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Jeff Harari
Oficial de Cumplimiento en
A. Montag & Associates, Inc.
.
Perfil
Mr. Jeffrey Harari is a Chief Operating Officer & Chief Compliance Officer at A. Montag & Associates, Inc. As Chief Operating Officer, he is responsible for the day-to-day operations and manages the financial and administrative operations at MONTAG.
As Chief Compliance Officer, he has primary responsibility for the firm’s compliance program.
He also assists with the planning and support of strategic planning initiatives designed for developing and growing the firm.
Prior to joining MONTAG in 2011, Mr. Harari began his career as a CPA at a national public accounting firm in New York City, where he audited hedge funds and other private investment companies.
From there, he furthered his investment industry experience with the finance group of a hedge fund-of-funds before relocating to Atlanta.
He received his undergraduate degree from State University of New York at Binghamton.
Cargos activos de Jeff Harari
| Empresas | Cargo | Inicio |
|---|---|---|
A. Montag & Associates, Inc.
 A. Montag & Associates, Inc. Investment ManagersFinance MONTAG generally selects individual common stocks, mutual funds, ETFs and various taxable and tax-exempt fixed income investments for their clients' portfolios. The firm's approach seeks to balance clients' objectives for asset preservation and growth with their income needs and tolerance for risk. | Oficial de Cumplimiento | 01/01/2023 |
Formación de Jeff Harari.
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
20
Relaciones de 1er grado
2
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
| Empresas privadas | 2 |
|---|---|
A. Montag & Associates, Inc.
A. Montag & Associates, Inc. Investment ManagersFinance MONTAG generally selects individual common stocks, mutual funds, ETFs and various taxable and tax-exempt fixed income investments for their clients' portfolios. The firm's approach seeks to balance clients' objectives for asset preservation and growth with their income needs and tolerance for risk. | Finance |
State University of New York at Binghamton
 State University of New York at Binghamton Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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