![Jeff Bates](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Jeffrey Paul Bates was the founder and had founded Kings Point Capital Management LLC in 1998, where he held the title of Managing Partner.
He has also worked as a Managing Director at Steel Grove Capital Advisors LLC from 2001 to 2005, as a Vice President at Goldman Sachs & Co. LLC from 1992 to 2001, and as a Principal at G2 Advisors LLC in 2005.
Mr. Bates has an MBA from Duke University in 1992 and an undergraduate degree from Tufts University in 1984.
Tidigare kända positioner av Jeff Bates
| Företag | Position | Slut |
|---|---|---|
Steel Grove Capital Advisors LLC
 Steel Grove Capital Advisors LLC Investment ManagersFinance Steel Grove constructs and manages diversified portfolios of mutual funds, exchange-traded funds (ETFs), individual debt and equity securities, options, separate account managers, and/or private placements. The firm uses statistical analysis and proprietary liability planning tools to identify what it believes is a client’s proper position on the risk/return continuum. | Analyst-Equity | 2005-11-30 |
G2 Advisors LLC
 G2 Advisors LLC Investment ManagersFinance Provides investment advice | Företagsledare/Principal | 2005-11-30 |
Goldman Sachs & Co. LLC
 Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Företagsledare/Principal | 2001-09-01 |
Kings Point Capital Management LLC
 Kings Point Capital Management LLC Investment ManagersFinance KPCM is an active manager which seeks to minimize risk and maximize return by constructing portfolios comprised of investments with fundamentally unrelated risk factors. The firm invests in undervalued securities and employs a bottom-up, fundamental research approach based on individual security selection. They have an investment time horizons of 1-2 years which tend to yield the best opportunity to maximize each investment. | Grundare | - |
Jeff Batess utbildningar
Erfarenheter
Innehade positioner
Aktiva
Inaktiva
Börsnoterade företag
Privata företag
Relationer
99
Första gradens relationer
6
Företag kopplade till första graden
Man
Kvinna
Styrelseledamöter
Chefer
Kopplade företag
| Privata företag | 6 |
|---|---|
Steel Grove Capital Advisors LLC
Steel Grove Capital Advisors LLC Investment ManagersFinance Steel Grove constructs and manages diversified portfolios of mutual funds, exchange-traded funds (ETFs), individual debt and equity securities, options, separate account managers, and/or private placements. The firm uses statistical analysis and proprietary liability planning tools to identify what it believes is a client’s proper position on the risk/return continuum. | Finance |
Duke University
 Duke University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Goldman Sachs & Co. LLC
Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Tufts University
 Tufts University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Kings Point Capital Management LLC
Kings Point Capital Management LLC Investment ManagersFinance KPCM is an active manager which seeks to minimize risk and maximize return by constructing portfolios comprised of investments with fundamentally unrelated risk factors. The firm invests in undervalued securities and employs a bottom-up, fundamental research approach based on individual security selection. They have an investment time horizons of 1-2 years which tend to yield the best opportunity to maximize each investment. | Finance |
G2 Advisors LLC
G2 Advisors LLC Investment ManagersFinance Provides investment advice | Finance |
