Jim Vogt
Head-Equity Investments at Pine Valley Investments LLC
Jim Vogt active positions
| Companies | Position | Start | End |
|---|---|---|---|
Pine Valley Investments LLC
 Pine Valley Investments LLC Investment ManagersFinance Pine Valley Investments LLC (PVI) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Marlton, New Jersey. Founded in 2014, PVI provides proprietary investment portfolios for families and businesses. | Head-Equity Investments | 30/04/2023 | - |
| Portfolio Manager-Equities | 30/04/2023 | - |
Career history of Jim Vogt
Former positions of Jim Vogt
| Companies | Position | Start | End |
|---|---|---|---|
Tower Bridge Advisors, Inc.
 Tower Bridge Advisors, Inc. Investment ManagersFinance Tower Bridge Advisors, Inc. (TBA) is an independent, SEC-registered investment advisor headquartered in Conshohocken, Pennsylvania. The firm was founded by Maris Ogg and James Meyer in 2001. TBA provides exceptional wealth and asset management services to individuals, families and select institutions. | Investment Committee Member | 31/12/2015 | 30/04/2023 |
| Portfolio Manager-Equities | 31/12/2015 | 30/04/2023 | |
| Merrill Lynch & Co., Inc. | Corporate Officer/Principal | - | - |
Valley Forge Asset Management LLC
 Valley Forge Asset Management LLC Investment ManagersFinance Valley Forge Asset Management LLC is a registered investment advisor located in King of Prussia, Pennsylvania, Corp. The firm provides investment services to retirement funds, public funds, individuals, foundations, endowments and corporations. They are a subsidiary of Susquehanna Bancshares, Inc. (NASDAQ: SUSQ). | Chief Investment Officer | 31/12/2013 | - |
| Sales & Marketing | 31/12/2013 | - |
Training of Jim Vogt
| Rutgers State University of New Jersey | Undergraduate Degree |
| Villanova University | Masters Business Admin |
Statistics
International
| United States | 6 |
| France | 2 |
Operational
| Portfolio Manager-Equities | 2 |
| Chief Investment Officer | 1 |
| Sales & Marketing | 1 |
Sectoral
| Finance | 5 |
| Consumer Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 4 |
|---|---|
Valley Forge Asset Management LLC
Valley Forge Asset Management LLC Investment ManagersFinance Valley Forge Asset Management LLC is a registered investment advisor located in King of Prussia, Pennsylvania, Corp. The firm provides investment services to retirement funds, public funds, individuals, foundations, endowments and corporations. They are a subsidiary of Susquehanna Bancshares, Inc. (NASDAQ: SUSQ). | Finance |
Tower Bridge Advisors, Inc.
Tower Bridge Advisors, Inc. Investment ManagersFinance Tower Bridge Advisors, Inc. (TBA) is an independent, SEC-registered investment advisor headquartered in Conshohocken, Pennsylvania. The firm was founded by Maris Ogg and James Meyer in 2001. TBA provides exceptional wealth and asset management services to individuals, families and select institutions. | Finance |
| Merrill Lynch & Co., Inc. | Finance |
Pine Valley Investments LLC
Pine Valley Investments LLC Investment ManagersFinance Pine Valley Investments LLC (PVI) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Marlton, New Jersey. Founded in 2014, PVI provides proprietary investment portfolios for families and businesses. | Finance |
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