Jerry Chafkin
Net worth: 657 922 $ as of 30/04/2024
Career history of Jerry Chafkin
Former positions of Jerry Chafkin
| Companies | Position | Start | End |
|---|---|---|---|
| PACIFIC CURRENT GROUP LIMITED | Director/Board Member | 10/04/2019 | 17/11/2023 |
| ASSETMARK FINANCIAL HOLDINGS, INC. | Chief Investment Officer | 01/01/2014 | 07/06/2021 |
AlphaSimplex Group LLC
 AlphaSimplex Group LLC Investment ManagersFinance AlphaSimplex Group LLC (AlphaSimplex) is a SEC-registered investment adviser and hedge fund manager headquartered in Boston, Massachusetts. The firm was founded in 1999 and became an investment affiliate of Virtus Investment Partners, Inc. (Nasdaq: VRTS) in 2023. AlphaSimplex provides discretionary and non-discretionary services to investment companies, private funds, corporations, state or municipal government entities, and other business entities. | Chief Executive Officer | 01/01/2007 | 31/12/2013 |
| Investment Committee Member | 04/10/2010 | 31/12/2013 | |
| Portfolio Manager-Equities | 01/01/2007 | 31/12/2013 | |
| President | 01/01/2007 | 31/12/2013 | |
Natixis Investment Managers LP
 Natixis Investment Managers LP Investment ManagersFinance Natixis Investment Managers LP engages in the provision of investment management solutions. Its investments focused on the mutual funds, exchange traded funds, target date funds, retirement, separate accounts, and wealth management. The company was founded in 1997 and is headquartered in Boston, MA. | Chief Executive Officer | 01/01/2006 | 01/01/2007 |
| CHARLES SCHWAB | Corporate Officer/Principal | 01/01/1999 | 01/01/2006 |
Charles Schwab Investment Management, Inc.
 Charles Schwab Investment Management, Inc. Investment ManagersFinance Charles Schwab Investment Management, Inc. (CSIM) is a registered investment advisor headquartered in San Francisco, California. The firm was founded in 1989 and is a subsidiary of The Charles Schwab Corp. (NASDAQ: SCHW). CSIM provides investment advice to pooled investment funds such as registered investment companies and non-US funds and to trustees of collective trust funds. They also provide non-discretionary investment management advice to their affiliate, Charles Schwab Bank (CSB). | President | 01/01/1991 | 01/01/2001 |
Deutsche Bank Trust Company Americas
 Deutsche Bank Trust Company Americas Regional BanksFinance Deutsche Bank Trust Company Americas operates as a state chartered commercial bank. The firm offers loan origination and other forms of credit, clearing activities, currency, fiduciary, custody transactions, commercial banking, financial, and trust services. The company was founded on March 5, 1903 and is headquartered in New York, NY. | Corporate Officer/Principal | 01/01/1997 | 01/01/1999 |
| Japan Bankers Trust Co., Ltd. | President | 01/01/1994 | 01/01/1996 |
NRMA Insurance Ltd.
