SFG Asset Advisors
Description
Address: 106 Lincoln Blvd, San Francisco, CA 94129 Phone: (415) 276-2710: : : Hours: : : Place name: : Category: Website: Website: http://www.sfgassetadvisors.com/ Category: Investment company Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of SFG Asset Advisors LLC Posting publicly on the Web Write a review Reviews Be the first to review
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SFG Asset Advisors Employees
Employee
Years
Job
Industry
Adam Adelman, CFA Adam Adelman, CFA's SFG Asset Advisors Experience December 2005 - September 2007
Job CEO at Mighty Cast, Inc
Industry Media Production
Experience
Mighty Cast, Inc October 2011 - Present
The Juno Company March 2009 - October 2011
Juno Baby, LLC January 2003 - March 2009
CapStone Investments March 2008 - February 2009
SFG Asset Advisors December 2005 - September 2007
Philippe Investment Management December 1999 - December 2005
Banque Paribas, Paris France January 1994 - January 1998
Skills
Monetization, Strategy, Content Development, Mobile Devices, Brand Development, Media Analysis, Mobile Applications, Creative Direction, Entrepreneurship, Transmedia, Analytics, Marketing, Television, App and Mobile Strategy, Bridging Physical and..., Guerrilla Marketing, Brand Management, Video, Mobile Marketing, Content Strategy, Digital Media, Viral Marketing, Digital Strategy, Strategic Partnerships, Online Marketing, Publishing, Online Advertising, Wearables, Internet of Things, Content and Virtual...
Education
New York University - Leonard N. Stern School of Business 1994 — 1999
MBA, Economics and Finance
Miami University 1987 — 1991
B.S., Economics and Finance
Mighty Cast, Inc October 2011 - Present
The Juno Company March 2009 - October 2011
Juno Baby, LLC January 2003 - March 2009
CapStone Investments March 2008 - February 2009
SFG Asset Advisors December 2005 - September 2007
Philippe Investment Management December 1999 - December 2005
Banque Paribas, Paris France January 1994 - January 1998
Skills
Monetization, Strategy, Content Development, Mobile Devices, Brand Development, Media Analysis, Mobile Applications, Creative Direction, Entrepreneurship, Transmedia, Analytics, Marketing, Television, App and Mobile Strategy, Bridging Physical and..., Guerrilla Marketing, Brand Management, Video, Mobile Marketing, Content Strategy, Digital Media, Viral Marketing, Digital Strategy, Strategic Partnerships, Online Marketing, Publishing, Online Advertising, Wearables, Internet of Things, Content and Virtual...
Education
New York University - Leonard N. Stern School of Business 1994 — 1999
MBA, Economics and Finance
Miami University 1987 — 1991
B.S., Economics and Finance
Greg Blomberg Greg Blomberg's SFG Asset Advisors Experience April 2006 - March 2007
Job Vice President Equity Analyst at Unicom Capital
Industry Investment Management
Experience
Unicom Capital April 2007 - Present
SFG Asset Advisors April 2006 - March 2007
Wood River Capital Management LLC April 2005 - September 2005
Banc of America Securities June 2000 - March 2005
Education
University of North Carolina at Chapel Hill 1997 — 1999
BA, Economics
University of San Diego 1995 — 1997
Accounting
Sunset High School, Portland, Oregon 1993 — 1995
Unicom Capital April 2007 - Present
SFG Asset Advisors April 2006 - March 2007
Wood River Capital Management LLC April 2005 - September 2005
Banc of America Securities June 2000 - March 2005
Education
University of North Carolina at Chapel Hill 1997 — 1999
BA, Economics
University of San Diego 1995 — 1997
Accounting
Sunset High School, Portland, Oregon 1993 — 1995
Matthew Burns, CFA, FRM Matthew Burns, CFA, FRM's SFG Asset Advisors Experience May 2014 - May 2015
