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Lee Chertavian
Directeur Général chez
EQIS Holding, Inc.
Profil
Leevon Chertavian is currently President & Chief Executive Officer at EQIS Holding, Inc. and President at Community Housing Management Corp.
Former positions include Chairman & Chief Executive Officer at Placemark Investments, Inc. from 2001 to 2014, Senior Vice President at Affiliated Managers Group, Inc., Principal at Bankers Trust Co. (Des Moines, Iowa), Deutsche Bank Investment Management, Inc., Bain & Co., Inc., FMR LLC, and The Equitable Life, Division President at Trans National Group Services LLC, President at Envestnet Asset Management, Inc., and Operating Partner at Long Ridge Equity Partners LLC.
Education includes undergraduate studies at Bowdoin College and an MBA from Harvard Business School.
Postes actifs de Lee Chertavian
| Sociétés | Poste | Début |
|---|---|---|
EQIS Holding, Inc.
 EQIS Holding, Inc. Packaged SoftwareTechnology Services Develops investment and asset management platform solutions | Directeur Général | - |
Community Housing Management Corp.
 Community Housing Management Corp. Real Estate DevelopmentFinance Provides real estate services | President | 01/10/2015 |
Anciens postes connus de Lee Chertavian
| Sociétés | Poste | Fin |
|---|---|---|
Placemark Investments, Inc.
 Placemark Investments, Inc. Investment ManagersFinance Placemark Investments develops, implements and supports wealth solutions including Unified Managed Account platforms and retirement solutions for broker/dealers, registered investment advisors, banks and family offices. The firm is a leading independent overlay portfolio manager within the separate account industry. They coordinate multiple investment vehicles including separately managed accounts, mutual funds and ETFs into a single customized portfolio and provides solutions for firms seeking to expand and capture more fee-based business. Placemark Investments provides customized investment approaches designed to meet a variety of needs and risk tolerance. | Directeur Général | 31/12/2014 |
Long Ridge Equity Partners LLC
 Long Ridge Equity Partners LLC Investment ManagersFinance Long Ridge Equity Partners seeks investment opportunities in companies located in the United States with revenues of at least USD 5 million. The firm focuses on financial technology & services, specialty finance and business technology & services. It provides financing for growth stage capital transactions with an investment size of USD 25 - 150 million. It also acquires minority or majority interest and takes seat on board. | Private Equity Investor | - |
Envestnet Asset Management, Inc.
 Envestnet Asset Management, Inc. Investment ManagersFinance Envestnet PMC provides Advisors with a variety of portfolio construction methods utilizing an analytics module that allows choice of multiple programs and products to blend a solution that best meets client requirements. The firm uses the capital markets assumptions (CMA) construction process of Black-Litterman and inverse optimization methods to estimate the expected returns for asset classes when constructing the firm’s proprietary strategies and in assisting Advisors with asset allocations and portfolio construction. | President | - |
The Equitable Life | Corporate Officer/Principal | - |
Bankers Trust Co. (Des Moines, Iowa)
 Bankers Trust Co. (Des Moines, Iowa) Investment ManagersFinance Bankers Trust treats investment management as an ongoing process to help clients achieve their future goals. The firm’s approach addresses their whole financial picture, from retirement planning to education funding to managing risk, and developing appropriate investment strategies for each area. | Corporate Officer/Principal | - |
Formation de Lee Chertavian
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
9
Relations au 1er degré
14
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 14 |
|---|---|
Affiliated Managers Group, Inc.
 Affiliated Managers Group, Inc. Investment ManagersFinance Provides investment management services | Finance |
Bankers Trust Co. (Des Moines, Iowa)
Bankers Trust Co. (Des Moines, Iowa) Investment ManagersFinance Bankers Trust treats investment management as an ongoing process to help clients achieve their future goals. The firm’s approach addresses their whole financial picture, from retirement planning to education funding to managing risk, and developing appropriate investment strategies for each area. | Finance |
Deutsche Bank Investment Management, Inc.
 Deutsche Bank Investment Management, Inc. Investment ManagersFinance Deutsche Bank Investment Management (DBIM) offers a broad range of investment products that span the risk/return spectrum. The firm's primary investment strategies and products include equity, fixed-income, alternatives, private equity, cash management and multi-asset. Within each investment strategy, there is a team that manages and specializes in the particular asset category being employed. The team may use a variety of quantitative and qualitative techniques in trying to meet clients' investment objectives. DBIM may use bottom-up research that focuses on companies they believe have a history of above average growth, strong competitive positioning, attractive prices relative to potential growth, sound financial strength and effective management, among other factors. The firm may also use top-down research to identify investments that may benefit from changes in the overall business environment. | Finance |
Placemark Investments, Inc.
Placemark Investments, Inc. Investment ManagersFinance Placemark Investments develops, implements and supports wealth solutions including Unified Managed Account platforms and retirement solutions for broker/dealers, registered investment advisors, banks and family offices. The firm is a leading independent overlay portfolio manager within the separate account industry. They coordinate multiple investment vehicles including separately managed accounts, mutual funds and ETFs into a single customized portfolio and provides solutions for firms seeking to expand and capture more fee-based business. Placemark Investments provides customized investment approaches designed to meet a variety of needs and risk tolerance. | Finance |
Bain & Co., Inc.
 Bain & Co., Inc. Miscellaneous Commercial ServicesCommercial Services Provides strategy, marketing, organization, operations, IT and M&A consulting services | Commercial Services |
Trans National Group Services LLC
 Trans National Group Services LLC Miscellaneous Commercial ServicesCommercial Services Provides office administrative services | Commercial Services |
Bowdoin College
 Bowdoin College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Envestnet Asset Management, Inc.
Envestnet Asset Management, Inc. Investment ManagersFinance Envestnet PMC provides Advisors with a variety of portfolio construction methods utilizing an analytics module that allows choice of multiple programs and products to blend a solution that best meets client requirements. The firm uses the capital markets assumptions (CMA) construction process of Black-Litterman and inverse optimization methods to estimate the expected returns for asset classes when constructing the firm’s proprietary strategies and in assisting Advisors with asset allocations and portfolio construction. | Finance |
FMR LLC
 FMR LLC Investment ManagersFinance Provides investment advice | Finance |
The Equitable Life | |
EQIS Holding, Inc.
EQIS Holding, Inc. Packaged SoftwareTechnology Services Develops investment and asset management platform solutions | Technology Services |
Long Ridge Equity Partners LLC
Long Ridge Equity Partners LLC Investment ManagersFinance Long Ridge Equity Partners seeks investment opportunities in companies located in the United States with revenues of at least USD 5 million. The firm focuses on financial technology & services, specialty finance and business technology & services. It provides financing for growth stage capital transactions with an investment size of USD 25 - 150 million. It also acquires minority or majority interest and takes seat on board. | Finance |
Harvard Business School
 Harvard Business School Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Community Housing Management Corp.
Community Housing Management Corp. Real Estate DevelopmentFinance Provides real estate services | Finance |
