Profil
Prior to joining the TIAA-CREF organization in 2004, Mr. Margolis most recently served as head of the global institutional business at Morgan Stanley Investment Management.
Earlier, he headed that firm's intermediary distribution business and developed its insurance asset management business.
Before joining Morgan Stanley, Mr. Margolis was chief operating officer and head of Investment Policy and Strategy at Continental Asset Management, where he directed business development, client management, finance and strategic planning, among other duties.
A graduate of Cornell University, Mr. Margolis also earned an M.B.A.
from Cornell's Johnson Graduate School of Management.
He is holds the Chartered Financial Analyst (CFA) designation and is a Certified Public Accountant (CPA).
Ehemalige bekannte Positionen von Jeffrey Margolis
Unternehmen | Position | Ende |
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TIAA-CREF Investment Management LLC
TIAA-CREF Investment Management LLC Investment ManagersFinance TIAA-CREF Investment Management LLC (TCIM) is a registered investment advisor headquartered in New York City. The firm was founded in 1997 and is a wholly-owned subsidiary of TIAA-CREF Asset Management LLC, ultimately owned by TIAA Board of Governors. TCIM provides investment management and certain administrative services necessary for the operation of the College Retirement Equities Fund (CREF), a diversified open-end registered investment management company that consists of eight accounts, that issues individual, group and tax-deferred variable annuity contracts. | Vertrieb & Marketing | 01.08.2008 |
Ausbildung von Jeffrey Margolis
Cornell University | Masters Business Admin |
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Private Unternehmen | 1 |
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TIAA-CREF Investment Management LLC
TIAA-CREF Investment Management LLC Investment ManagersFinance TIAA-CREF Investment Management LLC (TCIM) is a registered investment advisor headquartered in New York City. The firm was founded in 1997 and is a wholly-owned subsidiary of TIAA-CREF Asset Management LLC, ultimately owned by TIAA Board of Governors. TCIM provides investment management and certain administrative services necessary for the operation of the College Retirement Equities Fund (CREF), a diversified open-end registered investment management company that consists of eight accounts, that issues individual, group and tax-deferred variable annuity contracts. | Finance |