Amir Ali Monsefi
Chief Executive Officer at AIRE Advisors LLC
Amir Ali Monsefi active positions
Companies | Position | Start | End |
---|---|---|---|
AIRE Advisors LLC
AIRE Advisors LLC Investment ManagersFinance AIRE Advisors LLC (AIRE) is an independent registered investment advisor and wealth management firm headquartered in Beverly Hills, California. The firm was co-founded by Amir Monsefi and Sharon Nassir in 2020. AIRE provides asset management and financial planning or consulting services to individual and institutional clients. | Chief Executive Officer | 2019-12-31 | - |
Compliance Officer | 2019-12-31 | - | |
Founder | 2019-12-31 | - |
Career history of Amir Ali Monsefi
Former positions of Amir Ali Monsefi
Companies | Position | Start | End |
---|---|---|---|
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Investment ManagersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPF&S) is a global investment banking firm, SEC-registered investment advisor, broker-dealer, and futures commission merchant headquartered in New York City. The firm is a subsidiary of BAC North America Holding Co., ultimately held by Bank of America Corp. (NYSE: BAC). MLPF&S provides investment advisory services to individuals, trusts, estates, charitable organizations, banks, insurance companies, thrift institutions, pension and profit-sharing plans, corporations and other types of business. | Corporate Officer/Principal | 2011-11-30 | 2019-12-31 |
UBS AG (New York)
UBS AG (New York) Investment ManagersFinance UBS AG's (NYSE: UBS) New York City-based wealth management arm is known as UBS Private Banking (US). The firm provides a range of customized wealth management products and services for private clients. | Corporate Officer/Principal | 2006-11-30 | 2011-11-30 |
TD Ameritrade, Inc.
TD Ameritrade, Inc. Investment Banks/BrokersFinance TD Ameritrade, Inc. is an investment brokerage firm headquartered in Omaha, Nebraska. They are a subsidiary of TD Ameritrade Online Holdings Corp., ultimately owned by The Charles Schwab Corp. (NYSE: SCHW). The firm was founded in 1975 and provides online brokerage services to their clients. Customers can manage their investment portfolios via the Internet as well as through personal digital assistants, wireless phone services and interactive voice recognition systems. | Corporate Officer/Principal | 1995-07-31 | 2006-11-30 |
Training of Amir Ali Monsefi
UCLA Anderson School of Management | Masters Business Admin |
Brandeis University | Undergraduate Degree |
Statistics
International
United States | 7 |
Operational
Corporate Officer/Principal | 3 |
Chief Executive Officer | 1 |
Compliance Officer | 1 |
Sectoral
Finance | 5 |
Consumer Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 4 |
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AIRE Advisors LLC
AIRE Advisors LLC Investment ManagersFinance AIRE Advisors LLC (AIRE) is an independent registered investment advisor and wealth management firm headquartered in Beverly Hills, California. The firm was co-founded by Amir Monsefi and Sharon Nassir in 2020. AIRE provides asset management and financial planning or consulting services to individual and institutional clients. | Finance |
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Investment ManagersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPF&S) is a global investment banking firm, SEC-registered investment advisor, broker-dealer, and futures commission merchant headquartered in New York City. The firm is a subsidiary of BAC North America Holding Co., ultimately held by Bank of America Corp. (NYSE: BAC). MLPF&S provides investment advisory services to individuals, trusts, estates, charitable organizations, banks, insurance companies, thrift institutions, pension and profit-sharing plans, corporations and other types of business. | Finance |
UBS AG (New York)
UBS AG (New York) Investment ManagersFinance UBS AG's (NYSE: UBS) New York City-based wealth management arm is known as UBS Private Banking (US). The firm provides a range of customized wealth management products and services for private clients. | Finance |
TD Ameritrade, Inc.
TD Ameritrade, Inc. Investment Banks/BrokersFinance TD Ameritrade, Inc. is an investment brokerage firm headquartered in Omaha, Nebraska. They are a subsidiary of TD Ameritrade Online Holdings Corp., ultimately owned by The Charles Schwab Corp. (NYSE: SCHW). The firm was founded in 1975 and provides online brokerage services to their clients. Customers can manage their investment portfolios via the Internet as well as through personal digital assistants, wireless phone services and interactive voice recognition systems. | Finance |
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