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Roshel Isakharov
Portfolio Manager-Fixed Income at Offit Capital Advisors LLC
Roshel Isakharov active positions
Companies | Position | Start | End |
---|---|---|---|
Offit Capital Advisors LLC
![]() Offit Capital Advisors LLC Investment ManagersFinance Offit Capital Advisors LLC (Offit Capital) is an independent, SEC-registered investment adviser headquartered in New York City. The firm was founded by Morris Offit in 2017. Offit Capital provides customized investment advisory services to wealthy individuals, multi-generational families, endowments and foundations. | Portfolio Manager-Fixed Income | 2010-02-28 | - |
Trading-Fixed Income | 2010-02-28 | - |
Career history of Roshel Isakharov
Former positions of Roshel Isakharov
Companies | Position | Start | End |
---|---|---|---|
Morgan Stanley & Co. LLC
![]() Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Corporate Officer/Principal | - | - |
Donaldson, Lufkin & Jenrette Securities Corp. | Corporate Officer/Principal | - | - |
Wells Fargo Bank, NA (Private Banking)
![]() Wells Fargo Bank, NA (Private Banking) Investment ManagersFinance Wells Fargo Bank, NA (Private Banking) (Wells Fargo Bank-PB) is the private banking division of Wells Fargo Bank, NA, a national bank headquartered in San Francisco, California. They are ultimately held by Wells Fargo & Co. (NYSE: WFC), a diversified financial services company. The firm was founded in 1998 as the result of the merger with Minneapolis-based Norwest Corp. Wells Fargo Bank-PB provides personalized wealth management solutions for individuals, multi-generational families, family offices, and institutional investors. | Corporate Officer/Principal | - | - |
Training of Roshel Isakharov
Queens College | Undergraduate Degree |
Statistics
International
United States | 6 |
Operational
Corporate Officer/Principal | 3 |
Portfolio Manager-Fixed Income | 1 |
Trading-Fixed Income | 1 |
Sectoral
Finance | 5 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 4 |
---|---|
Offit Capital Advisors LLC
![]() Offit Capital Advisors LLC Investment ManagersFinance Offit Capital Advisors LLC (Offit Capital) is an independent, SEC-registered investment adviser headquartered in New York City. The firm was founded by Morris Offit in 2017. Offit Capital provides customized investment advisory services to wealthy individuals, multi-generational families, endowments and foundations. | Finance |
Wells Fargo Bank, NA (Private Banking)
![]() Wells Fargo Bank, NA (Private Banking) Investment ManagersFinance Wells Fargo Bank, NA (Private Banking) (Wells Fargo Bank-PB) is the private banking division of Wells Fargo Bank, NA, a national bank headquartered in San Francisco, California. They are ultimately held by Wells Fargo & Co. (NYSE: WFC), a diversified financial services company. The firm was founded in 1998 as the result of the merger with Minneapolis-based Norwest Corp. Wells Fargo Bank-PB provides personalized wealth management solutions for individuals, multi-generational families, family offices, and institutional investors. | Finance |
Morgan Stanley & Co. LLC
![]() Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Finance |
Donaldson, Lufkin & Jenrette Securities Corp. | Finance |
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