Profil
Mr. Jeff Pasquini is Portfolio Administrator at Litman.
Prior to that, he worked as an Operations Specialist and Assistant Stock Trader for Sterling Johnston Capital Management LP in San Francisco.
Prior to that, he worked for McMorgan and Company, LLC in the area of Equity Trade Settlements.
Mr. Pasquini is a graduate of Sonoma State University.
Anciens postes connus de Jeff Pasquini
| Sociétés | Poste | Fin |
|---|---|---|
Sterling Johnston Capital Management LP
 Sterling Johnston Capital Management LP Investment ManagersFinance Founded in 1985, Sterling Johnston Capital Management LP is a registered investment advisor located in San Francisco. The firm specializes in aggressive growth equity management. They provides services to high net-worth individuals, investment companies, mutual funds, pension and profit sharing plans, charitable organizations and state and municipal government entities. Sterling Johnston Capital Management manages the Sterling Equity Partners LP and the Sterling Alphametrics Long Short Fund LP. | Trading-Equity | 31/12/2009 |
McMorgan & Co. LLC
 McMorgan & Co. LLC Investment ManagersFinance McMorgan & Co. LLC (McMorgan) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1969 and is owned by MCM Holdings LP. McMorgan provides investment management services to institutional clients such as Taft-Hartley pension plans, multi-employer, jointly-trusted benefit plans, public pension plans, and other institutional clients, individual clients, as well as to high-net-worth clients. | Corporate Officer/Principal | 31/12/2002 |
Maxim Healthcare Services, Inc.
 Maxim Healthcare Services, Inc. Personnel ServicesCommercial Services Maxim Healthcare Services, Inc. engages in the provision of healthcare services. Its services include home healthcare, behavioral care, healthcare staffing, personal caregiving, and population health and wellness. The company was founded in 1988 and is headquartered in Columbia, MD. | Corporate Officer/Principal | 31/12/2000 |
Litman Gregory Wealth Management LLC
 Litman Gregory Wealth Management LLC Investment ManagersFinance Litman Gregory Wealth Management LLC (LGWM) is a SEC-registered investment advisor and wealth management firm headquartered in Walnut Creek, California. The firm was founded in 1987 and previously known as Litman Gregory Asset Management LLC. Formerly owned by Litman Gregory Capital Partners LLC, the firm was acquired in June 2021 by iM Global Partner SAS in France. LGWM provides independent investment management services to individuals, multi-generational families, nonprofits, banks, trusts, estates, charitable organizations and pension and profit-sharing plans. | Trading-Equity | 16/12/2010 |
Formation de Jeff Pasquini
| Sonoma State University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Sterling Johnston Capital Management LP
Sterling Johnston Capital Management LP Investment ManagersFinance Founded in 1985, Sterling Johnston Capital Management LP is a registered investment advisor located in San Francisco. The firm specializes in aggressive growth equity management. They provides services to high net-worth individuals, investment companies, mutual funds, pension and profit sharing plans, charitable organizations and state and municipal government entities. Sterling Johnston Capital Management manages the Sterling Equity Partners LP and the Sterling Alphametrics Long Short Fund LP. | Finance |
McMorgan & Co. LLC
McMorgan & Co. LLC Investment ManagersFinance McMorgan & Co. LLC (McMorgan) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1969 and is owned by MCM Holdings LP. McMorgan provides investment management services to institutional clients such as Taft-Hartley pension plans, multi-employer, jointly-trusted benefit plans, public pension plans, and other institutional clients, individual clients, as well as to high-net-worth clients. | Finance |
Maxim Healthcare Services, Inc.
Maxim Healthcare Services, Inc. Personnel ServicesCommercial Services Maxim Healthcare Services, Inc. engages in the provision of healthcare services. Its services include home healthcare, behavioral care, healthcare staffing, personal caregiving, and population health and wellness. The company was founded in 1988 and is headquartered in Columbia, MD. | Commercial Services |
Litman Gregory Wealth Management LLC
Litman Gregory Wealth Management LLC Investment ManagersFinance Litman Gregory Wealth Management LLC (LGWM) is a SEC-registered investment advisor and wealth management firm headquartered in Walnut Creek, California. The firm was founded in 1987 and previously known as Litman Gregory Asset Management LLC. Formerly owned by Litman Gregory Capital Partners LLC, the firm was acquired in June 2021 by iM Global Partner SAS in France. LGWM provides independent investment management services to individuals, multi-generational families, nonprofits, banks, trusts, estates, charitable organizations and pension and profit-sharing plans. | Finance |
