Jeffrey Margolis Email & Phone Number
Founder and President
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Jeffrey Margolis Location
- New York, NY, US
Jeffrey Margolis Work
- 2008 -now Founder and President @ Margolis Advisory Group
- 2019 -now Senior Advisor @
- 2014 -now Partner @ Katalyst Partners
- 2016 -2017 Senior Advisor @ Know Your Audience
- 2013 -2017 Advisory Board Director @ Fintech Company
- 2004 -2008 Senior Managing Director - Head of Business Development @
- 1994 -2003 Managing Director - Head of Sales and Marketing - Various Channels @
- 1983 -1994 Chief Operating Officer @ Continental Asset Management
- 1980 -1983 Accountant @ Arthur Young & Company
Jeffrey Margolis Education
- Cornell Johnson Graduate School of Management
MBA (Finance/Accounting)
1979-1980 - Cornell University
BA (Economics)
1975-1979
Jeffrey Margolis Skills
- Investment Management
- Investments
- Asset Allocation
- Asset Management
- Alternative Investments
- Asset Managment
- Strategy
- Portfolio Management
- Fixed Income
- Investment Strategies
- Hedge Funds
- Product Management
- Asset
- Financial Services
- Series 63
- Equities
- Financial Advisory
- Mutual Funds
- Investment Advisory
- Emerging Markets
- Institutional Investments
- Series 7
- Bonds
- Wealth Management
- Fund Of Funds
- Capital Markets
- ETFs
- Options
- Derivatives
- Private Equity
- Pensions
- Investment Banking
- Securities
- Valuation
- Financial Markets
- Venture Capital
- Equity Research
- Bloomberg
- Wealth Management Services
- Executive Management
- Investor Relations
- Financial Structuring
- FINRA
- Management
- Entrepreneurship
- Business Analysis
- Process Improvement
- Business Development
Jeffrey Margolis Summary
- Jeffrey Margolis, based in New York, NY, US, is currently a Founder and President at Margolis Advisory Group. Jeffrey Margolis brings experience from previous roles at Charles Towne Holdings, LLC, Katalyst Partners, Know Your Audience and Fintech Company. Jeffrey Margolis holds a 1979 - 1980 MBA in Finance/Accounting @ Cornell Johnson Graduate School of Management. With a robust skill set that includes Investment Management, Investments, Asset Allocation, Asset Management, Alternative Investments and more. Jeffrey Margolis has 2 emails on RocketReach.
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