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Perfil
Mr. Joseph J.
Mengis is a President & Chief Executive Officer at Mengis Capital Management, Inc. He has over 37 years of investment experience.
He founded the firm in 2001.
He began his career in 1987 at Black & Co., a Portland based investment banking and security research firm.
In 1991, he joined Charter Investment Group, where he was quickly promoted to Vice President.
In 1997, Sutro & Company acquired Charter Investment Group.
He continued with Sutro as a portfolio manager where he developed the investment philosophy and approach that became the cornerstone for the firm.
Cargos activos de Jeff Mengis
| Empresas | Cargo | Inicio |
|---|---|---|
Mengis Capital Management, Inc.
 Mengis Capital Management, Inc. Investment ManagersFinance MCM specializes in management of individual equity and income portfolios. In their management process, the firm strives to achieve tax-efficiency for our clients through long-term capital gains and offsetting losses. They often use mutual funds and ETFs to complement their client portfolios. In formulating investment advice and managing client assets, MCM uses fundamental and technical methods of analysis. | Director Ejecutivo | 01/01/2001 |
Antiguos cargos conocidos de Jeff Mengis.
| Empresas | Cargo | Fin |
|---|---|---|
Sutro & Co., Inc.
 Sutro & Co., Inc. Investment Banks/BrokersFinance Securities Brokerage | Corporate Officer/Principal | - |
Black & Co., Inc. (Oregon)
 Black & Co., Inc. (Oregon) Investment Banks/BrokersFinance Provides asset management services | Corporate Officer/Principal | - |
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
4
Relaciones de 1er grado
3
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
| Empresas privadas | 3 |
|---|---|
Black & Co., Inc. (Oregon)
Black & Co., Inc. (Oregon) Investment Banks/BrokersFinance Provides asset management services | Finance |
Sutro & Co., Inc.
Sutro & Co., Inc. Investment Banks/BrokersFinance Securities Brokerage | Finance |
Mengis Capital Management, Inc.
Mengis Capital Management, Inc. Investment ManagersFinance MCM specializes in management of individual equity and income portfolios. In their management process, the firm strives to achieve tax-efficiency for our clients through long-term capital gains and offsetting losses. They often use mutual funds and ETFs to complement their client portfolios. In formulating investment advice and managing client assets, MCM uses fundamental and technical methods of analysis. | Finance |
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