![James Trozze](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Perfil
James Peter Trozze is currently the Chief Executive Officer at Copell Financial LLC.
Prior to this, he worked as the Director of Research at Trust & Fiduciary Management Services, Inc., Portfolio Manager at UBS Asset Management (Americas), Inc., and Head of Research at Moors & Cabot, Inc. Trozze holds an MBA from Babson College and an undergraduate degree from Cornell University, which he received in 2012.
Cargos activos de James Trozze
Empresas | Cargo | Inicio |
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Copell Financial LLC
![]() Copell Financial LLC Investment Banks/BrokersFinance Founded in 2005, Copell Financial LLC is an independent research firm located in Hasbrouck Heights, New Jersey with an additional office in New York City. The firm seeks to identify industries that are undergoing a change in dynamics. They look for events and catalysts that affect the fundamentals and the strategic reasons to buy or sell within a certain industry. | Director Ejecutivo | - |
Antiguos cargos conocidos de James Trozze.
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Moors & Cabot, Inc.
![]() Moors & Cabot, Inc. Investment Banks/BrokersFinance Moors & Cabot, Inc. (MCI) is a registered broker-dealer headquartered in Boston, Massachusetts. The firm was founded by John F. Moors and Charles Cabot in 1890 to handle the personal investments of the two founders and their friends. They became a solely owned subsidiary of Eighteen Ninety Partners LLC in 2022. MCI provides brokerage execution services to their advisory client participating in Portfolio Management Program (PMP). | Director de Investigación - Acciones | - |
Trust & Fiduciary Management Services, Inc.
![]() Trust & Fiduciary Management Services, Inc. Investment ManagersFinance Founded in 1990, Trust & Fiduciary Management Services, Inc. is a registered investment advisor headquartered in Hasbrouck Heights, New Jersey. The firm is owned by independent investment research firm, Copell Financial LLC. | Director de Investigación - Acciones | - |
UBS Asset Management (Americas), Inc.
![]() UBS Asset Management (Americas), Inc. Investment ManagersFinance UBS Asset Management (Americas) LLC (UBS AM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as UBS Global Asset Management (Americas), Inc. They are a wholly owned subsidiary of UBS Americas, Inc., ultimately owned by UBS Group AG (SIX: UBSG; NYSE: UBS) in Switzerland. UBS AM provides investment products and services to corporate and public pension plans, financial institutions and advisors, central banks, charities, foundations and individual investors around the world. | Gestor de Cartera-Acciones | - |
Formación de James Trozze.
Cornell University | Undergraduate Degree |
Babson College | Masters Business Admin |
Experiencias
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Empresas relacionadas
Empresas privadas | 4 |
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Copell Financial LLC
![]() Copell Financial LLC Investment Banks/BrokersFinance Founded in 2005, Copell Financial LLC is an independent research firm located in Hasbrouck Heights, New Jersey with an additional office in New York City. The firm seeks to identify industries that are undergoing a change in dynamics. They look for events and catalysts that affect the fundamentals and the strategic reasons to buy or sell within a certain industry. | Finance |
UBS Asset Management (Americas), Inc.
![]() UBS Asset Management (Americas), Inc. Investment ManagersFinance UBS Asset Management (Americas) LLC (UBS AM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as UBS Global Asset Management (Americas), Inc. They are a wholly owned subsidiary of UBS Americas, Inc., ultimately owned by UBS Group AG (SIX: UBSG; NYSE: UBS) in Switzerland. UBS AM provides investment products and services to corporate and public pension plans, financial institutions and advisors, central banks, charities, foundations and individual investors around the world. | Finance |
Moors & Cabot, Inc.
![]() Moors & Cabot, Inc. Investment Banks/BrokersFinance Moors & Cabot, Inc. (MCI) is a registered broker-dealer headquartered in Boston, Massachusetts. The firm was founded by John F. Moors and Charles Cabot in 1890 to handle the personal investments of the two founders and their friends. They became a solely owned subsidiary of Eighteen Ninety Partners LLC in 2022. MCI provides brokerage execution services to their advisory client participating in Portfolio Management Program (PMP). | Finance |
Trust & Fiduciary Management Services, Inc.
![]() Trust & Fiduciary Management Services, Inc. Investment ManagersFinance Founded in 1990, Trust & Fiduciary Management Services, Inc. is a registered investment advisor headquartered in Hasbrouck Heights, New Jersey. The firm is owned by independent investment research firm, Copell Financial LLC. | Finance |
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