Perfil
Phil Sheldon Bak is the founder of CSat Investment Advisory LP, which he founded in 2006 and served as Chief Executive Officer until 2020.
He held the title of Managing Director at the New York Stock Exchange and Senior Product Manager at Security Investors LLC.
Mr. Bak received an undergraduate degree from Yeshiva University.
Antiguos cargos conocidos de Phil Sheldon Bak.
| Empresas | Cargo | Fin |
|---|---|---|
CSat Investment Advisory LP
 CSat Investment Advisory LP Investment ManagersFinance CSat Investment Advisory LP is an independent hedge fund management firm headquartered in Ann Arbor, Michigan. The firm was founded in 2006 by Claes Fornell, John Cattier and Phil Bak. It provides investment advice to high net worth investors. | Director Ejecutivo | 01/09/2020 |
Security Investors LLC
 Security Investors LLC Investment ManagersFinance Security Investors LLC (dba Guggenheim Investments) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Rydex Holdings LLC, ultimately held by Guggenheim Partners LLC. Security Investors provides investment advisory services to separately managed accounts (SMAs) and pooled investment vehicles that are registered as investment companies. They focus on the return and risk needs of insurance companies, corporate and public pension funds, sovereign wealth funds, endowments and foundations, wealth managers, and high-net-worth investors. | Corporate Officer/Principal | - |
New York Stock Exchange
 New York Stock Exchange Investment Banks/BrokersFinance Part of Intercontinental Exchange, Inc., New York Stock Exchange is a stock exchange. The company is based in New York, NY. The CEO of the company is Susan M. DeGiulio. | Corporate Officer/Principal | - |
Formación de Phil Sheldon Bak.
| Yeshiva University | Undergraduate Degree |
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| Empresas privadas | 3 |
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CSat Investment Advisory LP
CSat Investment Advisory LP Investment ManagersFinance CSat Investment Advisory LP is an independent hedge fund management firm headquartered in Ann Arbor, Michigan. The firm was founded in 2006 by Claes Fornell, John Cattier and Phil Bak. It provides investment advice to high net worth investors. | Finance |
New York Stock Exchange
New York Stock Exchange Investment Banks/BrokersFinance Part of Intercontinental Exchange, Inc., New York Stock Exchange is a stock exchange. The company is based in New York, NY. The CEO of the company is Susan M. DeGiulio. | Finance |
Security Investors LLC
Security Investors LLC Investment ManagersFinance Security Investors LLC (dba Guggenheim Investments) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Rydex Holdings LLC, ultimately held by Guggenheim Partners LLC. Security Investors provides investment advisory services to separately managed accounts (SMAs) and pooled investment vehicles that are registered as investment companies. They focus on the return and risk needs of insurance companies, corporate and public pension funds, sovereign wealth funds, endowments and foundations, wealth managers, and high-net-worth investors. | Finance |
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