Jeffrey Lin Rosenthal
Chief Executive Officer at Triad Advisors LLC
Jeffrey Lin Rosenthal active positions
| Companies | Position | Start | End |
|---|---|---|---|
| Investment Program Association | Director/Board Member | 01/01/2016 | - |
Triad Advisors LLC
 Triad Advisors LLC Investment ManagersFinance Triad Advisors LLC is a SEC-registered investment advisor and broker-dealer headquartered in Norcross, Georgia. The firm was founded in 1998 and is a wholly-owned subsidiary of Advisor Group Holdings, Inc., which is owned primarily by a consortium of investors through RCP Artemis Co-Invest, L.P., an investment fund affiliated with Reverence Capital Partners LLC. Triad Advisors provides portfolio management services to individuals, high net-worth individuals, trusts, estates, pension and profit-sharing plans, charitable institutions, foundations, endowments, and corporations. | Chief Executive Officer | 01/01/2018 | - |
| President | 01/01/2018 | - |
Career history of Jeffrey Lin Rosenthal
Former positions of Jeffrey Lin Rosenthal
| Companies | Position | Start | End |
|---|---|---|---|
Triad Advisors, Inc.
 Triad Advisors, Inc. Investment ManagersFinance Triad Advisors, Inc. provides investment advice. Its services include banking services, investment management, capital markets, insurance solutions and trust and estate planning. The company was founded by Mark C. Mettelman in 1998 and is headquartered in Norcross, GA. | Chief Executive Officer | 01/01/2016 | 01/01/2018 |
| President | 01/01/2016 | 01/01/2018 | |
| Sales & Marketing | 01/01/2003 | 01/01/2016 |
Training of Jeffrey Lin Rosenthal
| University of Georgia | Undergraduate Degree |
Statistics
International
| United States | 5 |
Operational
| Chief Executive Officer | 2 |
| President | 2 |
| Sales & Marketing | 1 |
Sectoral
| Finance | 3 |
| Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 3 |
|---|---|
Triad Advisors, Inc.
Triad Advisors, Inc. Investment ManagersFinance Triad Advisors, Inc. provides investment advice. Its services include banking services, investment management, capital markets, insurance solutions and trust and estate planning. The company was founded by Mark C. Mettelman in 1998 and is headquartered in Norcross, GA. | Finance |
| Investment Program Association | |
Triad Advisors LLC
Triad Advisors LLC Investment ManagersFinance Triad Advisors LLC is a SEC-registered investment advisor and broker-dealer headquartered in Norcross, Georgia. The firm was founded in 1998 and is a wholly-owned subsidiary of Advisor Group Holdings, Inc., which is owned primarily by a consortium of investors through RCP Artemis Co-Invest, L.P., an investment fund affiliated with Reverence Capital Partners LLC. Triad Advisors provides portfolio management services to individuals, high net-worth individuals, trusts, estates, pension and profit-sharing plans, charitable institutions, foundations, endowments, and corporations. | Finance |
