Kelsey Sokoloski
Private Equity Investor bij Hamilton Lane Advisors LLC
Profiel
Kelsey is a Vice President in the Private Wealth Solutions Group, where he is responsible for intermediary distribution in the Great Lakes and South-Central regions.
Prior to joining Hamilton Lane, Kelsey was Director of the Great Lakes and South-Central regions for 361 Capital and was responsible for capital development throughout the region.
Previously, Kelsey was a Financial Advisor with AXA Advisor, helping clients identify and achieve their financial goals and objectives through personalized financial strategies.
He began his career at Curian Capital and has 10 years of financial services industry experience.
Kelsey received a B.S.
in Economics from San Diego State University.
He currently holds FINRA Series 7 and 63 registrations.
Actieve functies van Kelsey Sokoloski
| Bedrijven | Functie | Begin |
|---|---|---|
Hamilton Lane Advisors LLC
 Hamilton Lane Advisors LLC Investment ManagersFinance Hamilton Lane Advisors LLC (Hamilton Lane) is a private equity firm founded in May 1991. The firm is headquartered in Pennsylvania with additional offices located in London, Hong Kong, Rio de Janeiro, San Francisco, San Diego, New York, Ft. Lauderdale, Tel Aviv, Tokyo, Las Vegas and Seoul. | Private Equity Investor | 01-11-2014 |
Eerdere bekende functies van Kelsey Sokoloski
| Bedrijven | Functie | Einde |
|---|---|---|
Equitable Advisors LLC
 Equitable Advisors LLC Investment ManagersFinance Equitable Advisors LLC is a SEC-registered investment adviser and wealth management firm headquartered in New York City. The firm was founded in 1999 and is a subsidiary of Equitable Distribution Holding Corp., ultimately held by Equitable Holdings, Inc. (NYSE: EQH). Equitable Advisors provides investment advisory services to individuals, trusts, estates, charitable organizations, banks or thrift institutions, corporations and other business entities, and pension and profit-sharing plans. | Corporate Officer/Principal | 01-10-2014 |
Opleiding van Kelsey Sokoloski
| San Diego State University | Undergraduate Degree |
Ervaring
Beklede functies
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Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
Hamilton Lane Advisors LLC
Hamilton Lane Advisors LLC Investment ManagersFinance Hamilton Lane Advisors LLC (Hamilton Lane) is a private equity firm founded in May 1991. The firm is headquartered in Pennsylvania with additional offices located in London, Hong Kong, Rio de Janeiro, San Francisco, San Diego, New York, Ft. Lauderdale, Tel Aviv, Tokyo, Las Vegas and Seoul. | Finance |
Equitable Advisors LLC
Equitable Advisors LLC Investment ManagersFinance Equitable Advisors LLC is a SEC-registered investment adviser and wealth management firm headquartered in New York City. The firm was founded in 1999 and is a subsidiary of Equitable Distribution Holding Corp., ultimately held by Equitable Holdings, Inc. (NYSE: EQH). Equitable Advisors provides investment advisory services to individuals, trusts, estates, charitable organizations, banks or thrift institutions, corporations and other business entities, and pension and profit-sharing plans. | Finance |
