Michael Margolies
Directeur/Bestuurslid bij PSM HOLDINGS, INC.
Profiel
Michael Margolies was the founder of Avalon Research Group, Inc. (1995), where he served as Chairman & Chief Executive Officer until 2005, and Littlebanc Advisors LLC (2009), where he served as Chief Executive Officer.
Mr. Margolies is also the founder of Investorside Research Association.
Currently, Mr. Margolies holds multiple positions, including Chairman, Chief Executive & Financial Officer at Global Concepts Ltd., Director at PSM Holdings, Inc. (since 2013), Director, Chief Compliance Officer & Executive VP at PrimeSource Mortgage, Inc. (since 2012), Director at Obviyo, Inc., Director & Manager at LB-Arca Investors LLC, Director at Unhedged, Inc., President at LB Merchant AA-2 LLC (since 2016), and President at LB Merchant HC-6 LLC.
Mr. Margolies's former positions include President & Chief Executive Officer at High Velocity Alternative Energy Corp.
(2006-2008), Vice Chairman & Secretary at Headliners Entertainment Group, Inc., Director at Powers Device Technologies, Inc., Director at Adams Arms LLC, Director at SkyShop Logistics, Inc. (2010), Director at Adams Arms, Inc., and Limited Partner at Oppenheimer Asset Management, Inc. (1986-1992).
Mr. Margolies also served as President at LB Merchant PSMH-4 LLC, LB Merchant HC-4 LLC, and LB Merchant AA-3 LLC.
Actieve functies van Michael Margolies
| Bedrijven | Functie | Begin |
|---|---|---|
| PSM HOLDINGS, INC. | Directeur/Bestuurslid | 05-02-2013 |
LB Merchant HC-6 LLC
 LB Merchant HC-6 LLC Financial ConglomeratesFinance LB Merchant HC-6 LLC provides investment services. The company is headquartered in Delray Beach, FL. | President | - |
LB-Arca Investors LLC
 LB-Arca Investors LLC Financial ConglomeratesFinance LB-Arca Investors LLC provides investment services. The company is headquartered in Delray Beach, FL. | Directeur/Bestuurslid | - |
LB Merchant AA-2 LLC
 LB Merchant AA-2 LLC Financial ConglomeratesFinance LB Merchant AA-2 LLC provides investment services. The company was founded in 2016 and is headquartered in Delray Beach, FL. | President | 18-10-2016 |
PrimeSource Mortgage, Inc.
 PrimeSource Mortgage, Inc. Finance/Rental/LeasingFinance Part of PSM Holdings, Inc., PrimeSource Mortgage, Inc. is a company that provides mortgage services. The company is based in Idaho Falls, ID. Kevin J. Gadawski has been the CEO of the company since 2015. | Compliance Officer | 01-04-2012 |
Littlebanc Advisors LLC
 Littlebanc Advisors LLC Investment ManagersFinance Littlebanc Advisors LLC (Littlebanc) is a private equity firm founded in 2009 by Michael Margolies. The firm is headquartered in Naples, Florida. | Algemeen Directeur | 01-01-2009 |
Global Concepts Ltd.
 Global Concepts Ltd. Financial ConglomeratesFinance Global Concepts Ltd. provides transportation services. It is a development stage company and operates through its subsidiaries. The company was founded in 1998 and is headquartered in Garrison, NY | Algemeen Directeur | - |
Obviyo, Inc.
 Obviyo, Inc. Miscellaneous Commercial ServicesCommercial Services Obviyo, Inc. provides conversion rate optimization solutions. It offers conversion-rate optimization software that allows Internet retailers to efficiently test changes to websites that lead to more online sales. The company was founded by Zijad Aganovic in 2006 and is headquartered in Boca Raton, FL. | Directeur/Bestuurslid | - |
Unhedged, Inc.
 Unhedged, Inc. Internet Software/ServicesTechnology Services Unhedged, Inc. operates as a platform for financial research, analysis, and collaboration. The company is based in Hays, KS. | Directeur/Bestuurslid | - |
Eerdere bekende functies van Michael Margolies
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Ervaring
Beklede functies
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Beursgenoteerde bedrijven
Bedrijven in privébezit
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Eerstegraads connecties
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Verwante bedrijven
| Beursgenoteerde bedrijven | 1 |
|---|---|
| SKYSHOP LOGISTICS, INC. | Transportation |
| Bedrijven in privébezit | 20 |
|---|---|
| Avalon Research Group, Inc. | Finance |
Global Concepts Ltd.
Global Concepts Ltd. Financial ConglomeratesFinance Global Concepts Ltd. provides transportation services. It is a development stage company and operates through its subsidiaries. The company was founded in 1998 and is headquartered in Garrison, NY | Finance |
Oppenheimer Asset Management, Inc.
 Oppenheimer Asset Management, Inc. Investment ManagersFinance Oppenheimer Asset Management, Inc. (OAM) is a SEC-registered investment advisor headquartered in New York City. Founded in 1986, the firm is a subsidiary of E.A. Viner International Co., which is owned by Oppenheimer Holdings, Inc. (NYSE: OPY). OAM offers a variety of advisory services to individuals, foundations, pension and profit-sharing plans, trusts, charitable organizations, business or government entities, insurance companies and endowments. | Finance |
High Velocity Alternative Energy Corp.
