John Pantekidis
Chief Investment Officer bei Twin Focus Capital Partners LLC
Profil
Mr. John Pantekidis, CFA, is a Managing Partner, Chief Investment Officer & General Counsel at Twin Focus Capital Partners LLC and a MANAGING PARTNER, CIO & GENERAL COUNSEL at Twin Focus Equity Partners LLC.
He is on the Board of Directors at Allos Environmental, Inc., Soteria Finance Holdings Ltd., TF Special Opportunities - PPR Series III, LLC and TFRP QOF UTK 2019 LLC.
He has been with the firm since January 2007, six months after the firm’s launch.
In this role, he heads the firm’s investment research and complex tax planning efforts, working closely with clients to help them design and implement innovative family office structures.
As the firm’s Chief Investment Officer, he also leads research efforts to develop new and creative investment policies, oversees due diligence for manager search and selection, and plays a multi-faceted role in guiding the firm’s private investment activities by identifying, negotiating, modeling, and structuring deals from a fundamental investment and multi-generational perspective.
He has also designed and implemented the firm’s sophisticated options overlay program.
Mr. Pantekidis was employed as a Financial Consultant by A.G.
Edwards, Inc.
He received his undergraduate degree from Boston University and a graduate degree from Boston University.
Aktive Positionen von John Pantekidis
| Unternehmen | Position | Beginn |
|---|---|---|
Twin Focus Capital Partners LLC
 Twin Focus Capital Partners LLC Investment ManagersFinance Twin Focus Capital Partners LLC (TwinFocus) is an independent, SEC- registered investment advisor and multi-family office headquartered in Boston, Massachusetts. The firm was founded by Paul Karger and Wesley Karger in 2006. TwinFocus delivers customized investment and financial solutions to high- and ultra-high net worth individuals, families, and their related family entities. | Chief Investment Officer | 01.01.2007 |
| Twin Focus Equity Partners LLC | Private Equity Investor | - |
Allos Environmental, Inc.
 Allos Environmental, Inc. Environmental ServicesIndustrial Services Allos Environmental, Inc. engages in the provision of waste management services. It offers disposal, aggregation, industrial rail, on-site logistics, and on-site treatment and energy recovery for infrastructure applications. The company is headquartered in Ogden, UT. | Direktor/Vorstandsmitglied | - |
TF Special Opportunities - PPR Series III, LLC
 TF Special Opportunities - PPR Series III, LLC MiscellaneousMiscellaneous TF Special Opportunities - PPR Series III, LLC engages in the operations of a non-classified establishment. The company is headquartered in Boston, MA. | Direktor/Vorstandsmitglied | - |
Soteria Finance Holdings Ltd.
 Soteria Finance Holdings Ltd. Financial ConglomeratesFinance Soteria Finance Holdings Ltd. provides financial services. The company was founded on May 28, 2020 and is headquartered in London, the United Kingdom. | Direktor/Vorstandsmitglied | 12.11.2020 |
TFRP QOF UTK 2019 LLC
 TFRP QOF UTK 2019 LLC Real Estate DevelopmentFinance TFRP QOF UTK 2019 LLC provides real estate services. The private company is based in Boston, MA. | Direktor/Vorstandsmitglied | - |
Ehemalige bekannte Positionen von John Pantekidis
| Unternehmen | Position | Ende |
|---|---|---|
A.G. Edwards, Inc.
 A.G. Edwards, Inc. Investment Banks/BrokersFinance A.G. Edwards, Inc. operate as a securities broker-dealer in the United States. It provides investment products and financial services including annuities, bonds, futures & commodities, mutual funds, banking and business services, education funding, and retirement planning. The company was founded by Albert Gallatin Edwards in 1887 and is headquartered in St. Louis, MO. | Corporate Officer/Principal | - |
Ausbildung von John Pantekidis
| Boston University | Graduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 7 |
|---|---|
A.G. Edwards, Inc.
A.G. Edwards, Inc. Investment Banks/BrokersFinance A.G. Edwards, Inc. operate as a securities broker-dealer in the United States. It provides investment products and financial services including annuities, bonds, futures & commodities, mutual funds, banking and business services, education funding, and retirement planning. The company was founded by Albert Gallatin Edwards in 1887 and is headquartered in St. Louis, MO. | Finance |
Twin Focus Capital Partners LLC
Twin Focus Capital Partners LLC Investment ManagersFinance Twin Focus Capital Partners LLC (TwinFocus) is an independent, SEC- registered investment advisor and multi-family office headquartered in Boston, Massachusetts. The firm was founded by Paul Karger and Wesley Karger in 2006. TwinFocus delivers customized investment and financial solutions to high- and ultra-high net worth individuals, families, and their related family entities. | Finance |
| Twin Focus Equity Partners LLC | Finance |
Allos Environmental, Inc.
Allos Environmental, Inc. Environmental ServicesIndustrial Services Allos Environmental, Inc. engages in the provision of waste management services. It offers disposal, aggregation, industrial rail, on-site logistics, and on-site treatment and energy recovery for infrastructure applications. The company is headquartered in Ogden, UT. | Industrial Services |
TF Special Opportunities - PPR Series III, LLC
TF Special Opportunities - PPR Series III, LLC MiscellaneousMiscellaneous TF Special Opportunities - PPR Series III, LLC engages in the operations of a non-classified establishment. The company is headquartered in Boston, MA. | Miscellaneous |
Soteria Finance Holdings Ltd.
Soteria Finance Holdings Ltd. Financial ConglomeratesFinance Soteria Finance Holdings Ltd. provides financial services. The company was founded on May 28, 2020 and is headquartered in London, the United Kingdom. | Finance |
TFRP QOF UTK 2019 LLC
TFRP QOF UTK 2019 LLC Real Estate DevelopmentFinance TFRP QOF UTK 2019 LLC provides real estate services. The private company is based in Boston, MA. | Finance |
