Profiel
Mr. George G.
Castro, CFA, is Partner & Portfolio Manager at Lombardia Capital Partners LLC and Independent Director at Infinity Property & Casualty Corp.
He is on the Board of Directors at Infinity Property & Casualty Corp.
He is also Executive Chairman at Lombardia Capital Partners.
Prior to joining Lombardia Capital Partners, he served as CEO, CIO and founding principal of Los Angeles-based CIC/HCM Asset Management (1990-2003).
Prior to starting CIC/HCM in 1989, he worked for Goldman Sachs & Co. (1985-1990) and J.P.
Morgan (1983-1985) in New York City.
Mr. Castro served as a member of the Board of Trustees at Milton Academy.
He served on the executive committee of the board and was Co-Chairman of the investment committee for the school's $150 million endowment.
For six years he served as a director of the Metropolitan Water District of Southern California.
He was chairman of the Budget, Finance, and Investment Committee which oversees a $1 billion fixed income portfolio.
Previously, he served as a director and Chairman of the Board of the Ed Fund of the State of California.
Ed Fund is a non-profit corporation which oversees a $15 billion student loan guarantee portfolio.
He was also a director of the Lincoln Advisor Funds, a mutual fund family sponsored by the Lincoln National Life Insurance Company.
Mr. Castro received his magna cum laude graduate of Princeton University, graduate of Milton Academy in Boston, attended Loyola High School in Los Angeles, and attended St. Matthias Elementary School in Huntington Park, California.
He is a Chartered Financial Analyst.
Eerdere bekende functies van Jorge Castro
Bedrijven | Functie | Einde |
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Lombardia Capital Partners LLC
Lombardia Capital Partners LLC Investment ManagersFinance Founded in 1989, Lombardia Capital Partners LLC is a employee and minority-owned registered investment advisor headquartered in Pasadena, California. The firm was formerly known as Valenzuela Capital Partners LLC. Lombardia Capital provides investment advisory services to institutional, public, corporate, and not-for-profit clients. | Portefeuillebeheerder-Aandelen | 29-03-2015 |
INFINITY PROPERTY AND CASUALTY CORP. | Directeur/Bestuurslid | 29-03-2015 |
CIC/HCM Asset Management, Inc. | President | 31-12-2002 |
Goldman Sachs & Co. LLC
Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Analyst-Equity | 31-12-1989 |
JPMorgan Investment Management, Inc.
JPMorgan Investment Management, Inc. Investment ManagersFinance JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as the result of Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients. | Analyst-Equity | 31-12-1984 |
Opleiding van Jorge Castro
Princeton University | Undergraduate Degree |
Milton Academy | Graduate Degree |
Ervaring
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Bedrijven in privébezit | 5 |
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Lombardia Capital Partners LLC
Lombardia Capital Partners LLC Investment ManagersFinance Founded in 1989, Lombardia Capital Partners LLC is a employee and minority-owned registered investment advisor headquartered in Pasadena, California. The firm was formerly known as Valenzuela Capital Partners LLC. Lombardia Capital provides investment advisory services to institutional, public, corporate, and not-for-profit clients. | Finance |
Infinity Property & Casualty Corp.
Infinity Property & Casualty Corp. MiscellaneousMiscellaneous Infinity Property & Casualty Corp. is a holding company. The company through its subsidiaries, engages in the provision of personal automobile insurance with a concentration on nonstandard automobile insurance, mono-line commercial vehicle insurance and classic collector automobile. It operates through the following segments; Personal Auto, Commercial Auto, and Classic Collector. The Personal Auto segment provides insurance to individuals for liability to others for bodily injury and property damage and for physical damage to an insured's own vehicle from collision and various other perils. The Commercial Auto segment offers coverage to businesses for liability to others for bodily injury and property damage and for physical damage to vehicles from collision and various other perils. The Classic Collector segment includes coverage to individuals with classic or antique automobiles for liability to others for bodily injury and property damage and for physical damage to an insured's own vehicle from collision and various other perils. The company was founded on September 16, 2002 and is headquartered in Birmingham, AL. | Miscellaneous |
Goldman Sachs & Co. LLC
Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Finance |
JPMorgan Investment Management, Inc.
JPMorgan Investment Management, Inc. Investment ManagersFinance JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as the result of Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients. | Finance |
CIC/HCM Asset Management, Inc. | Finance |