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Career history of Jeff Bates
Former positions of Jeff Bates
Companies | Position | Start | End |
---|---|---|---|
Steel Grove Capital Advisors LLC
![]() Steel Grove Capital Advisors LLC Investment ManagersFinance Steel Grove Capital Advisors LLC (Steel Grove) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Memphis, Tennessee. The firm was founded by Darrell Horn and Steve Sansom in 2001 and formerly known as Green Square Capital LLC. Steel Grove offers investment advisory services to affluent individuals and families, trusts, estates, charitable organizations, corporations, and business entities. | Analyst-Equity | 31/08/2001 | 29/11/2005 |
Analyst-Fixed Income | 31/08/2001 | 29/11/2005 | |
Portfolio Manager-Equities | 31/08/2001 | 29/11/2005 | |
Portfolio Manager-Fixed Income | 31/08/2001 | 29/11/2005 | |
G2 Advisors LLC
![]() G2 Advisors LLC Investment ManagersFinance Part of G2 Investment Group LLC, G2 Advisors LLC is a company that provides investment advice. The company is based in New York, NY. | Corporate Officer/Principal | 29/11/2005 | 29/11/2005 |
Goldman Sachs & Co. LLC
![]() Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Corporate Officer/Principal | 31/08/2001 | 31/08/2001 |
Kings Point Capital Management LLC
![]() Kings Point Capital Management LLC Investment ManagersFinance Kings Point Capital Management LLC (KPCM) is a wealth management firm headquartered in Great Neck, New York. The firm was founded by Jack Salzman and Jeffrey Bates in 1998. They were acquired by Wealth Enhancement Group LLC in 2022. KPCM provides investment consulting and investment management services to investment limited partnerships, individuals, pension and profit-sharing plans, endowments, trusts, estates, charitable organizations, corporations and business entities and other investment advisers and funeral trusts. | Compliance Officer | 31/01/1998 | - |
Chief Operating Officer | 31/01/1998 | - | |
Founder | 31/01/1998 | - | |
Investment Committee Member | 31/01/1998 | - |
Training of Jeff Bates
Tufts University | Undergraduate Degree |
Duke University | Masters Business Admin |
Statistics
International
United States | 7 |
Operational
Corporate Officer/Principal | 2 |
Analyst-Equity | 1 |
Analyst-Fixed Income | 1 |
Sectoral
Finance | 5 |
Consumer Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 4 |
---|---|
Steel Grove Capital Advisors LLC
![]() Steel Grove Capital Advisors LLC Investment ManagersFinance Steel Grove Capital Advisors LLC (Steel Grove) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Memphis, Tennessee. The firm was founded by Darrell Horn and Steve Sansom in 2001 and formerly known as Green Square Capital LLC. Steel Grove offers investment advisory services to affluent individuals and families, trusts, estates, charitable organizations, corporations, and business entities. | Finance |
Kings Point Capital Management LLC
![]() Kings Point Capital Management LLC Investment ManagersFinance Kings Point Capital Management LLC (KPCM) is a wealth management firm headquartered in Great Neck, New York. The firm was founded by Jack Salzman and Jeffrey Bates in 1998. They were acquired by Wealth Enhancement Group LLC in 2022. KPCM provides investment consulting and investment management services to investment limited partnerships, individuals, pension and profit-sharing plans, endowments, trusts, estates, charitable organizations, corporations and business entities and other investment advisers and funeral trusts. | Finance |
G2 Advisors LLC
![]() G2 Advisors LLC Investment ManagersFinance Part of G2 Investment Group LLC, G2 Advisors LLC is a company that provides investment advice. The company is based in New York, NY. | Finance |
Goldman Sachs & Co. LLC
![]() Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Finance |
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