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Perfil
Mr. Tapper brings to Valentine Ventures a more experienced background and depth of knowledge, in Operations, which we deem necessary to achieving our growth objectives.
He has worked in the financial services industry for over 10 years, having provided client service, operational, and sales expertise to investment managers, prime brokerages, hedge funds, and institutional and retail investors.
Starting with Montgomery Securities in 1998, Mr. Tapper has worked with Banc of America Securities, Stadium Capital, Viewpoint Securities, and other investment professionals.
Mr. Tapper has lived in Bend since 2003 with his wife and two children.
Antiguos cargos conocidos de Jon David Tapper.
| Empresas | Cargo | Fin |
|---|---|---|
Viewpoint Securities LLC
 Viewpoint Securities LLC Investment Banks/BrokersFinance Provides investment banking and merchant banking services | Corporate Officer/Principal | - |
Stadium Capital Management LLC
 Stadium Capital Management LLC Investment ManagersFinance SCM invests principally, but not solely, in equity and equity-related securities that are traded publicly in North American and Western European markets on behalf of their clients but is authorized to enter any type of investment transaction that they deem appropriate, pursuant to the terms of the client’s partnership or other account agreement. | Corporate Officer/Principal | - |
Montgomery Securities, Inc.
 Montgomery Securities, Inc. Investment Banks/BrokersFinance Provides investment banking services | Corporate Officer/Principal | - |
Bank of America, NA (Charlotte, North Carolina)
 Bank of America, NA (Charlotte, North Carolina) Major BanksFinance Operates as a nationally chartered commercial bank | Corporate Officer/Principal | - |
Valentine Ventures LLC
 Valentine Ventures LLC Investment ManagersFinance Valentine Ventures invests across multiple asset classes including US and foreign stocks, commodities, foreign currencies, real estate, derivatives and other assets. The firm's portfolios are diversified through the use of ETFs. They use bonds to preserve capital and provide for income needs. The bonds that they purchase are held to maturity. The typical portfolio contains a laddered mix of maturities across the yield curve. Valentine Ventures employs a combination of fixed and floating rate bonds including corporate, treasury, high-yield and municipal bonds. | Oficial de Cumplimiento | - |
Formación de Jon David Tapper.
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
99
Relaciones de 1er grado
6
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
| Empresas privadas | 6 |
|---|---|
Stadium Capital Management LLC
Stadium Capital Management LLC Investment ManagersFinance SCM invests principally, but not solely, in equity and equity-related securities that are traded publicly in North American and Western European markets on behalf of their clients but is authorized to enter any type of investment transaction that they deem appropriate, pursuant to the terms of the client’s partnership or other account agreement. | Finance |
Viewpoint Securities LLC
Viewpoint Securities LLC Investment Banks/BrokersFinance Provides investment banking and merchant banking services | Finance |
Montgomery Securities, Inc.
Montgomery Securities, Inc. Investment Banks/BrokersFinance Provides investment banking services | Finance |
Valentine Ventures LLC
Valentine Ventures LLC Investment ManagersFinance Valentine Ventures invests across multiple asset classes including US and foreign stocks, commodities, foreign currencies, real estate, derivatives and other assets. The firm's portfolios are diversified through the use of ETFs. They use bonds to preserve capital and provide for income needs. The bonds that they purchase are held to maturity. The typical portfolio contains a laddered mix of maturities across the yield curve. Valentine Ventures employs a combination of fixed and floating rate bonds including corporate, treasury, high-yield and municipal bonds. | Finance |
Miami University
 Miami University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Bank of America, NA (Charlotte, North Carolina)
Bank of America, NA (Charlotte, North Carolina) Major BanksFinance Operates as a nationally chartered commercial bank | Finance |
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