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Chief Investment Officers in Newport Beach, CA

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14 results found

Joseph Bronson Santa Ana, CA

Professions & Specialties

Chief Investment OfficerChairpersonManagement AnalystsChief ExecutiveVice PresidentFinancial ManagerCounselorOffice AssistantAssistant to the PresidentAdvisorOffice ClerkClerical SpecialistAdministrative AssociateAdministrative ClerkPortfolio ManagerInvestment AnalystPuchasing and Estimating ManagerBuilderConstruction SpecialistConstruction LaborerMaster of Business AdministrationProperty ManagerReal Estate Manager

Experience & Education

Position:
President & Chief Investment Officer at Strong Investment Management
Location:
Orange County, California Area
Industry:
Investment Management
Work history:
Strong Investment Management - Anaheim Hills, CaliforniaPresident & Chief Investment Officersince Sep 2008ECM Investment Management Inc. - Newport Beach, CAPresident & Chief Investment OfficerSep 2008 - Dec 2011
Skills:
Portfolio Management, Team Building, Planning, Asset Management, Investments, stock Market...

Brian Malliet Santa Ana, CA

Professions & Specialties

Chief Executive OfficerCo-FounderChief Investment OfficerManaging PartnerCorporate ExecutiveChief ExecutiveFounderFounding MemberManagement AnalystsPartnerLicensed Real Estate BrokerProperty ManagerReal Estate ManagerAgentSales Representative

Experience & Education

Position:
Chief Executive Officer at bkm Capital Partners
Location:
Orange County, California Area
Industry:
Real Estate
Work history:
Bkm Capital Partners - Costa Mesa, CAChief Executive Officersince Jan 2013Voit Real Estate Services - Newport Beach, CAChief Investment OfficerMar 2009 - Dec 2012
Skills:
Disposition, Brokerage, Real Estate Economics, Real Estate, Corporate Real Estate, Leases, Real...

Pascal Stalder Newport Beach, CA

Professions & Specialties

ManagerChief Investment OfficerOperations ManagerManagement AnalystsFinancial ManagerProject ManagersCommunity Service ManagerSenior AdvisorAdvisorProject ManagerAnalystInvestorLeadership Think TankManagement AnalystAnalystsPortfolio ManagerInvestment AnalystPuchasing and Estimating ManagerMathematicsMathematicianMaster of Business AdministrationFinance and Accounting SpecialistAccounting BookkeeperBookkeeperGovernment Administration ProfessionalSoftware DeveloperSoftware Developers

Experience & Education

Position:
Senior Consultant at Armilla Partners
Title:
Senior Global Portfolio & Risk Manager
Location:
United States
Industry:
Investment Management
Work history:
Armilla Partners - Newport Beach, CASenior Consultantsince 2012Arizona Public Safety Personnel Retirement System - Phoenix, ArizonaDeputy Chief Investment Officer - Risk2011 - 2012
Skills:
Global Multi-Asset Class Portfolio and Risk Management, Investment Team Leadership and Development, ...
Languages:
English, French, German
Certifications:
Candidate for Certificate in Quantitative Finance (CQF), Willmott
Candidate for Financial Risk Manager (FRM), Global Association of Risk Professionals (GARP)

Kevin Williams Newport Beach, CA

Professions & Specialties

Chief Investment OfficerChairpersonManagement AnalystsChief ExecutiveMarketing ManagerOperations ManagerCommunity Service ManagerBrand PlannerBrand RepresentativeRecognitionAccounting BookkeeperBookkeeper

Experience & Education

Position:
President and Chief Investment Officer at 260 Global Energy Corporation
Title:
President and Chief Investment Officer at 260 Global Energy
Location:
Newport Beach, California
Industry:
Oil & Energy
Work history:
260 Global Energy Corporation - Newport Beach, CaPresident and Chief Investment Officersince Nov 2012Asher American - RiversidePresidentAug 2011 - Dec 2012

