. Under the firm's Custom Portfolios option, the equity portion of of a client's model portfolio will consist of a variety of U.S. publicly traded securities including, but not limited to, equity securities, preferred stocks, ETFs, mutual funds (which may include mutual funds managed by Curian), ADRs and other investments. They may also use taxable and tax-exempt fixed income ETFs, mutual funds and/or closed-end funds to provide investment exposure for the fixed-income asset class of model portfolios. | Finance |
Syracuse University
 Syracuse University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Albridge Solutions, Inc.
Albridge Solutions, Inc. Investment ManagersFinance Provides enterprise wealth management services | Finance |
James Alpha Management LLC
James Alpha Management LLC Investment ManagersFinance James Alpha manages a long/short investment strategy for their clients. | Finance |
Easterly Funds LLC
Easterly Funds LLC Investment ManagersFinance Easterly utilizes a proprietary system that combines both a qualitative and quantitative factor-based methodology. The Easterly Funds include portfolios focused on hedged equity, global REITs, structured credit, small-cap value and long/short equity, which are intended to provide low volatility growth, alternative sources of income, quarterly or even monthly distributions. | Finance |
