Jeffrey Margolis is a high-level expert, working in Margolis/Kass Advisors as a Founder and President from 2008. This person gained professional experience in more than four positions at various companies. Jeffrey Margolis went to the Cornell University - S.C. Johnson Graduate School of Management and was studying there from 1979 to 1980. New York, New York is the area, where the professional was lastly known to live. Jeffrey's email address and phone number can be accessed through this website by request.
Name variants:
Jeffery Margolis,
Geoffrey Margolis,
Jeff Margolis
Last updated May 25, 2024
Contact Information
Last Update
Feb 1, 2016
Location
New York, NY
Company
Margolis/Kass Advisors
Workplace
Founder and President
Work History
Founder and President
An independent consulting firm to the investment management industry focused on growing and retaining clients. Emphasis is on connecting strategy with execution.
from Nov 2008
Head of Business Development-Asset Mgmt
Led sales and client service across all distribution channels for asset management division.
Feb 2004 — Aug 2008
Head of Sales and Marketing-various channels
Built insurance asset management; led intermediary and institutional businesses. Managed sales, marketing and product management with global experience.
Sep 1994 — Sep 2003
COO
Built asset allocation and asset liability management methodology. Managed all business functions for the outside asset management business.
1983 — 1994
Education
1975 — 1979
Occupations
Executive
Owner
Founder
Chairperson
Chief Executive
Founding Member
Skills
Asset
Asset Managment
Asset Allocation
Strategy
Investments
Investment Management
Product Management
Portfolio Management
Financial Services
Alternative Investments
Asset Management
Emerging Markets
Fixed Income
Institutional Investments
Hedge Funds
Private Equity
Mutual Funds
Pensions
Investment Strategies
FAQs about Jeffrey Margolis
What's the profession of Jeffrey Margolis?
This professional's job is Owner, Margolis/Kass Advisors
What are the profession of This professional?
These person's professions are Executive and Owner
Where does Jeffrey Margolis live?
Jeffrey Margolis currently lives in New York, New York.
How many companies did Jeffrey Margolis work at?
The professional worked at four jobs.
Does Jeffrey Margolis have personal webpage or blog?
Jeffrey Margolis`s website is http://www.margoliskass.com.
Where has Jeffrey Margolis studied?
Jeffrey studied at the Cornell University - S.C. Johnson Graduate School of Management from 1979 to 1980.
Are there any awards, that Jeffrey Margolis ever received?
Jeffrey Margolis received awards and these awards are: Chartered Financial Analyst (CFA) Certified Public Accountant (CPA).
Are there any professional industries, that Jeffrey Margolis is connected to?
Jeffrey works in Investment Management industry.