Jonathan
Shaban
Overbrook Management Corporation
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About this Advisor
Jonathan Shaban is a financial advisor based in New York, New York, working with Overbrook Management Corporation. Jonathan has previously held positions at Overbrook Management Corp, Bank Of America Private Bank, Stony Brook University, Mediavest Worldwide Inc, Manhattan District Attorney's Office, and Target Corporation. Jonathan is registered to provide services in New York. Currently, Jonathan is part of Overbrook Management Corporation, which operates out of New York, New York. The firm has 13 employees and manages assets totaling $1.2 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisers. The fee structure at Overbrook Management Corporation includes asset-based and fixed fees.
Certifications and Registrations
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Fee Structure
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Overbrook Management Corporation Brokerage Details
$1,228,633,455
13
405
$3,033,663
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Jonathan Shaban Work History
Overbrook Management Corp
Bank Of America Private Bank
Mediavest Worldwide Inc
Not Applicable
Manhattan District Attorney'S Office
Target Corporation
Stony Brook University
Disclosures
Please visit the SEC profile of Jonathan Shaban to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Overbrook Management Corporation
New York, NY
New York, NY
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