Lisa Kazandjian
Director of Investments at Fortem Financial Group LLC
Lisa Kazandjian active positions
Companies | Position | Start | End |
---|---|---|---|
Fortem Financial Group LLC
Fortem Financial Group LLC Investment ManagersFinance Fortem Financial Group LLC (Fortem Financial) is a SEC-registered investment adviser and wealth management firm headquartered in Palm Desert, California. The firm was founded by Brian P. Amidei in 2016 and is a subsidiary of Focus Operating LLC, which is ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Fortem Financial provides investment advisory services to high net-worth individuals, corporations and business entities, pension and profit-sharing plans, charitable organizations, and trusts and estates. | Analyst-Fixed Income | 2016-06-30 | - |
Director of Investments | 2016-06-30 | - | |
Portfolio Manager-Fixed Income | 2016-06-30 | - |
Career history of Lisa Kazandjian
Former positions of Lisa Kazandjian
Companies | Position | Start | End |
---|---|---|---|
Piper Sandler & Co. (Broker)
Piper Sandler & Co. (Broker) Investment Banks/BrokersFinance Piper Sandler & Co. (Broker) (PSC-Broker) is the full-service brokerage division of Piper Sandler & Co., a financial service firm headquartered in Minneapolis, Minnesota. They are a subsidiary of Piper Sandler Companies (NYSE: PIPR). The firm was founded in 1969 and previously known as Piper Jaffray & Co. They became Piper Sandler & Co. when Piper Jaffray Companies and Sandler O’Neill & Partners, L.P. merged to become Piper Sandler Companies in 2020. PSC-Broker provides brokerage and investment banking services to financial institutions, corporations and other financial investors. Their core focus sectors are Agriculture, renewables & cannabis, Business services, Chemicals & Materials, Consumer, Diversified industrials & services, Energy, Financial services, financial sponsors, Healthcare, and Technology. | Corporate Officer/Principal | - | - |
Prudential Securities | Corporate Officer/Principal | - | - |
First Interstate Bank (Billings, Montana)
First Interstate Bank (Billings, Montana) Investment ManagersFinance First Interstate Bank is the investment management subsidiary of First Interstate BancSystem, Inc. (NASDAQ: FIBK), a financial holding company headquartered in Billings, Montana. Founded in 1971, the firm provides wealth management services to individuals and businesses. | Corporate Officer/Principal | - | - |
HighTower Advisors LLC
HighTower Advisors LLC Investment ManagersFinance HighTower Advisors LLC (HTA) is a SEC-registered investment advisor headquartered in Chicago, Illinois and has offices throughout the US. The firm was founded in 2008 by Elliot Weissbluth, Peter (Todd) Lyon, and Eugene Lerner. They are a wholly owned subsidiary of Hightower Holding LLC. HTA provides investment advisory services to institutions (which include ERISA), and ultra-high and high net worth individuals. | Analyst-Fixed Income | 2011-03-31 | - |
Portfolio Manager-Fixed Income | 2011-03-31 | - | |
Trading-Fixed Income | 2011-03-31 | - |
Training of Lisa Kazandjian
The California State University | Undergraduate Degree |
Statistics
International
United States | 7 |
Operational
Corporate Officer/Principal | 3 |
Analyst-Fixed Income | 2 |
Portfolio Manager-Fixed Income | 2 |
Sectoral
Finance | 6 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 5 |
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HighTower Advisors LLC
HighTower Advisors LLC Investment ManagersFinance HighTower Advisors LLC (HTA) is a SEC-registered investment advisor headquartered in Chicago, Illinois and has offices throughout the US. The firm was founded in 2008 by Elliot Weissbluth, Peter (Todd) Lyon, and Eugene Lerner. They are a wholly owned subsidiary of Hightower Holding LLC. HTA provides investment advisory services to institutions (which include ERISA), and ultra-high and high net worth individuals. | Finance |
Fortem Financial Group LLC
Fortem Financial Group LLC Investment ManagersFinance Fortem Financial Group LLC (Fortem Financial) is a SEC-registered investment adviser and wealth management firm headquartered in Palm Desert, California. The firm was founded by Brian P. Amidei in 2016 and is a subsidiary of Focus Operating LLC, which is ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Fortem Financial provides investment advisory services to high net-worth individuals, corporations and business entities, pension and profit-sharing plans, charitable organizations, and trusts and estates. | Finance |
Prudential Securities | Finance |
First Interstate Bank (Billings, Montana)
First Interstate Bank (Billings, Montana) Investment ManagersFinance First Interstate Bank is the investment management subsidiary of First Interstate BancSystem, Inc. (NASDAQ: FIBK), a financial holding company headquartered in Billings, Montana. Founded in 1971, the firm provides wealth management services to individuals and businesses. | Finance |
Piper Sandler & Co. (Broker)
Piper Sandler & Co. (Broker) Investment Banks/BrokersFinance Piper Sandler & Co. (Broker) (PSC-Broker) is the full-service brokerage division of Piper Sandler & Co., a financial service firm headquartered in Minneapolis, Minnesota. They are a subsidiary of Piper Sandler Companies (NYSE: PIPR). The firm was founded in 1969 and previously known as Piper Jaffray & Co. They became Piper Sandler & Co. when Piper Jaffray Companies and Sandler O’Neill & Partners, L.P. merged to become Piper Sandler Companies in 2020. PSC-Broker provides brokerage and investment banking services to financial institutions, corporations and other financial investors. Their core focus sectors are Agriculture, renewables & cannabis, Business services, Chemicals & Materials, Consumer, Diversified industrials & services, Energy, Financial services, financial sponsors, Healthcare, and Technology. | Finance |
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