Jason Petchenick

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Finance

Consumer Services

Profile

Jason Petchenick worked as an Associate at Morton Capital Management LLC from 2004 to 2006.
He then worked as an Equity Trader at B. Riley Securities, Inc. from 2006 to 2011.
Mr. Petchenick received his undergraduate degree from the University of California, Santa Barbara in 2000.

Former positions of Jason Petchenick

Companies	Position	End
Morton Capital Management LLC Morton Capital Management LLC Investment ManagersFinance Morton designs and implements standardized investment strategies based on general investment guidelines provided by its Investment Committee. Each client portfolio is then customized to consider a client’s unique objectives, including goals, risk tolerance, time horizon, liquidity needs and concerns. Investment portfolios are diversified with respect to asset classes and manager styles to minimize the risks associated with individual securities, specific asset class, style, or manager.	Analyst-Equity	30/05/2006
B. Riley Securities, Inc. B. Riley Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services	Trading-Equity	-

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Private companies	3
Morton Capital Management LLC Morton Capital Management LLC Investment ManagersFinance Morton designs and implements standardized investment strategies based on general investment guidelines provided by its Investment Committee. Each client portfolio is then customized to consider a client’s unique objectives, including goals, risk tolerance, time horizon, liquidity needs and concerns. Investment portfolios are diversified with respect to asset classes and manager styles to minimize the risks associated with individual securities, specific asset class, style, or manager.	Finance
B. Riley Securities, Inc. B. Riley Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services	Finance
University of California, Santa Barbara University of California, Santa Barbara Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services