Job Director of Capital Markets and Risk Management at Voce Capital Management
Industry Investment Management
Experience
Voce Capital Management May 2015 - Present
SFG Asset Advisors May 2014 - May 2015
SFG Asset Advisors November 2013 - May 2014
Ascend Capital January 2011 - August 2012
Ascend Capital September 2006 - December 2010
Ascend Capital June 2004 - August 2006
Cutler Group, LP July 2003 - June 2004
Morgan Stanley May 2001 - August 2001
Skills
Financial Markets, Portfolio Management, Hedge Funds, Long/Short Equity, Stock Picking, Fundamental Analysis, Valuation, Equities, Options, Trading, Trading Strategies, Hedging, Chartered Financial..., Bloomberg, Asset Managment, Investments, Equity Derivatives, Investment Strategies, Investment Management, Technical Analysis, Equity Research
Education
University of California, Berkeley 1998 — 2002
Bachelor of Science (BS), Business Administration
University of California, Berkeley 1998 — 2002
Bachelor of Arts (B.A.), Applied Mathematics
Voce Capital Management May 2015 - Present
SFG Asset Advisors May 2014 - May 2015
SFG Asset Advisors November 2013 - May 2014
Ascend Capital January 2011 - August 2012
Ascend Capital September 2006 - December 2010
Ascend Capital June 2004 - August 2006
Cutler Group, LP July 2003 - June 2004
Morgan Stanley May 2001 - August 2001
Skills
Financial Markets, Portfolio Management, Hedge Funds, Long/Short Equity, Stock Picking, Fundamental Analysis, Valuation, Equities, Options, Trading, Trading Strategies, Hedging, Chartered Financial..., Bloomberg, Asset Managment, Investments, Equity Derivatives, Investment Strategies, Investment Management, Technical Analysis, Equity Research
Education
University of California, Berkeley 1998 — 2002
Bachelor of Science (BS), Business Administration
University of California, Berkeley 1998 — 2002
Bachelor of Arts (B.A.), Applied Mathematics
Nandi Gunning Hurley, CFA's SFG Asset Advisors Experience May 2005 - January 2009
Job Investment Management
Industry Investment Management
Experience
Morgan Stanley Wealth Management May 2014 - Present
Capco May 2010 - June 2013
Reading Partners January 2009 - December 2010
SFG Asset Advisors May 2005 - January 2009
Manning & Napier Advisors December 2002 - December 2004
Skills
Project Management, Due Diligence, Operations Management, Risk Management, Equity Research, Portfolio Management, Auditing, Hedge Funds, Asset Allocation, Asset Management, Wealth Management, Equities
Education
Harvard Business School 1999 — 2001
Master of Business Administration (MBA), Business Administration and Management, General
University of the West Indies, Mona Campus 1992 — 1995
Bachelor of Science (BSc), Management Studies
Morgan Stanley Wealth Management May 2014 - Present
Capco May 2010 - June 2013
Reading Partners January 2009 - December 2010
SFG Asset Advisors May 2005 - January 2009
Manning & Napier Advisors December 2002 - December 2004
Skills
Project Management, Due Diligence, Operations Management, Risk Management, Equity Research, Portfolio Management, Auditing, Hedge Funds, Asset Allocation, Asset Management, Wealth Management, Equities
Education
Harvard Business School 1999 — 2001
Master of Business Administration (MBA), Business Administration and Management, General
University of the West Indies, Mona Campus 1992 — 1995
Bachelor of Science (BSc), Management Studies
Mark Schemper Mark Schemper's SFG Asset Advisors Experience August 2005 - July 2006
Job Trading and Operations
Industry Capital Markets
Experience
Bailard, Inc. May 2009 - March 2013
Bailard, Inc. July 2006 - May 2009
SFG Asset Advisors August 2005 - July 2006
Private Consultant August 1999 - December 2005
3Com January 2001 - December 2001
JCP Geologists March 1998 - January 2001
Skills
