Mitchel Evan Needelman
Gestor de Cartera-Acciones en Spectrum Asset Management, Inc. (California) .
Cargos activos de Mitchel Evan Needelman
| Empresas | Cargo | Inicio | Fin |
|---|---|---|---|
Spectrum Asset Management, Inc. (California)
 Spectrum Asset Management, Inc. (California) Investment ManagersFinance Spectrum Asset Management, Inc. (Spectrum) is an independent registered investment advisor headquartered in Newport Beach, California. The firm was founded by Roland D. Kelly in 1987. Spectrum provides investment advisory services to trusts, individual, other investment advisers, foundations, corporations, and company retirement plans. | Gestor de Cartera-Acciones | - | - |
Historial de carrera de Mitchel Evan Needelman
Antiguos cargos conocidos de Mitchel Evan Needelman.
| Empresas | Cargo | Inicio | Fin |
|---|---|---|---|
Needelman Asset Management, Inc.
 Needelman Asset Management, Inc. Investment ManagersFinance Needelman Asset Management, Inc. (Needelman) is a wealth management firm and registered investment advisor headquartered in Ladera Ranch, California, founded by Chet Needelman in 2002. Needelman is a subsidiary of Spectrum Asset Management, Inc., an SEC-registered investment adviser, whose principal owner is Ryan L. Kelly. The firm provides investment management services to high net-worth individuals, pension and profit sharing plans, charitable organizations and corporations. | Gestor de Cartera-Acciones | 01/09/2002 | 04/12/2019 |
| Presidente | 01/09/2002 | 04/12/2019 |
Formación de Mitchel Evan Needelman.
| University of California, Irvine | Masters Business Admin |
| San Diego State University | Undergraduate Degree |
Estadísticas
Internacional
| Estados Unidos | 5 |
Operativa
| Portfolio Manager-Equities | 2 |
| President | 1 |
| Masters Business Admin | 1 |
Sectorial
| Finance | 3 |
| Consumer Services | 3 |
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Empresas relacionadas
| Empresas privadas | 2 |
|---|---|
Needelman Asset Management, Inc.
Needelman Asset Management, Inc. Investment ManagersFinance Needelman Asset Management, Inc. (Needelman) is a wealth management firm and registered investment advisor headquartered in Ladera Ranch, California, founded by Chet Needelman in 2002. Needelman is a subsidiary of Spectrum Asset Management, Inc., an SEC-registered investment adviser, whose principal owner is Ryan L. Kelly. The firm provides investment management services to high net-worth individuals, pension and profit sharing plans, charitable organizations and corporations. | Finance |
Spectrum Asset Management, Inc. (California)
Spectrum Asset Management, Inc. (California) Investment ManagersFinance Spectrum Asset Management, Inc. (Spectrum) is an independent registered investment advisor headquartered in Newport Beach, California. The firm was founded by Roland D. Kelly in 1987. Spectrum provides investment advisory services to trusts, individual, other investment advisers, foundations, corporations, and company retirement plans. | Finance |
