Jeff Stark

Medlem av Investeringskommittén på

MAI Capital Management LLC

Consumer Services

Finance

Profil

Mr. Jeffrey W.
Stark, CFA, is a Portfolio Management Group Head & Managing Director at MAI Capital Management LLC.
He works with clients on their investment needs, developing asset allocations models, investment research, and investment vehicle selection.
He also serves on the Investment Committee in addition to participating in due diligence on MAI’s outside equity managers.
Mr. Stark earned his Bachelor's in Finance and International Business from Bowling Green State University.
He also holds the Chartered Financial Analyst designation and is a member of the CFA Society of Cleveland.

Aktiva positioner av Jeff Stark

Företag	Position	Start
MAI Capital Management LLC MAI Capital Management LLC Investment ManagersFinance MAI seeks real capital growth proportionate to the level of risk the client is willing to take. The firm uses an investor identification and profile questionnaire to document the client’s investment objectives, time horizon, risk tolerance, tax considerations, and any special considerations and/or restrictions the client chooses to place on the management of the account. They select suitable categories of investments based on the clients' attitudes about risk and their need for capital appreciation or income. MAI primarily seeks to hold securities for the longer term, especially in taxable accounts. The firm uses short-term trades and options less frequently and only when, in their judgment, they are appropriate for a particular account or given market condition.	Medlem av Investeringskommittén	2010-09-01

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Kopplade företag

Privata företag	2
Bowling Green State University Bowling Green State University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
MAI Capital Management LLC MAI Capital Management LLC Investment ManagersFinance MAI seeks real capital growth proportionate to the level of risk the client is willing to take. The firm uses an investor identification and profile questionnaire to document the client’s investment objectives, time horizon, risk tolerance, tax considerations, and any special considerations and/or restrictions the client chooses to place on the management of the account. They select suitable categories of investments based on the clients' attitudes about risk and their need for capital appreciation or income. MAI primarily seeks to hold securities for the longer term, especially in taxable accounts. The firm uses short-term trades and options less frequently and only when, in their judgment, they are appropriate for a particular account or given market condition.	Finance

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