Patrick Murphy Newport Beach, CA

Professions & Specialties

Chief Executive OfficerChief Investment OfficerCorporate ExecutiveChief ExecutiveManagement AnalystsRepresentativeFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Managing Director, Chief Investment Officer at J Patrick Murphy Private Wealth Management, Inc.,...
Title:
Investments / Retirement Planning / Wealth Management / Stock Options / IRA / Estate Tax & Executive Benefit Planning
Location:
Newport Beach, California
Industry:
Financial Services
Work history:
J Patrick Murphy Private Wealth Management, Inc. Managing Director, Chief Investment Officersince Sep 2006Http://www.firstallied.com/ Registered Representative at First Allied Securities, Inc.,since Sep 2006

Andrew Heine Santa Ana, CA

Professions & Specialties

Chief Investment OfficerManagement AnalystsAccount AnalystCustomer Service AssociateClient Service OfficerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperCustomer Service

Experience & Education

Position:
Account Analyst at PIMCO
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
PIMCO - Newport Beach, CAAccount Analystsince Feb 2013UC Irvine Student Managed Investment Fund - Orange County, California AreaChief Investment OfficerMay 2011 - Jan 2013
Certifications:
2013 Level II CFA Candidate, CFA Institute

Alexander Kerhulas Santa Ana, CA

Professions & Specialties

Chief Investment OfficerDirectorManagement AnalystsOperations ManagerCommunity Service ManagerResearch AnalystResearcherResearch AssistantSurvey ResearcherCredit AnalystLoan AccountantAccounting BookkeeperBookkeeperStudent WorkerTeam MemberParalegal

Experience & Education

Position:
Credit Analyst at Pacific Asset Management
Title:
Credit Research Analyst
Location:
Orange County, California Area
Industry:
Investment Management
Work history:
Pacific Asset Management - Newport Beach, CACredit Analystsince Jun 2012Trust Company of the West - Greater Los Angeles AreaEquity Research InternApr 2011 - Aug 2011
Skills:
Credit Analysis, Microsoft Office, Bloomberg, Stata, Financial Analysis, Morningstar Direct, High...
Languages:
English, Spanish

Christian Stauss Newport Beach, CA

Professions & Specialties

ManagerChief Executive OfficerChief Investment OfficerCo-FounderOperations ManagerCorporate ExecutiveChief ExecutiveManagement AnalystsFounderFounding MemberProject ManagersFinance and Accounting SpecialistAccounting BookkeeperBookkeeperAnalysts

Experience & Education

Position:
Managing Director at Credit Suisse Asset Management
Title:
Global Equity Manager
Location:
Newport Beach, California
Industry:
Investment Management
Work history:
Credit Suisse Asset Management Managing Directorsince Jul 2012ROK Capital LLC Chief Investment Officer, Co-founderJan 2011 - Jun 2012

Kevin Byrne Newport Beach, CA

Professions & Specialties

Chief Risk OfficerChief Investment OfficerExecutive Vice PresidentChief ExecutiveManagement AnalystsVice PresidentFinancial OfficerFinancial ManagerOperations ManagerProject ManagersFinance and Accounting SpecialistAccounting BookkeeperBookkeeperProject ManagerMaster of Business AdministrationBachelor of Science

Experience & Education

Position:
Chief Finance and Risk Officer, Retirement Solutions Division at Pacific Life
Location:
Newport Beach, California
Industry:
Financial Services
Work history:
Pacific Life Chief Finance and Risk Officer, Retirement Solutions Divisionsince Aug 2012AXA Equitable - New York, NyEVP and Chief Investment Officer2004 - 2011

Peter Crane Santa Ana, CA

Professions & Specialties

Chief Investment OfficerFinancial DirectorManagement AnalystsFinancial OfficerFinancial ManagerSchool PrincipalSchool AdministratorEducational ManagerAgentSales AgentSales RepresentativeCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentIT Specialist

Experience & Education

Position:
Trustee at Patrick Trust, Chief Investment Officer at Crane Invstments
Title:
Chief Investment Officer at Crane Investments
Location:
Orange County, California Area
Industry:
Investment Management
Work history:
Patrick Trust - Irvine, CATrusteesince Aug 2010Crane Invstments - Newport Beach, CaChief Investment Officersince Jan 1996
Languages:
Spanish

