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Harold Frederick Pine
Director/Board Member at Clearview Resources Ltd.
Profile
Prior to joining Jess S.
Morgan & Co., Mr. Pine served as senior portfolio manager with U.S Bank, Wells Fargo and UBS.
He is experienced in financial engineering and derivative securities, he has been responsible for tactical and strategic asset allocation processes as well as portfolio construction.
He has managed over $500 million assets primarily for high net worth individuals and institutions.
Additionally, he has significant quantitative skills in developing the investment process.
He has several years of investment and portfolio management experience.
Mr. Pine holds both an MBA from the University of Colorado and Bachelor of Science in Finance from California State University, Sacramento.
Harold Frederick Pine active positions
Companies | Position | Start |
---|---|---|
Clearview Resources Ltd.
![]() Clearview Resources Ltd. Oil & Gas ProductionEnergy Minerals Clearview Resources Ltd. is engaged in the exploration and production of oil and gas. It intends to participate in development opportunities proposed by operating partners, subject to satisfactory technical and economic analysis. The company was founded in 2007 and is headquartered in Calgary, Canada. | Director/Board Member | - |
Former positions of Harold Frederick Pine
Companies | Position | End |
---|---|---|
UBS Asset Management (Americas), Inc.
![]() UBS Asset Management (Americas), Inc. Investment ManagersFinance UBS Asset Management (Americas) LLC (UBS AM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as UBS Global Asset Management (Americas), Inc. They are a wholly owned subsidiary of UBS Americas, Inc., ultimately owned by UBS Group AG (SIX: UBSG; NYSE: UBS) in Switzerland. UBS AM provides investment products and services to corporate and public pension plans, financial institutions and advisors, central banks, charities, foundations and individual investors around the world. | Corporate Officer/Principal | - |
U.S. Bank, NA (St. Louis, Missouri)
![]() U.S. Bank, NA (St. Louis, Missouri) Investment ManagersFinance U.S. Bank is a subsidiary of U.S. Bancorp (NYSE: USB). They are headquartered in St. Louis, Missouri. | Corporate Officer/Principal | - |
Wells Fargo Alternative Asset Management LLC
![]() Wells Fargo Alternative Asset Management LLC Investment ManagersFinance Founded in 2002, Wells Fargo Alternative Asset Management LLC is a fund-of-hedge fund manager located in San Francisco. The firm is a wholly-owned subsidiary of Wells Fargo Investment Group, Inc., which is a wholly-owned subsidiary of Wells Fargo & Co. (NYSE: WFC). Wells Fargo Alternative Asset Management creates and serves as the advisor to investment products appropriate for sophisticated investors and certain institutional investors that have a relationship with a representative of one or more Wells Fargo & Co. affiliates including Wells Fargo Bank and Wells Fargo Advisors LLC. | Portfolio Manager-Equities | - |
Jess S. Morgan & Co., Inc.
![]() Jess S. Morgan & Co., Inc. Investment ManagersFinance Jess S. Morgan & Co., Inc. (JSMCO) is a wealth management firm headquartered in Los Angeles, California. The firm was founded in 1967 by Jess S. Morgan and Wallace D. Franson. In 2022, they were acquired by NFP Corp., ultimately held by NFP Holdings LLC. JSMCO manages investment portfolios for high net worth clients. | Chief Investment Officer | - |
Training of Harold Frederick Pine
The California State University | Undergraduate Degree |
The University of Colorado | Masters Business Admin |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 5 |
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Jess S. Morgan & Co., Inc.
![]() Jess S. Morgan & Co., Inc. Investment ManagersFinance Jess S. Morgan & Co., Inc. (JSMCO) is a wealth management firm headquartered in Los Angeles, California. The firm was founded in 1967 by Jess S. Morgan and Wallace D. Franson. In 2022, they were acquired by NFP Corp., ultimately held by NFP Holdings LLC. JSMCO manages investment portfolios for high net worth clients. | Finance |
U.S. Bank, NA (St. Louis, Missouri)
![]() U.S. Bank, NA (St. Louis, Missouri) Investment ManagersFinance U.S. Bank is a subsidiary of U.S. Bancorp (NYSE: USB). They are headquartered in St. Louis, Missouri. | Finance |
Wells Fargo Alternative Asset Management LLC
![]() Wells Fargo Alternative Asset Management LLC Investment ManagersFinance Founded in 2002, Wells Fargo Alternative Asset Management LLC is a fund-of-hedge fund manager located in San Francisco. The firm is a wholly-owned subsidiary of Wells Fargo Investment Group, Inc., which is a wholly-owned subsidiary of Wells Fargo & Co. (NYSE: WFC). Wells Fargo Alternative Asset Management creates and serves as the advisor to investment products appropriate for sophisticated investors and certain institutional investors that have a relationship with a representative of one or more Wells Fargo & Co. affiliates including Wells Fargo Bank and Wells Fargo Advisors LLC. | Finance |
UBS Asset Management (Americas), Inc.
![]() UBS Asset Management (Americas), Inc. Investment ManagersFinance UBS Asset Management (Americas) LLC (UBS AM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as UBS Global Asset Management (Americas), Inc. They are a wholly owned subsidiary of UBS Americas, Inc., ultimately owned by UBS Group AG (SIX: UBSG; NYSE: UBS) in Switzerland. UBS AM provides investment products and services to corporate and public pension plans, financial institutions and advisors, central banks, charities, foundations and individual investors around the world. | Finance |
Clearview Resources Ltd.
![]() Clearview Resources Ltd. Oil & Gas ProductionEnergy Minerals Clearview Resources Ltd. is engaged in the exploration and production of oil and gas. It intends to participate in development opportunities proposed by operating partners, subject to satisfactory technical and economic analysis. The company was founded in 2007 and is headquartered in Calgary, Canada. | Energy Minerals |
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