James Longinotti
Director/Board Member at Cypress Alternative Partners II LP
James Longinotti active positions
| Companies | Position | Start | End |
|---|---|---|---|
Cypress Alternative Partners II LP
 Cypress Alternative Partners II LP Investment ManagersFinance Cypress Alternative Partners II LP provides investment services. The company is headquartered in San Francisco, CA. | Director/Board Member | - | - |
Cresset Capital Management LLC
 Cresset Capital Management LLC Financial ConglomeratesFinance Cresset Capital Management LLC provides reinvent wealth management services. It offers suite of family office services, investment advisory, planning, and other services. The company was founded by Eric Becker and Avy Stein and is headquartered in Chicago, IL. | Director/Board Member | - | - |
| Corporate Officer/Principal | - | - |
Career history of James Longinotti
Former positions of James Longinotti
| Companies | Position | Start | End |
|---|---|---|---|
Cypress Wealth Advisors LLC
 Cypress Wealth Advisors LLC Investment ManagersFinance Founded in 2004, Cypress Wealth Advisors LLC is a wealth management firm and registered investment advisor located in San Francisco, California. The firm provides investment advice, as well as implementation and financial planning, to individuals, trusts, estates, and charitable organizations. They also serve as the investment adviser to a number of pooled investment vehicles. vehicles. | Analyst-Equity | 01/01/2011 | 01/01/2017 |
| Chief Investment Officer | 01/01/2011 | - | |
| Compliance Officer | 01/01/2017 | - | |
| Portfolio Manager-Equities | 01/01/2011 | 01/01/2017 |
Training of James Longinotti
| Washington University in St. Louis | Undergraduate Degree |
Statistics
International
| United States | 5 |
Operational
| Director/Board Member | 2 |
| Analyst-Equity | 1 |
| Chief Investment Officer | 1 |
Sectoral
| Finance | 4 |
| Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 3 |
|---|---|
Cypress Wealth Advisors LLC
Cypress Wealth Advisors LLC Investment ManagersFinance Founded in 2004, Cypress Wealth Advisors LLC is a wealth management firm and registered investment advisor located in San Francisco, California. The firm provides investment advice, as well as implementation and financial planning, to individuals, trusts, estates, and charitable organizations. They also serve as the investment adviser to a number of pooled investment vehicles. vehicles. | Finance |
Cypress Alternative Partners II LP
Cypress Alternative Partners II LP Investment ManagersFinance Cypress Alternative Partners II LP provides investment services. The company is headquartered in San Francisco, CA. | Finance |
Cresset Capital Management LLC
Cresset Capital Management LLC Financial ConglomeratesFinance Cresset Capital Management LLC provides reinvent wealth management services. It offers suite of family office services, investment advisory, planning, and other services. The company was founded by Eric Becker and Avy Stein and is headquartered in Chicago, IL. | Finance |
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