Jordan Szekely
Director Ejecutivo en Cherrydale Wealth Management LLC .
Perfil
Jordan Ian Szekely has founded Cherrydale Wealth Management LLC in 2014, where he currently holds the title of Managing Member & Chief Compliance Officer.
He previously worked as an Associate at VSS Fund Management LLC from 2006 to 2008 and as a Vice President at Focus Financial Partners LLC.
Mr. Szekely has an MBA from The Trustees of Columbia University in The City of New York and an undergraduate degree from the University of Pennsylvania.
Cargos activos de Jordan Szekely
| Empresas | Cargo | Inicio |
|---|---|---|
Cherrydale Wealth Management LLC
 Cherrydale Wealth Management LLC Investment ManagersFinance Cherrydale Wealth Management LLC (CWM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Hoboken, New Jersey. The firm was founded by Jordan Szekely in 2014. CWM provides comprehensive wealth management advice to individuals and families. | Director Ejecutivo | 01/08/2014 |
Antiguos cargos conocidos de Jordan Szekely.
| Empresas | Cargo | Fin |
|---|---|---|
VSS Fund Management LLC
 VSS Fund Management LLC Investment ManagersFinance VSS Fund Management LLC (Veronis Suhler Stevenson) is a subsidiary of Veronis Suhler Stevenson LLC, a private equity firm founded in the year 1981 by John J. Veronis and John S Suhler. The firm is headquartered in New York. | Analista de Capital Privado | 31/01/2008 |
Focus Financial Partners LLC
 Focus Financial Partners LLC Investment ManagersFinance Focus Financial Partners LLC operates a partnership of independent fiduciary wealth management firms. It provides access to best practices, resources, and continuity planning for its partner firms who serve individuals, families, employers and institutions with comprehensive wealth management services. The company was founded by Ruediger Adolf, Leonard Chang, and Rajini Sundar Kodialam in 2004 and is headquartered in New York, NY. | Corporate Officer/Principal | - |
Formación de Jordan Szekely.
| The Trustees of Columbia University in The City of New York | Masters Business Admin |
| University of Pennsylvania | Undergraduate Degree |
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
Relaciones de 1er grado
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
| Empresas privadas | 3 |
|---|---|
VSS Fund Management LLC
VSS Fund Management LLC Investment ManagersFinance VSS Fund Management LLC (Veronis Suhler Stevenson) is a subsidiary of Veronis Suhler Stevenson LLC, a private equity firm founded in the year 1981 by John J. Veronis and John S Suhler. The firm is headquartered in New York. | Finance |
Focus Financial Partners LLC
Focus Financial Partners LLC Investment ManagersFinance Focus Financial Partners LLC operates a partnership of independent fiduciary wealth management firms. It provides access to best practices, resources, and continuity planning for its partner firms who serve individuals, families, employers and institutions with comprehensive wealth management services. The company was founded by Ruediger Adolf, Leonard Chang, and Rajini Sundar Kodialam in 2004 and is headquartered in New York, NY. | Finance |
Cherrydale Wealth Management LLC
Cherrydale Wealth Management LLC Investment ManagersFinance Cherrydale Wealth Management LLC (CWM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Hoboken, New Jersey. The firm was founded by Jordan Szekely in 2014. CWM provides comprehensive wealth management advice to individuals and families. | Finance |
- Bolsa de valores
- Insiders
- Jordan Szekely