 NRMA Insurance Ltd. Insurance Brokers/ServicesFinance Part of Insurance Australia Group Ltd., NRMA Insurance Ltd. is a leading general insurer based in Sydney, Australia. NRMA Insurance offers a range of insurance products for cars, homes, travel, and businesses. The Australian company also provides 24/7 customer service and has a process in place to resolve complaints. NRMA Insurance is committed to providing the best service possible and is a great place to start a career with opportunities for graduates. Founded in 1999, the company has been providing insurance to Australians for over 90 years. | Corporate Secretary | - | - |
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Training of Jerry Chafkin
| Yale University | Undergraduate Degree |
| Columbia Business School | Masters Business Admin |
Statistics
International
| United States | 11 |
| Australia | 3 |
| Japan | 2 |
Operational
| President | 3 |
| Corporate Officer/Principal | 3 |
| Chief Executive Officer | 2 |
Sectoral
| Finance | 12 |
| Consumer Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Listed companies | 3 |
|---|---|
| CHARLES SCHWAB | Finance |
| PACIFIC CURRENT GROUP LIMITED | Finance |
| ASSETMARK FINANCIAL HOLDINGS, INC. | Finance |
| Private companies | 8 |
|---|---|
AlphaSimplex Group LLC
AlphaSimplex Group LLC Investment ManagersFinance AlphaSimplex Group LLC (AlphaSimplex) is a SEC-registered investment adviser and hedge fund manager headquartered in Boston, Massachusetts. The firm was founded in 1999 and became an investment affiliate of Virtus Investment Partners, Inc. (Nasdaq: VRTS) in 2023. AlphaSimplex provides discretionary and non-discretionary services to investment companies, private funds, corporations, state or municipal government entities, and other business entities. | Finance |
AssetMark, Inc.
 AssetMark, Inc. Investment ManagersFinance AssetMark, Inc. is a registered investment advisor headquartered in Concord, California. The firm was founded in 1985 as Genworth Financial Asset Management. They are a wholly-owned subsidiary of AssetMark Financial Holdings, Inc., which is owned by Huatai International Investment Holdings Ltd. in Hong Kong. AssetMark provides various investment supervisory services to registered investment companies and a variety of clients, which include but not limited to individuals, investment companies, pension and profit-sharing plans, corporations, partnerships, trusts, insurance companies and other investment managers. | Finance |
Natixis Advisors LLC
 Natixis Advisors LLC Investment ManagersFinance Natixis Advisors LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. Founded in 1995, the firm is a subsidiary of Natixis Investment Managers LLC, ultimately owned by BPCE SA in France. Natixis Advisors provides advisory services to investment company clients and separately managed account clients as well as multi-asset portfolio solutions for a variety of funds and portfolios. A department of Natixis Advisors also provides portfolio analysis, consulting, and analytic services to investment professionals. | Finance |
Natixis Investment Managers LP
Natixis Investment Managers LP Investment ManagersFinance Natixis Investment Managers LP engages in the provision of investment management solutions. Its investments focused on the mutual funds, exchange traded funds, target date funds, retirement, separate accounts, and wealth management. The company was founded in 1997 and is headquartered in Boston, MA. | Finance |
Charles Schwab Investment Management, Inc.
Charles Schwab Investment Management, Inc. Investment ManagersFinance Charles Schwab Investment Management, Inc. (CSIM) is a registered investment advisor headquartered in San Francisco, California. The firm was founded in 1989 and is a subsidiary of The Charles Schwab Corp. (NASDAQ: SCHW). CSIM provides investment advice to pooled investment funds such as registered investment companies and non-US funds and to trustees of collective trust funds. They also provide non-discretionary investment management advice to their affiliate, Charles Schwab Bank (CSB). | Finance |
| Japan Bankers Trust Co., Ltd. | Finance |
Deutsche Bank Trust Company Americas
Deutsche Bank Trust Company Americas Regional BanksFinance Deutsche Bank Trust Company Americas operates as a state chartered commercial bank. The firm offers loan origination and other forms of credit, clearing activities, currency, fiduciary, custody transactions, commercial banking, financial, and trust services. The company was founded on March 5, 1903 and is headquartered in New York, NY. | Finance |
NRMA Insurance Ltd.
NRMA Insurance Ltd. Insurance Brokers/ServicesFinance Part of Insurance Australia Group Ltd., NRMA Insurance Ltd. is a leading general insurer based in Sydney, Australia. NRMA Insurance offers a range of insurance products for cars, homes, travel, and businesses. The Australian company also provides 24/7 customer service and has a process in place to resolve complaints. NRMA Insurance is committed to providing the best service possible and is a great place to start a career with opportunities for graduates. Founded in 1999, the company has been providing insurance to Australians for over 90 years. | Finance |
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