Top Investment Officers in Greater San Diego Area
Stefan MBA
Chief Financial Officer
Greater San Diego Area
Chief Financial Officer
CFO
Chief Financial Officer
Treasurer, Director Corporate Development
President
Treasurer, VP Finance, Consultant
Chief Financial Officer
Investment Officer
UCLA Anderson School of Management
University of Denver - Daniels College of Business
Recommendations: 5
Mergers
Start-ups
Strategic Partnerships
Accounting
Business Planning
Business Strategy
Change Management
Competitive Analysis
s****[email protected]
Mark Fingerlin
Chair
Greater San Diego Area
Chair
Director of Research and Consulting
Director of Wealth Management & Chief Investment Officer
Principal Consultant
President and CEO
President and CEO
Managing Director for Private Banking; President- HomeFed Trust Company
Vice President- National Accounts
Regional Vice President
Naval Aviator
President & CEO
Assistant Treasurer
LEAD
Rider University
Recommendations: 3
Wealth Management
Mergers
Strategic Planning
Capital Formation
Investments
Executive Coaching
Commercial Aviation
Mergers & Acquisitions
m****[email protected]
Machel CFA
Sr. Research Analyst
Greater San Diego Area
Sr. Research Analyst
President and Chief Investment Officer
Equity Analyst
Institutional Investment Consultant
Research Analyst
Recommendations: 1
Equities
Investment Management
Asset Allocation
Asset Managment
Equity Research
Leadership
Asset Management
Investment Strategies
m****[email protected]
Justin Ferayorni
Chief Investment Officer
Greater San Diego Area
Chief Investment Officer
Princeton University
Recommendations: 0
j****[email protected]
Ritesh Patel
Chief Investment Officer
Greater San Diego Area
Chief Investment Officer
Associate
Associate Consultant
University of California, Los Angeles - The Anderson School of Management
University of Cape Town
University of California, Berkeley
Claremont McKenna College
Recommendations: 0
r****[email protected]
Darren Reinig
Managing Partner and Chief Investment Officer
Greater San Diego Area
Managing Partner and Chief Investment Officer
Partner
Vice President
Vice President, Financial Advisor
Director
Columbia University - Columbia Business School
University of California, Berkeley - Walter A. Haas School of Business
University of California San Diego
Recommendations: 0
Financial Modeling
Investment Management
Asset Allocation
Business Strategy
Business Planning
Modern Portfolio Theory
Econometrics
Investments
d****[email protected]
d****[email protected]
Steven Bollert
Chief Investment Officer
Greater San Diego Area
Chief Investment Officer
Principal- Director of Acquisitions Southwest U.S.
San Diego State University-California State University
Recommendations: 0
s****[email protected]
David Haghighi
Founder & President
Greater San Diego Area
Founder & President
Realtor
Realtor
Real Estate Investment Officer
California State University-Long Beach
Palomar College
Palomar College
Recommendations: 0
Investment Properties
REO
Investors
Home Equity Lines of Credit
Short Sales
Foreclosures
First Time Home Buyers
Land Acquisition
d****[email protected]
Mary Abad
Risk Management - Sponsor Finance (Franchise)
Greater San Diego Area
Risk Management - Sponsor Finance (Franchise)
Investment Officer - Capital Markets
Investment Officer - Infrastructure
Banker (VP), Consumer & Healthcare
Associate, Structured Products Group
Senior Consultant
Columbia University - Columbia Business School
Johns Hopkins Nitze School of Advanced Int'l Relations (SAIS)
Stanford University
Recommendations: 0
Origination
Credit Analysis
Project Finance
Emerging Markets
International...
Corporate Finance
Financial Structuring
Investments
m****[email protected]
Janice E Montle
Managing Partner
Greater San Diego Area
Managing Partner
EVP
SVP Finance, Pepsi-Cola
Senior Investment Officer
Harvard Business School
Mount Holyoke College
Recommendations: 0
j****[email protected]
Rob Perry
Principal & Chief Strategist
Greater San Diego Area
Principal & Chief Strategist
Principal & Senior Analyst
Analyst
Co-Founder & Chief Strategist
Investment Banking Analyst
Chief Investment Officer
Investment Banking Analyst
Georgetown University - The McDonough School of Business
CHASE MANHATTAN BANK - CREDIT TRAINING PROGRAM
The London School of Economics and Political Science (LSE)
Recommendations: 0
High Yield
Portfolio Management
Asset Management
Hedge Funds
Fixed Income
Alternative Investments
Capital Markets
Financial Modeling
p*****@kingslandcap.com
Bill Gurtin
Portfolio Manager, Senior Vice President
Greater San Diego Area
Portfolio Manager, Senior Vice President
Founder
Managing Partner, Chief Executive Officer, Chief Investment Officer
Vice President
The University of Chicago Booth School of Business
Brown University
Recommendations: 0
b****[email protected]
Matt Johnson, CFA
Chief Investment Officer
Greater San Diego Area
Chief Investment Officer
Investment Manager
Portfolio Management Assistant
The University of South Dakota
Recommendations: 0
Portfolio Management
Investments
Valuation
Asset Allocation
Investment Strategies
Wealth Management
Investment Management
Due Diligence
j****[email protected]
m*****@sage-cap.com
Mark Eicker
Chief Investment Officer
Greater San Diego Area
Chief Investment Officer
Sr. Vice President
The University of New Mexico
Recommendations: 0
Investments
Investment Strategies
Asset Management
Quantitative Analytics
Research
Asset Allocation
ETFs
Mutual Funds
m*****@sterlingir.com
