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Career history of Gary Richard Sobelman
Former positions of Gary Richard Sobelman
Companies | Position | Start | End |
---|---|---|---|
Highline Wealth Management LLC
![]() Highline Wealth Management LLC Investment ManagersFinance Highline Wealth Management LLC is a wealth management firm and registered investment advisor headquartered in Rockville, Maryland. Neal Simon, the firm's CEO, founded Highline's predecessor entity, Meltzer Wealth Management, in September 2002. In March 2007, Mr. Simon formed Highline, which acquired all of the assets of Meltzer Wealth Management. Previously, the firm was primarily owned by Simon Management Co. Highline was acquired by Bronfman E.L. Rothschild LP in August 2015. The firm provides investment management services to individuals, trusts, corporations, and pension and profit sharing plans. | Investment Committee Member | 2009-12-31 | 2015-07-30 |
Portfolio Manager-Equities | 2011-01-27 | 2015-07-30 | |
Portfolio Manager-Fixed Income | 2009-12-31 | 2015-07-30 | |
Hillview Capital Advisors LLC
![]() Hillview Capital Advisors LLC Investment ManagersFinance Founded in 1999, Hillview Capital Advisors LLC is a registered investment advisor headquartered in Wayne, Pennsylvania. | Corporate Officer/Principal | - | - |
Training of Gary Richard Sobelman
Elon University | Undergraduate Degree |
Statistics
International
United States | 4 |
Operational
Corporate Officer/Principal | 1 |
Investment Committee Member | 1 |
Portfolio Manager-Equities | 1 |
Sectoral
Finance | 3 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 2 |
---|---|
Hillview Capital Advisors LLC
![]() Hillview Capital Advisors LLC Investment ManagersFinance Founded in 1999, Hillview Capital Advisors LLC is a registered investment advisor headquartered in Wayne, Pennsylvania. | Finance |
Highline Wealth Management LLC
![]() Highline Wealth Management LLC Investment ManagersFinance Highline Wealth Management LLC is a wealth management firm and registered investment advisor headquartered in Rockville, Maryland. Neal Simon, the firm's CEO, founded Highline's predecessor entity, Meltzer Wealth Management, in September 2002. In March 2007, Mr. Simon formed Highline, which acquired all of the assets of Meltzer Wealth Management. Previously, the firm was primarily owned by Simon Management Co. Highline was acquired by Bronfman E.L. Rothschild LP in August 2015. The firm provides investment management services to individuals, trusts, corporations, and pension and profit sharing plans. | Finance |