Profil
Mr. Paul L.
Feinstein is a Chief Executive Officer & Chief Investment Officer at Audent Global Asset Management LLC.
He has more than 20 years of experience and award-winning wealth management, Paul leads the firm's investment team, developing and managing the strategic investment and daily trading decisions for the company.
He was responsible for the development of each of the option overlay programs and strategies for the Audent Global Asset Management clients.
With his extensive background in equity, fixed income and derivatives markets, he specializes in helping ultra-high net worth families grow and preserve wealth.
He helps clients identify and prioritize plans, and then provides straightforward advice in collaboration with their attorneys, accountants and family office partners.
Prior to founding Audent, Mr. Feinstein served as a Managing Director and Senior Portfolio Manager at First Republic Investment Management.
Before that, he was a Managing Director and Senior Portfolio Manager with UBS for nearly 14 years.
He earned a bachelor of science degree from the University of California, Los Angeles, and the prestigious Certified Investment Management Analyst Designation from the Wharton School of Business at the University of Pennsylvania.
Postes actifs de Paul Loren Feinstein
| Sociétés | Poste | Début |
|---|---|---|
Audent Global Asset Management LLC
Audent Global Asset Management LLC Investment ManagersFinance Audent aims to build well-diversified and efficient portfolios by utilizing their proprietary strategies which are actively managed for each market cycle. The firm uses alternative strategies in pursuit of superior risk-adjusted returns beyond those found in traditional asset classes. Their platform strategically utilizes Private Equity, Hedge Funds, Venture Capital, Private Deals and Co-Investment opportunities. | Directeur Général | 01/04/2020 |
Anciens postes connus de Paul Loren Feinstein
| Sociétés | Poste | Fin |
|---|---|---|
JPMorgan Private Wealth Advisors LLC
JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMPWA creates portfolios designed to meet each client's specific needs, considering risk tolerance, current situation and future life objectives. The firm provides numerous investment management styles and strategies across various asset classes, including but not limited to fixed income, publicly traded equities and private securities. | Corporate Officer/Principal | 01/03/2020 |
UBS AG (New York)
UBS AG (New York) Investment ManagersFinance UBS Private Banking employs asset allocation methods to manage separate portfolios based on each client's investment objectives and risk tolerance. | Corporate Officer/Principal | 01/02/2017 |
Formation de Paul Loren Feinstein
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| Entreprise privées | 4 |
|---|---|
UBS AG (New York)
UBS AG (New York) Investment ManagersFinance UBS Private Banking employs asset allocation methods to manage separate portfolios based on each client's investment objectives and risk tolerance. | Finance |
JPMorgan Private Wealth Advisors LLC
JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMPWA creates portfolios designed to meet each client's specific needs, considering risk tolerance, current situation and future life objectives. The firm provides numerous investment management styles and strategies across various asset classes, including but not limited to fixed income, publicly traded equities and private securities. | Finance |
University of California
University of California Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Audent Global Asset Management LLC
Audent Global Asset Management LLC Investment ManagersFinance Audent aims to build well-diversified and efficient portfolios by utilizing their proprietary strategies which are actively managed for each market cycle. The firm uses alternative strategies in pursuit of superior risk-adjusted returns beyond those found in traditional asset classes. Their platform strategically utilizes Private Equity, Hedge Funds, Venture Capital, Private Deals and Co-Investment opportunities. | Finance |
















