James Longinotti

Directeur/Bestuurslid bij Cypress Alternative Partners II LP

Finance

Consumer Services

Actieve functies van James Longinotti

Bedrijven	Functie	Begin	Einde
Cypress Alternative Partners II LP Cypress Alternative Partners II LP Investment ManagersFinance Cypress Alternative Partners II LP provides investment services. The company is headquartered in San Francisco, CA.	Directeur/Bestuurslid	-	-
Cresset Capital Management LLC Cresset Capital Management LLC Financial ConglomeratesFinance Cresset Capital Management LLC provides reinvent wealth management services. It offers suite of family office services, investment advisory, planning, and other services. The company was founded by Eric Becker and Avy Stein and is headquartered in Chicago, IL.	Directeur/Bestuurslid	-	-
	Corporate Officer/Principal	-	-

Bedrijven	Functie	Begin	Einde
Cypress Wealth Advisors LLC Cypress Wealth Advisors LLC Investment ManagersFinance Founded in 2004, Cypress Wealth Advisors LLC is a wealth management firm and registered investment advisor located in San Francisco, California. The firm provides investment advice, as well as implementation and financial planning, to individuals, trusts, estates, and charitable organizations. They also serve as the investment adviser to a number of pooled investment vehicles. vehicles.	Analyst-Equity	01-01-2011	01-01-2017
	Chief Investment Officer	01-01-2011	-
	Compliance Officer	01-01-2017	-
	Portefeuillebeheerder-Aandelen	01-01-2011	01-01-2017

Washington University in St. Louis

Undergraduate Degree

Internationaal

Verenigde Staten

Operationeel

Sectoraal

Finance	4
Consumer Services	2

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Bedrijven in privébezit	3
Cypress Wealth Advisors LLC Cypress Wealth Advisors LLC Investment ManagersFinance Founded in 2004, Cypress Wealth Advisors LLC is a wealth management firm and registered investment advisor located in San Francisco, California. The firm provides investment advice, as well as implementation and financial planning, to individuals, trusts, estates, and charitable organizations. They also serve as the investment adviser to a number of pooled investment vehicles. vehicles.	Finance
Cypress Alternative Partners II LP Cypress Alternative Partners II LP Investment ManagersFinance Cypress Alternative Partners II LP provides investment services. The company is headquartered in San Francisco, CA.	Finance
Cresset Capital Management LLC Cresset Capital Management LLC Financial ConglomeratesFinance Cresset Capital Management LLC provides reinvent wealth management services. It offers suite of family office services, investment advisory, planning, and other services. The company was founded by Eric Becker and Avy Stein and is headquartered in Chicago, IL.	Finance