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Career history of Chet Needelman
Former positions of Chet Needelman
Companies | Position | Start | End |
---|---|---|---|
Needelman Asset Management, Inc.
![]() Needelman Asset Management, Inc. Investment ManagersFinance Needelman Asset Management, Inc. (Needelman) is a wealth management firm and registered investment advisor headquartered in Ladera Ranch, California, founded by Chet Needelman in 2002. Needelman is a subsidiary of Spectrum Asset Management, Inc., an SEC-registered investment adviser, whose principal owner is Ryan L. Kelly. The firm provides investment management services to high net-worth individuals, pension and profit sharing plans, charitable organizations and corporations. | Chief Executive Officer | 01/01/2002 | 04/12/2019 |
Founder | 01/01/2002 | 04/12/2019 | |
Portfolio Manager-Equities | 01/01/2002 | 04/12/2019 |
Training of Chet Needelman
California State University-Northridge | Undergraduate Degree |
Statistics
International
United States | 3 |
Operational
Chief Executive Officer | 1 |
Founder | 1 |
Portfolio Manager-Equities | 1 |
Sectoral
Finance | 2 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 1 |
---|---|
Needelman Asset Management, Inc.
![]() Needelman Asset Management, Inc. Investment ManagersFinance Needelman Asset Management, Inc. (Needelman) is a wealth management firm and registered investment advisor headquartered in Ladera Ranch, California, founded by Chet Needelman in 2002. Needelman is a subsidiary of Spectrum Asset Management, Inc., an SEC-registered investment adviser, whose principal owner is Ryan L. Kelly. The firm provides investment management services to high net-worth individuals, pension and profit sharing plans, charitable organizations and corporations. | Finance |
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