Equities, Risk Management, Hedge Funds, Financial Risk, Trading, Securities, Bloomberg, Alternative Investments, Portfolio Management, Financial Modeling
Education
Santa Clara University
MBA, Finance
Santa Clara University
BS, Computer Science / Mathematics
Bailard, Inc. May 2009 - March 2013
Bailard, Inc. July 2006 - May 2009
SFG Asset Advisors August 2005 - July 2006
Private Consultant August 1999 - December 2005
3Com January 2001 - December 2001
JCP Geologists March 1998 - January 2001
Skills
Equities, Risk Management, Hedge Funds, Financial Risk, Trading, Securities, Bloomberg, Alternative Investments, Portfolio Management, Financial Modeling
Education
Santa Clara University
MBA, Finance
Santa Clara University
BS, Computer Science / Mathematics
Robert Wickers Robert Wickers's SFG Asset Advisors Experience May 2014 - August 2014
Job Student at UC Berkeley
Industry
Experience
SFG Asset Advisors May 2014 - August 2014
The Riekes Center May 2013 - August 2013
Romney for President June 2012 - July 2012
Clean Bottle June 2010 - August 2010
Skills
Writing, Policy Analysis, Social Media, Microsoft Office, Public Speaking, International Relations, Fitness Training
Education
University of California, Berkeley 2014 — 2016
Bachelor's Degree, International Relations and Affairs
Menlo School 2008 — 2011
SFG Asset Advisors May 2014 - August 2014
The Riekes Center May 2013 - August 2013
Romney for President June 2012 - July 2012
Clean Bottle June 2010 - August 2010
Skills
Writing, Policy Analysis, Social Media, Microsoft Office, Public Speaking, International Relations, Fitness Training
Education
University of California, Berkeley 2014 — 2016
Bachelor's Degree, International Relations and Affairs
Menlo School 2008 — 2011
Jihong Kim Jihong Kim's SFG Asset Advisors Experience September 2009 - May 2012
Job Investment Manager at Samsung Ventures America
Industry Venture Capital & Private Equity
Experience
Samsung Ventures America June 2012 - Present
SFG Asset Advisors September 2009 - May 2012
JMP Securities February 2009 - September 2009
HSBC Securities June 2008 - August 2008
PricewaterhouseCoopers 2005 - 2007
Skills
Financial Modeling, Valuation, Equity Research, Investments, Investment Banking, Research, Equity Valuation, Equities, Asset Managment, Bloomberg, Financial Analysis, Business Valuation, Due Diligence, Business Analysis, Management Consulting, Portfolio Management, Business Strategy, Asset Management
Education
University of California, Berkeley, Haas School of Business 2007 — 2009
MBA, Finance / Accounting
University of California, Berkeley 1996 — 2001
BS, Electrical Engineering Computer Science
Samsung Ventures America June 2012 - Present
SFG Asset Advisors September 2009 - May 2012
JMP Securities February 2009 - September 2009
HSBC Securities June 2008 - August 2008
PricewaterhouseCoopers 2005 - 2007
Skills
Financial Modeling, Valuation, Equity Research, Investments, Investment Banking, Research, Equity Valuation, Equities, Asset Managment, Bloomberg, Financial Analysis, Business Valuation, Due Diligence, Business Analysis, Management Consulting, Portfolio Management, Business Strategy, Asset Management
Education
University of California, Berkeley, Haas School of Business 2007 — 2009
MBA, Finance / Accounting
University of California, Berkeley 1996 — 2001
BS, Electrical Engineering Computer Science
Philip Mickelson, CFA's SFG Asset Advisors Experience July 2007 - April 2008
Job President at CleanFocus Energy
Industry Environmental Services
Experience
CleanFocus Energy January 2010 - Present
CleanFocus Advisors, LLC June 2008 - April 2010
SFG Asset Advisors July 2007 - April 2008
JPMorgan 2002 - 2007
Hambrecht and Quist November 1999 - March 2002
