![Joel Bernard Kantor](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>)
Joel Bernard Kantor
Fondateur chez
Mimosa Tree Capital Partners LLC
Profil
Mr. Joel B. Kantor is a Partner & Financial Planner at Native American Fund Advisors LLC and Pinnacle Holdings LLC and Managing Partner & Co-Founder at Mimosa Tree Capital Partners LLC.
His primary responsibilities at Pinnacle include financial planning, portfolio management, and new business development.
He is a Registered Investment Advisor.
He joined Pinnacle in 2005.
Mr. Kantor also served on the board at Avansic, Inc. He has over 24 years experience in the investment industry with various brokerage firms, and 10 years as a financial planner and investment advisor.
His former board memberships include the Tulsa Jewish Retirement Center, the Tulsa Jewish Federation, Tulsa Metropolitan Ministries, the Day Center for the Homeless, Federation of Flyfishers, and Trout Unlimited.
He received a B.B.A. in Accounting from the University of Oklahoma in 1978.
He completed the Certified Financial Planner examination in 2000.
He is a past Certified Financial Planner designee.
Postes actifs de Joel Bernard Kantor
| Sociétés | Poste | Début |
|---|---|---|
Native American Fund Advisors LLC
 Native American Fund Advisors LLC Investment ManagersFinance NAFA’s investment philosophy is driven by the principle of minimizing risk while capturing the most competitive rates of return. They offer six investment strategies to capture different market advantages. The composition of a portfolio amongst their strategies is based on the individual, their specific investment needs, financial goals, and risk tolerance. The firm manages each asset-class strategy internally. The Chief Investment Officer oversees the research efforts, security analysis, and portfolio construction performed by the investment team, which includes the equity trader, fixed-income analyst and trader, and the Managing Partner. | Gestionnaire de Portefeuille-Actions | 01/06/2005 |
Mimosa Tree Capital Partners LLC
 Mimosa Tree Capital Partners LLC Investment ManagersFinance Mimosa tree capital partners invests in companies located in the United States. The firm targets companies operating in the fields of retail, food and agriculture technologies. It provides financing for growth stage capital transactions. | Fondateur | 24/08/2009 |
Pinnacle Holdings LLC
 Pinnacle Holdings LLC Investment ManagersFinance Pinnacle Investment Advisors’ investment philosophy is driven by the principle of minimizing risk while capturing the most competitive rates of return. The firm builds customized portfolios for their clients with proprietary strategies. | Gestionnaire de Portefeuille-Actions | 01/01/2005 |
Anciens postes connus de Joel Bernard Kantor
| Sociétés | Poste | Fin |
|---|---|---|
Avansic, Inc.
 Avansic, Inc. Miscellaneous Commercial ServicesCommercial Services Provides digital forensics services to the business and legal communities | Directeur/Membre du Conseil | - |
Formation de Joel Bernard Kantor
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
73
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Pinnacle Holdings LLC
Pinnacle Holdings LLC Investment ManagersFinance Pinnacle Investment Advisors’ investment philosophy is driven by the principle of minimizing risk while capturing the most competitive rates of return. The firm builds customized portfolios for their clients with proprietary strategies. | Finance |
Native American Fund Advisors LLC
Native American Fund Advisors LLC Investment ManagersFinance NAFA’s investment philosophy is driven by the principle of minimizing risk while capturing the most competitive rates of return. They offer six investment strategies to capture different market advantages. The composition of a portfolio amongst their strategies is based on the individual, their specific investment needs, financial goals, and risk tolerance. The firm manages each asset-class strategy internally. The Chief Investment Officer oversees the research efforts, security analysis, and portfolio construction performed by the investment team, which includes the equity trader, fixed-income analyst and trader, and the Managing Partner. | Finance |
University of Oklahoma
 University of Oklahoma Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Mimosa Tree Capital Partners LLC
Mimosa Tree Capital Partners LLC Investment ManagersFinance Mimosa tree capital partners invests in companies located in the United States. The firm targets companies operating in the fields of retail, food and agriculture technologies. It provides financing for growth stage capital transactions. | Finance |
Avansic, Inc.
Avansic, Inc. Miscellaneous Commercial ServicesCommercial Services Provides digital forensics services to the business and legal communities | Commercial Services |
