Joseph Soares
Geen lopende functies
Profiel
Prior to joining Maxam in November 2005, Mr. Soares started his career at Tremont in 1992 as a fund analyst and worked his way up through the ranks to be a Senior Vice President and the Director of Client Service.
His department consisted of a staff of 15 and was responsible for client reporting, manager monitoring and all portfolio operations.
Mr. Soares was on Tremont’s New Product Development Committee and instrumental in helping to design Tremont’s internal Investment Management System, which monitored and tracked their portfolio holdings.
He also spent 18 months managing the Tremont (Bermuda) Limited office, where the main focus was fund administration.
Mr. Soares holds Series 7, 63, 24 and 3 Licenses.
He has a Bachelor's degree in Economics from the State University of New York at Albany.
Eerdere bekende functies van Joseph Soares
| Bedrijven | Functie | Einde |
|---|---|---|
Tremont Capital Management, Inc.
 Tremont Capital Management, Inc. Investment ManagersFinance Tremont Capital Management, Inc. provided investment advice. The firm worked closely with traditional consulting firms and financial advisers to provide custom and proprietary fund of funds products for institutions, trusts and family offices. The company was founded on June 18, 1987 and was headquartered in Rye, NY. | Corporate Officer/Principal | - |
MAXAM Capital Management LLC
 MAXAM Capital Management LLC Investment ManagersFinance Founded in 2005 by Sandra Manzke, MAXAM Capital Management LLC is a hedge fund management firm headquartered in Darien, Connecticut. The firm is a women and employee-owned firm that invests with minority and women managers | Lid van de Investeringscommissie | - |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
MAXAM Capital Management LLC
MAXAM Capital Management LLC Investment ManagersFinance Founded in 2005 by Sandra Manzke, MAXAM Capital Management LLC is a hedge fund management firm headquartered in Darien, Connecticut. The firm is a women and employee-owned firm that invests with minority and women managers | Finance |
Tremont Capital Management, Inc.
Tremont Capital Management, Inc. Investment ManagersFinance Tremont Capital Management, Inc. provided investment advice. The firm worked closely with traditional consulting firms and financial advisers to provide custom and proprietary fund of funds products for institutions, trusts and family offices. The company was founded on June 18, 1987 and was headquartered in Rye, NY. | Finance |