American Express Financial Advisors July 1997 - November 1999
American Express Financial Advisors November 1991 - July 1997
Skills
Entrepreneurship, Financial Analysis, Project Management, Market Research, Sales Presentations, Capital Markets
Education
University of Minnesota-Twin Cities 1987 — 1991
Finance, Speech-Communications
CleanFocus Energy January 2010 - Present
CleanFocus Advisors, LLC June 2008 - April 2010
SFG Asset Advisors July 2007 - April 2008
JPMorgan 2002 - 2007
Hambrecht and Quist November 1999 - March 2002
American Express Financial Advisors July 1997 - November 1999
American Express Financial Advisors November 1991 - July 1997
Skills
Entrepreneurship, Financial Analysis, Project Management, Market Research, Sales Presentations, Capital Markets
Education
University of Minnesota-Twin Cities 1987 — 1991
Finance, Speech-Communications
Jackson, Chris's SFG Asset Advisors Experience January 2002 - Present
Job President at SFG Asset Advisors
Industry Financial Services
Experience
SFG Asset Advisors January 2002 - Present
Barbary Coast Capital Management LLC January 1999 - January 2001
Hoover Capital Management LLC January 1998 - December 1998
Emerging Growth Managment December 1993 - December 1997
Emerging Growth Management LLC January 1993 - January 1997
Oppenheimer & Co,. Inc January 1991 - January 1993
Skills
Investments, Asset Management, Asset Managment, Start-ups, Emerging Markets, Hedge Funds, Alternative Investments, Private Equity, Investment Strategies, Risk Management, Equity Research, Equities, Strategy, Portfolio Management
Education
Lehigh University 1985 — 1990
B.A, Economics
SFG Asset Advisors January 2002 - Present
Barbary Coast Capital Management LLC January 1999 - January 2001
Hoover Capital Management LLC January 1998 - December 1998
Emerging Growth Managment December 1993 - December 1997
Emerging Growth Management LLC January 1993 - January 1997
Oppenheimer & Co,. Inc January 1991 - January 1993
Skills
Investments, Asset Management, Asset Managment, Start-ups, Emerging Markets, Hedge Funds, Alternative Investments, Private Equity, Investment Strategies, Risk Management, Equity Research, Equities, Strategy, Portfolio Management
Education
Lehigh University 1985 — 1990
B.A, Economics
Garima Jain CA, CFA's SFG Asset Advisors Experience April 2010 - December 2011
Job Risk Management and Hedgefund Operations
Industry Investment Management
Experience
GLM Asset Management January 2012 - August 2014
SFG Asset Advisors April 2010 - December 2011
Startup High Income Fund May 2009 - March 2010
Indusino Capital August 2007 - October 2008
MS May 2004 - January 2006
LABIN PAINTS PVT. LTD. August 2003 - April 2004
LODHA & COMPANY, CHARTERED ACCOUNTANTS August 2000 - July 2003
Skills
Financial Risk, Asset Management, Portfolio Management, Hedging, Banking, Finance, Derivatives, Strategic Financial..., Currency, Analysis, FX Options, CDS, Risk Management, Financial Modeling, Valuation, Fixed Income, Mutual Funds, Financial Analysis, Commodity, Accounting, Swaps, Options, Trading, Investments, Equity Research, Financial Services, Market Risk, Alternative Investments, Settlement, Securities, Capital Markets, Credit Risk, Due Diligence, Funding, Hedge Funds, Investment Banking, Bloomberg
Education
CFA Institute-USA 2006 — 2008
CFA, Finance
Institute of Chartered Accountants of India 1999 — 2003
CA, Portfolio Management and Accounting
University of Mumbai 1997 — 2002
Bachelors Of Commerce, Economics and Financial Management
GLM Asset Management January 2012 - August 2014
SFG Asset Advisors April 2010 - December 2011
Startup High Income Fund May 2009 - March 2010
Indusino Capital August 2007 - October 2008
MS May 2004 - January 2006
LABIN PAINTS PVT. LTD. August 2003 - April 2004
