Ivan Stephen Sacks
Algemeen Directeur bij Kingsley Advisors LLC
Profiel
Mr. Ivan S.
Sacks is a Managing Member & Chief Compliance Officer at Kingsley Advisors LLC.
Mr. Sacks founded Kingsley Advisors in 2015.
He currently serves as chief investment officer, managing the portfolio and conducting in-depth fundamental research, execution of investment ideas and managing the overall construction of the portfolio as well as handling investor relations.
Mr. Sacks was previously employed as a Principal by National Asset Management, Inc., a Principal by Prospera Financial Services, Inc., a Principal by Hodges Capital Management, Inc., and a Principal by First Dallas Securities, Inc.
Mr. Sacks graduated from the University of the Witwatersrand, in Johannesburg, South Africa in Business Administration.
He holds his FINRA Series 7, 63, 65 securities licenses.
Actieve functies van Ivan Stephen Sacks
| Bedrijven | Functie | Begin |
|---|---|---|
Kingsley Advisors LLC
 Kingsley Advisors LLC Investment ManagersFinance Kingsley Advisors LLC provides investment advice. The private company is based in Dallas, TX. The company was founded in 2015. Ivan Stephen Sacks has been the CEO of the company since 2015. | Algemeen Directeur | 18-02-2015 |
Eerdere bekende functies van Ivan Stephen Sacks
| Bedrijven | Functie | Einde |
|---|---|---|
B. Riley Wealth Advisors, Inc.
 B. Riley Wealth Advisors, Inc. Investment ManagersFinance B. Riley Wealth Advisors, Inc. (BRWA) is a registered investment advisor headquartered in Memphis, Tennessee. The firm was founded in 1994 as National Asset Management, Inc. and changed its name to B. Riley Wealth Advisors, Inc. in 2022 following the acquisition of National Holdings Corporation by B. Riley Financial, Inc. (NASDAQ: RILY). BRWA provides investment advisory services to individuals, trusts, estates, charitable organizations, corporations or other business entities, private funds, and pension and profit-sharing plans. | Corporate Officer/Principal | 01-09-2017 |
Prospera Financial Services, Inc.
 Prospera Financial Services, Inc. Investment ManagersFinance Prospera Financial Services, Inc. (PFS) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded in 1982 and is a subsidiary of Prospera Holdings LLC. PFS provides asset management services through both wrap-fee programs and traditional management programs to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, and corporations or other business entities. | Corporate Officer/Principal | 01-04-2015 |
Hodges Capital Management, Inc.
 Hodges Capital Management, Inc. Investment ManagersFinance Hodges Capital Management, Inc. (Hodges Capital) is a registered investment advisor headquartered in Dallas, Texas. The firm was founded by Don and Craig Hodges in 1989. They are a wholly-owned subsidiary of Hodges Capital Holdings, Inc., which is owned by Hodges Capital Holdings Voting Trust. Hodges Capital manages assets for institutions, endowments, family offices, and individuals. The firm is also the advisor to various mutual funds. | Corporate Officer/Principal | 08-11-2004 |
First Dallas Securities, Inc.
 First Dallas Securities, Inc. Investment Banks/BrokersFinance Founded in 1989, First Dallas Securities, Inc. is a broker/dealer headquartered in Dallas, Texas. The firm is a subsidiary of First Dallas Holdings, Inc. They focus primarily on common stocks with an eye on bonds and mutual funds. The firm searches the entire US for companies that fit specific criteria, however they place special emphasis on the Southwestern US. Included are core growth companies and emerging companies in various industries. First Dallas Securities examines both high tech and old economy companies that are resurfacing with a solid game plan for new century markets. | Corporate Officer/Principal | 01-11-1995 |
Opleiding van Ivan Stephen Sacks
| University of the Witwatersrand | Undergraduate Degree |
Ervaring
Beklede functies
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Beursgenoteerde bedrijven
Bedrijven in privébezit
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Bedrijven verbonden in de eerste graad
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Verwante bedrijven
| Bedrijven in privébezit | 5 |
|---|---|
Kingsley Advisors LLC
Kingsley Advisors LLC Investment ManagersFinance Kingsley Advisors LLC provides investment advice. The private company is based in Dallas, TX. The company was founded in 2015. Ivan Stephen Sacks has been the CEO of the company since 2015. | Finance |
B. Riley Wealth Advisors, Inc.
B. Riley Wealth Advisors, Inc. Investment ManagersFinance B. Riley Wealth Advisors, Inc. (BRWA) is a registered investment advisor headquartered in Memphis, Tennessee. The firm was founded in 1994 as National Asset Management, Inc. and changed its name to B. Riley Wealth Advisors, Inc. in 2022 following the acquisition of National Holdings Corporation by B. Riley Financial, Inc. (NASDAQ: RILY). BRWA provides investment advisory services to individuals, trusts, estates, charitable organizations, corporations or other business entities, private funds, and pension and profit-sharing plans. | Finance |
Prospera Financial Services, Inc.
Prospera Financial Services, Inc. Investment ManagersFinance Prospera Financial Services, Inc. (PFS) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded in 1982 and is a subsidiary of Prospera Holdings LLC. PFS provides asset management services through both wrap-fee programs and traditional management programs to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, and corporations or other business entities. | Finance |
Hodges Capital Management, Inc.
Hodges Capital Management, Inc. Investment ManagersFinance Hodges Capital Management, Inc. (Hodges Capital) is a registered investment advisor headquartered in Dallas, Texas. The firm was founded by Don and Craig Hodges in 1989. They are a wholly-owned subsidiary of Hodges Capital Holdings, Inc., which is owned by Hodges Capital Holdings Voting Trust. Hodges Capital manages assets for institutions, endowments, family offices, and individuals. The firm is also the advisor to various mutual funds. | Finance |
First Dallas Securities, Inc.
First Dallas Securities, Inc. Investment Banks/BrokersFinance Founded in 1989, First Dallas Securities, Inc. is a broker/dealer headquartered in Dallas, Texas. The firm is a subsidiary of First Dallas Holdings, Inc. They focus primarily on common stocks with an eye on bonds and mutual funds. The firm searches the entire US for companies that fit specific criteria, however they place special emphasis on the Southwestern US. Included are core growth companies and emerging companies in various industries. First Dallas Securities examines both high tech and old economy companies that are resurfacing with a solid game plan for new century markets. | Finance |
