![Jeff Zlot](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>)
Jeff Zlot
Direktör/Styrelseledamot på
KKR INCOME OPPORTUNITIES FUND
Profil
Mr. Jeffrey L.
Zlot is a Managing Director at Tiedemann Advisors LLC.
He has decades of experience working with clients to understand their goals and objectives; manage their investments; and integrate their investment strategy, philanthropy, and estate planning into a cohesive wealth management plan.
Mr. Zlot previously worked as a Financial Advisor in the Investment Management Consulting Group at Montgomery Securities and as a Research Analyst at Peter Hart Research Associates in Washington, D.C.
He is a Certified Financial Planner and holds a Bachelor of Arts degree in government from Colby College in Waterville, Maine.
Aktiva positioner av Jeff Zlot
| Företag | Position | Start |
|---|---|---|
| KKR INCOME OPPORTUNITIES FUND | Direktör/Styrelseledamot | 2013-07-01 |
KKR Credit Opportunities Portfolio
 KKR Credit Opportunities Portfolio Investment Trusts/Mutual FundsMiscellaneous Functions as a closed-end investment fund or Investment trust | Direktör/Styrelseledamot | - |
Tiedemann Advisors LLC
 Tiedemann Advisors LLC Investment ManagersFinance Tiedemann Advisors utilizes a core exposure of third-party managers/investment themes in combination with shorter-term (generally 12-24 months) tactical investments in asset classes and/or geographic regions that the firm believes offer an attractive risk-adjusted return. The firm generally utilizes a “manager-of-managers” approach when advising managed account clients by allocating clients’ assets to non-affiliated investment advisers, portfolio managers and investment funds. They use fundamental, technical and cyclical analysis in conducting macro-economic research. | Portföljförvaltare-Aktier | 2016-10-01 |
Tidigare kända positioner av Jeff Zlot
| Företag | Position | Slut |
|---|---|---|
The Presidio Group LLC (California)
 The Presidio Group LLC (California) Investment Banks/BrokersFinance Provide investment banking services | Finansdirektör/CFO | 2007-01-01 |
Jewish Community Federation of San Francisco
 Jewish Community Federation of San Francisco Miscellaneous Commercial ServicesCommercial Services Provides social services to the Jewish organizations | Företagsledare/Principal | - |
Montgomery Securities, Inc.
 Montgomery Securities, Inc. Investment Banks/BrokersFinance Provides investment banking services | Företagsledare/Principal | - |
Presidio Merchant Partners LLC
 Presidio Merchant Partners LLC Investment ManagersFinance Offers investment advice | Compliance Officer | - |
Presidio Investors LLC
 Presidio Investors LLC Investment ManagersFinance Presidio Investors invests in lower middle market companies located in the United States with an enterprise value of USD 20 - 100 million and EBIDTA of USD 5 - 20 million. The firm targets companies operating in the fields of technology, media and financial services. It provides financing for growth and buyout capital requirements. They makes control investments and also takes a seat on the board of directors. | Verksamhetschef | - |
Jeff Zlots utbildningar
Erfarenheter
Innehade positioner
Aktiva
Inaktiva
Börsnoterade företag
Privata företag
Relationer
47
Första gradens relationer
10
Företag kopplade till första graden
Man
Kvinna
Styrelseledamöter
Chefer
Kopplade företag
| Privata företag | 10 |
|---|---|
Presidio Merchant Partners LLC
Presidio Merchant Partners LLC Investment ManagersFinance Offers investment advice | Finance |
Presidio Capital Advisors LLC
 Presidio Capital Advisors LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Tiedemann Advisors LLC
Tiedemann Advisors LLC Investment ManagersFinance Tiedemann Advisors utilizes a core exposure of third-party managers/investment themes in combination with shorter-term (generally 12-24 months) tactical investments in asset classes and/or geographic regions that the firm believes offer an attractive risk-adjusted return. The firm generally utilizes a “manager-of-managers” approach when advising managed account clients by allocating clients’ assets to non-affiliated investment advisers, portfolio managers and investment funds. They use fundamental, technical and cyclical analysis in conducting macro-economic research. | Finance |
KKR Credit Opportunities Portfolio
KKR Credit Opportunities Portfolio Investment Trusts/Mutual FundsMiscellaneous Functions as a closed-end investment fund or Investment trust | Miscellaneous |
Montgomery Securities, Inc.
Montgomery Securities, Inc. Investment Banks/BrokersFinance Provides investment banking services | Finance |
Colby College
 Colby College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The Presidio Group LLC (California)
The Presidio Group LLC (California) Investment Banks/BrokersFinance Provide investment banking services | Finance |
Jewish Community Federation of San Francisco
Jewish Community Federation of San Francisco Miscellaneous Commercial ServicesCommercial Services Provides social services to the Jewish organizations | Commercial Services |
Presidio Investors LLC
Presidio Investors LLC Investment ManagersFinance Presidio Investors invests in lower middle market companies located in the United States with an enterprise value of USD 20 - 100 million and EBIDTA of USD 5 - 20 million. The firm targets companies operating in the fields of technology, media and financial services. It provides financing for growth and buyout capital requirements. They makes control investments and also takes a seat on the board of directors. | Finance |
KKR Income Opportunities Fund
 KKR Income Opportunities Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
