Joe Boehm
Chairman at POTBELLY CORPORATION
Net worth: 2 M $ as of 30/03/2024
Profile
Joseph Boehm is the founder of Provider Real Estate Partners LLC, which was founded in 2021.
He is currently the Chief Investment Officer & Managing Partner at Provider Real Estate Partners LLC.
Mr. Boehm is also currently the Independent Chairman at Potbelly Corp.
and the Director at First Tee-Cleveland.
Previously, he was the Director & Alternatives Portfolio Manager at Ancora Advisors LLC from 2014 to 2021.
Before that, he worked as an Investment Analyst at Sigma Capital Management LLC from 2013 to 2014.
Mr. Boehm also held positions as an Analyst at Barclays Capital, Inc. and as an Associate at Deutsche Bank Corp.
He completed his undergraduate degree at Georgetown University in 2009.
Known holdings in public companies
Company | Date | Number of shares | Valuation | Valuation date |
---|---|---|---|---|
POTBELLY CORP.
0.65% | 18/05/2023 | 192,237 ( 0.65% ) | 2 M $ | 30/03/2024 |
Joe Boehm active positions
Companies | Position | Start |
---|---|---|
POTBELLY CORPORATION | Chairman | - |
Provider Real Estate Partners LLC | Founder | 31/12/2020 |
First Tee-Cleveland
First Tee-Cleveland Services to the Health IndustryHealth Services First Tee of Cleveland operates as an international youth development organization introducing the game of golf and its inherent values to young people. The company was founded by André Thornton in 1999 and is headquartered in Newburgh Heights, OH. | Director/Board Member | - |
Former positions of Joe Boehm
Companies | Position | End |
---|---|---|
Ancora Advisors LLC
Ancora Advisors LLC Investment ManagersFinance Ancora Advisors LLC is a SEC-registered investment advisor headquartered in Cleveland, Ohio. The firm was founded by Richard Barone in 2003 and is a subsidiary of The Ancora Group, Inc., ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). Ancora Advisors provides customized portfolio management for individual investors, high net worth investors, investment companies (mutual funds), and institutions such as pension/profit sharing plans, corporations, charitable & Not-for-Profit organizations, unions, and other investment advisers. | Analyst-Equity | 31/12/2020 |
Sigma Capital Management LLC
Sigma Capital Management LLC Investment ManagersFinance Sigma Capital Management LLC is a hedge fund manager headquartered in New York City. The firm is a division of S.A.C. Capital Advisors LP. | Corporate Officer/Principal | 28/02/2014 |
Deutsche Bank Corp.
Deutsche Bank Corp. Regional BanksFinance Part of Deutsche Bank AG, Deutsche Bank Corp. is a private company based in New York, NY. | Corporate Officer/Principal | 29/01/2013 |
Barclays Capital, Inc.
Barclays Capital, Inc. Investment Banks/BrokersFinance Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team. | Analyst-Equity | 30/10/2010 |
Training of Joe Boehm
Georgetown University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Listed companies | 1 |
---|---|
POTBELLY CORPORATION | Consumer Services |
Private companies | 6 |
---|---|
Sigma Capital Management LLC
Sigma Capital Management LLC Investment ManagersFinance Sigma Capital Management LLC is a hedge fund manager headquartered in New York City. The firm is a division of S.A.C. Capital Advisors LP. | Finance |
Ancora Advisors LLC
Ancora Advisors LLC Investment ManagersFinance Ancora Advisors LLC is a SEC-registered investment advisor headquartered in Cleveland, Ohio. The firm was founded by Richard Barone in 2003 and is a subsidiary of The Ancora Group, Inc., ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). Ancora Advisors provides customized portfolio management for individual investors, high net worth investors, investment companies (mutual funds), and institutions such as pension/profit sharing plans, corporations, charitable & Not-for-Profit organizations, unions, and other investment advisers. | Finance |
Barclays Capital, Inc.
Barclays Capital, Inc. Investment Banks/BrokersFinance Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team. | Finance |
Deutsche Bank Corp.
Deutsche Bank Corp. Regional BanksFinance Part of Deutsche Bank AG, Deutsche Bank Corp. is a private company based in New York, NY. | Finance |
First Tee-Cleveland
First Tee-Cleveland Services to the Health IndustryHealth Services First Tee of Cleveland operates as an international youth development organization introducing the game of golf and its inherent values to young people. The company was founded by André Thornton in 1999 and is headquartered in Newburgh Heights, OH. | Health Services |
Provider Real Estate Partners LLC |
- Stock Market
- Insiders
- Joe Boehm