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Joel Bernard Kantor
Founder at Mimosa Tree Capital Partners LLC
Joel Bernard Kantor active positions
Companies | Position | Start | End |
---|---|---|---|
Native American Fund Advisors LLC
![]() Native American Fund Advisors LLC Investment ManagersFinance Native American Fund Advisors LLC (NAFA) is an independent, SEC-registered investment advisor headquartered in Tulsa, Oklahoma. The firm was founded in 1996 by David Poarch and R. Brett Kramer. NAFA offers bond and equity portfolio management for tribal governments, foundations, corporations, trusts, pension and profit-sharing plans, and other tribal entities. The firm also offers financial analysis on a consulting basis for investment policies, BIA trust fund applications, investment portfolios, cash management, municipal debt defeasance, and liability hedging programs. | Portfolio Manager-Equities | 2005-05-31 | - |
Portfolio Manager-Fixed Income | 2005-05-31 | - | |
Mimosa Tree Capital Partners LLC
![]() Mimosa Tree Capital Partners LLC Investment ManagersFinance Mimosa tree capital partners LLC (Mimosa tree capital partners) is a private equity firm founded in 1999 by Joel B. Kantor and P. Vincent LoVoi. The firm is headquartered in Tulsa, oklahoma. | Founder | 2009-08-23 | - |
Private Equity Investor | - | - | |
Pinnacle Holdings LLC
![]() Pinnacle Holdings LLC Investment ManagersFinance Pinnacle Holdings LLC (dba Pinnacle Investment Advisors) is an independent registered investment advisor and wealth management firm headquartered in Tulsa, Oklahoma. The firm was founded by David Poarch and R. Brett Kramer in 1996. Pinnacle Investment Advisors offers bond and equity portfolio management for individuals, foundations, corporations, trusts, pension and profit-sharing plans, and other business entities. It also offers financial analysis on a consulting basis for bank investment portfolios, corporate cash management, municipal debt defeasance, and liability hedging programs. | Portfolio Manager-Equities | 2004-12-31 | - |
Career history of Joel Bernard Kantor
Former positions of Joel Bernard Kantor
Companies | Position | Start | End |
---|---|---|---|
Avansic, Inc.
![]() Avansic, Inc. Miscellaneous Commercial ServicesCommercial Services Avansic, Inc. provides digital forensics services to the business and legal communities. The firm offers e-discovery and digital forensics services to attorneys, litigation support teams and business communities across the nation. It has offices in Dallas, Houston, Little Rock, New Orleans, St. Louis and Tulsa. The company was founded in 2004 by Gavin W. Manes and is headquartered in Tulsa, OK. | Director/Board Member | 2010-01-11 | - |
Training of Joel Bernard Kantor
University of Oklahoma | Undergraduate Degree |
Statistics
International
United States | 6 |
Operational
Portfolio Manager-Equities | 2 |
Portfolio Manager-Fixed Income | 1 |
Founder | 1 |
Sectoral
Finance | 4 |
Consumer Services | 2 |
Commercial Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 4 |
---|---|
Pinnacle Holdings LLC
![]() Pinnacle Holdings LLC Investment ManagersFinance Pinnacle Holdings LLC (dba Pinnacle Investment Advisors) is an independent registered investment advisor and wealth management firm headquartered in Tulsa, Oklahoma. The firm was founded by David Poarch and R. Brett Kramer in 1996. Pinnacle Investment Advisors offers bond and equity portfolio management for individuals, foundations, corporations, trusts, pension and profit-sharing plans, and other business entities. It also offers financial analysis on a consulting basis for bank investment portfolios, corporate cash management, municipal debt defeasance, and liability hedging programs. | Finance |
Native American Fund Advisors LLC
![]() Native American Fund Advisors LLC Investment ManagersFinance Native American Fund Advisors LLC (NAFA) is an independent, SEC-registered investment advisor headquartered in Tulsa, Oklahoma. The firm was founded in 1996 by David Poarch and R. Brett Kramer. NAFA offers bond and equity portfolio management for tribal governments, foundations, corporations, trusts, pension and profit-sharing plans, and other tribal entities. The firm also offers financial analysis on a consulting basis for investment policies, BIA trust fund applications, investment portfolios, cash management, municipal debt defeasance, and liability hedging programs. | Finance |
Mimosa Tree Capital Partners LLC
![]() Mimosa Tree Capital Partners LLC Investment ManagersFinance Mimosa tree capital partners LLC (Mimosa tree capital partners) is a private equity firm founded in 1999 by Joel B. Kantor and P. Vincent LoVoi. The firm is headquartered in Tulsa, oklahoma. | Finance |
Avansic, Inc.
![]() Avansic, Inc. Miscellaneous Commercial ServicesCommercial Services Avansic, Inc. provides digital forensics services to the business and legal communities. The firm offers e-discovery and digital forensics services to attorneys, litigation support teams and business communities across the nation. It has offices in Dallas, Houston, Little Rock, New Orleans, St. Louis and Tulsa. The company was founded in 2004 by Gavin W. Manes and is headquartered in Tulsa, OK. | Commercial Services |
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