Joel Bernard Kantor

Founder at

Mimosa Tree Capital Partners LLC

Finance

Consumer Services

Commercial Services

Profile

Mr. Joel B. Kantor is a Partner & Financial Planner at Native American Fund Advisors LLC and Pinnacle Holdings LLC and Managing Partner & Co-Founder at Mimosa Tree Capital Partners LLC.
His primary responsibilities at Pinnacle include financial planning, portfolio management, and new business development.
He is a Registered Investment Advisor.
He joined Pinnacle in 2005.
Mr. Kantor also served on the board at Avansic, Inc. He has over 24 years experience in the investment industry with various brokerage firms, and 10 years as a financial planner and investment advisor.
His former board memberships include the Tulsa Jewish Retirement Center, the Tulsa Jewish Federation, Tulsa Metropolitan Ministries, the Day Center for the Homeless, Federation of Flyfishers, and Trout Unlimited.
He received a B.B.A. in Accounting from the University of Oklahoma in 1978.
He completed the Certified Financial Planner examination in 2000.
He is a past Certified Financial Planner designee.

Joel Bernard Kantor active positions

Companies	Position	Start
Native American Fund Advisors LLC Native American Fund Advisors LLC Investment ManagersFinance NAFA’s investment philosophy is driven by the principle of minimizing risk while capturing the most competitive rates of return. They offer six investment strategies to capture different market advantages. The composition of a portfolio amongst their strategies is based on the individual, their specific investment needs, financial goals, and risk tolerance. The firm manages each asset-class strategy internally. The Chief Investment Officer oversees the research efforts, security analysis, and portfolio construction performed by the investment team, which includes the equity trader, fixed-income analyst and trader, and the Managing Partner.	Portfolio Manager-Equities	2005-05-31
Mimosa Tree Capital Partners LLC Mimosa Tree Capital Partners LLC Investment ManagersFinance Mimosa tree capital partners invests in companies located in the United States. The firm targets companies operating in the fields of retail, food and agriculture technologies. It provides financing for growth stage capital transactions.	Founder	2009-08-23
Pinnacle Holdings LLC Pinnacle Holdings LLC Investment ManagersFinance Pinnacle Investment Advisors’ investment philosophy is driven by the principle of minimizing risk while capturing the most competitive rates of return. The firm builds customized portfolios for their clients with proprietary strategies.	Portfolio Manager-Equities	2004-12-31

All active positions of Joel Bernard Kantor

Former positions of Joel Bernard Kantor

Companies	Position	End
Avansic, Inc. Avansic, Inc. Miscellaneous Commercial ServicesCommercial Services Provides digital forensics services to the business and legal communities	Director/Board Member	-

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Private companies	5
Pinnacle Holdings LLC Pinnacle Holdings LLC Investment ManagersFinance Pinnacle Investment Advisors’ investment philosophy is driven by the principle of minimizing risk while capturing the most competitive rates of return. The firm builds customized portfolios for their clients with proprietary strategies.	Finance
Native American Fund Advisors LLC Native American Fund Advisors LLC Investment ManagersFinance NAFA’s investment philosophy is driven by the principle of minimizing risk while capturing the most competitive rates of return. They offer six investment strategies to capture different market advantages. The composition of a portfolio amongst their strategies is based on the individual, their specific investment needs, financial goals, and risk tolerance. The firm manages each asset-class strategy internally. The Chief Investment Officer oversees the research efforts, security analysis, and portfolio construction performed by the investment team, which includes the equity trader, fixed-income analyst and trader, and the Managing Partner.	Finance
University of Oklahoma University of Oklahoma Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Mimosa Tree Capital Partners LLC Mimosa Tree Capital Partners LLC Investment ManagersFinance Mimosa tree capital partners invests in companies located in the United States. The firm targets companies operating in the fields of retail, food and agriculture technologies. It provides financing for growth stage capital transactions.	Finance
Avansic, Inc. Avansic, Inc. Miscellaneous Commercial ServicesCommercial Services Provides digital forensics services to the business and legal communities	Commercial Services