James Longinotti

Director/Miembro de la Junta en Cypress Alternative Partners II LP .

Finance

Consumer Services

Cargos activos de James Longinotti

Empresas	Cargo	Inicio	Fin
Cypress Alternative Partners II LP Cypress Alternative Partners II LP Investment ManagersFinance Cypress Alternative Partners II LP provides investment services. The company is headquartered in San Francisco, CA.	Director/Miembro de la Junta	-	-
Cresset Capital Management LLC Cresset Capital Management LLC Financial ConglomeratesFinance Cresset Capital Management LLC provides reinvent wealth management services. It offers suite of family office services, investment advisory, planning, and other services. The company was founded by Eric Becker and Avy Stein and is headquartered in Chicago, IL.	Director/Miembro de la Junta	-	-
	Corporate Officer/Principal	-	-

Empresas	Cargo	Inicio	Fin
Cypress Wealth Advisors LLC Cypress Wealth Advisors LLC Investment ManagersFinance Founded in 2004, Cypress Wealth Advisors LLC is a wealth management firm and registered investment advisor located in San Francisco, California. The firm provides investment advice, as well as implementation and financial planning, to individuals, trusts, estates, and charitable organizations. They also serve as the investment adviser to a number of pooled investment vehicles. vehicles.	Analyst-Equity	01/01/2011	01/01/2017
	Director de Inversiones	01/01/2011	-
	Oficial de Cumplimiento	01/01/2017	-
	Gestor de Cartera-Acciones	01/01/2011	01/01/2017

Washington University in St. Louis

Undergraduate Degree

Internacional

Estados Unidos

Operativa

Sectorial

Finance	4
Consumer Services	2

Funciones ocupadas

Activas

Inactivas

Empresas cotizadas

Empresas privadas

Empresas privadas	3
Cypress Wealth Advisors LLC Cypress Wealth Advisors LLC Investment ManagersFinance Founded in 2004, Cypress Wealth Advisors LLC is a wealth management firm and registered investment advisor located in San Francisco, California. The firm provides investment advice, as well as implementation and financial planning, to individuals, trusts, estates, and charitable organizations. They also serve as the investment adviser to a number of pooled investment vehicles. vehicles.	Finance
Cypress Alternative Partners II LP Cypress Alternative Partners II LP Investment ManagersFinance Cypress Alternative Partners II LP provides investment services. The company is headquartered in San Francisco, CA.	Finance
Cresset Capital Management LLC Cresset Capital Management LLC Financial ConglomeratesFinance Cresset Capital Management LLC provides reinvent wealth management services. It offers suite of family office services, investment advisory, planning, and other services. The company was founded by Eric Becker and Avy Stein and is headquartered in Chicago, IL.	Finance