Joe Witthohn
Portfolio Manager-Equities at Emerald Separate Account Management LLC
Profile
Mr. Joseph G.
Witthohn, CFA MBA, is Vice President of Product Development & ETF Strategies at Emerald Separate Account Management LLC.
He is responsible for expanding the investment products offered by Emerald and its subsidiary companies.
He brings over 18 years of investment experience to his role.
Prior to joining Emerald in February 2012, Mr. Witthohn was employed as ETF Analyst by Janney Montgomery Scott LLC and Financial Consultant by Morgan Stanley & Co., Inc.
Mr. Witthohn received his Bachelor of Science from Philadelphia University in 1980, a Master of Science in Finance from the Wallace E Carroll School of Management in 1997, and an MBA from the Whittemore School of Business and Economics at University of New Hampshire in 1994.
He holds Chartered Financial Analyst designation and is a member of the CFA Society of Philadelphia.
Joe Witthohn active positions
Companies | Position | Start |
---|---|---|
Emerald Separate Account Management LLC
Emerald Separate Account Management LLC Investment ManagersFinance Emerald Separate Account Management LLC (EMSAM) is a SEC-registered investment advisor headquartered in Leola, Pennsylvania. The firm was founded by Joseph E. Besecker in 2009 and is a wholly-owned subsidiary of Emerald Asset Management PA LLC, ultimately owned by 1251 Capital Group, Inc. EMSAM provides advisory services to high-net-worth individuals and Pooled Investment Funds (other than registered investment companies). | Portfolio Manager-Equities | 01/02/2012 |
Former positions of Joe Witthohn
Companies | Position | End |
---|---|---|
Janney Montgomery Scott LLC
Janney Montgomery Scott LLC Investment Banks/BrokersFinance Founded in 1999 by the late Thomas Watson, Janney Montgomery Scott LLC (JMS) is a full-service financial services firm and registered broker/dealer headquartered in Philadelphia, Pennsylvania. The firm is a subsidiary of Independence Square Properties LLC, itself a subsidiary of Penn Mutual Insurance Co. Their ultimate parent is Harleysville Mutual Insurance Co. JMS is a member of the NYSE, the SIPC and FINRA. The firm provides comprehensive financial advice and services to individual, corporate and institutional investors. Their primary coverage verticals include the consumer, technology, financials and infrastructure sectors. | Analyst-Equity | 01/07/2008 |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Corporate Officer/Principal | 31/07/1998 |
Training of Joe Witthohn
Philadelphia University | Undergraduate Degree |
University of New Hampshire | Masters Business Admin |
Wallace E Carroll School of Management | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 3 |
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Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Finance |
Janney Montgomery Scott LLC
Janney Montgomery Scott LLC Investment Banks/BrokersFinance Founded in 1999 by the late Thomas Watson, Janney Montgomery Scott LLC (JMS) is a full-service financial services firm and registered broker/dealer headquartered in Philadelphia, Pennsylvania. The firm is a subsidiary of Independence Square Properties LLC, itself a subsidiary of Penn Mutual Insurance Co. Their ultimate parent is Harleysville Mutual Insurance Co. JMS is a member of the NYSE, the SIPC and FINRA. The firm provides comprehensive financial advice and services to individual, corporate and institutional investors. Their primary coverage verticals include the consumer, technology, financials and infrastructure sectors. | Finance |
Emerald Separate Account Management LLC
Emerald Separate Account Management LLC Investment ManagersFinance Emerald Separate Account Management LLC (EMSAM) is a SEC-registered investment advisor headquartered in Leola, Pennsylvania. The firm was founded by Joseph E. Besecker in 2009 and is a wholly-owned subsidiary of Emerald Asset Management PA LLC, ultimately owned by 1251 Capital Group, Inc. EMSAM provides advisory services to high-net-worth individuals and Pooled Investment Funds (other than registered investment companies). | Finance |
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