Profil
Jeffrey L.
Klein worked as a Managing Director at Halbis Capital Management (USA), Inc. He was a Portfolio Manager at Dodge & Cox from 1992 to 2004 and later became a Senior Portfolio Manager at Bishop Street Capital Management Corp.
in 2009.
He also worked as a Vice President & Fixed Income Funds Manager at HighMark Capital Management, Inc. Mr. Klein received his undergraduate degree from The Trustees of Columbia University in The City of New York in 1991.
Ehemalige bekannte Positionen von Jeff Klein
| Unternehmen | Position | Ende |
|---|---|---|
Bishop Street Capital Management Corp.
 Bishop Street Capital Management Corp. Investment ManagersFinance Bishop Street Capital Management Corp. (BSCM) is a SEC-registered investment advisor headquartered in Honolulu, Hawaii. The firm is a subsidiary of First Hawaiian Bank, ultimately held by First Hawaiian, Inc. (NASDAQ: FHB). BSCM serves as an investment advisor for separate accounts and the Bishop Street Funds. | Corporate Officer/Principal | 01.01.2010 |
Dodge & Cox
 Dodge & Cox Investment ManagersFinance Dodge & Cox is an independent, SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by Van Duyn Dodge and E. Morris Cox in 1930. They provide investment management services to institutions, individuals, and mutual funds and other pooled investment vehicles on a fully discretionary basis, subject to the investment objectives and investment guidelines of each client. | Mitglied des Investmentausschusses | 31.12.2004 |
HighMark Capital Management, Inc.
 HighMark Capital Management, Inc. Investment ManagersFinance HighMark Capital Management, Inc. (HighMark) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1919 and is a wholly-owned subsidiary of MUFG Union Bank NA, ultimately held by Mitsubishi UFJ Financial Group, Inc. (NYSE: MY, TYO: 8306), a Japan-based financial institution. HighMark provides investment advice to pension and profit-sharing plans, pooled investment vehicles, charitable organizations, corporations, state and municipal government entities, corporate employee benefit plans, public agencies, foundations and endowments, Taft-Hartley plans, hospital and religious organizations, and treasury departments. | Portfolio Manager-Fixed Income | - |
Halbis Capital Management (USA), Inc.
 Halbis Capital Management (USA), Inc. Investment ManagersFinance Established in 2005, Halbis Capital Management (USA), Inc., formerly HSBC Halbis Partners (USA), Inc., is a specialist investment subsidiary of HSBC Investments, itself a subsidiary of HSBC Bank USA. The firm's ultimate parent is HSBC Holdings Plc (LSE: HSBA). They manage the HSBC Gem Opportunities Ltd. fund, the HSBC Gem Opportunities LLC, the Halbis Global Opportunistic Alpha Fund Ltd., the Halbis US Credit Alpha Offshore Fund Ltd. the HSBC Distressed Opportunities Fund and the Halbis Commodities Alpha Fund. The firm is headquartered in New York City with additional offices in London, Paris and Hong Kong. | Head-Fixed Income Invts | - |
Ausbildung von Jeff Klein
| The Trustees of Columbia University in The City of New York | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 4 |
|---|---|
Dodge & Cox
Dodge & Cox Investment ManagersFinance Dodge & Cox is an independent, SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by Van Duyn Dodge and E. Morris Cox in 1930. They provide investment management services to institutions, individuals, and mutual funds and other pooled investment vehicles on a fully discretionary basis, subject to the investment objectives and investment guidelines of each client. | Finance |
Bishop Street Capital Management Corp.
Bishop Street Capital Management Corp. Investment ManagersFinance Bishop Street Capital Management Corp. (BSCM) is a SEC-registered investment advisor headquartered in Honolulu, Hawaii. The firm is a subsidiary of First Hawaiian Bank, ultimately held by First Hawaiian, Inc. (NASDAQ: FHB). BSCM serves as an investment advisor for separate accounts and the Bishop Street Funds. | Finance |
HighMark Capital Management, Inc.
HighMark Capital Management, Inc. Investment ManagersFinance HighMark Capital Management, Inc. (HighMark) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1919 and is a wholly-owned subsidiary of MUFG Union Bank NA, ultimately held by Mitsubishi UFJ Financial Group, Inc. (NYSE: MY, TYO: 8306), a Japan-based financial institution. HighMark provides investment advice to pension and profit-sharing plans, pooled investment vehicles, charitable organizations, corporations, state and municipal government entities, corporate employee benefit plans, public agencies, foundations and endowments, Taft-Hartley plans, hospital and religious organizations, and treasury departments. | Finance |
Halbis Capital Management (USA), Inc.
Halbis Capital Management (USA), Inc. Investment ManagersFinance Established in 2005, Halbis Capital Management (USA), Inc., formerly HSBC Halbis Partners (USA), Inc., is a specialist investment subsidiary of HSBC Investments, itself a subsidiary of HSBC Bank USA. The firm's ultimate parent is HSBC Holdings Plc (LSE: HSBA). They manage the HSBC Gem Opportunities Ltd. fund, the HSBC Gem Opportunities LLC, the Halbis Global Opportunistic Alpha Fund Ltd., the Halbis US Credit Alpha Offshore Fund Ltd. the HSBC Distressed Opportunities Fund and the Halbis Commodities Alpha Fund. The firm is headquartered in New York City with additional offices in London, Paris and Hong Kong. | Finance |