Ralph Liu Santa Ana, CA

Professions & Specialties

FounderChief Executive OfficerChairpersonOwnerFounding MemberChief ExecutiveCorporate ExecutiveCo-OwnerChief Digital OfficerChief Information OfficerTechnology DirectorManagement AnalystsOperations ManagerTechnology ManagerTechnical ManagersInvestorModelAgentSales AgentSales RepresentativeRepresentativePhilanthropeNon-ProfitSenior AdvisorOrganization ManagementManagersAdvisorFinance and Accounting SpecialistAccounting BookkeeperBookkeeperEconomistDoctor of PhilosophyMaster of ScienceProperty ManagerReal Estate ManagerCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales Agent

Experience & Education

Position:
Founder, CEO at WeHomeowners, Founder, CEO at Crowdfunders Choice, Founder, CEO at InvestorsAlly,...
Title:
Founder, CEO at InvestorsAlly, Inc.
Location:
Orange County, California Area
Industry:
Investment Banking
Work history:
WeHomeowners - Orange County, California AreaFounder, CEOsince Jun 2012Crowdfunders Choice - Orange County, California AreaFounder, CEOsince Jan 2012
Skills:
Venture Capital, Investment Management, Personal Financial Planning, Housing Finance, Brokerage,...
Languages:
English, Chinese, Russian
Chief Investment Officer

Gregory Hazlett Newport Beach, CA

Professions & Specialties

ChairpersonDirectorChief ExecutiveOperations ManagerChief Executive OfficerChief Research OfficerPractice LeaderManagerChief Information OfficerManagement AnalystsCorporate ExecutiveTechnology DirectorTechnology ManagerTechnical ManagersPsychologistInvestorPhilanthropeAdvisorNon-ProfitHospital Care ProfessionalPsychology SpecialistHealth ProfessionalHealth PractitionerFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
President at APS Asset Management Pte Ltd
Location:
Singapore
Industry:
Investment Management
Work history:
APS Asset Management Pte Ltd - SingaporePresidentsince Mar 2013PXP Vietnam Emerging Equity Fund - Ho Chi Minh City, VietnamDirectorOct 2005 - Jul 2013
Chief Investment Officer at The Children's Hospita..

Ritter J Denver, CO

Professions & Specialties

FounderChief Investment OfficerFounding MemberChief ExecutiveManagement AnalystsSchool PrincipalSchool AdministratorEducational ManagerLicensed Real Estate BrokerProperty ManagerReal Estate Manager

Experience & Education

Work

Company:
West coast real estate group (wcre) - sydney, australia
Principal and founder
Company:
Triumph real estate corporation - Denver, CO
Chief investment officer

Jonathan Sadowsky Santa Monica, CA

Professions & Specialties

Chief Information OfficerManagerFinancial ManagerTechnology DirectorTechnology ManagerTechnical ManagersOperations ManagerManagement AnalystsPortfolio ManagerInvestment AnalystPuchasing and Estimating ManagerResearcherSurvey ResearcherAnalystSecurityConstructionAnalystsModelSchool PrincipalSchool AdministratorEducational ManagerCapital Markets ProfessionalFinancial Services ProfessionalAccounting BookkeeperBookkeeper

Experience & Education

Position:
Fixed Income/Macro Portfolio Manager and Macroeconomic Analyst at Vaca Creek Asset Management LLC...
Title:
Fixed Income/Macro Macroeconomic Researcher and Portfolio Manager at Vaca Creek Asset Management
Location:
Santa Monica, California
Industry:
Investment Management
Work history:
Vaca Creek Asset Management LLC - Santa Monica, CAFixed Income/Macro Portfolio Manager and Macroeconomic Analystsince May 2010Browndorf PEM - Newport Beach, CAPortfolio and Risk ManagerJun 2008 - Feb 2010
Skills:
Fixed Income, Derivatives, Trading, Portfolio Management, Risk Management, Macroeconomics, Global...
Chief Investment Officer,CIO,,TGL,


Chief Investment Officers near Newport Beach, CA01326395265Santa AnaLaguna BeachIrvineEl ToroCosta MesaSan Juan CapistranoFullertonOrangeAnaheim



Chief Investment Officers around Newport Beach, CA

Anaheim  (1)
Costa Mesa  (2)
El Toro  (2)
Fullerton  (2)
Irvine  (7)
Laguna Beach  (8)
Orange  (2)

Chief Investment Officers in California