LODHA & COMPANY, CHARTERED ACCOUNTANTS August 2000 - July 2003
Skills
Financial Risk, Asset Management, Portfolio Management, Hedging, Banking, Finance, Derivatives, Strategic Financial..., Currency, Analysis, FX Options, CDS, Risk Management, Financial Modeling, Valuation, Fixed Income, Mutual Funds, Financial Analysis, Commodity, Accounting, Swaps, Options, Trading, Investments, Equity Research, Financial Services, Market Risk, Alternative Investments, Settlement, Securities, Capital Markets, Credit Risk, Due Diligence, Funding, Hedge Funds, Investment Banking, Bloomberg
Education
CFA Institute-USA 2006 — 2008
CFA, Finance
Institute of Chartered Accountants of India 1999 — 2003
CA, Portfolio Management and Accounting
University of Mumbai 1997 — 2002
Bachelors Of Commerce, Economics and Financial Management
Steven Kamen's SFG Asset Advisors Experience June 2010 - August 2010
Job Investment Banking Analyst at Goldman Sachs
Industry Higher Education
Experience
Goldman Sachs July 2013 - Present
J.P. Morgan June 2012 - August 2012
Lazard November 2011 - February 2012
Wedbush Securities May 2011 - August 2011
AltQuest Group July 2010 - August 2010
SFG Asset Advisors June 2010 - August 2010
University of California, Berkeley, Haas School of Business September 2009 - December 2009
Kimball, Tirey & St. John June 2009 - August 2009
University of San Diego May 2008 - May 2008
Education
University of California, Berkeley 2009 — 2013
BA, Physics, Economics, Statistics, 3.95
Goldman Sachs July 2013 - Present
J.P. Morgan June 2012 - August 2012
Lazard November 2011 - February 2012
Wedbush Securities May 2011 - August 2011
AltQuest Group July 2010 - August 2010
SFG Asset Advisors June 2010 - August 2010
University of California, Berkeley, Haas School of Business September 2009 - December 2009
Kimball, Tirey & St. John June 2009 - August 2009
University of San Diego May 2008 - May 2008
Education
University of California, Berkeley 2009 — 2013
BA, Physics, Economics, Statistics, 3.95
Stephen Primack's SFG Asset Advisors Experience July 2012 - September 2012
Job Principal Investments Structured Products
Industry Investment Management
Experience
Wells Fargo Bank July 2015 - Present
Wells Fargo Securities January 2013 - June 2015
SFG Asset Advisors July 2012 - September 2012
TAMID Israel Investment Group August 2011 - July 2012
Livian & Co. - Investment and Wealth Management July 2011 - September 2011
Berkeley Hillel January 2011 - July 2011
Skills
Hedge Funds, Structured Products, CLO, ABS, CDO, Intex, Economics, Equity Research, Investments, Financial Modeling, Student Loans, Structured Finance, Derivatives, Private Equity, Fixed Income, Leveraged Finance, Investment Strategies, Due Diligence, Alternative Investments, Equity Derivatives, Credit Derivatives, Corporate Finance, Financial Analysis, Research, Trading, Bloomberg, Team Leadership
Education
University of California, Berkeley
BA, Economics - High Honors
Wells Fargo Bank July 2015 - Present
Wells Fargo Securities January 2013 - June 2015
SFG Asset Advisors July 2012 - September 2012
TAMID Israel Investment Group August 2011 - July 2012
Livian & Co. - Investment and Wealth Management July 2011 - September 2011
Berkeley Hillel January 2011 - July 2011
Skills
Hedge Funds, Structured Products, CLO, ABS, CDO, Intex, Economics, Equity Research, Investments, Financial Modeling, Student Loans, Structured Finance, Derivatives, Private Equity, Fixed Income, Leveraged Finance, Investment Strategies, Due Diligence, Alternative Investments, Equity Derivatives, Credit Derivatives, Corporate Finance, Financial Analysis, Research, Trading, Bloomberg, Team Leadership
Education
University of California, Berkeley
BA, Economics - High Honors