 High Velocity Alternative Energy Corp. Oil Refining/MarketingEnergy Minerals High Velocity Alternative Energy Corp. provides refining, blending, packaging, and distribution of middle market petroleum and related products to the automotive and manufacturing aftermarket. The company involves in blending, bottling, and distributing private label motor oil, transmission fluid, and related products. High Velocity Alternative Energy sells its products to the retail outlets, oil change shops, automotive aftermarket chains, gas stations, and department & convenience stores. The company was founded in 2000 and is headquartered in Bedford Park, IL. | Energy Minerals |
Headliners Entertainment Group, Inc.
 Headliners Entertainment Group, Inc. Movies/EntertainmentConsumer Services Headliners Entertainment Group, Inc. owns and operates comedy clubs and restaurants. The company was founded in 1983 and is headquartered in Jersey City, NJ. | Consumer Services |
Powers Device Technologies, Inc.
 Powers Device Technologies, Inc. Medical SpecialtiesHealth Technology Powers Device Technologies, Inc. engages in the development of feedback sensor products. The company was founded in 2009 and is headquartered in Delray Beach, FL. | Health Technology |
Obviyo, Inc.
Obviyo, Inc. Miscellaneous Commercial ServicesCommercial Services Obviyo, Inc. provides conversion rate optimization solutions. It offers conversion-rate optimization software that allows Internet retailers to efficiently test changes to websites that lead to more online sales. The company was founded by Zijad Aganovic in 2006 and is headquartered in Boca Raton, FL. | Commercial Services |
| Investorside Research Association | |
Adams Arms, Inc.
 Adams Arms, Inc. Miscellaneous Commercial ServicesCommercial Services Adams Arms, Inc. manufactures and develops proprietary firearm products. The firm develops the Retro-Fit Piston Driven System which will transform and revolutionize the AR15/M-16 Rifle into a modern day platform that will continue to be relevant for many more decades to come. It has developed a suite of products based on its patented inverted piston operating technology, including a line of Gas Piston Retrofit Kits, which provide significant rifle enhancements in terms of reliability, accuracy, maintenance and longevity. The company was founded in 2007 by Jason Adams and is headquartered in Odessa, FL. | Commercial Services |
Littlebanc Advisors LLC
Littlebanc Advisors LLC Investment ManagersFinance Littlebanc Advisors LLC (Littlebanc) is a private equity firm founded in 2009 by Michael Margolies. The firm is headquartered in Naples, Florida. | Finance |
PSM Holdings, Inc.
 PSM Holdings, Inc. Finance/Rental/LeasingFinance PSM Holdings, Inc. operates as a holding company. The company through its subsidiary, PrimeSource Mortgage, Inc., provides mortgage brokerage and banking services across the U.S. PSM Holdings was founded on March 12, 1987 and is headquartered in Laguna Niguel, CA. | Finance |
PrimeSource Mortgage, Inc.
PrimeSource Mortgage, Inc. Finance/Rental/LeasingFinance Part of PSM Holdings, Inc., PrimeSource Mortgage, Inc. is a company that provides mortgage services. The company is based in Idaho Falls, ID. Kevin J. Gadawski has been the CEO of the company since 2015. | Finance |
LB Merchant PSMH-4 LLC
 LB Merchant PSMH-4 LLC Financial ConglomeratesFinance LB Merchant PSMH-4 LLC provides investment services. The company was founded in 2016 and is headquartered in Delray Beach, FL. | Finance |
LB Merchant AA-3 LLC
 LB Merchant AA-3 LLC Financial ConglomeratesFinance LB Merchant AA-3 LLC provides investment services. The company is headquartered in Delray Beach, FL. | Finance |
LB Merchant AA-2 LLC
LB Merchant AA-2 LLC Financial ConglomeratesFinance LB Merchant AA-2 LLC provides investment services. The company was founded in 2016 and is headquartered in Delray Beach, FL. | Finance |
Adams Arms LLC
 Adams Arms LLC Aerospace & DefenseElectronic Technology Adams Arms LLC manufactures and supplies guns and accessories. The company is headquartered in Odessa, FL. | Electronic Technology |
LB Merchant HC-4 LLC
 LB Merchant HC-4 LLC Financial ConglomeratesFinance LB Merchant HC-4 LLC provides investment services. The company is headquartered in Delray Beach, FL. | Finance |
LB-Arca Investors LLC
LB-Arca Investors LLC Financial ConglomeratesFinance LB-Arca Investors LLC provides investment services. The company is headquartered in Delray Beach, FL. | Finance |
LB Merchant HC-6 LLC
LB Merchant HC-6 LLC Financial ConglomeratesFinance LB Merchant HC-6 LLC provides investment services. The company is headquartered in Delray Beach, FL. | Finance |
Unhedged, Inc.
Unhedged, Inc. Internet Software/ServicesTechnology Services Unhedged, Inc. operates as a platform for financial research, analysis, and collaboration. The company is based in Hays, KS. | Technology Services |