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James Trozze
Chief Executive Officer at Copell Financial LLC
James Trozze active positions
Companies | Position | Start | End |
---|---|---|---|
Copell Financial LLC
![]() Copell Financial LLC Investment Banks/BrokersFinance Founded in 2005, Copell Financial LLC is an independent research firm located in Hasbrouck Heights, New Jersey with an additional office in New York City. The firm seeks to identify industries that are undergoing a change in dynamics. They look for events and catalysts that affect the fundamentals and the strategic reasons to buy or sell within a certain industry. | Analyst-Equity | 09/02/2011 | - |
Chief Executive Officer | - | - | |
Director of Research - Equity | - | - |
Career history of James Trozze
Former positions of James Trozze
Companies | Position | Start | End |
---|---|---|---|
Moors & Cabot, Inc.
![]() Moors & Cabot, Inc. Investment Banks/BrokersFinance Moors & Cabot, Inc. (MCI) is a registered broker-dealer headquartered in Boston, Massachusetts. The firm was founded by John F. Moors and Charles Cabot in 1890 to handle the personal investments of the two founders and their friends. They became a solely owned subsidiary of Eighteen Ninety Partners LLC in 2022. MCI provides brokerage execution services to their advisory client participating in Portfolio Management Program (PMP). | Director of Research - Equity | - | - |
Trust & Fiduciary Management Services, Inc.
![]() Trust & Fiduciary Management Services, Inc. Investment ManagersFinance Founded in 1990, Trust & Fiduciary Management Services, Inc. is a registered investment advisor headquartered in Hasbrouck Heights, New Jersey. The firm is owned by independent investment research firm, Copell Financial LLC. | Director of Research - Equity | 31/12/2007 | - |
UBS Asset Management (Americas), Inc.
![]() UBS Asset Management (Americas), Inc. Investment ManagersFinance UBS Asset Management (Americas) LLC (UBS AM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as UBS Global Asset Management (Americas), Inc. They are a wholly owned subsidiary of UBS Americas, Inc., ultimately owned by UBS Group AG (SIX: UBSG; NYSE: UBS) in Switzerland. UBS AM provides investment products and services to corporate and public pension plans, financial institutions and advisors, central banks, charities, foundations and individual investors around the world. | Portfolio Manager-Equities | - | - |
Training of James Trozze
Cornell University | Undergraduate Degree |
Babson College | Masters Business Admin |
Statistics
International
United States | 7 |
Operational
Director of Research - Equity | 3 |
Analyst-Equity | 1 |
Chief Executive Officer | 1 |
Sectoral
Finance | 5 |
Consumer Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 4 |
---|---|
Copell Financial LLC
![]() Copell Financial LLC Investment Banks/BrokersFinance Founded in 2005, Copell Financial LLC is an independent research firm located in Hasbrouck Heights, New Jersey with an additional office in New York City. The firm seeks to identify industries that are undergoing a change in dynamics. They look for events and catalysts that affect the fundamentals and the strategic reasons to buy or sell within a certain industry. | Finance |
UBS Asset Management (Americas), Inc.
![]() UBS Asset Management (Americas), Inc. Investment ManagersFinance UBS Asset Management (Americas) LLC (UBS AM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as UBS Global Asset Management (Americas), Inc. They are a wholly owned subsidiary of UBS Americas, Inc., ultimately owned by UBS Group AG (SIX: UBSG; NYSE: UBS) in Switzerland. UBS AM provides investment products and services to corporate and public pension plans, financial institutions and advisors, central banks, charities, foundations and individual investors around the world. | Finance |
Moors & Cabot, Inc.
![]() Moors & Cabot, Inc. Investment Banks/BrokersFinance Moors & Cabot, Inc. (MCI) is a registered broker-dealer headquartered in Boston, Massachusetts. The firm was founded by John F. Moors and Charles Cabot in 1890 to handle the personal investments of the two founders and their friends. They became a solely owned subsidiary of Eighteen Ninety Partners LLC in 2022. MCI provides brokerage execution services to their advisory client participating in Portfolio Management Program (PMP). | Finance |
Trust & Fiduciary Management Services, Inc.
![]() Trust & Fiduciary Management Services, Inc. Investment ManagersFinance Founded in 1990, Trust & Fiduciary Management Services, Inc. is a registered investment advisor headquartered in Hasbrouck Heights, New Jersey. The firm is owned by independent investment research firm, Copell Financial LLC. | Finance |
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