James Serkes

Portfolio Manager-Equities at Hudson Valley Investment Advisors, Inc.

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Profile

James Matthew Serkes is currently a Vice President & Portfolio Manager at Hudson Valley Investment Advisors, Inc. Previously, he worked as a Managing Director at Jefferies LLC from 2012 to 2020.
He obtained his undergraduate degree from Loyola University Maryland, Inc. in 1992.

James Serkes active positions

Companies	Position	Start
Hudson Valley Investment Advisors, Inc. Hudson Valley Investment Advisors, Inc. Investment ManagersFinance Hudson Valley Investment Advisors, Inc. (HVIA) is a SEC-registered investment advisor headquartered in Goshen, New York. The firm is a subsidiary of Orange County Bancorp, Inc. (OTCMKTS: OCBI). HVIA was founded in 2012, and provides investment management services on both a discretionary and nondiscretionary basis to individuals, trusts, estates, corporations, pension and profit sharing plans, charitable institutions, and investment companies.	Portfolio Manager-Equities	2021-05-31

All active positions of James Serkes

Former positions of James Serkes

Companies	Position	End
Jefferies LLC Jefferies LLC Investment Banks/BrokersFinance Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia.	Corporate Officer/Principal	2020-07-31

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Training of James Serkes

Loyola University Maryland, Inc.

Undergraduate Degree

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Linked companies

Private companies	2
Hudson Valley Investment Advisors, Inc. Hudson Valley Investment Advisors, Inc. Investment ManagersFinance Hudson Valley Investment Advisors, Inc. (HVIA) is a SEC-registered investment advisor headquartered in Goshen, New York. The firm is a subsidiary of Orange County Bancorp, Inc. (OTCMKTS: OCBI). HVIA was founded in 2012, and provides investment management services on both a discretionary and nondiscretionary basis to individuals, trusts, estates, corporations, pension and profit sharing plans, charitable institutions, and investment companies.	Finance
Jefferies LLC Jefferies LLC Investment Banks/BrokersFinance Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia.	Finance