Profiel
Mr. Joenuel Ortiz is an Associate Portfolio Manager at Stanley-Laman Group Ltd.
where he is primarily involved in investment research and analysis.
Prior to joining Stanley-Laman Group Ltd.
in July 2013, Mr. Ortiz was employed as an Analyst by JPMorgan Chase Bank NA and an Internal Sales & Finance Consultant by Procter & Gamble Co.
Mr. Ortiz received his BS in Business Administration, concentrating in Finance and Music Technology, from Carnegie Mellon University.
Eerdere bekende functies van Joenuel Ortiz
| Bedrijven | Functie | Einde |
|---|---|---|
JPMorgan Chase Bank, NA (Investment Management)
 JPMorgan Chase Bank, NA (Investment Management) Investment ManagersFinance JPMorgan Chase Bank, NA (Investment Management) (JPMC-IM) is the investment management division of JPMorgan Chase Bank, NA, ultimately held by JPMorgan Chase & Co. (NYSE: JPM), a global financial services firm. Headquartered in New York City, JPMC-IM provides asset management services for corporations, institutional investors, hedge funds, governments, healthcare organizations, educational institutions and affluent individuals. | Analyst-Equity | 01-06-2013 |
Stanley-Laman Group Ltd.
 Stanley-Laman Group Ltd. Investment ManagersFinance Stanley-Laman Group Ltd. (SLG) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Berwyn, Pennsylvania. The firm was founded in 1991 and is principally owned by William Stanley, James Laman, and David Eaton. SLG provides portfolio management services to individuals, high net worth individuals, corporate pension and profit-sharing plans, charitable institutions, endowments, foundations, trusts, estates, LLCs and corporations. | Portefeuillebeheerder-Aandelen | 01-07-2011 |
| PROCTER & GAMBLE COMPANY | Corporate Officer/Principal | 01-08-2010 |
Stanley-Laman Group Ltd.
Stanley-Laman Group Ltd. Investment ManagersFinance Stanley-Laman Group Ltd. (SLG) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Berwyn, Pennsylvania. The firm was founded in 1991 and is principally owned by William Stanley, James Laman, and David Eaton. SLG provides portfolio management services to individuals, high net worth individuals, corporate pension and profit-sharing plans, charitable institutions, endowments, foundations, trusts, estates, LLCs and corporations. | Analyst-Equity | - |
Opleiding van Joenuel Ortiz
| Carnegie Mellon University | Undergraduate Degree |
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
| Beursgenoteerde bedrijven | 1 |
|---|---|
| PROCTER & GAMBLE COMPANY | Consumer Non-Durables |
| Bedrijven in privébezit | 2 |
|---|---|
Stanley-Laman Group Ltd.
Stanley-Laman Group Ltd. Investment ManagersFinance Stanley-Laman Group Ltd. (SLG) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Berwyn, Pennsylvania. The firm was founded in 1991 and is principally owned by William Stanley, James Laman, and David Eaton. SLG provides portfolio management services to individuals, high net worth individuals, corporate pension and profit-sharing plans, charitable institutions, endowments, foundations, trusts, estates, LLCs and corporations. | Finance |
JPMorgan Chase Bank, NA (Investment Management)
JPMorgan Chase Bank, NA (Investment Management) Investment ManagersFinance JPMorgan Chase Bank, NA (Investment Management) (JPMC-IM) is the investment management division of JPMorgan Chase Bank, NA, ultimately held by JPMorgan Chase & Co. (NYSE: JPM), a global financial services firm. Headquartered in New York City, JPMC-IM provides asset management services for corporations, institutional investors, hedge funds, governments, healthcare organizations, educational institutions and affluent individuals. | Finance |
