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Joe Sharma
Directeur en chef des Investissements chez Oliver Luxxe Assets LLC
Postes actifs de Joe Sharma
Sociétés | Poste | Début | Fin |
---|---|---|---|
Oliver Luxxe Assets LLC
![]() Oliver Luxxe Assets LLC Investment ManagersFinance Oliver Luxxe Assets LLC (OLA) is an independent, SEC-registered investment advisor headquartered in Gladstone, New Jersey. The firm was founded by Brad Jacobson and James Lynch in 2014. OLA provides financial planning, investment consulting and investment portfolio management services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities, other investment advisers and family offices. | Analyst-Equity | 01/01/2017 | - |
Directeur en chef des Investissements | 01/01/2017 | - | |
Gestionnaire de Portefeuille-Actions | 01/01/2017 | - |
Historique de carrière de Joe Sharma
Anciens postes connus de Joe Sharma
Sociétés | Poste | Début | Fin |
---|---|---|---|
Oxford Group
![]() Oxford Group Finance/Rental/LeasingFinance Oxford Group provides diversified financing services. The private company is based in Bethesda, MD and has subsidiaries in the United States. | Corporate Officer/Principal | - | - |
Lamoriello & Co., Inc.
![]() Lamoriello & Co., Inc. Investment ManagersFinance Part of National Investment Managers, Inc., Lamoriello & Co., Inc. provides pension plans. The company is based in Warwick, RI. | Corporate Officer/Principal | - | - |
Merrill Lynch & Co., Inc. /Old/
![]() Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | Corporate Officer/Principal | - | - |
Systematic Financial Management LP
![]() Systematic Financial Management LP Investment ManagersFinance Systematic Financial Management LP (SFM) is a SEC-registered investment advisor headquartered in Teaneck, New Jersey. The firm was founded by Joe K. Joshi in 1982 and they are a subsidiary of Titan NJ LP Holdings LLC, ultimately owned by Affiliated Managers Group, Inc. (NYSE: AMG). SFM provides investment management services to institutional investors and private clients. | Gestionnaire de Portefeuille-Actions | 01/01/2002 | - |
Formation de Joe Sharma
Indiana University | Masters Business Admin |
Virginia Commonwealth University | Undergraduate Degree |
Statistiques
Internationale
Etats-Unis | 8 |
Opérationnelle
Corporate Officer/Principal | 3 |
Portfolio Manager-Equities | 2 |
Masters Business Admin | 1 |
Sectorielle
Finance | 6 |
Consumer Services | 3 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 5 |
---|---|
Systematic Financial Management LP
![]() Systematic Financial Management LP Investment ManagersFinance Systematic Financial Management LP (SFM) is a SEC-registered investment advisor headquartered in Teaneck, New Jersey. The firm was founded by Joe K. Joshi in 1982 and they are a subsidiary of Titan NJ LP Holdings LLC, ultimately owned by Affiliated Managers Group, Inc. (NYSE: AMG). SFM provides investment management services to institutional investors and private clients. | Finance |
Merrill Lynch & Co., Inc. /Old/
![]() Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | Finance |
Oxford Group
![]() Oxford Group Finance/Rental/LeasingFinance Oxford Group provides diversified financing services. The private company is based in Bethesda, MD and has subsidiaries in the United States. | Finance |
Lamoriello & Co., Inc.
![]() Lamoriello & Co., Inc. Investment ManagersFinance Part of National Investment Managers, Inc., Lamoriello & Co., Inc. provides pension plans. The company is based in Warwick, RI. | Finance |
Oliver Luxxe Assets LLC
![]() Oliver Luxxe Assets LLC Investment ManagersFinance Oliver Luxxe Assets LLC (OLA) is an independent, SEC-registered investment advisor headquartered in Gladstone, New Jersey. The firm was founded by Brad Jacobson and James Lynch in 2014. OLA provides financial planning, investment consulting and investment portfolio management services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities, other investment advisers and family offices. | Finance |
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