Jim E. Blachman
Corporate Officer/Principal en CFA Institute .
Perfil
Mr. James E.
Blachman, CFA, is Senior Portfolio Manager at Advisor Partners LLC and a Member at CFA Institute.
Mr. Blachman was previously employed as a Principal by Bank of America Corp., a Principal by Data Resources, Inc., a Principal by SEI Investments Management Corp., and a Principal by Wharton Econometric Forecasting Associates, Inc.
Mr. Blachman received his undergraduate degree from the University of California, Berkeley and a graduate degree from the University of California, Berkeley.
Cargos activos de Jim E. Blachman
| Empresas | Cargo | Inicio |
|---|---|---|
CFA Institute
 CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Corporate Officer/Principal | 07/06/2011 |
Antiguos cargos conocidos de Jim E. Blachman.
| Empresas | Cargo | Fin |
|---|---|---|
Advisor Partners LLC
 Advisor Partners LLC Investment ManagersFinance Advisor Partners LLC is a SEC-registered investment advisor and wealth management firm headquartered in Walnut Creek, California. It was founded by Andrew Rudd and Dennis Clark in 2001. In 2022, the firm was acquired by Pathstone Family Office LLC, a subsidiary of Pathstone Holdings LLC. Advisor Partners provides discretionary investment advice and management to individual clients of registered investment advisers (RIAs) and financial institutions through two distinct investment programs: separately managed accounts and model portfolio consulting. | Gestor de Cartera-Acciones | 01/01/2014 |
SEI Investments Management Corp.
 SEI Investments Management Corp. Investment ManagersFinance SEI Investments Management Corp. (SIMC) is a SEC-registered investment advisor headquartered in Oaks, Pennsylvania. The firm was founded in 1968 by Alfred West, Jr. They are a subsidiary of SEI SIMC Holdings LLC, ultimately owned by SEI Investments Co. (NASDAQ: SEIC). SIMC serves as investment advisor to various types of investors and a number of pooled investment vehicles, such as mutual funds, hedge funds, private equity funds, collective investment trusts and offshore investment funds. Additionally, the firm serves as the sponsor of, and advisor to, managed accounts. | Corporate Officer/Principal | - |
| Data Resources, Inc. | Corporate Officer/Principal | - |
| Wharton Econometric Forecasting Associates, Inc. | Corporate Officer/Principal | - |
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Corporate Officer/Principal | - |
Formación de Jim E. Blachman.
| University of California, Berkeley | Graduate Degree |
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Empresas relacionadas
| Empresas cotizadas | 1 |
|---|---|
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Finance |
| Empresas privadas | 5 |
|---|---|
SEI Investments Management Corp.
SEI Investments Management Corp. Investment ManagersFinance SEI Investments Management Corp. (SIMC) is a SEC-registered investment advisor headquartered in Oaks, Pennsylvania. The firm was founded in 1968 by Alfred West, Jr. They are a subsidiary of SEI SIMC Holdings LLC, ultimately owned by SEI Investments Co. (NASDAQ: SEIC). SIMC serves as investment advisor to various types of investors and a number of pooled investment vehicles, such as mutual funds, hedge funds, private equity funds, collective investment trusts and offshore investment funds. Additionally, the firm serves as the sponsor of, and advisor to, managed accounts. | Finance |
CFA Institute
CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Commercial Services |
| Data Resources, Inc. | |
| Wharton Econometric Forecasting Associates, Inc. | |
Advisor Partners LLC
Advisor Partners LLC Investment ManagersFinance Advisor Partners LLC is a SEC-registered investment advisor and wealth management firm headquartered in Walnut Creek, California. It was founded by Andrew Rudd and Dennis Clark in 2001. In 2022, the firm was acquired by Pathstone Family Office LLC, a subsidiary of Pathstone Holdings LLC. Advisor Partners provides discretionary investment advice and management to individual clients of registered investment advisers (RIAs) and financial institutions through two distinct investment programs: separately managed accounts and model portfolio consulting. | Finance |
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