Jeff Tanenbaum

Analyst-Equity at Seven Bridges Advisors LLC

Finance

Consumer Services

Profile

Mr. Jeffrey M.
Tanenbaum, CFA, is an Senior Analyst at Seven Bridges Advisors LLC.
Mr. Tanenbaum was previously Analyst focused on investment solutions for high net worth individuals, endowments, and foundations at Citigroup Private Bank from 2012 to 2014.
He holds a B.A.
in Economics from Wesleyan University and has earned the Chartered Financial Analyst designation.

Jeff Tanenbaum active positions

Companies	Position	Start
Seven Bridges Advisors LLC Seven Bridges Advisors LLC Investment ManagersFinance Seven Bridges Advisors LLC (Seven Bridges) is an independent registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Larry Cohen in 2011. Seven Bridges provides investment advisory services to pooled investment vehicles on a discretionary basis and to high net worth individuals and institutional investors such as charitable and not-for-profit institutions, family offices and trusts on both a discretionary basis and a non-discretionary basis.	Analyst-Equity	2014-05-31

All active positions of Jeff Tanenbaum

Former positions of Jeff Tanenbaum

Companies	Position	End
Citigroup Private Bank Citigroup Private Bank Investment ManagersFinance Citigroup Private Bank is the private banking subsidiary of Citigroup, Inc. (NYSE: C) in the US. Headquartered in New York City, the firm serves worldly and wealthy individuals and their families with a customized private banking service that crosses borders. They also provide services to professional investors, family offices, and lawyers and law firms.	Corporate Officer/Principal	2013-12-31

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Training of Jeff Tanenbaum

Wesleyan University

Undergraduate Degree

Experiences
Positions held

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Private companies

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Linked companies

Private companies	2
Seven Bridges Advisors LLC Seven Bridges Advisors LLC Investment ManagersFinance Seven Bridges Advisors LLC (Seven Bridges) is an independent registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Larry Cohen in 2011. Seven Bridges provides investment advisory services to pooled investment vehicles on a discretionary basis and to high net worth individuals and institutional investors such as charitable and not-for-profit institutions, family offices and trusts on both a discretionary basis and a non-discretionary basis.	Finance
Citigroup Private Bank Citigroup Private Bank Investment ManagersFinance Citigroup Private Bank is the private banking subsidiary of Citigroup, Inc. (NYSE: C) in the US. Headquartered in New York City, the firm serves worldly and wealthy individuals and their families with a customized private banking service that crosses borders. They also provide services to professional investors, family offices, and lawyers and law firms.	Finance