Profiel
Mr. Allan M.
Budelman is a Co-Founder, Chief Executive Officer, Chief Client Advisor & Principal at EMFO LLC.
He also has extensive experience providing independent, objective advice to wealthy individuals and families.
He aims to provide the structure and discipline needed to make sound financial decisions and achieve peace of mind, while focusing on long term results.
He is a member of the firm’s Investment Committee.
He previously served as Managing Partner and Principal for Emerald Asset Advisors.
Emerald Asset Advisors was acquired in 2019 by SlateStone Private Client.
He joined Emerald Asset Advisors (Emerald) in 1999 and has over 25 years of investment experience, covering a broad spectrum of capital markets investing.
Prior to joining Emerald, he served as an Associate in JP Morgan’s Private Bank for two years, working with the portfolio management team for ultra-high net worth individuals.
From 1996-1997, he was an Assistant Treasurer with Bankers Trust Company, serving as a relationship manager for institutional banking clients.
Previously, from 1994-1996, he worked with Chase Manhattan Bank in New York, serving as an Administrator in the foreign exchange and global securities settlement department.
He earned a bachelor’s degree in Business Administration from University of Maryland, College Park and an MBA in International Business from the University of Miami in 2000.
Actieve functies van Allan Michael Budelman
| Bedrijven | Functie | Begin |
|---|---|---|
EMFO LLC
 EMFO LLC Investment ManagersFinance EMFO LLC is a wealth management firm headquartered in Weston, Florida. The firm was founded by Allan M. Budelman in 2017 and is a subsidiary of Running Rebel Consulting LLC. EMFO provides Multi-Family Office Services and investment advisory services to high net worth, ultra-high net worth families, charitable organizations and businesses. | Algemeen Directeur | 01-05-2017 |
Eerdere bekende functies van Allan Michael Budelman
| Bedrijven | Functie | Einde |
|---|---|---|
Bankers Trust Co. (Des Moines, Iowa)
 Bankers Trust Co. (Des Moines, Iowa) Investment ManagersFinance Bankers Trust Co. is an asset management headquartered in Des Moines, Iowa. The firm was founded in 1917 and is a subsidiary of BTC Financial Corp. The firm serves as a trusted partner for individuals’ comprehensive financial planning, trust and fiduciary needs. | Corporate Officer/Principal | - |
The Chase Manhattan Bank NA
 The Chase Manhattan Bank NA Major BanksFinance The Chase Manhattan Bank NA operates a commercial banking. It provides financial products, services, and advice, planning and treasury management services. The company is located in New York, NY. | Corporate Officer/Principal | 31-12-1995 |
JPMorgan Securities LLC
 JPMorgan Securities LLC Investment Banks/BrokersFinance JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics. | Analyst-Equity | - |
Opleiding van Allan Michael Budelman
| University of Maryland | Undergraduate Degree |
| University of Miami | Masters Business Admin |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 4 |
|---|---|
JPMorgan Securities LLC
JPMorgan Securities LLC Investment Banks/BrokersFinance JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics. | Finance |
Bankers Trust Co. (Des Moines, Iowa)
Bankers Trust Co. (Des Moines, Iowa) Investment ManagersFinance Bankers Trust Co. is an asset management headquartered in Des Moines, Iowa. The firm was founded in 1917 and is a subsidiary of BTC Financial Corp. The firm serves as a trusted partner for individuals’ comprehensive financial planning, trust and fiduciary needs. | Finance |
The Chase Manhattan Bank NA
The Chase Manhattan Bank NA Major BanksFinance The Chase Manhattan Bank NA operates a commercial banking. It provides financial products, services, and advice, planning and treasury management services. The company is located in New York, NY. | Finance |
EMFO LLC
EMFO LLC Investment ManagersFinance EMFO LLC is a wealth management firm headquartered in Weston, Florida. The firm was founded by Allan M. Budelman in 2017 and is a subsidiary of Running Rebel Consulting LLC. EMFO provides Multi-Family Office Services and investment advisory services to high net worth, ultra-high net worth families, charitable organizations and businesses. | Finance |
