Robert Rokose
Director of Finance/CFO at OSPREY SOLANA TRUST
Net worth: 40 339 $ as of 29/04/2024
Profile
Robert Joseph Rokose is currently the Chief Financial Officer at REX Shares LLC and the Chief Finance Officer & Treasurer at Osprey Solana Trust.
Previously, he held positions such as Managing Director at Pacific Investment Management Co. LLC, Chief Financial Officer & Managing Director at PIMCO Funds, Assistant Controller at Lexington Global Asset Managers, Inc., Chief Financial Officer at J.P.
Morgan Investment Management Ltd., Chief Financial Officer & Treasurer at AccuShares Investment Management LLC, and Chief Financial Officer at JPMorgan Investment Management, Inc. He obtained his undergraduate degree from Pace University and an MBA from the University of Connecticut.
Known holdings in public companies
Company | Date | Number of shares | Valuation | Valuation date |
---|---|---|---|---|
20/03/2023 | 2,056 ( 0.02% ) | 40 339 $ | 29/04/2024 |
Robert Rokose active positions
Companies | Position | Start |
---|---|---|
OSPREY SOLANA TRUST | Director of Finance/CFO | 29/02/2020 |
REX Shares LLC
REX Shares LLC Financial ConglomeratesFinance REX Shares LLC operates as sponsor of engineered exchange-traded funds (ETFs) designed to help investors navigate turbulent markets and preserve wealth. Its ETFs include strategies that offer exposure to Gold Hedged equities and strategies that provide exposure to the VIX Index. The company was founded by Gregory D. King in 2014 and is headquartered in Westport, CT. | Director of Finance/CFO | - |
Former positions of Robert Rokose
Companies | Position | End |
---|---|---|
AccuShares Investment Management LLC
AccuShares Investment Management LLC Investment ManagersFinance AccuShares Investment Management LLC is an independent registered investment advisory firm headquartered in Stamford, Connecticut. Founded in 2011, the firm develops and sponsors innovative exchange traded funds (ETFs) in key alternative asset classes, including oil and volatility. | Director of Finance/CFO | 30/11/2020 |
J.P. Morgan Investment Management Ltd.
J.P. Morgan Investment Management Ltd. Investment ManagersFinance J.P. Morgan Investment Management Ltd. provides investment banking and financial services It also offers commercial banking, financial transaction processing, asset management, and private equity services. The company was founded on April 28, 2000 and is headquartered in London, the United Kingdom. | Corporate Officer/Principal | 31/05/2014 |
Lexington Global Asset Managers, Inc.
Lexington Global Asset Managers, Inc. Investment Banks/BrokersFinance Part of ING Groep NV, Lexington Global Asset Managers, Inc. is a company that provides asset management services. The company is based in Saddle Brook, NJ. Lexington Global Asset Managers was acquired by ReliaStar Financial Corp. on July 26, 2000 for $69.92 million. | Corporate Officer/Principal | 31/05/2012 |
PIMCO Funds | Director of Finance/CFO | - |
JPMorgan Investment Management, Inc.
JPMorgan Investment Management, Inc. Investment ManagersFinance JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as the result of Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients. | Director of Finance/CFO | - |
Training of Robert Rokose
Pace University | Undergraduate Degree |
University of Connecticut | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Listed companies | 1 |
---|---|
OSPREY SOLANA TRUST | Miscellaneous |
Private companies | 7 |
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JPMorgan Investment Management, Inc.
JPMorgan Investment Management, Inc. Investment ManagersFinance JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as the result of Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients. | Finance |
PIMCO Funds | |
Lexington Global Asset Managers, Inc.
Lexington Global Asset Managers, Inc. Investment Banks/BrokersFinance Part of ING Groep NV, Lexington Global Asset Managers, Inc. is a company that provides asset management services. The company is based in Saddle Brook, NJ. Lexington Global Asset Managers was acquired by ReliaStar Financial Corp. on July 26, 2000 for $69.92 million. | Finance |
Pacific Investment Management Co. LLC
Pacific Investment Management Co. LLC Investment ManagersFinance Pacific Investment Management Co. LLC (PIMCO) is a SEC-registered investment advisor headquartered in Newport Beach, California. Founded in 1971, the firm is a subsidiary of Allianz Asset Management of America LP and their ultimate parent is Allianz SE (ETR: ALV), a German global insurance company. PIMCO provides discretionary investment management services to global client base. The firm is a socially responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI) which integrates environmental, social, and governance considerations into their investment process. | Finance |
J.P. Morgan Investment Management Ltd.
J.P. Morgan Investment Management Ltd. Investment ManagersFinance J.P. Morgan Investment Management Ltd. provides investment banking and financial services It also offers commercial banking, financial transaction processing, asset management, and private equity services. The company was founded on April 28, 2000 and is headquartered in London, the United Kingdom. | Finance |
REX Shares LLC
REX Shares LLC Financial ConglomeratesFinance REX Shares LLC operates as sponsor of engineered exchange-traded funds (ETFs) designed to help investors navigate turbulent markets and preserve wealth. Its ETFs include strategies that offer exposure to Gold Hedged equities and strategies that provide exposure to the VIX Index. The company was founded by Gregory D. King in 2014 and is headquartered in Westport, CT. | Finance |
AccuShares Investment Management LLC
AccuShares Investment Management LLC Investment ManagersFinance AccuShares Investment Management LLC is an independent registered investment advisory firm headquartered in Stamford, Connecticut. Founded in 2011, the firm develops and sponsors innovative exchange traded funds (ETFs) in key alternative asset classes, including oil and volatility. | Finance |
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