Jeff Tanenbaum
Analyst-Equity chez Seven Bridges Advisors LLC
Profil
Mr. Jeffrey M.
Tanenbaum, CFA, is an Senior Analyst at Seven Bridges Advisors LLC.
Mr. Tanenbaum was previously Analyst focused on investment solutions for high net worth individuals, endowments, and foundations at Citigroup Private Bank from 2012 to 2014.
He holds a B.A.
in Economics from Wesleyan University and has earned the Chartered Financial Analyst designation.
Postes actifs de Jeff Tanenbaum
Sociétés | Poste | Début |
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Seven Bridges Advisors LLC
Seven Bridges Advisors LLC Investment ManagersFinance Seven Bridges Advisors LLC (Seven Bridges) is an independent registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Larry Cohen in 2011. Seven Bridges provides investment advisory services to pooled investment vehicles on a discretionary basis and to high net worth individuals and institutional investors such as charitable and not-for-profit institutions, family offices and trusts on both a discretionary basis and a non-discretionary basis. | Analyst-Equity | 01/06/2014 |
Anciens postes connus de Jeff Tanenbaum
Sociétés | Poste | Fin |
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Citigroup Private Bank
Citigroup Private Bank Investment ManagersFinance Citigroup Private Bank is the private banking subsidiary of Citigroup, Inc. (NYSE: C) in the US. Headquartered in New York City, the firm serves worldly and wealthy individuals and their families with a customized private banking service that crosses borders. They also provide services to professional investors, family offices, and lawyers and law firms. | Corporate Officer/Principal | 01/01/2014 |
Formation de Jeff Tanenbaum
Wesleyan University | Undergraduate Degree |
Expériences
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Relations au 1er degré
Entreprises liées au 1er degré
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Femme
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Entreprise privées | 2 |
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Seven Bridges Advisors LLC
Seven Bridges Advisors LLC Investment ManagersFinance Seven Bridges Advisors LLC (Seven Bridges) is an independent registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Larry Cohen in 2011. Seven Bridges provides investment advisory services to pooled investment vehicles on a discretionary basis and to high net worth individuals and institutional investors such as charitable and not-for-profit institutions, family offices and trusts on both a discretionary basis and a non-discretionary basis. | Finance |
Citigroup Private Bank
Citigroup Private Bank Investment ManagersFinance Citigroup Private Bank is the private banking subsidiary of Citigroup, Inc. (NYSE: C) in the US. Headquartered in New York City, the firm serves worldly and wealthy individuals and their families with a customized private banking service that crosses borders. They also provide services to professional investors, family offices, and lawyers and law firms. | Finance |