Profile
Mr. Jamal Pesaran, CFA MBA, is a Portfolio Manager at Guggenheim Partners Investment Management LLC and Security Investors LLC.
Prior to joining Security Investors, Mr. Pesaran was employed as a Vice President by UBS Investment Bank and HSBC Holdings Plc and a Principal by HSBC Securities USA, Inc. and Goldman Sachs & Co.
He received his BS in Economics from the University of Bristol and his MBA from UCLA Anderson Graduate School of Business.
He is a Chartered Financial Analyst.
Former positions of Jamal Pesaran
| Companies | Position | End |
|---|---|---|
Security Investors LLC
Security Investors LLC Investment ManagersFinance Security Investors seeks to achieve superior risk-adjusted returns through investments in domestic equities, global equities, fixed-income securities and alternative investments. The firm's domestic equity strategy follows a value-oriented approach and target companies where the stock price does not reflect their internal assessment of intrinsic value, based on their assessment of long-term fundamental expectations and/or risk profile. Their global equity strategy employs a bottom-up stock selection process in a global context. Security Investors fixed-income strategy focuses on the selection of issues based on both structure and credit. They employ top-down decision-making, fundamental analysis and rigorous management of credit risk. | Portfolio Manager-Equities | 31/08/2014 |
Guggenheim Partners Investment Management LLC
Guggenheim Partners Investment Management LLC Investment ManagersFinance GPIM tailors the investment strategies used on behalf of a client to meet a specific client’s investment objectives. The firm manages client assets using a variety of disciplines within fixed income and equity strategies. | Portfolio Manager-Equities | 31/08/2014 |
HSBC Securities (USA), Inc.
HSBC Securities (USA), Inc. Regional BanksFinance Provides banking and financial services | Institutional Sales | - |
Lehman Brothers, Inc.
Lehman Brothers, Inc. Investment Banks/BrokersFinance Provides investment banking services | Institutional Sales | - |
UBS Investment Bank (US)
UBS Investment Bank (US) Investment Banks/BrokersFinance Provides investment banking services | Corporate Officer/Principal | 30/12/2003 |
Training of Jamal Pesaran
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 10 |
|---|---|
Lehman Brothers, Inc.
Lehman Brothers, Inc. Investment Banks/BrokersFinance Provides investment banking services | Finance |
HSBC Holdings Plc
HSBC Holdings Plc Major BanksFinance Operates as a bank holding company with interest in providing national banking services | Finance |
HSBC Securities (USA), Inc.
HSBC Securities (USA), Inc. Regional BanksFinance Provides banking and financial services | Finance |
Security Investors LLC
Security Investors LLC Investment ManagersFinance Security Investors seeks to achieve superior risk-adjusted returns through investments in domestic equities, global equities, fixed-income securities and alternative investments. The firm's domestic equity strategy follows a value-oriented approach and target companies where the stock price does not reflect their internal assessment of intrinsic value, based on their assessment of long-term fundamental expectations and/or risk profile. Their global equity strategy employs a bottom-up stock selection process in a global context. Security Investors fixed-income strategy focuses on the selection of issues based on both structure and credit. They employ top-down decision-making, fundamental analysis and rigorous management of credit risk. | Finance |
Guggenheim Strategic Opportunities Fund
Guggenheim Strategic Opportunities Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Goldman Sachs & Co. LLC
Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
University of California, Los Angeles
University of California, Los Angeles Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Bristol
University of Bristol Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Guggenheim Partners Investment Management LLC
Guggenheim Partners Investment Management LLC Investment ManagersFinance GPIM tailors the investment strategies used on behalf of a client to meet a specific client’s investment objectives. The firm manages client assets using a variety of disciplines within fixed income and equity strategies. | Finance |
UBS Investment Bank (US)
UBS Investment Bank (US) Investment Banks/BrokersFinance Provides investment banking services | Finance |
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