Bob Jaffe
Director/Board Member at CFS Investment Advisory Services LLC
Bob Jaffe active positions
Companies | Position | Start | End |
---|---|---|---|
CFS Investment Advisory Services LLC
CFS Investment Advisory Services LLC Investment ManagersFinance CFS Investment Advisory Services LLC (CFS) is an independent, SEC-registered investment advisor headquartered in Totowa, New Jersey. The firm was founded by Greg Makowski and Harris Nydick in 1989. CFS offers a variety of advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Director/Board Member | 31/12/1998 | - |
Portfolio Manager-Equities | 31/12/1998 | - |
Career history of Bob Jaffe
Former positions of Bob Jaffe
Companies | Position | Start | End |
---|---|---|---|
Walnut Street Securities, Inc.
Walnut Street Securities, Inc. Investment ManagersFinance A subsidiary of MetLife, Inc., Walnut Street Securities, Inc. is an investment advisor headquartered in New York City with additional offices nationwide. The firm was founded in1985. | Corporate Officer/Principal | 30/01/2005 | 30/01/2005 |
Nathan & Lewis Securities, Inc.
Nathan & Lewis Securities, Inc. Investment Banks/BrokersFinance Part of MetLife, Inc., Nathan & Lewis Securities, Inc. sells mutual funds and annuity products. The company is based in Greenwich, CT. Nathan & Lewis Securities was acquired by New England Financial on February 19, 1998. | Corporate Officer/Principal | 30/07/2003 | 30/07/2003 |
Training of Bob Jaffe
Dartmouth College | Undergraduate Degree |
Columbia Business School | Masters Business Admin |
Statistics
International
United States | 6 |
Operational
Corporate Officer/Principal | 2 |
Director/Board Member | 1 |
Portfolio Manager-Equities | 1 |
Sectoral
Finance | 4 |
Consumer Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 3 |
---|---|
CFS Investment Advisory Services LLC
CFS Investment Advisory Services LLC Investment ManagersFinance CFS Investment Advisory Services LLC (CFS) is an independent, SEC-registered investment advisor headquartered in Totowa, New Jersey. The firm was founded by Greg Makowski and Harris Nydick in 1989. CFS offers a variety of advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Finance |
Walnut Street Securities, Inc.
Walnut Street Securities, Inc. Investment ManagersFinance A subsidiary of MetLife, Inc., Walnut Street Securities, Inc. is an investment advisor headquartered in New York City with additional offices nationwide. The firm was founded in1985. | Finance |
Nathan & Lewis Securities, Inc.
Nathan & Lewis Securities, Inc. Investment Banks/BrokersFinance Part of MetLife, Inc., Nathan & Lewis Securities, Inc. sells mutual funds and annuity products. The company is based in Greenwich, CT. Nathan & Lewis Securities was acquired by New England Financial on February 19, 1998. | Finance |
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