Alan S. Kotaev
Chief Executive Officer at TPK Advisors LLC
Profile
Alan S.
Kotaev is currently the President at TPK Advisors LLC since 2010.
He was previously a Portfolio Manager at Brean Capital LLC.
Kotaev completed his undergraduate degree in 2005 from New Jersey City University and his graduate degree in 2007 from New York University.
Alan S. Kotaev active positions
Companies | Position | Start |
---|---|---|
TPK Advisors LLC
TPK Advisors LLC Investment ManagersFinance TPK Advisors LLC is an independent, SEC-registered investment advisor headquartered in Edgewater, New Jersey. Founded in 2010, the firm offers discretionary investment advisory services to individuals, trusts, estates, charitable organizations, corporations, and other business entities. | Chief Executive Officer | 2009-12-31 |
Former positions of Alan S. Kotaev
Companies | Position | End |
---|---|---|
Brean Capital LLC
Brean Capital LLC Investment Banks/BrokersFinance Brean Capital is an independent investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1973 and provides equity research, corporate finance and advisory investment banking, equity institutional sales and trading, and asset management to institutional investors and corporate clients. Their fixed income business provides sales, trading, research and banking services on a wide range of mortgage and asset-backed, US Treasury and government agency securities, structured products, corporate bonds, and municipal debt. The fixed income sales team employs a highly analytical approach to bond selection, trade execution, and overall bond portfolio management. Under the guidance of fixed income strategists, the fixed income team uses a combination of qualitative and quantitative analyses to create custom investment portfolios and develop targeted, executable bond trading strategies to complement their clients? balance sheets. | Corporate Officer/Principal | - |
Training of Alan S. Kotaev
New Jersey City University | Undergraduate Degree |
New York University | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 2 |
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Brean Capital LLC
Brean Capital LLC Investment Banks/BrokersFinance Brean Capital is an independent investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1973 and provides equity research, corporate finance and advisory investment banking, equity institutional sales and trading, and asset management to institutional investors and corporate clients. Their fixed income business provides sales, trading, research and banking services on a wide range of mortgage and asset-backed, US Treasury and government agency securities, structured products, corporate bonds, and municipal debt. The fixed income sales team employs a highly analytical approach to bond selection, trade execution, and overall bond portfolio management. Under the guidance of fixed income strategists, the fixed income team uses a combination of qualitative and quantitative analyses to create custom investment portfolios and develop targeted, executable bond trading strategies to complement their clients? balance sheets. | Finance |
TPK Advisors LLC
TPK Advisors LLC Investment ManagersFinance TPK Advisors LLC is an independent, SEC-registered investment advisor headquartered in Edgewater, New Jersey. Founded in 2010, the firm offers discretionary investment advisory services to individuals, trusts, estates, charitable organizations, corporations, and other business entities. | Finance |
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